It’s All About Clarity® Podcast

It’s All About Clarity ® in Investing (Ep. 109)

Mark Pearson, founder and Chief Investment Officer of Nepsis, sits down with Chuck Etzweiler, head of research, for a discussion about investing during turbulent times.  Mark and Chuck explain why market volatility is actually your friend rather than something to be feared.  As they explain, volatility provides an opportunity to buy great companies at a discount, thereby setting up the potential for significant positive long-term results.

Mark and Chuck also touch on the importance of having a sound investment strategy – knowing what you own and why you own it.  To learn more about the Nepsis process and investment philosophy visit https://nepsis.com/services/portfolio-management/

It’s All About Clarity ® in Estate Planning (Ep. 108)

Mark Pearson, Nepsis founder and Chief Investment Officer, talks with Malia Haskins, VP of Estate Planning about how proactively managing your estate is a critical element of a comprehensive financial plan.  Malia recently joined Nepsis and brings her extensive experience as an estate planner with several industry leading institutions to the Nepsis team.  In their conversation, Mark and Malia discuss wills, trusts, incapacity planning and many more key questions that investors have regarding the complex topic of managing their estate.

Estate Planning is a core part of the Nepsis “family office framework” – a comprehensive portfolio for your financial well-being including wealth management, tax solutions, legal and insurance services, and estate planning.  To learn more about estate planning at Nepsis visit https://nepsis.com/services/estate-planning/ or go to www.nepsis.com to understand how our capabilities will put you on the path to financial clarity.

It’s All About Clarity ® in Tax Planning (Ep. 107)

Jack Cahill, Senior VP of Tax Solutions, joins Mark Pearson in Episode 107 for a wide-ranging discussion about how tax planning is a critical component of a comprehensive financial plan.  Jack brings over 20 years of experience as a tax planner and strategist who has led and built teams to deliver results for clients.

 

They discuss how Nepsis is building out the future state of the firm including a full suite of tax solutions, accounting and advisory services, and estate planning resources.  If you are interested in learning more about the tax solutions that Nepsis provides visit Nepsis.com/services/individual-family-tax-solutions/ or go to Nepsis.com for information about the full range of all of Nepsis’ services.

Advisor Services offered through Nepsis, Inc.; An SEC Registered Investment Advisor.

It's All About Clarity® In Your Investment Strategy

Similar to episode 105 - Mark Pearson sits down to discuss a variety of topics that pertain to Investing + the strategies and philosophies Nepsis has to help bring greater clarity to our clients. Topics such as:

- Buy Discipline

- Sell Discipline (We have 4 at Nepsis)

- Tax Loss Harvesting

- What company is your largest holding?

- Knowing what you own and WHY you own it in your porftolio

- How clarity in investing gets you closer to your goals

- Capital gains & rate of return

- "Buying companies on sale"

- Volatility

Ever have questions for the podcast? Email podcast@nepsisinc.com

It's All About Clarity® in Investing

Founder & CIO of Nepsis Mark Pearson sits down to discuss a variety of strategies, theories, and ideals that bring clarity to the investor. With a mix of strategy he uses and philosphies of investing in general this podcast is a great intro to investing.

Modern portfolio theory, knowing what you own and why you own it, asset allocation, large mid and small cap value investments and so many more topics in Episode 105.

It's All About Clarity® in Investing in Election Years

Mark Pearson and Head of Research Chuck Etzweiler to discuss the phsycology of the investor during investment years. Bullish, bearish? How do investors feel when it is an election year and how does that affect decisions made?

The two discuss the key to clarity when it comes to investing in great businesses in all market seasons!

It's All About Clarity® in Financial Planning (Ep.102)

Mark Pearson is joined by Nepsis Senior Wealth Advisor Ed Stober on Episode 102 as they discuss the importance of acting as a fiduciary for your client, and guiding them to clarity not only in their investments but their financial plan as a whole (tax planning, legacy planning, & retirement planning).

 

They discuss Nepsis' unique family office framework and the benefit it brings to every client, as well as how the Nepsis way has enhanced the ability for an advisor to work in a clients best interest. Ed has over 28 years of experience within the financial planning space and has trained thousands of advisors on how to hone their craft.

If you are interested in learning how Nepsis & advisors like Ed can help lead you to clarity reach out to podcast@nepsisinc.com or head to our website at www.nepsisinc.com. 

It's All About Clarity® in Retirement Planning (Ep.101)

Mark Pearson introduces a new member of the Nepsis team: Trent Hazen, QPFC.

Trent brings to the team his experience and years of working in the financial services industry; specifically specializing in Employer Sponsored plans and Retirement Plan Benefits. 

Mark and Trent barely scratch the surface on all things retirement planning, 401k planning, propper coverage, and why having Clarity in your retirement plan is key.

Advisory Services offered through Nepsis, Inc.; An SEC Registered Investment Advisor.

 

Introduction: It's All About Clarity® Podcast (Ep. 100)

In the 100th podcast big changes are announced! 

A new name, a new format, a new style of round table discussion.

In this new season of the Nepsis Podcast Mark Pearson will be joined by various guests to discuss many of the same topics as the prior 99 podcasts have discussed, but with a new flare.

Announcing promotions, a new family office framework, investing and tax strategies join us every other Tuesday - here... "It's All About Clarity®"!

Avoiding The Pitfalls of Benchmarking (Ep. 99)

Stepping out of the shadow of comparison is not easy, be it life or investing. It is crucial to remember that every portfolio is unique, just like the individual. 

In this episode, Mark Pearson and Chuck Etsweiler discuss the concept of benchmarking and comparison in investing. While benchmarking can hinder clarity and progress towards financial goals, they emphasize the importance of self-awareness and understanding one's own portfolio. They also discuss the advantages of separately managed accounts (SMAs) and the need for collaboration with professionals in different areas to provide a comprehensive financial strategy.

Mark and Chuck discuss: 

• The concept of benchmarking and comparison in investing in relation to your portfolio
• The importance of seeking clarity and understanding one's own portfolio, whether you have a financial planner or not
• Why comparison killed the cat
• Importance of self-awareness and surrounding oneself with the right people in this industry
• Constructing uniquely designed portfolios and partnering with other disciplines
• And more

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 
• Email Mark

About Our Guest: 

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis® in a deeper manner. 

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.