The Kuderna Podcast

Bryan M. Kuderna, author of "What Should I Do With My Money?" and founder of Kuderna Financial Team, discusses wealth in its original meaning-- a state of well being.

#176- Ashley Upkins, President of The National Bar 07/22/2026

#175- 2026 Economic Halftime Report 07/08/2026

#174 Gerald Posner: Attorney to Best-Selling Author 06/15/2026

#173- The Business of Transportation Logistics with "Boss Lady" Hannah Hurckes 06/08/2026

#172- "Steve Jobs in Exile" with Geoffrey Cain 05/25/2026

#171- The Geopolitics and Business of Mining Uranium with Thomas Lamb 05/12/2026

#170- U.S. Tax History and The Roth IRA 04/27/2026

#169- Investing and AI with Igor Pejic 03/27/2026

#168- Ray Shefska of CarEdge 01/29/2026

#167: The "Buy, Borrow, Die" Tax Strategy 11/18/2025

#166- Cybersecurity with Jurgita Lapienyte 10/10/2025

#165- Srividya Jandhyala on Geopolitics and The Great Disruption 09/19/2025

#164- Les Csorba, White House Advisor, CEO Coach, and Author of "Aware" 09/05/2025

#163- William Forstchen, author of One Second After, on EMPs and Golden Dome 07/04/2025

#162: Social Security Taxation and Tips for Retirement 05/05/2025

#161: Million-Dollar, One-Person Business with Elaine Pofeldt 03/21/2025

#160- Trump Tariffs 2.0 and The Stock Market 03/14/2025

#159- Tech Humanist Kate O'Neill on Leadership and AI Ethics 02/13/2025

#158- Jay Paterno: NIL, Transfers, and The Business of College Football 02/06/2025

#157- Broadway Producer and Author Michael Wolk on The Creative Process 01/17/2025

#156- Raising Entrepreneurs with Margot Machol Bisnow 01/08/2025

#155- American Democracy with Jeanne Sheehan Zaino 12/20/2024

#155- American Democracy with Jeanne Sheehan Zaino Jeanne Sheehan Zaino is a political science professor at Iona and expert in public opinion and political foundations. Zaino and Kuderna focus on the life and contributions of Sikandar Hayat Khan, a significant yet overlooked figure in the history of India and Pakistan, and its parallels to the American Revolution. The conversation delves into the complexities of the partition of India, the challenges of establishing democracy, and the role of the U.S. in promoting democratic values globally. They cover the current state of democracy, the complexities of interventionism, and the historical lessons learned from power vacuums. She emphasizes the need for constant care and reform of democratic systems to ensure they remain effective and responsive to the needs of the people. Follow Jeanne at and order her new book at Keywords: political science, democracy, history, Sikandar Hayat Khan, partition of India, public opinion, political foundations, minority rights, American government, global politics, democracy, interventionism, power vacuums, American democracy, reforms, political structure, governance, historical lessons, political parties, government accountability This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 7517579.1 exp. 1/27 /episode/index/show/thekudernapodcast/id/34552995

#154- Henrietta Treyz on US-China, Tariffs, and Trade Wars 12/13/2024

#153- CFP on Tax Loss Harvesting in 2024 11/26/2024

#152- Investing in Trump's 2nd Term with Mark Matson 11/13/2024

#151- Trump vs Harris Economic Agenda 10/28/2024

#151- Trump vs Harris Economic Agenda Kuderna provides a comprehensive analysis of the economic agendas of the 2024 presidential candidates, Kamala Harris and Donald Trump. He discusses key economic indicators such as unemployment, inflation, GDP, national debt, and the stock market, setting the stage for a detailed examination of each candidate's proposals. Harris's agenda focuses on increasing taxes on corporations and the wealthy while providing support for young families and first-time homebuyers. In contrast, Trump's agenda emphasizes tax cuts, deregulation, and a strong stance on international trade, particularly with China. Chapters 00:00- Introduction to the Economic Landscape 10:37- Kamala Harris's Economic Agenda 17:10- Donald Trump's Economic Agenda 28:39- Concerns and Opportunities in Economic Policies keywords: election 2024, economic agenda, Kamala Harris, Donald Trump, personal finance, unemployment, inflation, GDP, national debt, stock market This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 exp. 10/26 /episode/index/show/thekudernapodcast/id/33650622

#150- What is a Custodial Account? 10/16/2024

#149- Becoming a Smarter Investor with Steve Foerster-Archived Content 09/10/2024

