The Barry Investment Advisors Podcast

Barry Investment Advisors focuses on supporting your financial life so you can focus on what's really important: your family, your career, enjoying your financial freedom, and your legacy. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm. Visit www.barryinvestmentadvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.

Lessons from 50 Years of Changing Markets 04/09/2025

Lessons from 50 Years of Changing Markets Ever wondered how successful investors stay calm during volatile markets? Joe Barry, founder of Barry Investment Advisors, pulls back the curtain on surviving five decades of financial storms, from the 1970s oil crisis to the COVID-19 panic. Drawing from his extensive experience weathering major market downturns, Barry shares critical insights on: - Maintaining emotional discipline during periods of extreme fear - The power of sticking to a diversified investment strategy - Why long-term thinking outweighs short-term market reactions - Historical patterns of recovery after significant crashes His battle-tested perspective offers a refreshing reminder that market turbulence is normal and manageable with the right mindset and strategy. /episode/index/show/barryinvestmentadvisors/id/36070135

Market Update - April 2025 04/04/2025

Market Update - April 2025 Market Update - April 2025 /episode/index/show/barryinvestmentadvisors/id/36007225

Market Update - March 2025 03/11/2025

Market Update - March 2025 Discover why the recent market downturn goes deeper than just tech stocks taking a hit. In this insightful episode, Joe from Barry Investment Advisors breaks down two critical factors shaping today's market landscape: the ripple effects of federal spending cuts and the deflating AI bubble. /episode/index/show/barryinvestmentadvisors/id/35631910

Year-End Podcast 12/13/2024

Year-End Podcast A Year-End Financial Checkup with Liz Garvey and Beth Parker We're excited to share the latest episode of the Barry Broadcast podcast, featuring a discussion with financial planners Liz Garvey and Beth Parker. In this insightful episode, Liz and Beth provide a detailed year-end financial checkup, covering crucial topics such as retirement contribution limits, gifting opportunities, and charitable giving options. /episode/index/show/barryinvestmentadvisors/id/34437335

Market Update - December 2024 12/10/2024

Market Update - December 2024 Market Update - December 2024 /episode/index/show/barryinvestmentadvisors/id/34369900

Market Update - August 2024 08/05/2024

Market Update - August 2024 /episode/index/show/barryinvestmentadvisors/id/32447267

Heirs Finally Get an Answer from IRS About Money in Inherited Retirement Accounts 07/31/2024

Heirs Finally Get an Answer from IRS About Money in Inherited Retirement Accounts On this episode of the Barry Broadcast, Kate Alves, Beth Parker and Whitney Holland sit down to discuss the IRS’s new rules regarding inherited IRAs. Originally, in 2019 a new retirement law stated the funds had to be withdrawn within 10 years. The IRS has now clarified when the funds must be distributed depending on your circumstances. /episode/index/show/barryinvestmentadvisors/id/32370927

Market Update - May 2024 05/30/2024

Market Update - May 2024 /episode/index/show/barryinvestmentadvisors/id/31536102

Market Update - March 2024 03/08/2024

Market Update - March 2024 On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including... How to maximize contributions to your retirement accounts How to determine if a Roth conversion makes sense in 2023 Ways to maximize financial gifts or charitable giving before the end of the year Additionally, please for a complete list of items that you may need to consider for year-end. /episode/index/show/barryinvestmentadvisors/id/31309057

Market Update – October 4, 2023 10/04/2023

Market Update – October 4, 2023 On this edition of Barry Investment Insights, Joe Barry delves into the current market scenario, highlighting three key points of concern for investors: The unprecedented surge in interest rates and its ripple effect on stocks and bonds; Challenges faced by the real estate sector, both residential and commercial, due to these high rates; and The balancing act of the Federal Reserve in combating inflation and its implications for the economy. If you would like to explore these topics in more depth or learn how they might impact your wealth strategy, we invite you to connect with us at . To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/29234533

Market Update from Joe Barry - June 2023 07/07/2023

Market Update from Joe Barry - June 2023 On this episode of the Barry Broadcast, Joe Barry outlines his views on three important trends shaping today’s markets. In addition to discussing the rapid rise in AI-related stocks, Joe explains how high interest rates are impacting fixed-income portfolios and the ways in which the growth in ETF offerings has benefited investors. If you would like to explore these topics in more depth or learn how they might impact your wealth strategy, we invite you to connect with us at . To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/27404415

