Making Finance Personal

by Oak Partners Inc

Making Finance Personal
  • Language: eng
  • Episodes: 116
  • Last: 29 Sep 2017
www.mfpshow.com - Mike Barancyk, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Partners and SII are separate companies. Privacy policy may be found at www.siionline.com/public/forms.sii_madv6130a.pdf This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: AZ, CA, CO, FL, GA, IA, IL, IN, ME, MI, MO, NC, OH, OK, SC, SD, TN, TX, WI. Content is for general purposes only and is not an offer to buy or sell any security. SII does not provide tax or legal advice.

Episodes (116)

  • MFP: Retirement is a long-term objective  
    MFP: Retirement is a long-term objective  
    Play
    Published: 29 Sep 2017 Duration: 59:11
    This week we talk about the need to plan for the long term with your retirement portfolio.
    This week we talk about the need to plan for the long term with your retirement portfolio.

  • MFP: Is Amazon going to kill retail all together?
    MFP: Is Amazon going to kill retail all together?
    Play
    Published: 18 Jul 2017 Duration: 57:18
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Do you have too much in savings
    MFP: Do you have too much in savings
    Play
    Published: 6 Jun 2017 Duration: 54:54
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Managing your manager
    MFP: Managing your manager
    Play
    Published: 2 Jun 2017 Duration: 55:51
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Debating the Debate
    MFP: Debating the Debate
    Play
    Published: 14 Oct 2016 Duration: 51:45
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: A bearish case for the markets.
    MFP: A bearish case for the markets.
    Play
    Published: 6 Oct 2016 Duration: 37:32
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Will they or won’t they…The Fed and interest rates
    MFP: Will they or won’t they…The Fed and interest rates
    Play
    Published: 26 Sep 2016 Duration: 50:24
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Trump versus Clinton on taxes
    MFP: Trump versus Clinton on taxes
    Play
    Published: 29 Aug 2016 Duration: 20:58
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Why DIY stock trading is an exercise in futility
    MFP: Why DIY stock trading is an exercise in futility
    Play
    Published: 22 Aug 2016 Duration: 38:53
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Brexit discussion part II
    MFP: Brexit discussion part II
    Play
    Published: 28 Jul 2016 Duration: 35:35
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: How to get income from you portfolio
    MFP: How to get income from you portfolio
    Play
    Published: 6 Jul 2016 Duration: 32:26
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Why Investors fail at Retirement
    MFP: Why Investors fail at Retirement
    Play
    Published: 28 Jun 2016 Duration: 33:41
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Simple tips for saving money
    MFP: Simple tips for saving money
    Play
    Published: 24 Jun 2016 Duration: 24:23
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: American Employee Wellness Continued
    MFP: American Employee Wellness Continued
    Play
    Published: 1 Jun 2016 Duration: 54:27
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Survey on the Financial Health of America’s Workforce
    MFP: Survey on the Financial Health of America’s Workforce
    Play
    Published: 26 May 2016 Duration: 35:01
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Paradigm shift for oil and the Middle East?
    MFP: Paradigm shift for oil and the Middle East?
    Play
    Published: 16 May 2016 Duration: 29:37
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Presidential Candidates and their economic polices: Bernie Sanders
    MFP: Presidential Candidates and their economic polices: Bernie Sanders
    Play
    Published: 9 May 2016 Duration: 27:46
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Presidential Candidate profile – Hillary Clinton
    MFP: Presidential Candidate profile – Hillary Clinton
    Play
    Published: 5 May 2016 Duration: 25:30
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Presidential Candidate profile – Donald Trump
    MFP: Presidential Candidate profile – Donald Trump
    Play
    Published: 3 May 2016 Duration: 34:06
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

  • MFP: Presidential Candidate profile – Ted Cruz
    MFP: Presidential Candidate profile – Ted Cruz
    Play
    Published: 21 Apr 2016 Duration: 31:52
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →
    Mario Ruiz, Jason Urbaniak, and Steve Kavois are Wealth Advisors with Oak Partners, INC. Securities and Advisory Services offered through SII Investments, Inc. Member www.FINRA.org, www.SIPC.org and a Registered Investment Advisor. Oak Part... Read more →

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