Wagner Wealth Management of Raymond James

Wagner Wealth Management of Raymond James Rick Wagner - Senior Vice President, CFP®, Wealth Management Therefore, a response to a request for information may be delayed.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this

site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

06/02/2026

New Podcast Episode!

Teeing Off at The Top

On this episode, Rick and Keith talk about Keith’s trip to the PGA Championship, news-driven fear selling compared to actual market returns, historic market recoveries, investing at all-time highs vs. all other days, Tim Cook’s time at Apple, politics vs. sound investment principles, tech stock valuations becoming inexpensive, mushroom production by state, gas prices, potential Space X IPO, as well as a TV show recommendation from Rick.

Listen and watch us on…

YouTube
https://www.youtube.com/-WWM

Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF

Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.
05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

05/12/2026

New Podcast Episode!

Birds vs. The Market

On this episode of Capital Clarity, Rick and Keith talk about which Star Wars movie is actually the 3rd Star Wars movie, a time when you could beat the stock market with carrier pigeons, earnings for the S&P 500, AI companies’ spending, expected college enrollment in the U.S., life lessons from Warren Buffett as well as some book and movie recommendations.

Listen and watch us on…

YouTube
https://www.youtube.com/-WWM

Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF

Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

04/29/2026

New Podcast Episode!

Diamonds In the Rough?

The U.S. stock market’s historical performance during mid-term election years, Salesforce vs Exxon Mobil, natural diamond prices, earnings growth for the S&P 500, the price changes in various aspects of society during the 21st century, capitalism, a tax refund update for 2025, discussing the top 1% of tax payers, as well as what Rick is currently watching.
Listen and watch us on…

YouTube
https://www.youtube.com/-WWM

Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF

Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

04/21/2026

New Podcast Episode!

AI Investments vs. Some of the Largest Investments in History

In this episode, we discuss a comparison of the amount of money companies are spending on Artificial Intelligence investments vs. other major expenses in history, SpaceX’s potential IPO, the migration South over the past 6 years, the rise of the U.S. economy since 2009, how the sports industry makes money, as well as what we’re watching and reading. Let us know if you have a listener question you want to address!

Listen and watch us on…

YouTube
https://www.youtube.com/-WWM

Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF

Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

03/30/2026

New Podcast Episode!

Real Estate Market: Then and Now

In this episode, we take a deep dive into the current state of the residential real estate market in the U.S. We also talk about the stock market’s movements year to date, what’s driving the drastic increase in college tuition costs, gold and silver price movements over the last few months, as well as what we’re watching.

Listen and watch us on…

YouTube
https://www.youtube.com/-WWM

Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF

Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

03/23/2026

New Podcast Episode!

The Stock Market vs. Conflict

On this episode, we talk about how the stock market has persisted through major negative world events over the decades, single family home inventory in the U.S., which major U.S. metros have had the greatest YOY increase in home prices, cash vs. the stock market, how Netflix’s subscriber churn has performed vs. other subscription streaming services, the price of oil, artificial intelligence jobs, as well as what we’re reading and watching.

Listen and watch us on…

YouTube
https://www.youtube.com/-WWM
Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF
Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

Happy St. Patrick's Day!
03/17/2026

Happy St. Patrick's Day!

02/25/2026

New Podcast Episode!

A New Wonderful World for Disney?

In this episode, we talk about NVIDIA, home buyers vs. sellers, institutional home buyers, Amazon and Walmart over the years, the valuations of private companies, SpaceX, a history of stock market returns during the month of February, Disney’s new CEO, the Winter Olympics, as well as what we’re reading and watching.

Listen and watch us on…

YouTube
https://www.youtube.com/-WWM
Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF
Our Website
https://www.raymondjames.com/wagnerwm/podcast-video

02/04/2026

AI Era vs. Dot-Com Era
On our 30th episode of Capital Clarity, we talk about which Mag 7 stocks actually outperformed the S&P 500 last year, comparing the AI Boom to the Dot Com Boom, the U.S. real estate market, who owns the majority of residential homes in America, self-driving cars, tariffs, inflation, home affordability by county in the U.S., beer and liquor companies facing a sobering America, and food for thought heading into this new investing year.
Listen on…
Spotify
https://open.spotify.com/show/22OwI7s5PwnMIFoFwTBUqF
Video also available on our website…
https://www.raymondjames.com/wagnerwm/capital-clarity-videos

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Doylestown, PA
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