In The Final Analysis
Hosted by financial advisor Jim Yockey of Wisdom Financial Management, ”In The Final Analysis” takes 30+ years of experience and wisdom to dive into the current market trends to provide you with money management insights that can help you grow your savings and protect your principal. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated. Wisdom Financial Management, LLC One Oxmoor Place 101 Bullitt Lane, Suite G-5 Louisville, KY 40222 502-425-4000 wisdomchoice.net
Listen on:
Episodes
Wednesday Apr 16, 2025
Wednesday Apr 16, 2025
In the first minisode of In The Final Analysis, financial advisor Joe Frederick explains some of the financial topics that are currently hot on the public's mind, including...
Tariffs
Inflation
USD
Social Security
Market Algorithms
Wednesday Apr 16, 2025
Wednesday Apr 16, 2025
In this episode of In The Final Analysis, financial advisor Jim Yockey discusses the decision-making psychology that leads to participating in investing as a financial strategy, as well as the markets' relationship to economies, inflation, and personal finance.
Tuesday Mar 18, 2025
Tuesday Mar 18, 2025
...it's what you do with money that is magic!
In this episode of In The Final Analysis, financial advisor Jim Yockey discusses various motivations, goals, and journeys one can have on the road to financial confidence. Jim dives deeper into the behavioral finance psychology around money and emotions, the heightened emotions that come with investing, and how he approaches those emotions as an advisor. We also share resources to help you get to know your money mindset, and why we think human connection is a key piece of the magic.
Thursday Feb 06, 2025
Thursday Feb 06, 2025
In this episode of In The Final Analysis, financial advisor Jim Yockey explains the relationship between uncertainty and financial decision-making. He delves into the process of decision-making strategies, personal and societal factors that can create a sense of uncertainty, and how to manage one's feelings of uncertainty when it comes to money.
...
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.
Tuesday Jan 28, 2025
Tuesday Jan 28, 2025
In such a vast industry as finance, how do we at Wisdom Financial Management decide what topics to expand on for our clients and audiences?
Today on In The Final Analysis, financial advisor Jim Yockey explains the common questions we get at the office and why we create content around behavioral finance.
Stay tuned for new episodes coming out every month in 2025!
...
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.
Tuesday Oct 17, 2023
Tuesday Oct 17, 2023
In this October 2023 episode of In The Final Analysis, financial advisor and host Jim Yockey explains some of the cognitive biases at play in financial decision-making.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.
Friday Sep 23, 2022
Friday Sep 23, 2022
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.
Tuesday Apr 12, 2022
Tuesday Apr 12, 2022
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.
Wednesday Feb 16, 2022
Wednesday Feb 16, 2022
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.