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Iron Gate Financial Radio

Brett Pattison

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Iron Gate Financial Radio
Iron Gate Financial Radio

Iron Gate Financial Radio

Brett Pattison

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Followers
0
Plays
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About Us

Investment Advisor & Portfolio Manager for the fee only, independently owned, Iron Gate Global Advisors

Latest Episodes

A backdoor strategy for retirement

For many of you, contributing to an IRA yearly is a challenge. If you make too much money the tax advantage of contributing to an IRA disappears. You’re taxed when you put it in and then again when you take it out. It seems as though when you make too much money the door is closed to planning for retirement in a tax advantaged way . . . or is it? In today’s podcast we discussed a government legal loop hole. It’s called a backdoor ROTH IRA. It allows you, if done correctly, to save for retirement and avoid the taxes on the backend. Spencer Nelson, our resident financial planning guru, explains the whole process in this week’s podcast. We have been setting up these backdoor ROTH IRA’s for many of our clients. If you’re wondering if it’s right for you, email Spencer at spencer@igga.com. Here’s to wise investing AND financial planning, Iron Gate Global *This strategy is not for everyone. Please consult with a financial professional before proceeding. This podcast is for educational purposes only.

6 MIN3 days ago
Comments
A backdoor strategy for retirement

Investing amid uncertainty

Recessions. Inverted yield curves. Insider selling. The reasons for cashing out of all your investments seems to be growing day by day. Fear in the market seems to be increasing while confidence heads the opposite direction. So what should you do? In today's podcast we discuss how to invest amid the uncertainty. The underlying foundation of any investment should be made based upon the goals for the money. We call it an investment policy or strategy. The problem - not enough people know what their strategy is so they get lost in the day to day news of the market. Well that ends today! Listen to today's podcast, gain an understanding, then contact us if you don't know the "why" behind your investing. Here's to wise investing, Iron Gate Global This is for educational purposes only and does not constitute advice to buy or sell equities or other investments. Contact a financial professional before investing.

13 MIN2 weeks ago
Comments
Investing amid uncertainty

Is your wealth protected?

One of the great ironies of investing is how people view risk. As clients initially come to us, their greatest fear is losing the money they have worked their entire lives to save. Now don’t get us wrong, that is a very important concern. However, after we begin working with and educating people, it becomes clear what the most important risk actually is. In today’s podcast we address the biggest risk facing anyone. THIS RISK, if not addressed properly, can rob you blind without you even knowing it. THIS RISK is something that not enough people address because it's different than the standard academic answer for portfolio management. We discuss THIS RISK, how to escape it, the role of volatility, dividends, interest rates and a whole lot more. Buckle in! you’re going to love the ride we’re going to take you on! Here’s to wise investing, Iron Gate Global

13 MIN3 weeks ago
Comments
Is your wealth protected?

The curve has inverted, is a recession next?

If you turn on the TV you will no doubt hear that the market was not only hammered today, but that there is a looming recession. An indicator for predicting recessions set-off a red light today and it's 9 for 9 in it's predictions since 1957. In today's podcast we discuss that indicator (the yield curve) and what that may mean for the market and your portfolio. The good news is that if history holds true, there could be some nice upside for your portfolio. Here's to wise investing,

16 MINAUG 15
Comments
The curve has inverted, is a recession next?

Should you be a buyer of stocks right now?

The market has been crazy as of late. The market has been down 5+% over the last week. Trade wars, interest rates, an earnings recession, Presidential tweets, and much more are causing concern in the market. As the market pulls back the question now becomes - should we buy or sell? In today's podcast we answer that very question. We share our process for determining what is a buy and what is a sell. We address the disciplined process that Iron Gate has been using for 20 years. All of this is discussed to help investors stay calm when the storm hits the market (which it always does). Here's to wise investing, Iron Gate Global Advisors *This podcast is for educational purposes only and does not constitute a buy or sell recommendation

15 MINAUG 10
Comments
Should you be a buyer of stocks right now?

"If you fail to plan, you are...

. . . planning to fail." The wise words of Benjamin Franklin have been true for over 200 years (since he said it) and will always be true. Financial planning is a blue print, a compass, a game-plan (insert other adjectives here) for your financial life! So why do so few people have a financial plan? (Only 25% of Americans have a plan according to CNBC.) In today's podcast we discuss three common light-bulb/ah-ha moments that most people have when going through the financial planning process. These principles are critical that people not just understand but implement. We also discuss the importance of a plan and how it’s not a one-time build it and forget it process. Here's to wise investing, Iron Gate Global Advisors This podcast is for educational purposes only and does not constitute investment advice or recommendations. Please consult a financial professional.

