HeyJaredThe WIN Podcast, What’s Important Now
What’s Your Story? Whether you are a client or an independent financial advisor, we know you face many important decisions that can affect your (and your client’s) long-term financial success.
- Indexed episodes, last 90 days
- 5
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- Sep 1, 2026
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- Earliest in this view
- Jul 7, 2026
Latest episodes
Win the Match, Not the Point (EP. 114) (opens the original)
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As the U.S. Open takes center stage and Roger Federer enters the International Tennis Hall of Fame, we look back at one remarkable statistic from his legendary career: Federer won only about 54% of the points he played, yet won 82% of his matches. It’s a powerful reminder that success doesn’t require winning every single point—it requires staying focused on the bigger objective. Investing works much the same way. Markets will have bad days, difficult years, and periods when a strategy simply doe
The Great Wealth Transfer (EP. 113) (opens the original)
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For generations, Americans have spent decades building wealth through homes, businesses, investments, and retirement accounts. Now, much of that wealth is beginning to move to the next generation. In this episode, we explore The Great Wealth Transfer —how we got here, why trillions of dollars are expected to change hands, and what that could mean for families and investors. But transferring wealth is about more than simply passing along money. We discuss the importance of preparation, communicat
Know When to Hold ‘Em (EP. 112) (opens the original)
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Every summer, thousands of players gather in Las Vegas with one goal: winning the World Series of Poker. While luck may determine the outcome of a single hand, the world’s best players know that long-term success is built on discipline, probability, patience, and making consistently good decisions. In this episode, we explore the history of the World Series of Poker and uncover the surprising lessons it offers investors. From bankroll management and expected value to knowing when to take calcula
The Long Game (EP. 111) (opens the original)
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Every four years, the FIFA World Cup captures the attention of billions, but the lessons extend far beyond the soccer pitch. In this episode, we explore what makes the world’s most popular sporting event so captivating and uncover the surprising parallels between winning a championship and building long-term financial success. From the group stage to the knockout rounds, every match offers a lesson in preparation, patience, discipline, and resilience. Just like investing, championships aren’t wo
The Pursuit (Ep. 110) (opens the original)
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What are you pursuing? It’s a simple question, but one that has shaped lives, careers, and civilizations throughout history. In this episode, we explore the meaning and origins of the word pursuit —from its historical roots to its appearance in phrases like “the pursuit of happiness,” the classic board game Trivial Pursuit , and the inspiring story told in The Pursuit of Happyness . Along the way, we examine why the things we choose to chase often reveal more about us than the things we eventual
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