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Welcome to ’It’s All About Clarity®’ the go to podcast for bringing clarity to your financial journey. Join Mark Pearson and the Nepsis team as they share insights to portfolio management, tax strategy and more. Whether you’re interested in investing, retiring, giving, saving, advising or tax planning here ”It’s All About Clarity®’!
Episodes
Tuesday Jun 18, 2024
Tuesday Jun 18, 2024
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
Tuesday Jun 04, 2024
Tuesday Jun 04, 2024
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.
Tuesday May 21, 2024
Tuesday May 21, 2024
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!
Tuesday May 07, 2024
Tuesday May 07, 2024
Mark Pearson sits down with President of Tax Solutions at Nepsis; Bryan Eberle.
Most investors don't know opportunities like tax credits even exist or are an option when it comes to Tax Planning and Strategy.
The two discuss how Nepsis utilizes tax credits for their clients and to bring clarity to the topic of tax credits as whole.
Tuesday Apr 23, 2024
Tuesday Apr 23, 2024
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.
Tuesday Apr 09, 2024
Tuesday Apr 09, 2024
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.
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
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®"!
Wednesday Nov 01, 2023
Wednesday Nov 01, 2023
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:
Connect with Mark Pearson:
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.
Wednesday Sep 20, 2023
Wednesday Sep 20, 2023
Do you truly understand your investments?
In this revealing episode, Mark Pearson and Chuck Etsweiler dive into the often misunderstood world of investing, examining why even seasoned investors and financial advisors stumble. They question common beliefs about market predictions, the role of financial advisors, and why so many investors are left in the dark about their own portfolios.
Throughout this episode, Mark and Chuck discuss:
- Why you should know what you own and why you own it
- How to avoid falling into “market prediction” traps
- Why it’s important to stay invested especially during downturns
- How a strong asset allocation strategy can be your financial safety net
- And more!
Resources:
- Nepsis White Paper: Why Addiction To Prediction Is Detrimental To Your Investing Health
- Monte Carlo Simulation
- Investopedia
- "Behaving Badly" - 2006 Study by James Montier
- Dunning-Kruger Effect
- May 6, 2010 “Flash Crash”
Connect With Chuck Etzweiler:
Connect with Mark Pearson:
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, Inc. 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.
Wednesday Sep 06, 2023
Wednesday Sep 06, 2023
When it comes to media hype and its influences on investments – can you separate facts from fear?
In this episode, Mark Pearson and Chuck Etsweiler dive into media hype, its potential impact on investment choices, and the dangers of getting swept up by them. Drawing parallels between media tendencies and the saying "disasters come in threes," Mark and Chuck critically examine how fear-based reporting can skew perceptions and decision-making.
Throughout this episode, Mark and Chuck discuss:
- The widely discussed concern of National Debt and its perceived impact on individual investments
- The "Recession Obsession" and the misconceptions surrounding its real implications
- Bank failures: separating media speculations from the broader market and business potential
- Key observations that despite ongoing media frenzy, several indexes remain near their peaks
- The critical distinction between investing in the market vs. in businesses
- And more!
Resources:
- Wall Street Journal Article On U.S. Debt Default Impossibility
- NBER: National Bureau of Economic Research
- Fourteenth AMendment Section 4: Public Debt
- Pet IQ
- Harry Dent
Connect With Chuck Etzweiler:
Connect with Mark Pearson:
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®, Inc. 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.