17 MINJUN 25
Comments
"If you fail to plan, you are...

The key to making money over time (it’s not what you think)

Everyone has long-term goals that they are trying to reach. Retirement, college funding, a new house, a second house, a new car, and on and on. So, what is the key to making those goals reality? In today’s podcast we will tell you exactly what that key is. Contrary to belief, the one thing it is not is investment return. We will go back in time, review the last nine months of the market and share with you some Morningstar statistics that will cause you to reflect about your own behavior. Finally, we discuss why so few people can actually manage their own money, the birthplace of pizza and the role of vinegar in a healthy diet. Here’s to wise investing, Iron Gate Global Advisors This podcast is for educational purposes only and does not constitute a recommendation to buy or sell any securities.

11 MINJUN 20
Comments
The key to making money over time (it’s not what you think)

The art of a successful business owner

Think about some of the most successful business owners that you know. What businesses do they own? How many? Why do we consider them so successful? In today’s podcast we discuss those business owners and what makes them different. How they think about business, how many businesses they own and how are they able to be so successful over time. Our discussion may surprise you. In fact, you may actually be one of those business owners! Here’s to wise investing, Iron Gate Global Advisors This podcast is for educational purposes only and does not constitute investment advice.

11 MINJUN 15
Comments
The art of a successful business owner

Why optimism will win

We live in a world where negativity seems to be the norm. Turn on the T.V., listen to the radio, read your emails and it seems most headlines are rooted in negativity. In today’s podcast we discuss why optimism will always triumph and why being optimistic is the key to making money over time. We also share some amazing statistics from this great country and the globe that most of you have never heard (but need to know!). This is one of the podcasts that hopefully will put a smile on your face and help you realize, we live at a pretty amazing time in history. Here’s to wise investing, Iron Gate Global Advisors This podcast is for educational purposes only and does not constitute a recommendation to buy or sell securities. Investing involves risk. Please understand the risk before investing.

11 MINJUN 6
Comments
Why optimism will win

How many stocks should you own?

Recently I reviewed a portfolio for a perspective client. This portfolio was made up of well over 100 stocks! I then told them this was an average to below average portfolio. They then asked the question, “How many stocks should be in a portfolio?” In today’s podcast we answer that very question. We explain why fewer stocks is often better and how, if done correctly, the portfolio can be less-risky than a portfolio with many stocks. We also address the trade war and how it may impact investments. All of that content along with a clip from our investing hero, Warren Buffett, is in today’s podcast. Here’s to wise investing, Iron Gate Global Advisors This podcast is for educational purposes only and is not a recommendation to buy or sell securities. Please consult with a financial professional before investing. Past performance is not indicative of future results. There is risk in any investment.

22 MINMAY 30
Comments
How many stocks should you own?

Latest Episodes

A backdoor strategy for retirement

For many of you, contributing to an IRA yearly is a challenge. If you make too much money the tax advantage of contributing to an IRA disappears. You’re taxed when you put it in and then again when you take it out. It seems as though when you make too much money the door is closed to planning for retirement in a tax advantaged way . . . or is it? In today’s podcast we discussed a government legal loop hole. It’s called a backdoor ROTH IRA. It allows you, if done correctly, to save for retirement and avoid the taxes on the backend. Spencer Nelson, our resident financial planning guru, explains the whole process in this week’s podcast. We have been setting up these backdoor ROTH IRA’s for many of our clients. If you’re wondering if it’s right for you, email Spencer at spencer@igga.com. Here’s to wise investing AND financial planning, Iron Gate Global *This strategy is not for everyone. Please consult with a financial professional before proceeding. This podcast is for educational purposes only.

6 MIN3 days ago
Comments
A backdoor strategy for retirement

Investing amid uncertainty

Recessions. Inverted yield curves. Insider selling. The reasons for cashing out of all your investments seems to be growing day by day. Fear in the market seems to be increasing while confidence heads the opposite direction. So what should you do? In today's podcast we discuss how to invest amid the uncertainty. The underlying foundation of any investment should be made based upon the goals for the money. We call it an investment policy or strategy. The problem - not enough people know what their strategy is so they get lost in the day to day news of the market. Well that ends today! Listen to today's podcast, gain an understanding, then contact us if you don't know the "why" behind your investing. Here's to wise investing, Iron Gate Global This is for educational purposes only and does not constitute advice to buy or sell equities or other investments. Contact a financial professional before investing.

13 MIN2 weeks ago
Comments
Investing amid uncertainty

Is your wealth protected?

One of the great ironies of investing is how people view risk. As clients initially come to us, their greatest fear is losing the money they have worked their entire lives to save. Now don’t get us wrong, that is a very important concern. However, after we begin working with and educating people, it becomes clear what the most important risk actually is. In today’s podcast we address the biggest risk facing anyone. THIS RISK, if not addressed properly, can rob you blind without you even knowing it. THIS RISK is something that not enough people address because it's different than the standard academic answer for portfolio management. We discuss THIS RISK, how to escape it, the role of volatility, dividends, interest rates and a whole lot more. Buckle in! you’re going to love the ride we’re going to take you on! Here’s to wise investing, Iron Gate Global

13 MIN3 weeks ago
Comments
Is your wealth protected?

The curve has inverted, is a recession next?

