The Next Episode

Pre-Encore Planning | The Next Episode

In this episode Terry puts Justin in the interview seat to discuss some financial planning topics and strategies for those heading into their “encore”. Welcome to The Next Episode… Listen: Apple Podcasts Spotify Google Podcasts Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all…

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Mixtapes

Weekly Mixtape For May 8th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Fed Lifts Interest Rates by Half Point in Biggest Hike Since 2000 The WSJ: Stocks Extend Losing Streak to 5 Weeks The WSJ: The Tech Industry’s Epic Two-Year Run Sputters The WSJ: Rapid Pace of U.S. Job Growth Stretched Into…

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Mixtapes

Weekly Mixtape For May 1st, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: U.S. GDP Falls 1.4% as Economy Shrinks for First Time Since Early in Pandemic The WSJ: Tech Rout Drags Nasdaq to Worst Month Since 2008 The WSJ: U.S. Consumers Boosted Spending in March The WSJ: U.S. Consumer Sentiment Rebounded in…

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Mixtapes

Weekly Mixtape For April 24th, 2022

No Week In Review Video this week…beautiful weekend with nothing new to really discuss. Plan on it being back next week! Weekly Mixtape A Wealth Of Common Sense: Why Aren’t Rich People Happier? “Many of these people had well over one million dollars in net worth but Norton found it really didn’t matter how much these people had. Pretty much…

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Bigger Picture

ETF Exchange 2022

It’s been a minute since the ETF Exchange conference ended and I’ve been wanting to share some thoughts from my quick trip to Miami. Better late than never… First, I want to give a huge shoutout to Matt Middleton, Tom Lydon, Dave Nadig, Matt Hougan, John Swolfs, Tom Hendrickson, and their team for putting on an outstanding conference. This was…

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Mixtapes

Weekly Mixtape For April 17th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: U.S. Inflation Accelerated to 8.5% in March, Hitting Four-Decade High The WSJ: Mortgage Rates Hit 5% for First Time Since 2011 The WSJ: Twitter Adopts Poison Pill Plan to Block Elon Musk From Increasing Stake The WSJ: Peloton to Cut…

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The Next Episode

Be A Dreamer | The Next Episode

As you enter the next chapter in life, for Terry it’s an encore career, it’s important not to lose the ability to dream. In this episode, Terry and Justin discuss how a lack of courage keeps individuals from dreaming and why it’s so important to keep those aspirations alive–to keep pushing forward. Welcome to The Next Episode… Apple Podcasts Spotify…

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Mixtapes

Weekly Mixtape For March 27th, 2022

Week In Review Articles The WSJ: Powell Says Fed Will Consider More-Aggressive Interest-Rate Increases to Reduce Inflation The WSJ: Mortgage Rates Hit Fresh Three-Year High The WSJ: U.S. Jobless Claims Fall to 187,000, Lowest Level Since 1969 The WSJ: Judge Ketanji Brown Jackson’s Supreme Court Confirmation Hearings: What to Know Nike: Nike Partners With the Bryant Family to Honor Kobe’s…

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Mixtapes

Weekly Mixtape For March 20th, 2022

Week In Review Articles The WSJ: Fed Raises Interest Rates for First Time Since 2018 The WSJ: Mortgage Rates Rise Above 4% for the First Time Since 2019 The WSJ: China’s Covid-19 Surge Shuts Down Plants in Manufacturing Hubs Shenzhen and Changchun The WSJ: After Walt Disney, Robert Iger Heads to the Metaverse Weekly Mixtape A Wealth Of Common Sense:…

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Mixtapes

Weekly Mixtape For March 13th, 2022

Week In Review Articles The WSJ: Inflation Reached 7.9% in February; Consumer Prices Are the Highest in 40 Years The WSJ: Senate Passes $1.5 Trillion Spending Bill That Includes Aid for Ukraine The WSJ: Bitcoin Price Surges on Biden’s Crypto Executive Order The WSJ: Amazon Board Approves 20-for-1 Stock Split, $10 Billion Share Repurchase The WSJ: MLB Owners and Players…

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