The Northbound Wealth Podcast with Brent Foster 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.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & Update
2. 2025 A Year In Review
3. Help Protect Your Family From AI Related Scams
4. 5 Retirement Facts That Might Surprise You

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 with Brent Foster 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.

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 Insights & Update

Chart of the Week: "The Magnificent 7"

Trump accounts' could give your child up to $1,000 for free. Your top questions answered | The Dell's $6.25 billion pledge | CNBC

Paramount Makes $77.9 Billion Hostile Bid for Warner After Netflix Struck Deal | WSJ.com by Lauren Thomas

Mortgage News Daily | December 8, 2025

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 with Brent Foster 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.

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 Update

YCharts: Nov. 20, 2025 - Why the Dot-Com Comparison Falls Short in 2025

• AI Leadership and Market Anxiety
• The Dot-Com Blueprint
• There Is Always a Reason to Sell
• Today’s Fundamental Differences
• Navigating the Narrative

AAII October 2025 Edition | Wayne Thorp, CFA, Looking Beyond Price Trends With the McClellan Oscillator

Northbound Wealth | Year-End Giving

Money, Possessions, & Eternity by Randy Alcorn -Chapter 21: Teaching Children about Money and Possessions, excerpts read by Brent Foster

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