Wealth Wisdom: Building Wealth, Building Legacy

Tax Season Tips: Maximize Your Savings and Minimize Risks

This week on Wealth Wisdom, we're diving into everything you need to know about the markets, taxes, and financial planning in 2025. With tariffs, job cuts, and inflation dominating the headlines, it’s no wonder there’s so much uncertainty. But don’t worry—we’re here to help you make sense of it all and give you actionable strategies to protect and grow your wealth.
In this episode, we cover: 📉 Market volatility & tariffs – What’s driving the recent downturn and how investors should react. 📊 Stagflation concerns – High inflation, slow growth, and rising unemployment: What it means for the economy. 🏡 Bond yields & interest rates – Could falling bond yields signal good news for homeowners? 💼 Tax planning for business owners – How to avoid penalties and make tax-efficient moves before filing. 💰 Roth IRA conversions & tax-saving strategies – How to make the most of a down year to save big in retirement. 🚨 IRS red flags & audit triggers – Common mistakes to avoid when filing your taxes. 📆 Tax extensions & last-minute filing tips – What to do if you’re running out of time. 🛡️ Estate & wealth planning – Why smart planning now can save your family thousands later.
Taxes and investing can feel overwhelming, but with the right strategy, you can keep more of your money and build lasting wealth. Whether you’re an entrepreneur, investor, or just trying to get a handle on your finances, this episode has something for you.
01:23 Market Insights and Tariff Talk
02:50 Impact of Government Job Cuts
08:19 Retail Sector and Tariff Effects
13:21 Tax Season Tips and Strategies
20:55 Rumors and Tax Planning
21:46 Tax Rates and Government Spending
23:13 Business Owners and Tax Planning
25:40 Roth IRA Conversions
28:16 The Importance of Tax Planning
33:43 IRS Red Flags and Audits
40:36 Final Tax Tips and Contact Information
Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone.
Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management.
About Fox Hill Wealth Management
At Fox Hill Wealth Management, we believe wealth is about more than just money—it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart.
We specialize in:✅ Active Investment Management – Helping you grow and protect your wealth✅ Comprehensive Financial Planning – A roadmap for your short- and long-term goals✅ Tax Strategy & Estate Planning – Keeping more of what you earn while securing your legacy
We help individuals and families take control of their finances so they can live life on their terms. If you’re looking for a financial partner who prioritizes your success, we’d love to connect!
PS: Here are three additional ways we can help you today.
1) Join our free Skool group: www.skool.com/wealth-wisdom-collective
2) Use our free calculators to figure out your investment growth, home affordability, retirement income needs and more at https://foxhillwealth.com
3) Schedule a fit call and talk to one of our advisors today to see if Fox Hill is the right fit for you and your family. https://www.foxhillwealth.com/contact
Follow along at:
👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth👉 Instagram: https://www.instagram.com/foxhillwealth👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement#WealthWisdomPodcast #FinancialSuccess #WealthBuilding #MergersAndAcquisitions #BusinessValuation #Entrepreneurship #Investing #BusinessGrowth

