HeyJaredFather Son Finance
Our goal with these podcasts is to provide financial education through a new medium. We will talk about all things investing and finance.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 31, 2026
Latest episodes
History of KL Group pt 4 (opens the original)
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In this fourth installment of the history of the Kessinger Lee Group, Louis shares his journey from pursuing baseball to becoming a financial advisor and helping expand the team’s approach to planning and technology. The episode reflects on the group’s growth across generations while highlighting its continued commitment to personal relationships, thoughtful planning, and an exceptional client experience. Enjoy!
Challenge of Withdrawals (opens the original)
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In this episode of Father Son Finance, we explore one of the biggest challenges retirees face: transitioning from saving and investing to actually spending their portfolio. The discussion covers withdrawal strategies, tax considerations, sequence of returns risk, and why the order and timing of withdrawals can have a lasting impact on retirement success. Tune in for practical insights on how to make your money last while enjoying the retirement you've worked so hard to achieve.
Ticker Talk Q2 2026 (opens the original)
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In this episode of Ticker Talk, we break down a strong second quarter for markets, including the S&P 500’s impressive rebound, the ongoing impact of AI-driven investment, and the surprising strength of small-cap and international stocks. We also discuss rising inflation, the Federal Reserve’s new leadership, geopolitical tensions with Iran, and the headline-grabbing SpaceX IPO that captured investors’ attention. Plus, we look ahead to earnings season, the evolving AI race, and key themes shaping
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