People work all their lives to make money. When they retire, they want their money to work for them. Thus, an important question is: “How much can you withdraw from your nest egg on an annualized basis and still feel reasonably certain you’ll be able to meet your retirement income objectives?” That’s exactly the topic of this informative episode !

2 3

It was a week of great earnings, plummeting volatility, and a week of performance that hasn’t been seen since November 2023!

Was this week’s market rocket ship an anomaly, or does this strength look to defy history, leading us into a strong AUG/SEP period of outperformance? Join us!

2 2

There’s a very specific methodology we use to both buy and sell stocks. Arguably, it’s way, way more important to know when to SELL a stock than it is to know when to BUY it — emotionally and mathematically, The SELL side is more difficult than entrances. Learn more about that in this compelling episode!

2 4

Sunday night, August 4th, the overseas markets opened very weak after the U.S. markets had traded strongly down Friday afternoon. That weakness followed through into Monday’s U.S.A. market session.

What has changed to cause this current market downturn? Is this sell-off short-lived, or will this market behavior last into the Autumn?

This episode will focus almost solely on the current portfolio action and what could unfold as we head into this pivotal week. It’s an absolute can’t-miss episode.

2 8

Description: Last Wednesday, we had the worst market performance day since mid-2022! Does that mean Charles is moving our clients to some cash? Find out now!

Then, the FED meets this week with a rate-cut decision on Wednesday afternoon, and a large number of stocks report 2Q earnings. How will these events affect the markets this week?

Join Charles on his Monday podcast for insights on the markets’ possible direction for the end of summer, as we watch the huge inflow of news this week!

Listen on Apple Podcasts:
https://podcasts.apple.com/us/podcast/cb3-live-update-ep-10-monday-market-update-7-29-24/id1753802917?i=1000663708361

Spotify:
https://open.spotify.com/episode/5rhSXnb25P4ADdDZKhcb5q?si=033286a9ce2e49bb

Or wherever you get your podcasts!

Artwork by Heidi Steiner: www.heidisteinerdesign.com

1 0

Join us live ONE WEEK EARLIER THAN FORMAL for our April show!

6 0

How are the markets handling the 2026 volatlity? Our theme tonight is "Always Adapting - Structured for the Storm.” This will have a microscopic view of two of our four trading programs: 2-GI and 3-DS. JOIN US!

3 0

How are the markets handling the 2026 volatlity? Our theme tonight is "Always Adapting." This will be a microscope view of two of our four trading programs. The next two will follow in the March edition of CB3LIVE! JOIN US!

4 0

TONIGHT:

The Roadmap to 2026: The Faces and Forces which will shape the outcome of the year ahead.

Who will be the FED Chairman in May and will they be a rubber stamp for Trump's Interest Rate desires?

And, WILL WE HAVE a fourth year of double-digit growth in the stock market in a Mid-Term Election Year?

All this and more on the season opener to the seventh season of CB3LIVE!

2 0

This month on CB3LIVE, we tackle three critical themes as we close out 2025 and position for 2026. First, our 2025 Year in Review: We'll examine how markets defied expectations with the S&P 500's resilience despite economic headwinds—breaking down the disconnect between Wall Street's record highs and Main Street's inflation reality, Fed rate decisions, and sector rotations that caught traders off guard. Second, our 2026 Market Preview: We'll explore key catalysts that could drive portfolios higher or trigger corrections—the Fed's evolving stance, earnings sustainability across mega-cap tech versus broader segments, and geopolitical factors creating both opportunity and risk. Finally, CB3 Risk Management for 2026: We'll detail how we're positioning client portfolios through our systematic options hedging at Schwab, rebalancing protocols for volatility scenarios, and the metrics we're monitoring to protect against losses while staying invested for upside participation.

2 0

What was it like to trade in the options pits of Chicago? How does that trading culture affect today’s markets? Learn about those “roaring 80s” and how those years shaped today’s electronic markets. It’s all here in this interview!

6 2

Join CB3 Financial’s Charles Brown as he interviews well-known NYC Commodity & Equity Trader Michael Melissinos. Learn how both men seek investment opportunities for their clients and how each one handles unique risks in commodities and equities trading. The CB3 1-on-1 Series continues with the outstanding insights discussed in this thought-provoking interview!

4 0

In this gripping episode, CB3 sits down with Leo Klinstein—a longtime client and Ukrainian émigré who left his homeland when it was still part of the USSR. Now, as Ukraine enters its third year of war, Leo offers a raw and personal account of a conflict that has reshaped lives, families, and an entire nation.

Together, they unpack the emotional toll of displacement, the resilience of those left behind, and the spirit of unity that continues to define Ukraine’s response. From the trauma on the ground to the ripple effects across the economy and global politics, this conversation is a rare window into the human side of war.

How do you hold onto hope when your homeland is under siege?
What happens to families caught in the crossfire?

And what does the world need to understand—urgently—about what’s at stake?
Tune in for a powerful, unfiltered look into Ukraine’s fight for its future—and the people living it.

11 10

Please join Tom Basso and me for an excellent discussion of Asian Island travels, a speech to the traders of the Singapore Stock Exchange, and an in-depth review of creating a trading plan, updating stop adjustments, and position-sizing strategies. The legendary “Mr. Serenity” guides us through it with Yours Truly as host!

14 2

What happens when two money managers with dissimilar strategies by similar market objectives connect?

Tom and I get into the nitty-gritty details of how to make and keep money for ourselves and our clients.

NOTE: This is a podcast you may want to watch in the video version available on our website. Listeners on Spotify and Apple will still benefit from the audio-only version. Enjoy and learn!

2 0