
Scott Schwartz
Managing Partner at OnePoint BFG Wealth Partners and a CFP who focuses on financial planning, portfolio allocation, and practical advice for investor behavior and risk management.
Top 5 podcasts with Scott Schwartz
Ranked by the Snipd community

10 snips
Oct 3, 2025 • 33min
Resilient Investing in an Era of Debt, Shutdowns, & FOMO | Rise UP!
In this engaging discussion, Kevin Grimes, CEO & CIO of Grimes & Company, and Scott Schwartz, Managing Partner at OnePoint BFG Wealth Partners, explore the dynamics shaping today’s markets. They analyze why the government shutdown doesn't always rattle investor confidence, assess the risks of FOMO in speculative sectors, and draw parallels between AI growth and the dot-com bubble. Their insights on safeguarding portfolios amidst rising debt levels and potential volatility offer practical guidance for resilient investing.

10 snips
Aug 1, 2025 • 33min
Markets Are Still Too High And Risks Keep Rising — Here’s What Smart Investors Are Doing | Rise UP!
Scott Schwartz, Managing Partner at OnePoint BFG Wealth Partners, and Alexis Miller, Director of Investment Research there, share expert insights on the current market turmoil. They highlight the importance of diversification as healthcare stocks pique interest amidst economic uncertainty. The duo discusses how rebalancing strategies previously navigated market dips effectively. Also, they analyze the impacts of rising tariffs on company earnings and consumer spending, emphasizing the need to stay informed on critical market data.

7 snips
Apr 3, 2025 • 42min
Tariff Shock - Markets Meltdown | ft. Peter Boockvar & Scott Schwartz | Rise Up!
Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, and Scott Schwartz, a certified financial planner, dive deep into the recent market turmoil triggered by significant tariff announcements. They discuss how these tariffs could impact supply chains and increase recession risks. The duo evaluates the sectors hit hardest and whether it's wise to buy the dip. They also explore safe havens like gold and treasuries, offering strategies for investors to navigate the prevailing economic uncertainty. Tune in for critical insights on positioning portfolios during chaotic times!

Jun 13, 2025 • 44min
Bad Economic Data May Be Scary, But There's Money to Be Made From It! | Rise UP!
Scott Schwartz and Jeffrey Miller, partners at Bleakley Financial, dive into the silver linings of tough economic data. They explain how a weaker dollar presents overseas investment opportunities and discuss the impact of the 'Mag 7' tech stocks on the market. Listeners will discover strategies for building an 'all weather' portfolio and the crucial differences between financial independence and retirement planning. Plus, insights on inflation and practical ways to navigate these challenging economic times.

May 16, 2025 • 41min
Don’t Chase This Rally! Smart Investing Moves For A Headline Driven Market | Rise UP!
Scott Schwartz and Alexis Miller from Bleakley Financial join the discussion to unpack the recent market recovery. They explore the implications of the U.S.-China tariff pause on investments. The duo highlights why international and value stocks may outperform in the near future and provides insights on optimizing bond portfolios in today's environment. They also debate the sustainability of the Mag 7 comeback and assess Bitcoin's role in diversification strategies, emphasizing disciplined rebalancing over market-timing tactics.