Sage Planning Solutions

Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

Sage Planning Solutions is a business podcast hosted by Unknown Host, with 25 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Sage Planning Solutions, a business show with 25 episodes published.

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  Sage Planning Solutions

  Shredding Market Narratives with Math.

  Mar 3, 202639 minS0

  <p>Episode Description: Shredding Market Narratives</p><p>The headlines say one thing. The market does another.</p><p>In this episode, we break down the disconnect between price action and media narratives — and why at Sage Planning Solutions, we trust math over stories.</p><p>We challenge popular indicators like the CAPE Ratio (popularized by Robert Shiller) and the Buffett Indicator (associated with Warren Buffett), explain what’s really driving returns (hint: earnings, not hype), and discuss diversification risks inside the S&P 500.</p><p>Plus, we highlight healthcare and small caps as we head into 2026.</p><p>Less narr...

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  Sage Planning Solutions

  Market dynamics, real estate trends, and investment strategies with focus on global economic shifts and generational wealth transfer.

  Dec 11, 20251h 10mS0

  <p>In this episode, with Senior Portfolio Manager David Cox from Raymond James Ltd., we have a discussion about international conferences, market dynamics, real estate trends, and investment strategies with a focus on global economic shifts and generational wealth transfer.<br></p>

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  Sage Planning Solutions

  S&P 500 or S&P 7? Rethinking Diversification

  Dec 7, 202539 minS0

  <p>In this episode, I sit down once again with returning guest Portfolio Manager James Abate, one of our most requested voices on markets and macro trends. We dive straight into what’s shaping investor behavior heading into 2026 —starting with the MAG 7 and how its impact has turned the S&P 500 into an undiversified index. </p>

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  Sage Planning Solutions

  Noise & Knowledge: Bob Stein on Markets, Media & Global Issues

  Jun 25, 202537 minS0

  <p>What do tariffs, market valuations, and the GDP tell us about how markets move? In this high-voltage episode, our guest Bob Stein breaks down policy moves, volatility trends, and the truth behind media noise. We unpack why traditional news is keeping you misinformed, how U.S. consumers drive the global engine, and where America stands with its allies.</p><p>No fluff. Just real talk on what actually movesmarkets.</p><p>If you're tired of clickbait headlines and want to understand the real mechanics of global economics, this one's a must-listen.</p>

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  Sage Planning Solutions

  Keeping a Clear Mind Part 2

  May 13, 202552 minS0

  <p>This is Part Two of our conversation on market volatility from April 7th, 2025, and the emotional toll it can take on even the most seasoned investors. What a difference a month makes. In this episode, we revisit the questions we’ve been getting all week, dig deeper into the behavioral traps triggered by uncertainty, and discuss how to make decisions that serve your long-term strategy, not short-term fear.</p><p>We also talk candidly about the importance of perspective: what’s noise, what matters, and how to distinguish the two in a landscape dominated by headlines and anxiety.</p><p>As...

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