The Blueprint for a High-Value Business with M&A Expert Mike Sweeney

In this episode of Wealth Wisdom, we sit down with Mike Sweeney, co-founder of Duffy & Sweeney, one of Rhode Island’s top law firms specializing in mergers and acquisitions (M&A). If you’ve ever thought about selling your business, this episode is packed with insights that could save you time, money, and stress.
With decades of experience, Mike has helped countless business owners sell their companies, find the right buyers, and maximize their value. But beyond being a top M&A attorney, he’s also an entrepreneur and investor, so he truly understands the tough decisions business owners face every day.
Key Topics Covered:
💰 How to sell a business (and do it right) – From preparation to negotiation, the steps to a smooth and profitable sale.📈 What is your company really worth? – Don’t fall for generic “multiples”—understand what actually determines your business’s value.⚠️ Common mistakes when selling a company – From legal issues to lack of planning, these missteps can cost you millions.🏡 Is remote work the future? – Mike shares his take on how work-from-home policies are affecting young professionals and career growth.📊 Is now the right time to sell? – The importance of understanding market conditions before making a decision.
If you’re considering selling your business—whether now or in the next few years—this episode will give you a major advantage. Mike makes it clear that selling a company isn’t just about a number on a spreadsheet—it’s a process that requires strategy, preparation, and the right team.
Timestamps:
01:37 Mike's Journey into Law and Business
02:53 The Challenges and Rewards of Starting a Firm
07:20 The Importance of In-Person Mentorship
11:41 The Future of Work: Remote vs. In-Person
14:21 Valuations and Finding the Right Buyer
23:28 Challenges in Valuing Private Companies
24:09 The Importance of Timing in Business Sales
25:00 Preparing Your Company for Sale
26:05 The Role of Investment Bankers
28:35 Common Mistakes in Business Sales
32:40 Working with Buyers and Sellers
42:00 Final Thoughts and Key Takeaways
Don’t forget to subscribe for more insights on finance, investing, and wealth-building strategies.
Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone.
Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management.
About Fox Hill Wealth Management
At Fox Hill Wealth Management, we believe wealth is about more than just money—it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart.
We specialize in:✅ Active Investment Management – Helping you grow and protect your wealth✅ Comprehensive Financial Planning – A roadmap for your short- and long-term goals✅ Tax Strategy & Estate Planning – Keeping more of what you earn while securing your legacy
We help individuals and families take control of their finances so they can live life on their terms. If you’re looking for a financial partner who prioritizes your success, we’d love to connect!
PS: Here are three additional ways we can help you today.
1) Join our free Skool group: www.skool.com/wealth-wisdom-collective
2) Use our free calculators to figure out your investment growth, home affordability, retirement income needs and more at https://foxhillwealth.com
3) Schedule a fit call and talk to one of our advisors today to see if Fox Hill is the right fit for you and your family. https://www.foxhillwealth.com/contact
Follow along at:
👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth👉 Instagram: https://www.instagram.com/foxhillwealth👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement#WealthWisdomPodcast #FinancialSuccess #WealthBuilding #MergersAndAcquisitions #BusinessValuation #Entrepreneurship #Investing #BusinessGrowth

Walking Into Wealth: The Surprising Benefits of Staying Fit

Welcome to another episode of Wealth Wisdom, the podcast dedicated to helping you build wealth, make smarter financial decisions, and live a well-balanced life—brought to you by Fox Hill Wealth Management.
In this episode, Justin Obey, Eric Benz, and Bill Ryan explore the critical link between health, fitness, and financial success. We break down why staying active can positively impact your career, earning potential, and long-term wealth—and how investing in your health is just as crucial as investing in your portfolio.
Key Topics Covered:
The Health-Wealth Connection: Why physically fit individuals tend to earn more and perform better professionally.
Fitness & Productivity: How working out can boost mental clarity, reduce stress, and improve workplace performance.
Time vs. Health Dilemma: Balancing workouts with work and family without feeling guilty.
The ROI of Fitness: How investing in gym memberships, workout routines, and healthier habits can pay off financially.
Networking Through Fitness: How activities like golf, pickleball, and group workouts can expand professional opportunities.
Long-Term Financial Impact: Why staying active in your younger years can prevent costly health issues later in life.
We’d love to hear from you. How do you balance your financial goals with health and wellness? Drop a comment below.
Timestamps:
00:00 - Welcome to Wealth Wisdom02:05 - The Struggle to Stay Fit with a Busy Schedule07:40 - Why Fitness Boosts Productivity & Career Success12:15 - The Financial ROI of Health & Exercise18:30 - Is Golf Actually a Workout? Debating Active Hobbies22:45 - The Role of Mental Health in Financial Success30:10 - Investing in Long-Term Health for Retirement35:55 - Final Thoughts & Actionable Tips
Don’t forget to subscribe for more insights on finance, investing, and wealth-building strategies.
Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone.
Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management.
About Fox Hill Wealth Management
At Fox Hill Wealth Management, we believe wealth is about more than just money—it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart.
We specialize in:✅ Active Investment Management – Helping you grow and protect your wealth✅ Comprehensive Financial Planning – A roadmap for your short- and long-term goals✅ Tax Strategy & Estate Planning – Keeping more of what you earn while securing your legacy
We help individuals and families take control of their finances so they can live life on their terms. If you’re looking for a financial partner who prioritizes your success, we’d love to connect!
PS: Here are three additional ways we can help you today.
1) Join our free Skool group: www.skool.com/wealth-wisdom-collective
2) Use our free calculators to figure out your investment growth, home affordability, retirement income needs and more at https://foxhillwealth.com
3) Schedule a fit call and talk to one of our advisors today to see if Fox Hill is the right fit for you and your family. https://www.foxhillwealth.com/contact
Follow along at:
👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth👉 Instagram: https://www.instagram.com/foxhillwealth👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement#WealthWisdomPodcast #FinancialSuccess #FitnessAndFinance #WealthBuilding #HealthAsWealth

