Episodes

The full crew is back to discuss the market and its reaction to the latest economic data. Many companies reported earnings this week which had the markets moving. Learn about how stocks reported their earnings and how its impacting markets ahead of...

This week the full crew is back to discuss the market and its reaction to the latest economic data. The team talks about our financial planning process and how it helps us manage our clients’ money. Lastly, Dean talks about how we manage money at...

This week Dave and Todd hold down the fort to discuss an action-packed week in the markets. This week was filled with information coming from Jerome Powell's speech on Tuesday, to the CPI data on Thursday, to the earnings reported by banks on Friday....

This week the whole crew is here for the first Money Matters of 2023! We discuss various topics such as financial planning, annuities, and treasuries. The stock market increased this week after a surge higher on Friday because of a market boosting...

This week Dylan and Todd discuss what happened in 2022 and what to look forward to in 2023! This was a tough year for both Stocks and Bonds. While Oil and other inflation sensitive instruments saw a huge increase. The Fed raised interest rates by 425...

This week the full crew is here to bring you much needed information in the trading week before Christmas! It was a volatile week with a lot of information. There was a new version of the Secure act that was passed this week which impacted RMDs. Also,...

This week the full crew is back to talk about a complex week in the markets. We had a CPI number come out on Tuesday that sent the markets higher. But then Jerome Powell and the Federal Reserve raised interest rates by another 50 basis points on...

This week Dean is back for a passionate Money Matters! We talk about everything from the Feds decision next week, Brittney Griner's release, and how financial planning can bring you more peace of mind. This episode is full of information that will...

This week Dean and Dave are out of the office so Dylan, Stephanie, and Todd are holding down the fort. We talk about how Jerome Powell’s speech on Wednesday sent the markets higher and what this can mean going forward. We also had on two special...

Description: Dean is back for this weeks edition of the Money Matters Show. We talk about how the federal reserve met this week and what they are saying about future rate hikes. We discuss financial planning topics and how they can help you succeed....

Dave, Todd, and special co-host Mark Kinney bring you this week’s edition of the Money Matters Show. We had on SAHBA president David Godlewski to talk about the housing market in southern Arizona. He shared a great deal of information and painted an...