Episodes

Strong Tech Earnings
April 27, 2023

Strong Tech Earnings

First Republic's Shadow Over the Markets, Airline Travel Today, Housing Prices This Year
First Republic
April 26, 2023

First Republic

First Republic Banking Industry Woes, Alphabet and Microsoft Earnings, Briefing.com’s Patrick O’Hare on Earnings Season
In the Middle of Earnings Season
April 25, 2023

In the Middle of Earnings Season

The FedNow Program, Financially Incompatible Relationships, Longevity Can Ruin a Financial Plan
CFP Chad Burton With Helpful Financial Ideas
April 24, 2023

CFP Chad Burton With Helpful Financial Ideas

EP Wealth CFP Chad Burton on What to be Optimistic About, What is Happening with the Markets and Basic Good Ideas Concerning Your Finances, Get More May 25 at the Palo Alto Elks Lodge from 6:30-8:30pm
Looking Ahead Financially To The Rest Of 2023
April 21, 2023

Looking Ahead Financially To The Rest Of 2023

List of Top Financial People, Elon Musk News This Week, More Meta Facebook Layoffs
More Earnings Updates
April 20, 2023

More Earnings Updates

Tesla Earnings Disappoint, Rob Answers Your Emails, Benjamin Franklin Quotes on The Ways to Wealth
Earnings Reports Making News
April 19, 2023

Earnings Reports Making News

Briefing.com’s Patrick O’Hare on Current Market Conditions, Writer's Strike Potential Economic Impact, News on Netflix
Apple Launching New Savings Account
April 18, 2023

Apple Launching New Savings Account

Apple's New Savings Account through its Wallet App, EP Wealth's CFP Eric Swanson on Tax Season, Southwest Airlines Stock Woes
Beginning A Busy Earnings Week
April 17, 2023

Beginning A Busy Earnings Week

Recent Medical Breakthroughs, Helpful Ideas For Tax Time, Rupert Murdoch news
Looking Back At This Financial Week
April 14, 2023

Looking Back At This Financial Week

EP Wealth's CFP Adam Phillips on Current Market Conditions, Briefing.com’s Patrick O’Hare on This Week in Financial News, What You Should Know About Social Security and Divorce
What To Know About The March Producer Price Index
April 13, 2023

What To Know About The March Producer Price Index

Amazon Jumps into Generative Artificial Intelligence, More Twitter Controversy, New Baseball Rules Affecting the Price of Games
The Newest Consumer Price Index Numbers
April 12, 2023

The Newest Consumer Price Index Numbers

Consumer Inflation Report Results, What to Work on Now for Your Retirement, Briefing.com’s Patrick O’Hare on Current Market Conditions Including Inflation
More Helpful Ideas For Financial Literacy Month
April 11, 2023

More Helpful Ideas For Financial Literacy Month

Ninetendo Stock Jumps after the Super Marios Bros Movie, Five Things You Might Not Expect about Retirement, The CPI and Stress on the Consumer
Economic Trends For The Second Quarter
April 10, 2023

Economic Trends For The Second Quarter

Market Recap and Daily News, EP Wealth's CFP Lucas Karasch on the Importance of Talking About Money with Your Spouse, Airbnb's Next Move
Focusing On Building Your Wealth
April 7, 2023

Focusing On Building Your Wealth

Good Habits with Debt, Rob Talks to EP Wealth's Director of Portfolio Strategy Adam Phillips about Current Market Events, Briefing.com's Patrick O'Hare with his Stock Market Outlook
National Financial Literacy Month
April 6, 2023

National Financial Literacy Month

Market Recap and News going into Easter Weekend, Ticketmaster and Live Nation in 2023, EP Wealth’s CFP Erin Voison talks Budgeting during National Financial Literacy Month
Financial Analysis For April
April 5, 2023

Financial Analysis For April

Headwinds and Tailwinds in the Market, Good Financial Skills to Have, Briefing.com's Patrick O'Hare with his Stock Market Outlook
Market Action Kicking Off April
April 4, 2023

Market Action Kicking Off April

Next NASA Moon Mission, Bay Area Getting Women's Pro Soccer Team, Banking in Today's World
Surprise OPEC Move
April 3, 2023

Surprise OPEC Move

Oil Prices Jump After OPEC Cut, Semiconductor Companies Benefiting from Artificial Intelligence Boom, The New Apple Virtual Reality Headset
Preparing Now For Your Financial Future
March 31, 2023

Preparing Now For Your Financial Future

Strategy in Today's Markets, Gwyneth Paltrow is Gwynocent, EP Wealth CDFA Kathy Costas on Women and Divorce
Stocks Rally
March 30, 2023

Stocks Rally

Amazon after the Alibaba Announcement, The State of Disney at their One Hundred Anniversary, EP Wealth Advisors CDFA Kathy Costas on the Financial Aspects of Divorce
Markets Moving On From Banking Crisis
March 29, 2023

Markets Moving On From Banking Crisis

Alibaba to Split into Six Smaller Companies, Apple Introduces Pay Later System, Stocks During a Recession
Last Week Of March Financial News
March 28, 2023

Last Week Of March Financial News

Big Banks in the Current Bank Crisis, Dealing with Bear Markets, Home Prices Falling Except in Some Southern States
Further Repercussions Of Bank Failures
March 27, 2023

Further Repercussions Of Bank Failures

Caterpillar and the Banking Panic, TikTok and a Possible Ban, Can John Wick Chapter 4 Save Movie Theaters