Market Moment Podcast
By Mach 1 Financial Group
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Category: Investing
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Episodes: 299
Description
The Market Moment is an educational finance podcast for the everyday investor.
| Episode | Date |
|---|---|
|
Is the 60/40 Retirement Portfolio Dead?
|
Sep 02, 2026 |
|
U.S. Debt, Estate Planning, and Small Caps’ Strong First Half of 2026
|
Aug 26, 2026 |
|
AI Market Fears, Global Tariffs & Cutting Through Financial Noise
|
Aug 19, 2026 |
|
New Retirement Plan Tax Proposals, Energy Prices, and Recent Drawdowns
|
Aug 12, 2026 |
|
Inflation, Oil Volatility, and Sports Contracts in the Millions
|
Aug 05, 2026 |
|
Social Security Rules You Might Not Know About: Spousal Benefits, Divorce, Tax Traps
|
Jul 28, 2026 |
|
SpaceX IPO Aftermath, AI Stock Shift, & $120 Oil?
|
Jul 22, 2026 |
|
First-Half 2026 Market Review: Tech Rotations, Risk Scores, & Estate Planning
|
Jul 14, 2026 |
|
Tracking the Flows: From Mutual Funds to ETFs and the New Trump Accounts
|
Jul 07, 2026 |
|
Why Earnings Matter More Than the Noise
|
Jun 30, 2026 |
|
How the Tech and Corporate Layoff Trend is Shaping Early Retirement Conversations
|
Jun 24, 2026 |
|
How Technology is Changing the Ways We Invest: Niche ETFs, Direct Indexing and the SpaceX IPO!
|
Jun 17, 2026 |
|
Breaking Down the $1.8 Trillion SpaceX IPO
|
Jun 10, 2026 |
|
Should You Compare Your Portfolio's Performance to the S&P 500?
|
Jun 02, 2026 |
|
The Treasury Market Just Did Something We Haven’t Seen Since 2007
|
May 27, 2026 |
|
Things to Know When Rolling Over a 401(k) When You Change Jobs
|
May 19, 2026 |
|
Is Social Security Running Out and How Do I Plan Around It?
|
May 12, 2026 |
|
Should I Delay Retirement Due to Recent Events and Sequence of Return Risk?
|
May 06, 2026 |
|
Market Highs & New Roth Rules: 2026 Retirement Planning Update
|
Apr 28, 2026 |
|
Is the U.S. Headed Towards Stagflation?
|
Apr 21, 2026 |
|
How Do I Protect Against Sequence of Return Risk?
|
Apr 15, 2026 |
|
What Can I Still Do For My Taxes Before April 15?
|
Apr 07, 2026 |
|
AI Boom, Middle East Conflict & Market Risks with Stephanie Aliaga
|
Apr 01, 2026 |
|
How to Invest When You Have Short-Term Goals
|
Mar 24, 2026 |
|
Explaining Mutual Funds, ETFs, and Direct Indexing
|
Mar 17, 2026 |
|
Market Uncertainty and Interest Rates: What We’re Watching
|
Mar 10, 2026 |
|
Another Middle East War: How This Impacts the Market & Economy
|
Mar 03, 2026 |
|
AI Stocks: Boom, Bubble, or Long-Term Opportunity?
|
Feb 25, 2026 |
|
How Do Short Term Events Impact Long Term Plans?
|
Feb 17, 2026 |
|
What Should I Do in Periods of Heightened Volatility?
|
Feb 10, 2026 |
|
How Do I Build a Diversified Portfolio That Fits My Risk Tolerance?
|
Feb 04, 2026 |
|
What Does a Phased-Retirement Look Like?
|
Jan 27, 2026 |
|
Is Investing Easy?
|
Jan 21, 2026 |
|
How Do I Generate Income From My Investments?
|
Jan 13, 2026 |
|
What to Know If You Want to Retire Before 59½
|
Jan 06, 2026 |
|
Predictions From Last Year and Looking Ahead
|
Dec 16, 2025 |
|
How Do RMDs Work?
|
Dec 09, 2025 |
|
Can I Work While on Social Security and Should I Work Part Time Before Retiring?
|
Dec 02, 2025 |
|
What Percentage of My Income Should Go Towards Retirement?
|
Nov 25, 2025 |
|
Should I Still Own Stocks in Retirement?
|
Nov 18, 2025 |
|
What Investors Should Know About AI’s Growing Market Influence (Featuring Stephanie Aliaga!)
|
Nov 11, 2025 |
|
What is the Average Retirement Age Now?
|
Nov 04, 2025 |
|
What's the Best Order to Withdraw From in Retirement? (IRA, Roth, 401Ks, and More)
|
Oct 28, 2025 |
|
How Is My Social Security Benefit Calculated?
|
Oct 21, 2025 |
|
What is the Best Asset Allocation For Retirees?
