Monthly Archives: July 2022

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Best Ways to Handle Scary Financial Markets (Ep 10)



We are continuously waking up to conversations about conflict overseas, post-pandemic life, higher inflation, rising interest rates, and a declining stock market. 

So, what actions should you take to protect your financial situation in uncertain times?

In this episode, Todd Bessey is joined by Samantha Glaz of First Trust Portfolios to help address these issues. Sam provides some thoughts on navigating the financial market during tough times and the importance of playing the long game when it comes to your financial success. 

Samantha discusses: 

  • The difference between a bull and bear market
  • How our current economic situation compares to previous economic difficulties
  • Mistakes investors might make in a volatile market
  • How to best position yourself for financial success
  • And more

Connect with Todd Bessey: 

Connect with Samantha Glaz:

About our Samantha Glaz: 

Samantha Glaz is a Vice President with First Trust Portfolios in Wheaton, Illinois, Her focus is on providing financial advisors with industry-leading economic and market commentary, portfolio analysis and practice management consulting. Samantha has fifteen years of financial services experience, having worked for JPMorgan and Guggenheim prior to joining First Trust in 2014. Samantha graduated with academic honors from the business school at the University of Illinois in Champaign-Urbana.


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Protecting Yourself from Financial Fraud (Ep 9)



Fraudsters are most successful when their victims are in a vulnerable state of mind, and losing a spouse can do that. 

It’s hard enough to cope with the death of a spouse, but to have to worry about being scammed on top of that is just too much. Unfortunately, these scams are all too common and can hurt your financial plan.

In this episode, Todd Bessey discusses common scams to watch for and preventive measures to help avoid them. 

Todd discusses: 

  • How fraudsters and scammers work
  • The three types of scams that are most concerning
  • How people can protect themselves from scams
  • What to do if you have become a victim of fraud
  • And more

Connect with Todd Bessey: