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.
Bill Belichick coaching UNC proves retirement needs purpose, but the real surprise this year has been international markets. Andy and Adam break down why overseas stocks are quietly crushing US returns, plus advanced strategies for charitable giving and health savings accounts.
From Germany leading global markets to donor-advised funds and charitable remainder trusts, this episode covers the sophisticated planning tools that make the biggest impact during income transitions.
We cover:
- Why international stocks are up 20%+ while US markets lag
- Bill Belichick as a cautionary tale about retirement purpose
- Advanced charitable giving: donor-advised funds vs. charitable trusts
- The HSA strategy most people get wrong (hint: stop using it as a piggy bank)
- Why you can reimburse yourself from your HSA decades later
- How to front-load charitable tax deductions in high-income years
⏱️ Timestamps:
- (00:00) Bill Belichick’s retirement cautionary tale
- (02:42) International markets crushing US returns in 2025
- (08:19) Why diversification finally paid off
- (15:49) Advanced charitable giving strategies
- (17:12) Donor-advised funds for tax planning transitions
- (21:09) Charitable remainder trusts for concentrated positions
- (28:44) The HSA strategy everyone gets wrong
- (33:12) Why you should treat your HSA like a Roth IRA
- (36:47) T-ball coaching advice and walkup music
- (41:11) Podcast disclosures
Resources:
Follow Burney Wealth Management on LinkedIn
Follow Adam Newman on Linkedin
#InternationalInvesting #CharitablePlanning #HSAStrategy #RetirementPlanning #TaxPlanning #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.
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