Episodes

Dec. 10, 2023

Fed Decides on Rates Again Next Week…Ready?

Welcome to the Money Matters Show! This week the full crew is back to bring you the latest news and updates from geopolitical issues to the market to Arizona. This week the economic data helped lift stocks for a 6th …

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Dec. 3, 2023

Markets Higher 5 Weeks in a Row, Will it Continue?

Welcome to the Money Matters Show! Today we discuss the current market environment with stocks trading higher for five consecutive weeks and how valuations play into the economic outlook heading into 2024. Why financial planning is so important to...

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Nov. 26, 2023

Money Matters: Thanksgiving Edition!

Welcome to the Thanksgiving Edition of the Money Matters Show! Today we will discuss markets as they trade through a short week. We will discuss the common mistakes we see when it comes to financial planning and how to avoid …

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Nov. 19, 2023

Inflation Down, Stocks Up, What’s Next?

Welcome to the Money Matters Show! Today we will discuss markets finishing higher for three consecutive weeks and what to look for moving forward. Interest rates and oil prices keep falling, we explain why. We have special guest Shawn McCoy …

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Nov. 12, 2023

Where Are Markets Going From Here?

Welcome to the Money Matters Show! Today, Todd, Dylan, Dave, and Dean are all together to bring you an information filled show. This week we saw the longest win streak for the S&P 500 since 2021 get broken but still …

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Nov. 5, 2023

Best Week of the Year for Stocks: What You Need To Know

Welcome to the Money Matters Show! We have an exciting lineup of topics to discuss. Today we discuss the surge we saw in stocks this week on the back of the latest Federal Reserve Meeting. We go through the details …

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Oct. 29, 2023

How We are Mitigating Risk in these Volatile Markets

Welcome to the Money Matters Show! We have an exciting lineup of topics to discuss. Today we go through how we are mitigating risk for our clients in these volatile markets. We also review all the latest corporate earnings reports …

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Oct. 23, 2023

Mitigating Risk and Finding Support in a Volatile Market

Welcome to the Money Matters Show! We have an exciting lineup of topics to discuss. Get ready as we dive into technicals and explore the importance of finding channels to mitigate risk. We'll also uncover the unique challenges and opportunities …

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Oct. 15, 2023

Global Uncertainy Around Markets:: How to be Prepared

Welcome back to the Money Matters Show! In today’s episode we dive into the latest developments in the world of finance and beyond. From the fluctuating fortunes of stock investors to the geopolitical tensions in the Middle East, join us …

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Oct. 8, 2023

Navigating Uncertainty: Insights for Investors in the Current Market

Welcome to the Money Matters Show! In today's episode, we have an exciting lineup of topics to dive into. We'll be discussing investment strategies, retirement planning, the current state of the country, the importance of financial literacy,...

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Oct. 1, 2023

Goodbye September, Will October be Better? - How to Prepare

Welcome to the Money Matters Show, today we delve into a wide range of topics, including the future of energy, navigating complex trusts, retirement planning considerations, and the importance of risk mitigation in investment strategies. Join us as we...

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Oct. 1, 2023

Goodbye September, Will October be Better? - How to Prepare

Welcome to the Money Matters Show, today we delve into a wide range of topics, including the future of energy, navigating complex trusts, retirement planning considerations, and the importance of risk mitigation in investment strategies. Join us as we...

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Sept. 24, 2023

How the Fed and Labor Strikes are Impacting Markets

Welcome back to the Money Matters Show! In today's episode, we have an array of intriguing topics to discuss. We'll take a closer look at the indicators that may be pointing towards a possible recession, the strategy of dollar cost …

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Sept. 17, 2023

What You NEED to Know Heading into the Fed's Interest Rate Meeting Ne…

Welcome to the Money Matters Show, where we tackle the latest financial news and provide insights to help you navigate the ever-changing market. In this episode, we discuss the recent market movements, including a quiet week with some surprising...

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Sept. 3, 2023

Assessing the Market: Balancing Portfolios and Navigating Volatility …

Welcome back to another episode of the Greenberg Financial Group podcast! In today's episode, we'll be diving into the latest market trends and discussing what a balanced portfolio should look like. We'll explore how the biggest companies are...

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Aug. 27, 2023

Creating a Solid Financial Plan: The Time and Effort Required for Suc…

In today's episode, we delve into the the current economic uncertainty and stress the need for a solid financial plan. We discuss the intricate process of creating a financial plan, from gathering information to executing it. We explore the intriguing...

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Aug. 20, 2023

Analyzing the Recent Downturn and Strategies for Financial Planning

Description: Welcome to the Money Matters Show! We have an exciting lineup of topics to discuss. From solar panel placement and electric vehicle leasing to the impact of chip restrictions on the market, we'll dive into the latest financial news …

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Aug. 13, 2023

From Market Sell-offs to Risk Mitigation: Strategies for Portfolio Di…

Welcome back to another episode of the Greenberg Financial Group podcast! In today's episode, titled "From Market Sell-offs to Risk Mitigation: Strategies for Portfolio Diversification and Financial Planning," we dive into a range of topics affecting...

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Aug. 6, 2023

US Debt Gets Downgraded - How Did the Markets React?

Description: In today's episode, we delve into the financial landscape of federal employees, exploring their reliance on pensions and their need to consider alternative income sources for retirement. We also address the importance of aligning risk...

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July 30, 2023

The Fed Raised Interest Rates Again - Are You Prepared For What’s Nex…

The whole crew is back for another volatile week in the markets. The Federal Reserve raised interest rates another 25 basis points. The latest PCE inflation data came in below expectations which sent markets higher. The first reading of Q2 …

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July 23, 2023

Mitigating Risk - How to Protect Yourself While Markets are High

The whole crew is here to talk about all things that had the markets moving. A special rebalancing of the Nasdaq 100 is taking place, will markets be impacted? As we move through earnings season tune in to get updates …

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July 16, 2023

Inflation is Slowing - Will Interest Rates Drop?

The whole crew is back for another a big week in the markets. The latest CPI inflation data came in below expectations which sent markets higher. With inflation slowing and a strong labor market, what's next for markets? Stay informed …

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July 9, 2023

The Latest Jobs Report Exceeded Expectations – More Rate Hikes To Com…

Dave and Todd discuss all the things that had the markets moving this week. We received the latest jobs report for June which pointed to a strong economy, are more rate hikes to come? Also, we have two special guests …

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July 6, 2023

Markets are Soaring Halfway Through the Year – Will it Continue?

Dave, Dylan, and Todd discuss an exciting week in the markets where we saw all major indices increase by 2% or more. 6/30/23 marked the last day of the trading year and the first half market returns have been spectacular, …

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