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Money @ Mulholland & Kuperstock Asset Management

Podcast door Money at Mulholland and Kuperstock

Engels

Business

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Over Money @ Mulholland & Kuperstock Asset Management

Mulholland & Kuperstock Asset Management LLC, a registered investment advisory firm based in San Diego, CA & Summerlin, NV provides investment and generational wealth management advice to our clients. Join us as we provide a roadmap to financial health and smart investing.

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23 afleveringen
episode Crypto Curious artwork

Crypto Curious

How did a real estate accountant in Los Angeles catch the bitcoin bug? Should investors add bitcoin to their portfolio? What practical considerations should investors be aware of if they do dip their toe into crypto? Our guest, Aviram Benito offers his opinions and advice.

22 nov 2025 - 35 min
episode A Conversation with Fixed Income Hall of Famer Marty Fridson artwork

A Conversation with Fixed Income Hall of Famer Marty Fridson

What can you learn about investing from Roger Federer? When should you add high-yield bonds to your portfolio? Tune in to find out. Plus, bonus career tips for new entrants into the field of finance.

31 aug 2025 - 48 min
episode MKAM Market Review artwork

MKAM Market Review

Stocks are at all time highs. Bonds are bouncing around. We will have a new President next month. And a new Treasury Secretary has been nominated. Curious how to invest amidst all these developments? Tune in to find out.

5 dec 2024 - 36 min
episode Why Doctors Should Have Cash Balance Plans (with Phuong Jennings) artwork

Why Doctors Should Have Cash Balance Plans (with Phuong Jennings)

Designed to build $3.5M in wealth over 10 years, cash balance plans are 10X 401K's allowing participants to make tax deductible contributions of hundreds of thousands of dollars per year. Interested to cut your tax bill in half? Just push play.

18 okt 2024 - 40 min
episode Time to Go to Japan artwork

Time to Go to Japan

Bitcoin is a top ten "currency". Gold outperformed the S&P 500 over the past 5 years. The Japanese Yen is at all-time lows versus the dollar. 20% of US households are planning to travel abroad over the next 6 months. After interest rates rose from 0% to 5%, asset markets have produced some surprising results. Tune in to our Q1 2024 market review to learn more.

15 apr 2024 - 28 min
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