The new Nepsis podcast studio in the new headquarters is live. Mark Pearson, founder and Chief Investment Officer of Nepsis, recently spoke with two key members of the Nepsis executive team: Chuck Etzweiler, head of research, and Bryan Eberle, president of tax. In podcast #110, they discussed the full suite of tax solutions and business advisory services that Nepsis can provide to clients. They also discussed investing insights regarding diversification and asset allocation, including the revelation that index funds may be riskier than many investors believe.
Podcasts
Mark Pearson, founder and Chief Investment Officer of Nepsis, sits down with Chuck Etzweiler, head of research, for a discussion about investing during turbulent times. Mark and Chuck explain why market volatility is actually your friend rather than something to be feared. As they explain, volatility provides an opportunity to buy great companies at a discount, thereby setting up the potential for significant positive long-term results.
Mark Pearson, Nepsis founder and Chief Investment Officer, talks with Malia Haskins, VP of Estate Planning about how proactively managing your estate is a critical element of a comprehensive financial plan. Malia recently joined Nepsis and brings her extensive experience as an estate planner with several industry leading institutions to the Nepsis team. In their conversation, Mark and Malia discuss wills, trusts, incapacity planning and many more key questions that investors have regarding the complex topic of managing their estate.
Jack Cahill, Senior VP of Tax Solutions, joins Mark Pearson in Episode 107 for a wide-ranging discussion about how tax planning is a critical component of a comprehensive financial plan. Jack brings over 20 years of experience as a tax planner and strategist who has led and built teams to deliver results for clients.
Similar to episode 105 – Mark Pearson sits down to discuss a variety of topics that pertain to Investing + the strategies and philosophies Nepsis has to help bring greater clarity to our clients. Topics such as:
Founder & CIO of Nepsis Mark Pearson sits down to discuss a variety of strategies, theories, and ideals that bring clarity to the investor. With a mix of strategy he uses and philosphies of investing in general this podcast is a great intro to investing.
Modern portfolio theory, knowing what you own and why you own it, asset allocation, large mid and small cap value investments and so many more topics in Episode 105.
Mark Pearson and Head of Research Chuck Etzweiler to discuss the phsycology of the investor during investment years. Bullish, bearish? How do investors feel when it is an election year and how does that affect decisions made?
Mark Pearson is joined by Nepsis Senior Wealth Advisor Ed Stober on Episode 102 as they discuss the importance of acting as a fiduciary for your client, and guiding them to clarity not only in their investments but their financial plan as a whole (tax planning, legacy planning, & retirement planning).
Mark Pearson introduces a new member of the Nepsis team: Trent Hazen, QPFC.
Trent brings to the team his experience and years of working in the financial services industry; specifically specializing in Employer Sponsored plans and Retirement Plan Benefits.
Mark and Trent barely scratch the surface on all things retirement planning, 401k planning, propper coverage, and why having Clarity in your retirement plan is key.
In the 100th podcast big changes are announced!
A new name, a new format, a new style of round table discussion.
In this new season of the Nepsis Podcast Mark Pearson will be joined by various guests to discuss many of the same topics as the prior 99 podcasts have discussed, but with a new flare.