How to Win Big in Investing (Without Timing the Market)

On this episode of Wealth Wisdom, we dive into the latest market news, including the volatility surrounding AI stocks, the impact of Chinese tech developments, and the broader implications for investors. We also share strategies for staying invested, managing risk, and building long-term wealth—even in uncertain times.
Key Highlights:
Market Update: The recent deep sell-off in AI stocks—what happened, why it matters, and how experts are responding.
Long-Term Investing Strategies: Why staying in the market and avoiding emotional decision-making is crucial for success.
The Power of Diversification: How spreading your investments across multiple sectors can help reduce risk.
Building a Resilient Portfolio: The importance of cash reserves, emergency funds, and planning ahead to avoid panic selling.
Tailored Investment Approaches: How different strategies apply based on your life stage—whether you're in your 40s and risk-on or closer to retirement and prioritizing stability.
What’s Next for the Economy? Insights on interest rates, the 10-year Treasury, and what could drive mortgage rates lower.
This episode is full of real-world investing advice to help you stay steady through market ups and downs. No matter where you are in your financial journey, you'll learn how to manage risk, stay invested, and build lasting wealth with confidence.
Timestamps:
00:00 – Welcome to the Wealth Wisdom Show
00:18 – Exciting Announcements and Collaborations
01:28 – Upcoming Events at Fox Hill Wealth
02:12 – Market News and Analysis
09:05 – Investing for the Long Term
14:26 – Diversification and Portfolio Management
17:24 – Tailoring Investment Strategies to Individual Needs
21:25 – Final Thoughts and Takeaways
Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone.
Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management.
Learn more at https://foxhillwealth.com
Follow along at:
👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth👉 Instagram: https://www.instagram.com/foxhillwealth👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement
#WealthWisdomPodcast #InvestingForTheLongTerm #MarketVolatility #FinancialPlanning #AIStocks #RetirementPlanning #Diversification

Strategies for Your Financial Future & Reactions to the Latest Market News

Today we unpack the latest financial trends shaping 2025 and beyond, blending expert analysis with actionable strategies to help you navigate an evolving economic landscape.
From government policies to groundbreaking innovations in artificial intelligence, this episode provides insights designed to help you stay ahead and achieve your long-term goals.
In this conversation, we explore timely topics and practical advice for building a secure financial future:
Trump’s Tax Cuts and Economic Policy: A breakdown of the extended 2018 tax cuts, corporate tax reductions, and new incentives aimed at reshoring jobs and boosting GDP.
Stellantis and Domestic Manufacturing: How the reopening of factories in Illinois and Detroit signals potential growth for the U.S. economy.
Record-Breaking Bank Profits: An analysis of soaring revenues at JP Morgan, Morgan Stanley, and Goldman Sachs, and how deregulation is fueling a new wave of mergers and acquisitions.
Artificial Intelligence and Economic Growth: The $500 billion U.S. investment in AI companies, the industries poised to benefit most, and how AI could reshape the global market.
Netflix's Comeback: Surging subscribers, the success of its ad-based tier, and how companies like Netflix are leveraging AI to improve performance.
The Power of Compounding and Early Savings: Why starting early can multiply your wealth over time, with practical strategies for automating your investments and taking advantage of tax-advantaged accounts.
Smart Real Estate Strategies for Young Investors: Tips for leveraging Roth IRAs, buying multifamily properties, and balancing long-term growth with flexibility.
Avoiding High-Interest Debt: The dangers of credit card debt and how building an emergency fund can protect your financial foundation.
We wrap up by emphasizing the importance of discipline, planning, and starting early to build a secure financial future. Whether you’re a young professional just starting your financial journey, someone looking to eliminate debt, or an experienced investor aiming to grow wealth, this episode has something for you.
Timestamps:
00:24 Trump’s Tax Policies and Key Changes
03:45 Incentives for Domestic Growth and Manufacturing Updates
07:12 Booming Banks and Record Profits in 2025
11:05 America’s $500B Investment in Artificial Intelligence
16:02 Netflix’s Growth and the Role of AI in Streaming
20:45 Why Early Savings and Compounding Are Game-Changing
25:10 Strategies for Saving and Automating Investments
30:12 Avoiding Credit Card Debt and Building an Emergency Fund
34:50 Roth IRA Tips for First-Time Homebuyers
38:27 Investing in Real Estate: Multifamily Properties and Beyond
41:00 Final Thoughts on Planning for Long-Term Wealth
Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone.
Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management.
Follow along at:
👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth
👉 Instagram: https://www.instagram.com/foxhillwealth
👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement
#WealthWisdomPodcast #TaxCuts #AIInvestments #FinancialPlanning #LongTermWealth #EarlyInvesting