A Market Update from Joe Barry - March 2023 03/16/2023

A Market Update from Joe Barry - March 2023 Good Afternoon, In this edition of the Barry Broadcast, Joe Barry discusses the current state of the markets. Listen to the broadcast to hear: The impact that the recent collapse of the Silicon Valley Bank has had on the market The impact that current interest rates and dividends are having on your portfolio at Barry The role of gold in your portfolios If you have any questions, please don’t hesitate to reach out to our team at To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/26251674

2022 Year-End Planning Strategies 02/15/2023

2022 Year-End Planning Strategies On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including: How to maximize contributions to your retirement accounts, how to determine if a Roth conversion makes sense in 2022, and ways to maximize financial gifts or charitable giving before the end of the year. If you have questions or would like help planning for your financial future, connect with our team at To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/25937397

May 2022 Market Update 05/26/2022

May 2022 Market Update In this edition of the Barry Broadcast, Joe Barry discusses the state of the global capital markets as we move through 2022. Tune in to hear our perspective on how recent price action compares to past moments of market unrest, what this selling pressure means for market leadership, and how the team at Barry is navigating this challenging market environment. If you have any questions, please don’t hesitate to reach out to our team at To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/23240918

2021 Year-End Planning Strategies 11/18/2021

2021 Year-End Planning Strategies On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year. Specifically, they cover how to maximize contributions to retirement accounts or determine if a Roth conversion makes sense for you. Lastly, they review philanthropic strategies and share strategies to help you give efficiently before the end of 2021. If you have any questions, please don’t hesitate to reach out to our team. To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/21206105

The American Rescue Plan Act of 2021 04/06/2021

The American Rescue Plan Act of 2021 On this month’s podcast, Liz Garvey and Beth Parker discuss the American Rescue Plan Act of 2021. This $1.9 trillion bill provides direct payments to many Americans and has several key provisions which could impact your financial plan. As always, we invite you to connect with the team at Barry if you have any questions about the information that is covered. /episode/index/show/barryinvestmentadvisors/id/18626357

2020 Year-End Review 01/05/2021

2020 Year-End Review In this month’s podcast, Joe Barry sits down to discuss the financial markets in 2020, a year that was unlike any other. Specifically, he covers the financial and economic “firsts” that we saw this year: the expanded use of negative interest rates, frantic buying of electric vehicle stocks, and never-before-seen participation in the options market, to name a few things. As always, we invite you to connect with the team at Barry if you have any questions about the information that is covered. /episode/index/show/barryinvestmentadvisors/id/17437145

2020 Year-End Planning 11/25/2020

2020 Year-End Planning On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including Roth IRA conversions, RMD planning, and charitable giving. /episode/index/show/barryinvestmentadvisors/id/16957556

2020 Election Primer 11/24/2020

2020 Election Primer In this podcast published on October 28th, 2020, Joe Barry sat down to discuss how the election may, or may not, impact the economy, equity prices, and taxes. The historical data that he referenced on the podcast can be found by visiting: barryinvestmentadvisors.com/blog/election-2020 /episode/index/show/barryinvestmentadvisors/id/16942163

Should You Refinance Your Mortgage? 09/10/2020

Should You Refinance Your Mortgage? On this edition of the Barry Broadcast, Liz Garvey and Beth Parker sat down with Donna McKeown, Senior Loan Officer at Mortgage Network, to discuss the topic of refinancing. With mortgage rates at historic lows, now may be the right time to reduce your monthly payments or optimize the terms of your loan. /episode/index/show/barryinvestmentadvisors/id/15966167

COVID-19 Update #4 05/21/2020

COVID-19 Update #4 In our fourth podcast during the COVID-19 pandemic, Joe Barry, Pat Barry, Kate Alves, and Dan Pinheiro discussed questions that we've recently gotten from clients. In particular, they discuss the impact of stimulus from the Federal Reserve and U.S. Federal government, and what sectors may benefit from shifts in consumer spending habits. As always, please reach out to your team at Barry if you have any questions about the material that’s covered. /episode/index/show/barryinvestmentadvisors/id/14516252

