HeyJaredLong Story Short
Long Story Short is a weekly financial planning and investing podcast from Burney Wealth Management.Each week, your hosts Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®, discuss the biggest questions they’re hearing from clients.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
The J Curve Roth Conversion & What a Fed Rate Hike Means for Stocks (opens the original)
Read excerpt
A handful of Burney clients have asked Adam Newman and Andy Pratt about a Roth conversion idea that's been marketed heavily to affluent investors lately. The hosts call it the J-curve Roth conversion strategy. You fund a private investment through a traditional individual retirement account (IRA), wait for the early markdown that private funds tend to show, and convert to a Roth IRA while the value sits low. Adam isn't convinced that markdown ever reverses, since it reflects a discount for illiq
Exit Planning, Tax Levers, and Retiring With a Plan (opens the original)
Read excerpt
Andy opens this episode by making Adam count up the letters in his own name against the string of credentials that follow it, then they get into what CEPA®, Adam's newest designation, trains him to do for a business owner headed toward a sale. Adam calls exit planning a three-legged stool made up of a personal piece, a financial piece, and a business piece, and he spends the most time on the one owners skip most often, figuring out who you are once the company isn't yours to run anymore. He poin
ETF Performance & Social Security Planning (opens the original)
Read excerpt
Andy Pratt comes into this episode fresh from an ETF conference in Philadelphia, carrying a chart he can't stop thinking about. Two emerging market funds, both from well known providers and both marketed as broad, diversified index products, produced very different results this year, one up 14%, the other up 26%. Andy and Adam trace the entire gap back to a single country. From there, Adam brings in a retirement video that's been stuck in his head for a different reason. It argues that there's e
What Couples Put Off Talking About, From Money Roles to Long-Term Care (opens the original)
Read excerpt
Adam Newman and Andy Pratt open this episode fresh from Burney's annual company conference, held this year in Nashville. After catching up on the highlights, including a full day devoted to how advisors are using AI, they turn to a pattern they see constantly in client meetings. One spouse tends to run point on household finances while the other stays in the background, and Andy shares how he handles that dynamic in his own marriage. From there, Adam quizzes Andy on a set of longevity statistics
Making Sense of the $40 Trillion National Debt (opens the original)
Read excerpt
A client sent in a question this week that turned into the entire episode. The US national debt just crossed $40 trillion, and everyone wants to know if that number is as scary as it sounds. Adam Newman and Andy Pratt pull the emotional reaction apart from the numbers, starting with a simple but important distinction, a government does not run its finances as a household does. They trace two moments in history when the country worked its way down from a debt load this heavy, once by letting infl
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Not enough subject data for this period yet.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.