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

Here's to the hard work behind every goal. Happy Labor Day!
09/07/2026

Here's to the hard work behind every goal. Happy Labor Day!

08/24/2026

New Podcast Episode!

Rumors vs. Reality

In this episode, Rick and Keith talk about…how the U.S. economy is actually doing, the value of college football, America’s AI spending, where U.S. equity returns are coming from this year, the health of the U.S. stock market, historical midterm returns, America’s residential real estate market vs. other countries’, our recent adventures, and a TV show recommendation.

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

07/23/2026

New Podcast Episode!

Dot-Com vs. Artificial Intelligence

On this week’s episode, Rick and Keith discuss…The dot-com bubble tech stocks vs. the AI tech stocks in 2026, home price increases in each state over the last 5 years, staying invested vs. panic selling during 2020, daylight saving time, South Korea’s stock market, NYC rent controls, college saving and funding, the price appreciation of the baseball card market over the last decade, our recent races and adventures, and much more!

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

Today we honor the sacrifices, courage, and enduring spirit that built this nation. Happy Independence Day!
07/04/2026

Today we honor the sacrifices, courage, and enduring spirit that built this nation. Happy Independence Day!

07/01/2026

New Podcast Episode!

Railroads vs. Tech

On this episode, we discuss…buying a car, consumer spending between the top 10% and the bottom 80% of U.S. earners, the SpaceX IPO so far, industry weightings in the U.S. over the decades, a housing market update, Waymo vs. human drivers, S&P 500 earnings, an update on the U.S. labor market, and our race we have coming up.

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

Today we celebrate the dads who lead with strength, kindness and dedication. Wishing you a happy Father's Day!
06/21/2026

Today we celebrate the dads who lead with strength, kindness and dedication. Wishing you a happy Father's Day!

06/11/2026

New Podcast Episode!

IPO’s: Early vs. Late

On this week’s episode we discuss…Space X, where young Americans are buying homes, the annualized returns of gold vs. U.S. stocks over the past few decades, past IPO’s, which sports are the toughest to go pro in, inflation, who owns the U.S. national debt, Michael Burry’s track record since the Great Financial Crisis, as well as a great book 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

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

Address

2003 South Easton Road, Suite 100
Doylestown, PA
18901

Telephone

+12677423451

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