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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

  1. All Episodes
  2. 2026

Reassessing Portfolio Strategies in the Post-COVID/AI Buildout Environment - A Conversation with Som Priestly, T. Rowe Price

Mar 5, 2026

In this episode, we have the pleasure of speaking with Som Priestly, Head of Multi-Asset Solutions at T. Rowe Price. Som discusses their approach to market positioning, emphasizing the importance of being both realistic and diversified, particularly when investing across the artificial intelligence theme. He highlights...

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Special Episode: Trends in Retirement Income Planning and Planning Tips for Advisors - A Conversation with Sheryl O'Connor and Phil Lubinsky, IncomeConductor

Feb 4, 2026

Continuing our special series on post retirement income planning, we sit down with Sheryl O'Connor (CEO and co-founder of IncomeConductor) and Phil Lubinski (CFP, co-founder, former retail advisor specializing in retirees, and developer of the time-segmented income strategy that underpins the platform).

Sheryl...

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Identifying the Intersections - A Framework for Macro Investing with Sam Rines, WisdomTree Investments

Jan 28, 2026

In this episode, we are please to be joined by Sam Rines, Macro Strategist at WisdomTree. Sam shares his career journey from working at several hedge funds to joining WisdomTree as their macro strategist. We discuss how geopolitical and fiscal policies intersect to influence investment strategies, covering...

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