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] * OpenAI files for IPO, by Caroline Hyde - Anchor at Bloomberg TV [https://www.linkedin.com/news/story/openai-says-it-has-confidentially-filed-for-an-ipo-8201641/] * Apple WWDC conference 2026 [https://developer.apple.com/] * Tech companies are testing the limits of capital markets, The Transcript [https://thetranscript.substack.com/p/06-09-2026-catalyst-watch] * Fanduel lays off workers, Yahoo Finance [https://finance.yahoo.com/markets/stocks/articles/fanduel-lays-off-several-hundred-220007878.html] * Perplexity IPO, CNBC [https://www.cnbc.com/2026/06/09/perplexity-ipo-2028-as-anthropic-openai-prepare-listings.html] * Spurs vs. Knicks move to Game 4 [https://www.google.com/search?q=spurs+vs+knicks&oq=spurs+v&gs_lcrp=EgZjaHJvbWUqEggAEAAYQxiDARixAxiABBiKBTISCAAQABhDGIMBGLEDGIAEGIoFMg0IARAAGIMBGLEDGIAEMhIIAhAAGEMYgwEYsQMYgAQYigUyBggDEAAYAzISCAQQABhDGIMBGLEDGIAEGIoFMgYIBRBFGDkyBggGEAAYAzIGCAcQABgDMhAICBAAGIMBGLEDGIAEGIoFMgcICRAAGIAE0gEJMzg4MmowajE1qAIIsAIB8QWEf39Apinq5Q&sourceid=chrome&ie=UTF-8#sie=m;/g/11z8h8p55p;3;/m/05jvx;dt;fp;1;;;;-1] * JPMorgan Chase (JPM) exceeds ROE targets, reportedly plans to deploy new AI Agents, Seeking Alpha by Mary Christine Joy, SA Editor [https://seekingalpha.com/news/4601839-jpmorgan-exceeds-roe-target-for-five-straight-years-reportedly-plans-to-deploy-new-ai-agents?source=shared_news] 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] * Home Buyer / Mortgage Market Update [https://www.linkedin.com/feed/update/urn:li:activity:7467614026181820417/] * 529-to-Roth IRA Rollovers: What to Know (Charles Schwab & Co) [https://www.schwab.com/learn/story/529-to-roth-ira-rollovers-what-to-know] * Will the Corporate Investment in AI Pay Off? (Goldman Sachs Research) [https://www.goldmansachs.com/insights/articles/will-the-corporate-investment-in-ai-pay-off] * US Data Center Power Demand Projected to Double by 2027 (Goldman Sachs Research) [https://www.goldmansachs.com/insights/articles/us-data-center-power-demand-projected-to-double-by-2027] 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] * Are You There, Inflation? It's Me, Kevin Warsh, by Dan Rosenberg, Markets & Economics at Charles Schwab & Co. Inc. [https://www.schwab.com/learn/story/are-you-there-inflation-its-me-kevin-warsh] * A New Era at the FED * The Daily Upside | May 26, 2026 [https://www.thedailyupside.com/newsletter/tdu-may-26-2026/] * Softbank's 'Go Big or Go Home' AI Bets Fire Up Markets as IPOs Near, by Sean Craig [https://www.thedailyupside.com/technology/artificial-intelligence/softbanks-go-big-or-go-home-ai-bets-have-markets-fired-up-ahead-of-ipos/] * Huawei's Chip Plans: Ambitious or Unrealistic? by Jamie Wilde [https://www.thedailyupside.com/technology/semiconductors/are-huaweis-chip-plans-ambitious-or-unrealistic/] * Exxon Pours Billions into Meeting Rebound in Carbon Capture Demand by Brian Boyle [https://www.thedailyupside.com/industries/energy/exxon-wants-to-capture-resurgent-carbon-capture-demand/] 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-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.