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The Financial Breakaway Podcast is your guide to breaking free from the confusion of the financial world and unlocking your path to a more confident retirement plan. Join me as I look to empower mid-career to retirement-aged individuals, just like you, through engaging conversations about what retirement means to you and then how to build a retirement plan that fits. While crucial topics like investing strategies, tax planning, withdrawal strategies, and social security will be discussed, I believe that your personal goals, desires, and lifestyle are equally vital. In this podcast, I’ll help you bridge the gap between financial strategies and your individual aspirations, merging the two to create your very own ”financial breakaway.” ----------1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 414-253-4600. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA (www.finra.org) SIPC (www.sipc.org). Osaic Wealth separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth 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.
Episodes
Tuesday May 31, 2022
Tuesday May 31, 2022
Investing in the New Normal Series -- COVID-related shutdowns distorted the economy vs where it was before COVID and we are still trying to adapt to this world. The question now is; how do we, as investors trying to save for our future, navigate and invest in it? Let's learn from real people living and working in this "new normal" to help provide a unique perspective on what's going on.
The Great Resignation is a term coined in the new normal world referring to the phenomenon of a large volume of professionals leaving their jobs across the globe. They left for many different reasons: better opportunities, retiring early, not putting up with work conditions accepted pre-pandemic, and many have opted to go into business for themselves.
Greg Copeland did just that. He left a six-figure cooperate job to buy a private, for-profit, hockey rink. Here his great story on why and how he did this. Enjoy!
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For more information:
- Ryan Hitchcock: www.rhitch.com
- The Ponds of Brookfield: https://www.thepondsofbrookfield.com/
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Tuesday May 31, 2022
Tuesday May 31, 2022
In this introductory episode of Investing in the New Normal Series, I talk about what this New Normal is and how we as a world got here. COVID-related shutdowns distorted the economy vs where it was before COVID and we are still trying to adapt to this world. The question now is; how do we, as investors trying to save for our future, navigate and invest in it?
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For more information:
- Ryan Hitchcock: www.rhitch.com
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Friday Mar 25, 2022
Friday Mar 25, 2022
In this special Thematic Investing Series episode, we go beyond buzzwords in the media with my guests, Mark Schwartz and Nick Cucci. Mark advises early-stage startups and co-founded PDT, a Chicago-based product development firm. Nick leads business development at PDT and helps clients identify new opportunities for innovation.
Mark and Nick were perfect guests to follow up my Thematic Investing Series, diving deeper into common buzzwords like “innovation” or “disruption” and the confusion I see around them lately. Each day, Mark and Nick help companies navigate the complex process from concept to commercialization. They give us a look under the hood of innovation, help us understand what these buzzwords mean, and how innovation actually happens. Mark and Nick will talk about R&D and why it’s important for businesses to spend money or risk falling behind competitors. We also discuss emerging technologies such as LiFi, an alternative to WiFi, to securely transmit data at ultra-fast speeds using the light spectrum. Enjoy!
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For more information:
- Ryan Hitchcock: www.rhitch.com
- PDT, an Astronics Company: www.pdt.com
- Nick Cucci: www.cucci.xyz
- Mark Schwartz: https://www.markschwartz.rocks
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Sunday Jan 23, 2022
Sunday Jan 23, 2022
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 for Jon-Don.
One might not normally lump the JanSan industry into today’s view of “thematic investing” as it’s usually not first to mind when buzzwords like “innovation” or “disruption” come up. However, that's exactly why I wanted to do this episode because the professional cleaning industry supplies all sectors of the economy and my Dad and brother have a wealth of knowledge in this industry.
In this episode, they share their experiences being in this industry at the peak of the pandemic, as their industry became heavily relied upon at that time. They then discuss how those experiences have reshaped the JanSan industry today and where they see it going in the future because of it. We also touched on the toilet paper shortage of 2020, the move to “green,” the Amazon effect, and even some cool innovation going on in the industry, just to name a few.
https://www.mtbroom.com/catalog/
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Saturday Jan 22, 2022
Saturday Jan 22, 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 option for a fast homebuying process. They also do direct seller marketing and direct lending for real estate investors.
Brian has a wealth of knowledge in all areas of the real estate industry, so in this episode nothing was off the table for conversation. He gave us his view on the current state of the real estate market, where he sees it going in the future, and if he thinks we are in a bubble or not. We also touched on the rental/multi-family market, the BRRR strategy, the eviction- memorandum, interest rate effects, and the exodus from urban areas to suburbs, just to name a few.
https://www.planbhomebuyers.com/
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Friday Jan 21, 2022
Friday Jan 21, 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 helps us understand that the gaming industry is not just for the younger generation playing alone in their homes anymore. Rather it is one of cross generational adoption with a great sense of community and social interaction at its core. With the recent popularity of streaming gaming platforms, Tommy also helps us understand where the industry as a whole can possibly go in the future. Finally, he breaks down the huge business of competitive gaming with the sponsorship, marketing dollars, and viewership that follows it.
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Thursday Jan 20, 2022
Thursday Jan 20, 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 in Inc.’s Magazine as the 525th fastest growing private companies in the country in 2021.
In this episode, Roy helps us understand the current state of the Automation & Robotics industry by sharing how he used those concepts to his advantage to upend the traditional process of machining parts. Getting parts quoted for manufacturing used to take weeks alone, but now is instantaneous at PartsBadger all thanks to automation.
The efficiency of robotics in the manufacturing industry is not new, but Roy discusses how the introduction of automation and robotics together is changing the machining industry from not only efficient but responsive as well. We also discuss his outlook on the future of the industry as a whole, what collaborative robotics is, capacity aggregation, and Industry 4.0
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Wednesday Jan 19, 2022
Wednesday Jan 19, 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 this episode, we really dig deep into Josh’s experiences in the very interesting CBD industry. Being a serial entrepreneur, he shares some great insights on the history of the industry and where he sees it going in the future. We discussed the characteristics of the expanding end-user of CBD products, the big role government plays, some of the disconnects of the CBD vs. Cannabis industry as a whole, and how that plays out in the public equity markets.
We also had to touch on his impressive $20.6 Million sale for 80% of the business to High Tide Inc., and what that means for him and the company moving forward. High Tide Inc., is a Canadian based company that holds a portfolio of Cannabis and CBD based businesses and is traded on the Nasdaq.
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Tuesday Jan 18, 2022
Tuesday Jan 18, 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 episode, Nico helps us understand what's really going on in the Cybersecurity industry from his experiences. He discusses where he sees the industry going in the future for both corporations and individuals, recent attacks such as Colonial Pipeline & CNA Financial, cyber threats we should all be aware of, government's role, and so much more.
Please visit www.rhitch.com/resources
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Sunday Jan 16, 2022
Sunday Jan 16, 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? Media talks about it all day, some good talking points some bad; but why? Does this concept have a place in investment portfolios or is it just a buzzword of this point in time? I set out to answer just that and give my take on this trend and how I think the everyday person should view Thematic Investing. In the Thematic Investing Series to follow, I take a deeper dive into certain industries I like and think have potential to grow in the future. I wanted to go beyond the media headlines in the thematic investing world and learn what’s going on in these industries by actually talking with experts in that field, experts who are living and breathing in that industry every day. And that’s exactly what I did.
Please visit www.rhitch.com/resources
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.