Retirement and Taking control of your money

Today we dive into key financial topics shaping 2024 and beyond, blending expert analysis with actionable strategies for navigating an evolving economic landscape.
From market movements to personal finance planning, we provide insights to help you stay ahead and achieve your long-term goals.
In this conversation, we explore timely topics and practical advice for building a secure financial future:
Market Reactions to Inflation Data: A breakdown of the latest CPI report, inflation trends, and how markets responded to shifting expectations around interest rates.
Quantum Tech and Market Volatility: Insights into the future of quantum computing, with contrasting predictions from NVIDIA and Microsoft, and how advancements in AI and technology are reshaping industries and creating investment opportunities.
The Rising Costs of Skiing and Budgeting for Luxury Activities: A look at how the ski industry’s duopoly is impacting prices and practical tips to save on seasonal activities without breaking the bank.
The Power of Early Savings and Compound Interest: Why starting early can dramatically impact your retirement savings, and how even small contributions in your 20s can lead to significant financial growth.
Getting Out of Debt and Taking Back Control: Strategies for tackling financial stress, creating a cash flow statement, and prioritizing debt repayment to free up resources for savings.
Planning for Retirement: Offense and Defense: Balancing proactive investment strategies with protecting existing assets to ensure long-term financial security.
The Role of Financial Coaching: How having a financial coach or advisor can provide guidance, accountability, and emotional support to help you stick to your goals and avoid common pitfalls.
We wrap up by emphasizing the importance of discipline, planning, and starting early to build the life you want.
Whether you're a young professional just starting to save, someone looking to get out of debt, or nearing retirement, this episode offers insights to guide you on your financial journey.
Timestamps:
00:23 Market Reactions to CPI Report
01:45 Inflation and Interest Rates Discussion
06:15 Quantum Computing Stocks Update
10:37 Ski Resort Strikes and Economic Impact
15:55 Skiing Costs and Planning Tips
20:01 Choosing the Right Mountains for Skiing
20:27 Surprising Retirement Statistics
21:20 Importance of Early Retirement Savings
22:14 Strategies for Building Retirement Funds
24:26 Discipline and Lifestyle Adjustments
26:47 Financial Planning and Coaching
31:17 Advice for Those Behind on Savings
37:03 Creating a Comfortable Retirement Plan
40:13 Conclusion and Final Thoughts
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Wealth Wisdom aims to provide you with the insights and tools to navigate financial trends thoughtfully and confidently. Through discussions like these, we aim to make complex topics more accessible and actionable for you.
Join us on this journey as we continue to explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable Fox Hill Wealth Management perspectives.
Follow along at:
👉 Linkedin: https://www.linkedin.com/company/fox-hill-wealth
👉 Instagram: https://www.instagram.com/foxhillwealth
👉 Youtube: https://www.youtube.com/@FoxHillWealthManagement
#WealthWisdomPodcast #InvestingStrategies #AIInnovation #MarketInsights #LongTermInvesting #FinanceTips

