Episodes

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 and...

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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 GDP came in...

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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 on how companies are doing. Stay...

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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 and stay...

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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 on the show to discuss insurance...

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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, but why? Join us on this...

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July 5, 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, but why? Join us on this...

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June 10, 2023

S&P 500 Has Returned to a Bull Market - Here’s Why

Dave, Dylan, and Todd all sit down to cover the news that surfaced in the complex world of financial markets throughout the week. Plus, a special guest joins us to explain why EVs and Solar for your home make a great combination that could offer...

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June 4, 2023

Default Averted – But What’s Next?

It’s been another volatile week in the markets. During times like these it is essential to stay informed and prepared in the complex world of finance. Listen in now – we make the complex, simple. Here’s what you need to know –How passing of the debt...

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May 28, 2023

The Debt Ceiling Debates Continue – Here’s Why That Matters To The Ma…

Next week the US could default on its obligations. The question looming - will it happen? Listen in and find out:§ How the debt ceiling debates are impacting markets§ How NVDA soared to new all-time high’s § How the latest inflation data impacts...

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May 21, 2023

The Markets Were Positive-Here's Why

Listen to the Greenberg Financial Team as they discuss everything that happened in the markets last week that caused it to rise. - The main focus was Congress finishing debt ceiling negotiations - Investors were positive on this all week, until...

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May 14, 2023

The Markets Are Moving – Here’s Why

A lot of information hit the markets this week. Listen in to the Greenberg Financial Team unpacks it all for you. § Investors are intrigued by the economic news and reports.§ Do you know the potential roadblocks facing the markets? Stay informed and...

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May 7, 2023

The Focus is Fear. What You Need to Know from the Fed and Banks.

Another week of drama. Join Dean, Dave, and Todd to get the latest information hitting the markets. § The Federal Reserve’s interest rate decision § Economic news§ Bank fears There was not a dull moment this week - Markets were volatile! Listen in...

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April 23, 2023

Earnings Season is Here and it Matters to You!

The markets moved a lot this past week. The future is coming into focus as various companies report earnings. Tune in to find out:· How earnings have been impacted by the recent pressure on banks. · How their news is setting up the rest of...

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April 16, 2023

Do You Know How the Latest Economic Data is Moving Markets?

This past week has been a busy one. Listen in and get the scoop on what’s moving the markets and what you need to do next. Among the biggest factors to consider: - The economic data that was released this week impacted markets - The latest inflation...

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April 10, 2023

Every Little Thing We Do... How the News Impacts the Markets

It’s been a hectic week! Listen in as we breakdown the latest news and how it’s impactingmarkets. This week saw calming issues with banks,but the attention moved to Trumpsindictment. See how the markets reacted and stay informed and prepared!If you...

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April 2, 2023

Putting the Recent Bank Failures in the Rear-View Mirror.

Let’s talk about the various factors that moved markets this past week. They were on the upswing as investors looked past the recent bank pressures. Overall, all 3 major indices ended the week higher, Listen in to find out why. We also discuss the...

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