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WealthVest: The Weekly Bull & Bear

S8E35: Interview with Gene Goldman, CFA

Season 8, Ep. 35
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In this recent podcast episode, Drew and Tim interviewed Gene Goldman, CFA, who is the Chief Investment Officer at Cetera Investment Management. In this episode the three major themes for 2024, reasons for optimism, favorite sectors and asset classes, bond yield expectations and major market risks were all discussed.



WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.


Hosts: Drew Dokken, Tim Pierotti

Album Artwork: Sam Yarborough

Show Editing and Production: Tavin Davis


Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.


WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal.

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