Mixtapes

Weekly Mixtape For June 12th, 2022

“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…

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18 Summers

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…

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Mixtapes

Weekly Mixtape For June 5th, 2022

“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…

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The Next Episode

Social Networking | The Next Episode

For many transitioning to a new chapter/episode or as Terry’s case, into his encore, means the social network once relied upon is gone. Finding a new social network is extremely important no matter the stage of life–as Terry shares a lack of social connection can have a negative impact on our health. Welcome to The Next Episode… Listen: Apple Podcasts…

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Mixtapes

Weekly Mixtape For May 15th, 2022

““The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Buffalo Supermarket Shooting Leaves at Least 10 Dead The WSJ: Stocks Trim Weekly Losses With Friday Gains The WSJ: Inflation Slipped in April, but Upward Pressures Remain The WSJ: Senate Confirms Jerome Powell to Second Term Leading Federal Reserve The…

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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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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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