#149- Becoming a Smarter Investor with Steve Foerster-Archived Content Stephen Foerster, a professor of finance at the Ivy Business School, discusses various topics related to investing, including the impact of election years on the markets, the importance of having an investment philosophy, and the role of bonds in a portfolio. Foerster shares his personal investment philosophy and highlights the challenges of trying to outperform the market. He also shares stories from history, such as Roman generals and the New York Mets, to illustrate investing lessons about knowing when to do nothing and understanding opportunity costs. Learn more about Steve's work and new book at https://stephenrfoerster.com. Keywords: investing, election years, markets, investment philosophy, bonds, national debt, government bonds, corporate bonds, risk-free, interest rates, inflation, bond prices, investment horizon, liquidity needs, inverted yield curve, diversification, opportunity costs, financial goals Chapters 00:00- Introduction and Background of Stephen Foerster 03:33- The Importance of an Investment Philosophy 16:14- The Role of Financial Advisors in Emotional Support 18:07- The Value of Simplicity and Index Funds 20:04- The Impact of Presidential Policies and Interest Rates 28:30- The Concerns Surrounding the National Debt 34:3- Understanding the Distinction between Government Bonds and Corporate Bonds 37:55- The Risk of Not Getting Money Back with Corporate Bonds 44:28- The Inverse Relationship between Interest Rates and Bond Prices 51:53- The Importance of Diversification in Investment Portfolios 57:13- Knowing When to Not Take Action 01:05:46- The Three Levers to Reach Financial Goals This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 Opinions herein are those of the author(s) and not necessarily those of PAS or Guardian. Data and rates used were indicative of market conditions as of the date shown. Opinions, estimates, forecasts and statements of financial market trends are based on current market conditions and are subject to change without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and do not constitute a solicitation, offer, or recommendation to purchase or sell a security. Past performance is not a guarantee of future results. All scenarios and names mentioned herein are purely fictional and have been created solely for educational purposes. Any resemblance to existing situations, persons or fictional characters is coincidental. The information presented should not be used as the basis for any specific investment advice. # Exp. 9/26 The contents of this material may be outdated and not reflect current facts. This material should be used only as a reference. (Archived Material) /episode/index/show/thekudernapodcast/id/32992342

#148 - Rob Neuner on Boost Oxygen, Shark Tank, Sports and Beer-Archived Content 08/16/2024

#148 - Rob Neuner on Boost Oxygen, Shark Tank, Sports and Beer-Archived Content Rob Neuner is the founder and CEO of Boost Oxygen, named by Inc Magazine as one of the 500 fastest growing companies in the world. He shares his journey from importing beer from Prague from 1996-2006 before starting Boost, and his experience on Shark Tank landing a deal the deal with Kevin O'Leary. Bryan and Rob discuss business start-ups, managing everything from marketing to engineering, working through the COVID-19 pandemic, work-life balance, and more Keywords: Rob Neuner, Boost Oxygen, Shark Tank, oxygen canisters, athletes, respiratory issues, altitude sickness, O2 trainer, Rob Neuner, Boost Oxygen, COVID-19, manufacturing, distribution, online retailers, brick-and-mortar retailers, succession planning, investments, favorite book, favorite movie, favorite vacation destination Chapters 00:00Introduction and Background 04:14The Deal with Kevin O'Leary 08:01Transition from Beer Importing to Boost Oxygen 14:20The Genesis of Boost Oxygen 19:02Building Boost Oxygen and Maintaining Profitability 21:19Future Plans for Boost Oxygen 28:08The Distribution of Boost Oxygen: Online vs Brick-and-Mortar 30:38The Efficiency and Profitability of Online Retailers 33:08Manufacturing In-House and Overcoming Production Issues 35:29Succession Planning and the Future of Boost Oxygen 38:03Different Paths for Business Growth: Private Equity, Going Public 41:31International Expansion and Market Growth 43:34A Day in the Life of Rob Neuner 46:34Lightning Round: Hero, Book, Movie, Quote, Vacation, Investment 51:16Changing the World: Negative Discourse This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #2024-180076 Exp. 8/26 The contents of this material may be outdated and not reflect current facts. This material should be used only as a reference. (Archived Material) /episode/index/show/thekudernapodcast/id/32608862

#147- Accounting, Unconventional Wealth, and Business Commandments with Dan Nicholson- Archived Content 07/26/2024

#147- Accounting, Unconventional Wealth, and Business Commandments with Dan Nicholson- Archived Content Dan Nicholson is a serial entrepreneur, founder of Nth Degree CPAs, and author of the USA Today and WSJ best-selling book 'Rigging the Game'. He shares his approach to tax planning, lessons from endurance sports for business, and personality assessment of 'wealth types' in making financial decisions. Dan addresses the changing landscape of the accounting industry and the impact of AI. Keywords: endurance sports, business, consistency, calculated risks, wealth types, tax planning, CPA, entrepreneur, accounting industry, AI, financial decisions, personal wealth Chapters 00:00Introduction to Dan Nicholson 01:14Shared Experience of Participating in Half Ironman Triathlons 08:00Lessons from Endurance Sports: Consistency and Calculated Risks 12:15Understanding Your Wealth Type for Financial Decision Making 16:41Legal Strategies for Tax Planning: Following the Rules 21:19Building Relationships and Staying Up to Date in Tax and Accounting 26:18Curiosity and Adaptability in the Accounting Industry 30:36Job Hopping and Leveraging Resume 37:13Transitioning to Entrepreneurship 42:57Rigging the Game: A New Approach to Financial Decision-Making 45:32The Changing Landscape of the Accounting Industry 51:53The Impact of AI on Traditional Accounting Roles 56:48Making Better Financial Decisions for Personal Wealth Dan's Book: This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #2024-179237 Exp. 7/26 The contents of this material may be outdated and not reflect current facts. This material should be used only as a reference. (Archived Material) /episode/index/show/thekudernapodcast/id/32306562

The Kuderna Podcast

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