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Description
Everybody's money is different! What you want or need your money to do is entirely unique to your situation. The Bull-Time Investor understands that fundamental truth. Cory, Scott, and Adam talk about their processes as wealth advisors, the intricacies of the market, and try to break-down some tough concepts.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Pareto Systems is not affiliated with Financial Partners or LPL Financial.
IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
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20 Episodes
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September is Insurance Awareness Month, and in this episode we sit down with Rod Crandall from E4 Insurance. Rod shares valuable insights on the importance of insurance in a comprehensive financial plan and how the right coverage can protect what matters most.
In this episode, we’re excited to introduce our newest advisor, Justin Powell. This conversation is a chance for our clients and community to get to know Justin, his background, and what he brings to the team. We also dive into the upcoming Asheville Business Summit—a major event we’re proud to sponsor—where Justin shares what attendees can expect and why it’s such a valuable opportunity for local business leaders.
In this episode of The Bull-Time Investor® Podcast, we break down the Big Beautiful Bill and what it means for investors, markets, and your money. From key takeaways to potential long-term impacts, we’ll walk through the details in plain language so you can understand how it may affect your financial future.
In this episode of The Bull-Time Investor®, we sit down with Brian Stutland, Chief Investment Officer at Equity Armor Investments and a frequent contributor to CNBC. Brian shares his insights on today’s market environment, strategies for managing volatility, and how options can play a role in building resilient portfolios. We also dive into the growing role of artificial intelligence in the investing world — from market analysis to portfolio management — and what it means for investors today. Whether you’re a seasoned investor or just starting out, you’ll walk away with actionable ideas and a deeper understanding of market dynamics from one of the industry’s top volatility experts.
In this episode, we chat with Charles Alexander—business coach, content creator, and the mastermind behind our explainer videos! Charles shares how he helps small business owners grow through practical coaching and powerful visual storytelling. We explore his creative process, his passion for helping entrepreneurs succeed, and how video can be a game-changer for your brand.If you're a small business owner or just love hearing how creative minds work, this episode is for you.
In this episode, we break down the key economic developments from Q1 2025, including the latest updates on tariffs and their impact on markets, businesses, and your portfolio. Whether you're an investor, business owner, or just trying to stay informed, we cover what you need to know to navigate the changing economic landscape.
🎙️ Latest Episode: Mastering Modern Marketing with Robert SofiaIn this episode of The Bull Time Investor, we sit down with Robert Sofia — CEO of Snappy Kraken and one of the most influential voices in financial marketing. We dive into the future of advisor-client relationships, the power of automation, and what it really takes to stand out in a crowded industry. Whether you're a seasoned advisor or just getting started, this conversation is packed with insights you won’t want to miss.
Our Special Guest today is Chris Quandt with Nitrogen. Understanding and visualizing risk is a difficult task in wealth management, and Nitrogen makes the tools to help advisors help their clients.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Today we have a very special guest, friend on and off the show Shaun Tessmer. Shaun tells us about what sets Exemplar apart and how they keep advisors as educated and prepared as possible.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
On this episode we talk about why making a list isn't the hard part- even if you check it twice- it requires follow through. Change doesn't happen over night and a long to do list can feel overwhelming. Let's get through it one step at a time.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Today the team talks with Kevin Simpson, a frequent contributor on CNBC and of course the CEO of Capital Wealth Planning. We discuss hedging versus the feeling of FOMO that so many have about investing.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Adam Holt returns as a guest and we talk about Fin-Tech; the growing technology and applications that have reshaped the world of wealth management and financial planning. What role does Asset-Map play amongst these new tools? How do we use this tech to improve our relationships with clients?Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Today we have another Adam joining the podcast! Adam Holt of Asset-Map talks about simplifying data so advisors can help clients prioritize their goals.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
How much are you willing to risk? Don't have an exact answer? That's fine, we can help you find out! We talk about those processes in this episode.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Cory Scott & Adam are honed in on Financial Planning today, why is it important and how does it shape our process? There's a reason it all starts with talking to our clients. Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
In this episode we have 2 special guests that from our team that do a ton for every client we have. Without Destinee Chupp and Tracie Dygert and their work we wouldn't be complete, this episode we get some of their expertise.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
We made Cy stick around for another episode to round out the discussion of the "sounding board" process, and beyond. Asset maps, keeping client meetings fun, as well as constantly evaluating and improving the process itself.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Mike Cy calls in to discuss the pillars that make up who we are today. Its critical to us that every client has access to all the information available in order to make the most sound financial decisions for you and your circumstances. Let's talk about that principle and some of the others that guide our decisions as wealth managersPareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Today on the Bull-Time investor we have a special guest, Grace Bumpus with Franklin Templeton. Grace and her team continuously analyze political policies that could have an effect on wealth planning. The next 6 months can look very different depending on the outcome of upcoming elections- both Locally and Nationwide. Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
The Financial Partners teams has many years in the business. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. That is what we are bringing to our podcast: The Bulltime Investor. Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial. IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
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