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On the show
From 10 epsHosts
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Recent episodes
Market Update - March 2026
Mar 19, 2026
5m 00s
Market Update - January 2026
Jan 2, 2026
5m 55s
Gold's Role in a World of Rising Markets
Oct 27, 2025
2m 17s
Cutting Through the Noise in Q3
Oct 9, 2025
6m 10s
Cutting Through the Noise in Q2
Jul 17, 2025
4m 29s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 3/19/26 | Market Update - March 2026✨ | market updategeopolitical tensions+4 | — | Barry Investment Advisors | — | market updategeopolitical tensions+5 | — | 5m 00s | |
| 1/2/26 | Market Update - January 2026✨ | market updateglobal markets+4 | — | ETF tax loss harvestingdonor advised gift funds+1 | — | U.S. equitiesgold+6 | — | 5m 55s | |
| 10/27/25 | Gold's Role in a World of Rising Markets✨ | gold marketdiversified portfolio+4 | — | goldBarry Investment Advisors+2 | — | goldmarket update+5 | — | 2m 17s | |
| 10/9/25 | Cutting Through the Noise in Q3✨ | market updateinflation+4 | — | Barry Investment Advisors | Q3 | investinginflation+5 | — | 6m 10s | |
| 7/17/25 | Cutting Through the Noise in Q2✨ | market analysisinvestment trends+4 | — | Barry Investment Advisors | globalinternational | market strengthinflation+4 | — | 4m 29s | |
| 4/9/25 | Lessons from 50 Years of Changing Markets✨ | investingmarket volatility+4 | — | Barry Investment Advisors | — | investingmarket downturns+5 | — | 5m 12s | |
| 4/4/25 | Market Update - April 2025✨ | market updateinvesting+1 | — | — | — | market updateApril 2025+3 | — | 3m 36s | |
| 3/11/25 |  Market Update - March 2025✨ | market updatefederal spending cuts+3 | — | AI bubbleBarry Investment Advisors | March 2025 | market downturnfederal spending cuts+3 | — | 3m 58s | |
| 12/13/24 |  Year-End Podcast✨ | year-end financial checkupretirement contribution limits+2 | Liz GarveyBeth Parker | Barry Investment Advisors | — | financial checkupretirement+3 | — | 4m 46s | |
| 12/10/24 | Market Update - December 2024✨ | market updateinvesting+1 | — | — | — | market updateDecember 2024+3 | — | 5m 04s | |
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| 7/31/24 | Heirs Finally Get an Answer from IRS About Money in Inherited Retirement Accounts | On this episode of the Barry Broadcast, Kate Alves, Beth Parker and Whitney Holland sit down to discuss the IRS's new rules regarding inherited IRAs. Originally, in 2019 a new retirement law stated the funds had to be withdrawn within 10 years. The IRS has now clarified when the funds must be distributed depending on your circumstances. | — | ||||||
| 11/18/21 |  2021 Year-End Planning Strategies | On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year. Specifically, they cover how to maximize contributions to retirement accounts or determine if a Roth conversion makes sense for you. Lastly, they review philanthropic strategies and share strategies to help you give efficiently before the end of 2021. If you have any questions, please don't hesitate to reach out to our team. To view important disclosures, please click here. | — | ||||||
| 4/6/21 | The American Rescue Plan Act of 2021 | On this month's podcast, Liz Garvey and Beth Parker discuss the American Rescue Plan Act of 2021. This $1.9 trillion bill provides direct payments to many Americans and has several key provisions which could impact your financial plan. As always, we invite you to connect with the team at Barry if you have any questions about the information that is covered. | — | ||||||
| 1/5/21 | 2020 Year-End Review | In this month's podcast, Joe Barry sits down to discuss the financial markets in 2020, a year that was unlike any other. Specifically, he covers the financial and economic "firsts" that we saw this year: the expanded use of negative interest rates, frantic buying of electric vehicle stocks, and never-before-seen participation in the options market, to name a few things. As always, we invite you to connect with the team at Barry if you have any questions about the information that is covered. | — | ||||||
| 11/25/20 | 2020 Year-End Planning | On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including Roth IRA conversions, RMD planning, and charitable giving. | — | ||||||
| 11/24/20 | 2020 Election Primer | In this podcast published on October 28th, 2020, Joe Barry sat down to discuss how the election may, or may not, impact the economy, equity prices, and taxes. The historical data that he referenced on the podcast can be found by visiting: barryinvestmentadvisors.com/blog/election-2020 | — | ||||||