|
Oct 14, 2025 |
|
Is $1,000,000 Enough to Retire?
|
Oct 07, 2025 |
|
Emergency Funds: Before and After Retirement
|
Sep 30, 2025 |
|
How Can I Lower My Taxes in Retirement?
|
Sep 23, 2025 |
|
When Should I Claim Social Security Benefits?
|
Sep 17, 2025 |
|
How Should I Invest As I Approach Retirement?
|
Sep 09, 2025 |
|
How Much Money Do I Need to Retire?
|
Aug 26, 2025 |
|
Answering the Question: "Can I Retire Early?"
|
Aug 20, 2025 |
|
Unpacking U.S. Household Leverage, the Inflation Report, and a Fed Rate Cut
|
Aug 18, 2025 |
|
What is the Best Withdrawal Strategy in Retirement?
|
Aug 05, 2025 |
|
Invest Without Fear, Whether the Market’s High or Low
|
Jul 30, 2025 |
|
Top 10 Things You Should Know About the One Big Beautiful Bill
|
Jul 28, 2025 |
|
Retirement Regrets and Market Updates
|
Jul 15, 2025 |
|
Mid-Year Financial Check-Up
|
Jul 08, 2025 |
|
Climbing the Walls of Worry
|
Jul 02, 2025 |
|
Rising Tensions in the Middle East, Tariffs, and Rate Cuts
|
Jun 17, 2025 |
|
If You're Thinking About Retirement, Answer These Questions
|
Jun 10, 2025 |
|
Our National Debt, Tariff Drama, Rate Cuts, and the Younger Investor
|
Jun 09, 2025 |
|
You Can't Predict the Market
|
May 27, 2025 |
|
Discussing Current Market Trends with Meera Pandit from J.P. Morgan
|
May 20, 2025 |
|
There Are Always Risks - Which Kind Do You Want?
|
May 13, 2025 |
|
Are We Technically in a Recession Now?
|
May 06, 2025 |
|
Inflation and the Unpredictable Markets
|
Apr 30, 2025 |
|
Is Jerome Powell Doing a Good Job?
|
Apr 22, 2025 |
|
Tariff Talk Triggers the Markets
|
Apr 15, 2025 |
|
The Tariff War’s Impact on the Market
|
Apr 09, 2025 |
|
Stay Calm Through Market Volatility
|
Apr 01, 2025 |
|
Will Tariffs Help Our Economy?
|
Mar 25, 2025 |
|
Tesla Stock Drop and Fed's Next Move
|
Mar 18, 2025 |
|
Market Volatility Returns - Should We Be Worried?
|
Mar 11, 2025 |
|
Does the U.S. Economy Depend on the Rich?
|
Mar 03, 2025 |
|
No Cents is Common Sense
|
Feb 11, 2025 |
|
The Trump Tariffs
|
Feb 04, 2025 |
|
DeepSeek is Making Waves: This Week's Tech Selloff Explained
|
Jan 28, 2025 |
|
New President: What's Next for Investors?
|
Jan 22, 2025 |
|
Are Bonds Back?
|
Jan 14, 2025 |
|
New Year. New Goals | Our Resolutions for 2025
|
Jan 08, 2025 |
|
Strategically Giving More to Charity and Less in Taxes
|
Dec 10, 2024 |
|
End of Year Planning
|
Dec 03, 2024 |
|
Inflation is Down & the Russell 2000 is Up
|
Nov 26, 2024 |
|
Social Security Concerns & IRS Contribution Limits
|
Nov 19, 2024 |
|
The Election is Over & Fed is Rate-Cutting! What Does This Mean?
|
Nov 12, 2024 |
|
Answering YOUR Comments & Questions About the Market!
|
Nov 05, 2024 |
|
Policies the Market Cares About (Taxes, Tariffs, Green Energy, and More!)
|
Oct 29, 2024 |
|
Election, Bears, Bulls, and Uncertainty
|
Oct 22, 2024 |
|
Fed Rate Cuts Aftermath & Inflation Numbers
|
Oct 15, 2024 |
|
Talking Short-Term Rates and the Fed with AJ Nobile from J. P. Morgan
|
Oct 08, 2024 |
|
Navigating an Uncertain Market (Are You a Bear or a Bull?)
|
Oct 01, 2024 |
|
Will We Have a Soft Landing?
|
Sep 24, 2024 |
|
Why Tax Planning Matters
|
Sep 17, 2024 |
|
5% Mortgages on the Horizon?
|
Sep 10, 2024 |
|
The Yield Curve is Uninverted!
|
Sep 03, 2024 |
|
Harris Proposes Taxing Unrealized Capital Gains and More...
|
Aug 27, 2024 |
|
Would 40 Year Mortgages Fix the Problem?
|
Aug 20, 2024 |
|
What's Working & What's Not in the Market
|
Aug 13, 2024 |
|
Common Questions We Get as Finance Advisors
|
Aug 06, 2024 |
|
Teaching Your Kids Financial Literacy
|
Jul 30, 2024 |
|
Do Elections Impact the Market?
