The Northbound Wealth Podcast

The Northbound Wealth Podcast

The Northbound Wealth Podcast [https://northboundwealth.captivate.fm/episode/the-northbound-wealth-podcast] with Brent Foster [https://www.linkedin.com/in/brentmfoster/] is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC [https://www.northboundwealth.com/]. Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance! This week's format: * Market News & Insights [https://www.northboundwealth.com/blog/weekly-market-insights-inflation-bites-but-wall-street-bites-back] * What would you do with a windfall? Steps & FAQ's [https://www.northboundwealth.com/blog/weekly-market-insights-inflation-bites-but-wall-street-bites-back] * Upcoming SpaceX IPO * Yahoo Finance - Is the SpaceX IPO Overpriced? Here's how much it could be worth, according to a valuation expert. [https://finance.yahoo.com/markets/stocks/articles/spacex-ipo-overpriced-heres-much-102000284.html] * Motley Fool - How much could the SpaceX stock be worth by 2030? [https://www.fool.com/investing/2026/05/17/how-much-will-spacex-stock-be-worth-by-2030-heres/] * Anduril doubles valuation to over $60 Billion as defense tech funding boom continues - CNBC [https://www.cnbc.com/2026/05/13/anduril-valuation-defense-tech-funding-boom.html] Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast

The Northbound Wealth Podcast [https://northboundwealth.captivate.fm/episode/the-northbound-wealth-podcast] with Brent Foster [https://www.linkedin.com/in/brentmfoster/] is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC [https://www.northboundwealth.com/]. Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance! This week's format: * Market News & Insights [https://www.northboundwealth.com/blog] * S&P 500, Nasdaq, Dow, Corporate Earnings * Economic Data Review * College Tuition Costs * May is 529 Plan Month - College Savings Plans * Adult Children Still On Payroll? * Retirement Conversations Couples Should Have * National Pet Month & National Golf Day (5/10) and Finances * Retirement - Do I have to start claiming Social Security Benefits at age 62? Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast

The Northbound Wealth Podcast [https://northboundwealth.captivate.fm/episode/the-northbound-wealth-podcast] with Brent Foster [https://www.linkedin.com/in/brentmfoster/] is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC [https://www.northboundwealth.com/]. Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance! This week's format: * Market News & Insights [https://www.northboundwealth.com/blog/weekly-market-insights-ceasefire-news-cheers-wall-street] Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast

The Northbound Wealth Podcast [https://northboundwealth.captivate.fm/episode/the-northbound-wealth-podcast] with Brent Foster [https://www.linkedin.com/in/brentmfoster/] is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC [https://www.northboundwealth.com/]. Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance! This week's format: * Market News & Insights [https://www.northboundwealth.com/blog/weekly-market-insights-ceasefire-news-cheers-wall-street] * The Arora Report Blog "Morning Capsule" [https://blog.thearorareport.com/iran-260413/] * Technical Analysis Spotlight - $SPX (The S&P 500 Index) - Brent Foster, CEO of Northbound Wealth Management [https://www.linkedin.com/in/brentmfoster/] Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast

The Northbound Wealth Podcast [https://northboundwealth.captivate.fm/episode/the-northbound-wealth-podcast] with Brent Foster [https://www.linkedin.com/in/brentmfoster/] is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC [https://www.northboundwealth.com/]. Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance! This week's format: * Market News & Insights [https://www.northboundwealth.com/blog/weekly-market-insights-stocks-rise-on-hopes-of-middle-east-calm] * Tax Tip of The Week * Chart(s) of The Week * Happy Easter & April is National Stress Awareness Month * Final Days Until Tax Day (April 15th) * 5 Ways American's Overpay In Taxes * Debunking Social Security Myths * Data Center & AI Infrastructure Boom | Indiana Is At The Center of It - Pros & Cons * The Typical Home U.S. Home Is 44 Years Old-And Needs Tons Of Work | WSJ by Veronica Dagher [https://www.wsj.com/personal-finance/the-typical-u-s-home-is-44-years-oldand-needs-tons-of-work-a1fd89ea?gaa_at=eafs&gaa_n=AWEtsqdJX77nhd6qSt96M2cjYNHs3KN-fwKlEm6AeR9pk-Fp57cg3Q4h2DF3lXsh6hI%3D&gaa_ts=69d536fb&gaa_sig=xERRapsiBj9jVbx3hI2B1l417NInYVyAMeUdyznsl7bmU8fDHNXeyM4Kve9RW5RdO2QV1JZNym2fNgPI9EuRPw%3D%3D] * The Complicated Financial Lives of Dentists, the Millionaires Next Door | WSJ by Miriam Gottfried [https://www.wsj.com/personal-finance/the-complicated-financial-lives-of-dentists-the-millionaires-next-door-60abc67c?gaa_at=eafs&gaa_n=AWEtsqfOoTaFVrd9SRs9JHg54KHKLjkLPU_0BmCB0kkpit9WEH8dvgeWZOp3X5LtiPQ%3D&gaa_ts=69d536cf&gaa_sig=jJPN5iQPAiMzXM_XqpMo8m7sPUlRllFO__itz9gTj-6laDOPbLsdWQjtCvg-x_9Ze02MynpG7AhnEcXcYJ_ZfQ%3D%3D] Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.