If you turn on the TV you will no doubt hear that the market was not only hammered today, but that there is a looming recession. An indicator for predicting recessions set-off a red light today and it's 9 for 9 in it's predictions since 1957. In today's podcast we discuss that indicator (the yield curve) and what that may mean for the market and your portfolio. The good news is that if history holds true, there could be some nice upside for your portfolio. Here's to wise investing,

16 MINAUG 15
Comments
The curve has inverted, is a recession next?

Should you be a buyer of stocks right now?

The market has been crazy as of late. The market has been down 5+% over the last week. Trade wars, interest rates, an earnings recession, Presidential tweets, and much more are causing concern in the market. As the market pulls back the question now becomes - should we buy or sell? In today's podcast we answer that very question. We share our process for determining what is a buy and what is a sell. We address the disciplined process that Iron Gate has been using for 20 years. All of this is discussed to help investors stay calm when the storm hits the market (which it always does). Here's to wise investing, Iron Gate Global Advisors *This podcast is for educational purposes only and does not constitute a buy or sell recommendation

15 MINAUG 10
Comments
Should you be a buyer of stocks right now?

"If you fail to plan, you are...

. . . planning to fail." The wise words of Benjamin Franklin have been true for over 200 years (since he said it) and will always be true. Financial planning is a blue print, a compass, a game-plan (insert other adjectives here) for your financial life! So why do so few people have a financial plan? (Only 25% of Americans have a plan according to CNBC.) In today's podcast we discuss three common light-bulb/ah-ha moments that most people have when going through the financial planning process. These principles are critical that people not just understand but implement. We also discuss the importance of a plan and how it’s not a one-time build it and forget it process. Here's to wise investing, Iron Gate Global Advisors This podcast is for educational purposes only and does not constitute investment advice or recommendations. Please consult a financial professional.

17 MINJUN 25
Comments
"If you fail to plan, you are...

The key to making money over time (it’s not what you think)

Everyone has long-term goals that they are trying to reach. Retirement, college funding, a new house, a second house, a new car, and on and on. So, what is the key to making those goals reality? In today’s podcast we will tell you exactly what that key is. Contrary to belief, the one thing it is not is investment return. We will go back in time, review the last nine months of the market and share with you some Morningstar statistics that will cause you to reflect about your own behavior. Finally, we discuss why so few people can actually manage their own money, the birthplace of pizza and the role of vinegar in a healthy diet. Here’s to wise investing, Iron Gate Global Advisors This podcast is for educational purposes only and does not constitute a recommendation to buy or sell any securities.

11 MINJUN 20
Comments
The key to making money over time (it’s not what you think)

The art of a successful business owner

Think about some of the most successful business owners that you know. What businesses do they own? How many? Why do we consider them so successful? In today’s podcast we discuss those business owners and what makes them different. How they think about business, how many businesses they own and how are they able to be so successful over time. Our discussion may surprise you. In fact, you may actually be one of those business owners! Here’s to wise investing, Iron Gate Global Advisors This podcast is for educational purposes only and does not constitute investment advice.

11 MINJUN 15
Comments
The art of a successful business owner

Why optimism will win

We live in a world where negativity seems to be the norm. Turn on the T.V., listen to the radio, read your emails and it seems most headlines are rooted in negativity. In today’s podcast we discuss why optimism will always triumph and why being optimistic is the key to making money over time. We also share some amazing statistics from this great country and the globe that most of you have never heard (but need to know!). This is one of the podcasts that hopefully will put a smile on your face and help you realize, we live at a pretty amazing time in history. Here’s to wise investing, Iron Gate Global Advisors This podcast is for educational purposes only and does not constitute a recommendation to buy or sell securities. Investing involves risk. Please understand the risk before investing.

11 MINJUN 6
Comments
Why optimism will win

How many stocks should you own?

Recently I reviewed a portfolio for a perspective client. This portfolio was made up of well over 100 stocks! I then told them this was an average to below average portfolio. They then asked the question, “How many stocks should be in a portfolio?” In today’s podcast we answer that very question. We explain why fewer stocks is often better and how, if done correctly, the portfolio can be less-risky than a portfolio with many stocks. We also address the trade war and how it may impact investments. All of that content along with a clip from our investing hero, Warren Buffett, is in today’s podcast. Here’s to wise investing, Iron Gate Global Advisors This podcast is for educational purposes only and is not a recommendation to buy or sell securities. Please consult with a financial professional before investing. Past performance is not indicative of future results. There is risk in any investment.

22 MINMAY 30
Comments
How many stocks should you own?

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