Long Story Short
Long Story Short
Podcast Description
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. They’ll occasionally bring in team members and interesting guests to discuss specialized topics like estate planning, business succession, and retirement income strategies.
Founded in 1974, The Burney Company is a fee-only investment advisory firm that manages $3 billion in assets. Learn more about comprehensive financial planning at burneywealth.com.
Podcast Insights
Content Themes
The podcast covers a range of financial topics including tax legislation, investment strategies, market psychology, and wealth management. For example, episodes explore significant laws like the One Big Beautiful Bill Act impacting high net worth families, as well as the psychological factors influencing portfolio adjustments during market fluctuations.
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. They’ll occasionally bring in team members and interesting guests to discuss specialized topics like estate planning, business succession, and retirement income strategies.
Founded in 1974, The Burney Company is a fee-only investment advisory firm that manages $3 billion in assets. Learn more about comprehensive financial planning at burneywealth.com.
Markets opened down Sunday night after the US launched a full-scale military operation in Iran. By Monday afternoon, all major indexes were in the green. Since that initial reaction, the market has moved down for the week. Adam and Andy dig into what history actually shows about how markets respond to geopolitical events and why the phones have been quiet.
Then they answer two listener questions. First, should you borrow from your 401(k)? Adam walks through how the loan works, who it might make sense for, and when it becomes a red flag. Second, what happens with Medicare when you turn 65 but you're still working? The answer depends almost entirely on how many employees your company has.
They close with a ranking of overused finance buzzwords: stagflation, inverted yield curve, and the Strait of Hormuz.
⏱️ Timestamps:
(1:13) Intro: US military operation in Iran
(3:07) What does the war in Iran mean for the markets?
(4:17) What history shows about markets after geopolitical events
(7:03) Why global events often don’t impact markets as much as you might expect
(10:30) Listener Q: Should you borrow from your 401(k)?
(11:07) How a 401(k) loan works: limits, interest rate, repayment
(13:13) The big risk: what happens if you leave your job
(14:47) Who it makes sense for and who should avoid it
(18:12) Listener Q: Medicare at 65 while still working
(19:37) The key question: does your employer have fewer or more than 20 employees?
(23:26) HSA nuance: what changes once you enroll in Medicare
(25:21) Finance buzzword ranking: Strait of Hormuz, inverted yield curve, stagflation
(27:50) Podcast disclosures
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#retirementplanning #medicare #personalfinance #wealthmanagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.