“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Fed Lifts Rates by 0.75 Point Again The WSJ: U.S. Stocks Rise, Giving S&P 500 Best Month Since 2020 The WSJ: Rich Americans Keep Borrowing, Defying Economic Gloom The WSJ: Single Ticket Wins $1.337 Billion Mega Millions Jackpot Weekly Mixtape…
“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Fed Officials Preparing to Lift Interest Rates by Another 0.75 Percentage Point The WSJ: There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough? The WSJ: Heat Wave Hits U.S. Farms, Stressing Crops and Ranchers’ Herds…
Terry and I both have “cogli l’attimo” tattooed on our foreams to remind us to seize each day. In this episode we start off by talking about making the most of each day and then head off to other topics. Listen: Apple Podcasts Spotify Google Podcasts Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining…
Guess who’s back on the red couch?!? I love making the trip to the northwest side of Indianapolis to join my friend Angela Ganote to discuss various financial related topics, although I’m sure the viewers will be glad to see me stop coming because every talk has been about inflation or now a decline in 529 balances 😀–if I’m not…
“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: U.S. Added 372,000 Jobs In June CNBC.com: Here’s Where The Jobs Are For June 2022–In One Chart The WSJ: Inflation Fears Drove Larger Fed Rate Increases In June The WSJ: Oil Prices Pulled Lower By Dimming Demand CNBC.com: Another Hot…
As is the case with live TV, segments are quick and never long enough to hit on everything I’d like to cover–it also doesn’t help that I haven’t mastered the art of speaking in few words…the Italian in me loves to talk. In the final minute of the segment, Angela mentions a few topics that I wanted to elaborate on…
“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…