Breaking Down The CARES Act 05/21/2020

Breaking Down The CARES Act On March 23rd, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This bill was massive in size and scope: at $2 trillion in economic stimulus, loan guarantees, and direct payments, the bill amounts to roughly 9% of 2019 U.S. GDP. Specifically, this bill brought about recovery rebates, changes to retirement distribution rules, and support for small businesses - to name a few. On this podcast, Liz Garvey and Beth Parker discuss the key points to have in mind when navigating this legislation. /episode/index/show/barryinvestmentadvisors/id/14516048

Key Takeaways From The SECURE Act 05/21/2020

Key Takeaways From The SECURE Act The SECURE Act recently passed into law and affects almost everyone. On this Barry Broadcast, we discuss the important changes: Required Minimum Distributions (RMD) age has increased to age 72; removal of the age limit restricting IRA contributions; eliminating the ability to stretch tax advantages of inherited IRA’s; allowing 529 plan distributions to pay off student debt, up to $10k; and so much more. /episode/index/show/barryinvestmentadvisors/id/14516033

Medicare Enrollment Update 05/21/2020

Medicare Enrollment Update On this month's podcast, Kate Rowe and Liz Garvey sat down with Stuart Millard, CERTIFIED FINANCIAL PLANNER™ and founder of Senior Insurance Solutions, to discuss Medicare considerations for those over age 65. /episode/index/show/barryinvestmentadvisors/id/14516012

COVID-19 Update #3: March 20th, 2020 04/16/2020

COVID-19 Update #3: March 20th, 2020 Investment markets continued lower this week, as fear around Coronavirus weighed on equity prices. Interest rates are likely to stay low for the foreseeable future so, as we mentioned last week, dividend-paying stocks will continue to be a key asset in the weeks and months ahead. If you have questions about what’s covered or would like to discuss your portfolio, connect with our team at To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/14021621

COVID-19 Update #2: March 13th, 2020 04/16/2020

COVID-19 Update #2: March 13th, 2020 Markets closed sharply lower yesterday, with the Dow Jones Industrial Average off 9.99%, gold down 4.04%, and oil down 6.03%. Joe Barry, Pat Barry, and Kate Alves sat down to discuss yesterday’s selloff, how it compares to past corrections, and where things may be headed next. If you have questions about what’s covered or would like to discuss your portfolio, connect with our team at To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/14021585

COVID-19 Update #1: March 6th, 2020 04/16/2020

COVID-19 Update #1: March 6th, 2020 This week, tension about the Coronavirus (COVID-19) pushed global markets sharply lower. Specifically, investors are concerned about how preventative measures against the virus (like city-wide quarantines) are impacting the flow of parts to factories and goods to stores. If you have questions about what’s covered or would like to discuss your portfolio, connect with our team at To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/14021543

What To Expect In 2020 02/03/2020

What To Expect In 2020 On this month’s podcast, founder Joseph Barry, CFA® discusses why 2019 was an unusually favorable year for investors—and why things will likely be a bit different in 2020. Tune in to learn why Joe anticipates updated expectations for private equity investments and a more volatile bond market in 2020. If you have questions or would like help planning for your financial future, connect with our team at To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/13004465

The Investor Emotion Cycle 12/02/2019

The Investor Emotion Cycle The Investing Emotion Cycle tracks the investing public’s temperament towards an asset, idea, or belief. It flows from the lowest popularity (price bottom) to the greatest acceptance (price top). Determining where we stand today within this cycle can help you make better investment decisions. Over the last several weeks, we’ve been using our Investor Emotion Cycle quiz during client meetings. On this month’s podcast, we wanted to take a moment and discuss each topic covered in detail. If you haven’t yet taken the quiz, visit first and then listen to this episode of the podcast. To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/12254954

TSA Precheck Vs. Global Entry 12/02/2019

TSA Precheck Vs. Global Entry In this podcast that originally aired in July of 2019, Liz Garvey, CFP®, and Kate Alves, CFP®, sit down to discuss the difference between TSA Precheck and Global Entry. Additionally, they discuss who each one is designed for, the costs involved, and tips for going through the process. If you have questions or would like help planning for your financial future, connect with our team at To view important disclosures, please . /episode/index/show/barryinvestmentadvisors/id/12254939

The Barry Investment Advisors Podcast

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