| 9/10/20 | Should You Refinance Your Mortgage? | On this edition of the Barry Broadcast, Liz Garvey and Beth Parker sat down with Donna McKeown, Senior Loan Officer at Mortgage Network, to discuss the topic of refinancing. With mortgage rates at historic lows, now may be the right time to reduce your monthly payments or optimize the terms of your loan. | — | ||||||
| 5/21/20 | Breaking Down The CARES Act | On March 23rd, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This bill was massive in size and scope: at $2 trillion in economic stimulus, loan guarantees, and direct payments, the bill amounts to roughly 9% of 2019 U.S. GDP. Specifically, this bill brought about recovery rebates, changes to retirement distribution rules, and support for small businesses - to name a few. On this podcast, Liz Garvey and Beth Parker discuss the key points to have in mind when navigating this legislation. | — | ||||||
| 5/21/20 | Key Takeaways From The SECURE Act | The SECURE Act recently passed into law and affects almost everyone. On this Barry Broadcast, we discuss the important changes: Required Minimum Distributions (RMD) age has increased to age 72; removal of the age limit restricting IRA contributions; eliminating the ability to stretch tax advantages of inherited IRA's; allowing 529 plan distributions to pay off student debt, up to $10k; and so much more. | — | ||||||
| 5/21/20 | Medicare Enrollment Update | On this month's podcast, Kate Rowe and Liz Garvey sat down with Stuart Millard, CERTIFIED FINANCIAL PLANNER™ and founder of Senior Insurance Solutions, to discuss Medicare considerations for those over age 65. | — | ||||||
| 4/16/20 | COVID-19 Update #3: March 20th, 2020 | Investment markets continued lower this week, as fear around Coronavirus weighed on equity prices. Interest rates are likely to stay low for the foreseeable future so, as we mentioned last week, dividend-paying stocks will continue to be a key asset in the weeks and months ahead. If you have questions about what's covered or would like to discuss your portfolio, connect with our team at BarryInvestmentAdvisors.com To view important disclosures, please click here. | — | ||||||
| 4/16/20 | COVID-19 Update #2: March 13th, 2020 | Markets closed sharply lower yesterday, with the Dow Jones Industrial Average off 9.99%, gold down 4.04%, and oil down 6.03%. Joe Barry, Pat Barry, and Kate Alves sat down to discuss yesterday's selloff, how it compares to past corrections, and where things may be headed next. If you have questions about what's covered or would like to discuss your portfolio, connect with our team at BarryInvestmentAdvisors.com To view important disclosures, please click here. | — | ||||||
| 12/2/19 | The Investor Emotion Cycle | The Investing Emotion Cycle tracks the investing public's temperament towards an asset, idea, or belief. It flows from the lowest popularity (price bottom) to the greatest acceptance (price top). Determining where we stand today within this cycle can help you make better investment decisions. Over the last several weeks, we've been using our Investor Emotion Cycle quiz during client meetings. On this month's podcast, we wanted to take a moment and discuss each topic covered in detail. If you haven't yet taken the quiz, visit www.BarryInvestmentAdvisors.com/quiz first and then listen to this episode of the podcast. To view important disclosures, please click here. | — | ||||||
| 12/2/19 | TSA Precheck Vs. Global Entry | In this podcast that originally aired in July of 2019, Liz Garvey, CFP®, and Kate Alves, CFP®, sit down to discuss the difference between TSA Precheck and Global Entry. Additionally, they discuss who each one is designed for, the costs involved, and tips for going through the process. If you have questions or would like help planning for your financial future, connect with our team at BarryInvestmentAdvisors.com To view important disclosures, please click here. | — | ||||||
| 12/2/19 | Analyzing The 2019 Consumer Electronics Show | In this podcast that originally aired in February of 2019, Sean Corkery, CFA, sat down with Justin Neria, Chief Technology Officer at Barry Investment Advisors, to discuss the Consumer Electronics Show (CES). This annual event is a venue for companies to provide a look at their most cutting edge and innovative consumer products, and we discuss technology that made a splash at this year's event. If you have questions or would like help planning for your financial future, connect with our team at BarryInvestmentAdvisors.com To view important disclosures, please click here. | — | ||||||
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