# Dan Cassidy

Principais episódios de podcast
Atualizada:

Advanced Planning: A Look at the 2025 Planning Guide

Advanced Planning Senior Wealth Strategists, Todd Mayo and Jacqueline Denton and Associate Wealth Strategist, Chelsea Rubio, sit down with Dan Cassidy to discuss meaningful planning insights from this year’s guide.

Once Upon A Geek - Blue Devil #7 (Dec 1984)

ONCE UPON A WEIRDNESS MAGNET - BLUE DEVIL #7!       Our coverage of the classic 1980s BLUE DEVIL comic series continues with BLUE DEVIL #7 from December 1984! Diabolu Frank and The Irredeemable Shag find their joy as Dan Cassidy’s first date with Sharon goes sideways thanks to Bolt vs. the Trickst…

Once Upon A Geek - Blue Devil #7 (Dec 1984)

ONCE UPON A WEIRDNESS MAGNET - BLUE DEVIL #7!       Our coverage of the classic 1980s BLUE DEVIL comic series continues with BLUE DEVIL #7 from December 1984! Diabolu Frank and The Irredeemable Shag find their joy as Dan Cassidy’s first date with Sharon goes sideways thanks to Bolt vs. the Trickst…

Talking Markets Podcast (Artificial Intelligence) with Mike Lippert (Baron Capital)

Mike Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Research at Baron Capital. Listen to a wide-ranging conversation with Bryan Contreras and Dan Cassidy from UBS Studios about how this quickly evolving technology is challenging the SaaS business model, the gr…

Top of the Morning: CIO Strategy Snapshot - Baker’s dozen

Financial markets ended last week on a high note on the hope that further ceasefire negotiations would bring a lasting end to the US-Iran war. Those hopes were at least temporarily dashed on Sunday, but investors do have the continuation of Q1 earnings season to distract them from the conflict. J…

Advanced Planning: 2025 Year-End Planning Ideas

Dan Cassidy hosts Jennifer Lan and Chelsea Rubio, who discuss an assortment of year-end planning ideas. Jennifer is a Senior Wealth Strategist based in Dallas. Chelsea is a Senior Wealth Strategist based in Washington, D.C.

Advanced Planning: Impact of the 2025 Tax Act

Dan Cassidy sits down with Jaqueline Denton and Laura Chooljian who discuss various estate tax, income tax, charitable, and other planning strategies that individuals may wish to consider in light of the recent federal tax law changes. Jacqueline is a Senior Wealth Strategist based in Nashville, an…

Planning Podcast Series: A look at the 2025 Planning Guide

Advanced Planning Senior Wealth Strategists, Todd Mayo and Jacqueline Denton and Associate Wealth Strategist, Chelsea Rubio, sit down with Dan Cassidy to discuss meaningful planning insights from this year’s guide.

Top of the Morning: CIO Strategy Snapshot - Baker’s dozen

Financial markets ended last week on a high note on the hope that further ceasefire negotiations would bring a lasting end to the US-Iran war. Those hopes were at least temporarily dashed on Sunday, but investors do have the continuation of Q1 earnings season to distract them from the conflict. J…

Talking Markets Podcast (Artificial Intelligence) with Mike Lippert (Baron Capital)

Mike Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Research at Baron Capital. Listen to a wide-ranging conversation with Bryan Contreras and Dan Cassidy from UBS Studios about how this quickly evolving technology is challenging the SaaS business model, the gr…