“The headlines that may or may not be impacting your financial plan and portfolio.” The WSJ: Dow Jumps More Than 800 Points as Fears of Interest-Rate Hikes Subside The WSJ: Fed Chair Jerome Powell Says Higher Interest Rates Could Cause a Recession The WSJ: Facebook, Netflix and PayPal Are Value Stocks Now The WSJ: Supreme Court Overturns Roe v. Wade,…
In a crossover episode with PRST, I talk with Ramona Maior about her path to becoming a financial advisor and how her passion (and purpose) extend to more than financial planning. Ramona’s story is remarkable and she’s really just getting started with the impact she will make. Her story also shows how you can have a career that you are…
Check out the conversation Angela Ganote and I had about how you can create room in your budget for the time being. As you’ll see toward the end of the segment we ran out of time to hit everything I was hoping to touch base on so I thought I’d add those couple of items here: Additional considerations: If possible,…
We all plan to live long lives and hopefully have an enjoyable encore season in our life. In this episode Terry leads us through a discussion about why and how we should prepare to not just live a long life but to find meaningful longevity. Listen (coming soon): Apple Podcasts Spotify Google Podcasts Disclaimer: Nothing on this blog should be…
“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: U.S. Inflation Hit 8.6% in May The WSJ: Persistent Inflation Drags on U.S. Stocks The WSJ: Gasoline Prices Reach $5 a Gallon Nationwide for the First Time Weekly Mixtape Morgan Housel: Once In A Lifetime “What’s different now is the…
Over the weekend in The Weekly PRST I shared about my recent trip to Venice Beach with Leo. It was a short trip but we packed a great time into it. I’ll save retelling the full story and share The Weekly PRST so you can check out the details. But I will share one picture that sums up our second…
“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles CNBC.com: Payrolls Rose 390,000 In May, Better Than Expected As Companies Keep Hiring The WSJ: May Jobs Report Keeps Fed on Track for Half-Point Interest-Rate Rises The WSJ: Biden Says No Short-Term Fix to High Energy, Grocery Prices The WSJ: Lumber Prices…