HeyJaredUPThinking Finance™
Welcome to Upthinking Finance™, a podcast that offers a unique and discerning view of economics and financial planning. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
- Indexed videos, last 90 days
- 3
- Latest publication
- Sep 30, 2026
- Audience
- ~1.4K subscribers
- Earliest in this view
- Jul 29, 2026
Latest videos
Lessons Learned in 40 years, Ep #86 (opens the original)
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This episode is my reflection on nearly four decades in the financial services industry. I want to share some of the most important lessons I’ve learned—from portfolio management missteps and tax planning pitfalls, to the value of flexibility, liquidity, and real client relationships. Over the past four decades, the financial industry has evolved enormously, and these days, experience and adaptability matter when you’re building a practice rooted in trust and personal connection may outshine gro
Is Homeownership Right for You? Ep #85 (opens the original)
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Upthinking Finance™ is now trademarked In this Step One edition, we tackle one of the most pressing topics for the younger generation: homeownership. With home prices rising dramatically faster than incomes, buying a home today requires more thoughtful planning, saving, and strategy than ever before. We explore the reality of the home-buying journey, break down the economics behind the decision, and discuss the psychological and social factors at play. Whether you’re contemplating purchasing a h
Navigating Markets as a Thoughtful Investor, Ep #084 (opens the original)
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Upthinking Finance™ is now trademarked On the show this week, I’m joined by Larry Reddell, Partner at St. James Investment Company, to discuss the changing landscape of investing and financial stewardship. We explore the enduring principles of long-term, value-oriented investing in a market that can feel saturated with speculation and passive strategies. Larry shares his experience on the importance of independent thinking and a commitment to client trust, and digs into the lessons learned from
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Audience
~1.4K subscribers
Measured Sep 19, 2026
Source's subscribers, not the number who saw an individual piece.
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