Podcast Show Notes

The Independent Advisors Podcast Show Notes & Resources

The Independent Advisors Episode #34

Joining Mark this week is Ashby Daniels. Ashby is a financial advisor in the Pittsburgh area with Shorebridge Wealth Management. He also has his own blog: The Retirement Field Guide. Mark and Ashby discuss the following on this episode:

- Ashby’s background

- The SECURE Act:

  • Elimination of the Stretch IRA provision in favor of the 10 year distribution rule
  • RMD Age moved back from 70.5 to 72
  • Contributing to a Traditional IRA beyond 70.5 if still working

- Ashby’s favorite financial planning tips

Where to find Ashby:

Blog: The Retirement Field Guide - https://retirementfieldguide.com/

Twitter: @DanielsAshby

The Independent Advisors Episode #33

Mark and Matt have their first guest on the podcast:

Lindsey Griffin, who works in the Financial Aid & Admission Office at The University of Dayton joins the podcast to discuss the following:

  • What is FAFSA (Free Application for Federal Student Aid)?
    • How does one apply?
    • How long is the process?
    • What information do parents need to compete the application?
    • What determines how much financial aid students will get?
    • What are some things that people should pay attention to when applying for financial aid?
    • What are some common misconceptions surrounding financial aid?
  • What else is currently available in terms of financial aid for students?

Contact Information:

University of Dayton Office of Admission and Financial Aid

Phone: 800-837-7433

Email: [email protected] 

The Independent Advisors Episode #32


The Independent Advisors Episode #31

World Epidemics
























The Independent Advisors Episode #30


The Independent Advisors Episode #29

US Dollar Death Cross















The Independent Advisors Episode #28

Corporate Profits





















Consumer Finances































Link to article Mark & Matt discuss: "20 Rules For Markets And Investing"

Saving vs Investing






















The Independent Advisors Episode #25

  • Link to blog post Mark & Matt discuss on annualized returns in the S&P 500:
  • All indices are unmanaged and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses. Past performance does not guarantee future results

The Independent Advisors Episode #24

  • Cyclicals vs Growth Chart Matt and Mark Discuss
Cyclicals vs Growth














Source: Michael Kantrowitz Twitter Account (@MichaelKantro)

The Independent Advisors Episode #23

  • Link to blog post Matt discusses by Commonwealth CIO, Brad McMillan
  • Link to "Key Numbers for 2020" PDF that Mark and Matt discuss for the financial planning topic of the week
  • IWM Breakout chart that Mark discusses 
IWM Breakout

Source: Stockcharts.com 

The iShares Russell 2000 ETF (Exchange Traded Fund) Tracks the Russell 2000 index. This content is not intended to be advice or a recommendation. It is provided for illustrative purposes only as a relative indicator of the movements of the underlying index being tracked. It is important to note that there can be tracking differences from the underlying index, known as “tracking error,” that may be attributable to things such as:

  • The fees and expenses of the fund; an index does not incur management fees, charges, or expenses and cannot be invested in
  • The process, and method the fund uses in sampling an index

Past Performance does not guarantee future results. Investments are subject to risk, including the loss of principal. Please consult a financial advisor regarding your specific circumstances. The information contained herein is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of the information.


The Independent Advisors Episode #22

Avg. Stock Distance from 52-Week Highs
Source: Bespoke Investment Group, LLC 












The Independent Advisors Episode #21

The Independent Advisors Episode #20

  • Chart Mark discusses showing the correlation between the Dow & Transports: 


*Correlation is the degree in which something moves in relation to another variable. There is no guarantee that similar correlations will be experienced in the future.