Financial Foundations for Families: A Guide for New Parents

On this episode of Wealth Wisdom, we welcome the new year with a celebration of milestones, essential financial planning strategies for new parents, and a forward-looking discussion on market trends and innovations shaping 2025. Blending personal experiences with professional insights, we provide actionable advice for navigating family finances and staying ahead in today’s dynamic economic landscape.
In this conversation, we explore the joys of parenthood alongside the practical steps needed to build a secure financial future:
Financial Planning for New Parents: From securing life insurance early to automating savings, we share the must-dos for protecting your growing family.
Children’s Savings Accounts: A breakdown of 529 Plans and UTMA accounts, highlighting tax advantages, flexible uses, and long-term benefits like funding education or rolling into a Roth IRA.
Estate Planning Basics: Why establishing a will and designating beneficiaries are critical first steps for new parents.
Tax-Saving Strategies: Tips on leveraging pre-tax daycare benefits and maximizing child tax credits to reduce taxable income.
Health and Delivery Costs: Insights into managing healthcare expenses, including selecting optimal plans and understanding coverage for childbirth.
We then shift gears to discuss 2025’s financial trends, focusing on:
Market Concentration and AI Leadership: Examining the dominance of the “Mag 7” in the S&P 500 and how AI advancements are shaping the future of industries.
NVIDIA’s Supercomputers and Robotics: Exploring cutting-edge developments, including AI-driven warehouse management and self-driving technologies.
Investment Strategies Amid Market Shifts: Practical advice for long-term growth, navigating volatility, and capitalizing on emerging opportunities.
The Impact of Technology on Jobs: How advancements in AI and quantum computing may reshape career landscapes and create opportunities for those willing to adapt.
We wrap up with reflections on the joys and challenges of parenting, reminding listeners to cherish the moments while building a foundation for long-term financial security. Whether you're a new parent or a seasoned investor, this episode combines heartwarming anecdotes with strategic insights to help you thrive in the year ahead.
Timestamps:
00:00 - Introduction: Welcoming the New Year
03:20 - Financial Planning for New Parents
12:15 - Children’s Savings Accounts: 529 Plans and UTMAs
20:40 - Tax Strategies and Estate Planning Basics
26:15 - 2025 Market Trends: AI, Robotics, and Quantum Computing
35:10 - Investment Strategies for Long-Term Growth
40:25 - Closing Reflections: Parenting and Financial Success
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Wealth Wisdom aims to provide you with the insights and tools to navigate financial trends thoughtfully and confidently. Through discussions like these, we aim to make complex topics more accessible and actionable for you.
Join us on this journey as we continue to explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable Fox Hill Wealth Management perspectives.

The Great Holiday Investment Debate: Strategies and Insights for 2025

On this episode of the Wealth Wisdom, we take a deep dive into holiday traditions, personal finance strategies, and the major financial trends shaping 2025. We combine insights from the past year with forward-looking predictions to help you confidently and clearly navigate the complex economic landscape.
In this discussion, we explore how to balance the joy of the season with practical financial decisions, offering thoughtful strategies for the holidays and beyond:
Key Highlights:
Holiday Budgeting and Traditions: We share our approaches to managing holiday expenses while maintaining cherished traditions, including tips for balancing family priorities.
Market Reactions to the Fed: A breakdown of the recent Federal Reserve rate cuts, what they mean for the markets, and how you can position yourself for potential changes.
2025 Market Predictions: Our analysis of key trends in artificial intelligence, energy, and the IPO market, and what these developments could mean for investors.
Housing Market Insights: Why housing prices remain elevated and how that impacts broader economic conditions.
Investment Strategies: Tailored advice for investors at different life stages, with a focus on long-term growth and disciplined financial planning.
AI and Energy Innovation: A look at how advancements in technology and energy are reshaping industries and creating new opportunities.
Thoughtful Gift-Giving: We discuss strategies for meaningful holiday giving, balancing needs versus wants, and the value of creating shared experiences over accumulating material possessions.
We also reflect on key lessons from 2024, offering actionable insights to help you set the stage for financial success in the new year. Whether you’re a seasoned investor or just starting out, this episode provides a balanced mix of practical advice and thought-provoking perspectives.
TimeStamps:
00:00 - Introduction: Reflections and Goals for 2025
03:15 - Holiday Traditions and Financial Planning
07:45 - Market Reactions to Fed Rate Cuts
13:20 - 2025 Predictions: AI, Energy, and IPO Trends
20:10 - Housing Market: Understanding Current Dynamics
25:30 - Gift-Giving Strategies: Balancing Practicality and Meaning
31:45 - Long-Term Investment Strategies for Different Life Stages
38:00 - Closing Reflections: Lessons from 2024 and Looking Ahead
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Wealth Wisdom aims to provide you with the insights and tools to navigate financial trends thoughtfully and confidently. Through discussions like these, we aim to make complex topics more accessible and actionable for you.
Join us on this journey as we continue to explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable Fox Hill Wealth Management perspectives.
Follow along at:
👉 Linkedin: https://www.linkedin.com/company/fox-hill-wealth
👉 Instagram: https://www.instagram.com/foxhillwealth
👉 Youtube: https://www.youtube.com/@FoxHillWealthManagement
#WealthWisdomPodcast #InvestingStrategies #AIInnovation #MarketInsights #LongTermInvesting #FinanceTips

