Financial Breakaway

Real-world conversations about personal financial topics. Inspired by the fact that financial planning, investing, or retirement are all scary topics. 1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 414-253-4600. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA (www.finra.org) SIPC (www.sipc.org). SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice. This communication is strictly intended for individuals residing in states of CO, FL, GA, MI, MN, MO, MT, NC, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE this information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website.We make no representation as to the completeness or accuracy of information provided at these web sites

Episodes Date

Thematic Investing Series -- FINALE! SPECIAL GUESTS my Dad, Mike Hitchcock, & brother, Brett Hitchcock!  Mike is President of Montana Broom & Brush Co, and Brett is the Regional Sales Manager ...
January 23, 2022
Thematic Investing Series -- going beyond the buzzwords of the media with my guest, Brian Meidam, Founder & Owner of Plan B Homebuyers. Plan B Homebuyers buys houses with cash to provide people an...
January 22, 2022
Thematic Investing Series -- going beyond the buzzwords of the media with my guest, Tommy Ludan, Founder & Owner of Carcade, Inc. a mobile gaming and entertainment company. In this episode, Tommy ...
January 21, 2022
Thematic Investing Series -- going beyond the buzzwords of the media with my guest, Roy Dietsch.  Roy is the Founder and Owner of PartsBadger a local Milwaukee online CNC machine shop that was listed ...
January 20, 2022
Thematic Investing Series -- going beyond the buzzwords of the media with my guest, Josh Delaney, Founder of FAB CBD one of the most recognized and leading CBD e-commerce retailers in the world.  In t...
January 19, 2022
Thematic Investing Series -- going beyond the buzzwords of the media with my guest, Nico Bartolomeo, Senior Technical Consultant, Cloud Security for Kalypso (A Rockwell Automation Company).    In this...
January 18, 2022
If you hear “Thematic Investing” these days it’s usually followed up by other terms like “innovation, disruption, next-gen, etc, etc”.  Is that all Thematic investing is or is there more to the story?...
January 16, 2022
This episode will be a continuation from my previous episode on the S&P 500 Index.  Here I’m going to talk about the Dow 30 Index and how I also see a lot of misunderstanding about this index or j...
October 28, 2021
I am quite passionate about this topic as it starts to get to the root of my overall investment philosophy.  When you go about building an investment portfolio there are basically two conflicting conc...
September 8, 2021
In this episode I want to take a step back to the basics of investing and remember why we invest.  A lot of times I see people get hung up on trying to figure out the best stock, the best ETF, the bes...
July 15, 2021

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