Planning Amidst Political and Economic Shifts with Carolann Brown, CFP©

On this episode of Wealth Wisdom, we are thrilled to welcome Carolann Brown, a seasoned portfolio manager and Certified Financial Planner with over 40 years of experience navigating the stock market's highs and lows. Carolann brings a wealth of knowledge and a steadfast approach to investing, emphasizing resilience, strategy, and long-term thinking.
This engaging conversation dives into Carolann’s remarkable career, from her early days as a Ginnie Mae trader to her role in guiding clients through market volatility with confidence and clarity.
Key highlights include:
Navigating Volatility: Carolann shares her approach to market downturns and the importance of having a strategy for every scenario.
Sector-Based Investing: Insights into why sectors like utilities, biotech, and nuclear energy are essential for a well-diversified portfolio.
The Pet Industry Boom: A fascinating look at how social trends like loneliness and work-from-home culture are driving growth in pet-related investments.
AI and Innovation: How advancements in AI are transforming healthcare, energy, and beyond—and what it means for investors.
The Future of Energy: A deep dive into nuclear power, its growing acceptance, and its potential to address global energy challenges.
Timeless Investment Wisdom: Lessons from navigating recessions, crashes, and economic uncertainty over decades.
Carolann reminds us that human ingenuity and innovation have always driven progress, even in the face of challenges.
Share your thoughts with us—what insights from Carolann’s journey resonated with you most?
TimeStamps:
00:00 - Introduction: Election Day and Market Resilience
00:59 - Carol Ann’s Journey: 40 Years of Market Insights
02:01 - Staying Steady: Strategies for Volatile Markets
04:55 - Investing Smart: Sector Rotations and Diversification
09:44 - The Tech Edge: AI’s Role in Shaping Investments
13:14 - Powering the Future: Nuclear Energy and Beyond
20:57 - Innovation at Work: Human Ingenuity Driving Progress
26:26 - Looking Ahead: Market Predictions and Closing Thoughts
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Wealth Wisdom aims to give you the insights and tools to navigate financial trends thoughtfully and confidently. Through discussions like these, we aim to make complex topics more accessible and actionable.
Join us on this journey as we continue to explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable Fox Hill Wealth Management perspectives.
Follow along at:
👉 Linkedin: https://www.linkedin.com/company/fox-hill-wealth
👉 Instagram: https://www.instagram.com/foxhillwealth
👉 Youtube: https://www.youtube.com/@FoxHillWealthManagement
#WealthWisdomPodcast #InvestingStrategies #AIInnovation #MarketInsights #LongTermInvesting #FinanceTips

Wealth Strategies with Alex Dillon, Founder of Blackbridge Investment Group

On this episode of Wealth Wisdom, we are excited to welcome Alex Dillon, the founder of Blackbridge Investment Group. As an entrepreneur and investor, Alex has built an impressive portfolio spanning start-ups, luxury markets, and more, while embodying a holistic approach to wealth.
This conversation unpacks Alex’s journey from a young finance enthusiast to the architect of high-value investments and strategic ventures. His story is one of determination, innovation, and a relentless focus on building wealth and impact.
Key highlights include:
The Foundations of Blackbridge: Alex reveals how his experience in boutique banking shaped his firm's vision and led to its rapid growth.
Investment Philosophy: Discover Alex’s focus on identifying strong leadership teams and the calculated risk strategies that set Blackbridge apart.
Luxury Ventures: Alex shares his foray into the watch industry, offering unique insights into this high-demand, niche market.
Entrepreneurship Wisdom: Lessons learned from navigating early challenges, building a team, and maintaining resilience.
Market Insights: Alex provides an expert’s perspective on IPO trends, market dynamics, and the outlook for emerging opportunities.
Purpose Beyond Profit: A look at how philanthropy and community engagement are pivotal in Alex’s approach to success.
Alex leaves us with invaluable advice on pursuing bold opportunities and surrounding yourself with the right people to drive success. This episode isn’t just about wealth—it’s about building a legacy. Share your thoughts with us—what lessons from Alex’s journey inspired you most?
Timestamps:2:00 - From boutique banking to founding Blackbridge8:15 - Crafting a unique investment philosophy14:30 - The art of identifying great leadership in investments20:45 - Navigating high-risk, high-reward opportunities25:00 - The current state of IPOs and future trends31:00 - Insights into the luxury watch market37:45 - The value of resilience and building strong teams44:00 - Why giving back is integral to Alex’s success
Wealth Wisdom aims to provide you with the insights and tools to navigate financial trends thoughtfully and confidently. Through discussions like these, we aim to make complex topics more accessible and actionable for you.
Join us on this journey as we continue to explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable Fox Hill Wealth Management perspectives.
Follow along at:
👉 Linkedin: https://www.linkedin.com/company/fox-hill-wealth
👉 Instagram: https://www.instagram.com/foxhillwealth
👉 Youtube: https://www.youtube.com/@FoxHillWealthManagement