|
Jul 23, 2024 |
|
Are We in a Market Rotation?
|
Jul 16, 2024 |
|
What is the "Behavior Gap" in Investing?
|
Jul 09, 2024 |
|
Does Diversification Still Work?
|
Jul 02, 2024 |
|
Nvidia’s Drop, Economic Risks, and Finance Twitter
|
Jun 25, 2024 |
|
J.P. Morgan's Hamilton Reiner on Modern Investment Strategies
|
Jun 18, 2024 |
|
Apple's A.I. Leap, Rising Oil Prices, and Recession Fears
|
Jun 11, 2024 |
|
Big Tech in the Market, Inflation Concerns, and Gen Z is Working
|
Jun 04, 2024 |
|
T-Mobile Merger, GameStop, CosMc, & Nvidia
|
May 28, 2024 |
|
Inflation, Spaving, Bankruptcy, & the Market's Performance
|
May 21, 2024 |
|
Meme Stocks, Comparing Generations' Wealth & Minimum Wage Comments
|
May 14, 2024 |
|
Outrageous Fast Food Prices, Stock Trends, & Robinhood
|
May 07, 2024 |
|
Tesla's Up Again, Stagflation Concern & Tax Brackets
|
Apr 30, 2024 |
|
Magnificent 7 Down, Cheap Chinese Goods, & Bankruptcy
|
Apr 23, 2024 |
|
Oil Spikes, Retail Rises, & Gold Rushes
|
Apr 16, 2024 |
|
Jaime Dimon's Letter, Inflation, Small Businesses and College Alternatives
|
Apr 09, 2024 |
|
J.P. Morgan Global Strategist on A.I., a Recession, and the Fed
|
Apr 02, 2024 |
|
Boeing CEO Stands Down, Japan's Economy and the House Supply
|
Mar 26, 2024 |
|
Investing in the Next Generation with David Lee
|
Mar 19, 2024 |
|
Bitcoin, Reddit Goes Public, and Wendy's Sparks Outrage
|
Mar 12, 2024 |
|
Flying Cars, Rent Prices Lower, & Bitcoin Again
|
Mar 05, 2024 |
|
Stock News, the Dow, and a Teenage Investor
|
Feb 27, 2024 |
|
Student Loans, 401Ks, and Financial Advice From YouTube Shorts
|
Feb 20, 2024 |
|
$1.13 Trillion in Credit Card Debt, Humanoid Robots, and Stock Updates
|
Feb 13, 2024 |
|
Layoffs, Corporate Landlords, and a Bullish Wallstreet
|
Feb 06, 2024 |
|
Skyrocketing U.S. Debt, EU Told Amazon "No" and Waiting Fed Decision
|
Jan 30, 2024 |
|
U.S. Spending Out of Control, Stock News & Responding to a Comment
|
Jan 24, 2024 |
|
Child Tax Credit News, Housing Shortage, and Burger King
|
Jan 24, 2024 |
|
Inflation Optimism, the Global Economy & TikTok Trends Impacting Company Profits
|
Jan 09, 2024 |
|
Recession Headlines, the Unemployment Rate and Bitcoin
|
Jan 02, 2024 |
|
Should Young People Buy Homes, U.S. Stocks, & Drone Delivery
|
Dec 19, 2023 |
|
Will the Fed Cut Rates in 2024 (and Should They)?
|
Dec 12, 2023 |
|
Remembering an Investing Legend
|
Dec 05, 2023 |
|
Holiday Sales Outlook: The Good and the Bad
|
Nov 28, 2023 |
|
The Economics of Thanksgiving
|
Nov 21, 2023 |
|
Are the Economic Forecasts for 2024 Too Bleak?
|
Nov 14, 2023 |
|
Is the Fed Done with Rate Hikes?
|
Nov 07, 2023 |
|
Should We Stop Caring About Fed Rate Hikes?
|
Oct 31, 2023 |
|
How Wealthy is Wealthy?
|
Oct 24, 2023 |
|
Is the Earnings Recession Over?
|
Oct 17, 2023 |
|
Advisors React: Financial Advice on TikTok
|
Oct 11, 2023 |
|
The Return of Student Loan Payments
|
Oct 03, 2023 |
|
The Fed’s Path to 2% Inflation (and Why They’re Wrong)
|
Sep 26, 2023 |
|
Auto Workers on Strike: Long-Term Effect
|
Sep 19, 2023 |
|
The Importance of Habits
|
Sep 12, 2023 |
|
A Chat with Former Head Razorback Coach Ken Hatfield
|
Sep 05, 2023 |
|
Worst Market Ever for First-Time Home Buyers?
|
Aug 29, 2023 |
|
Why it Pays to Switch Jobs
|
Aug 22, 2023 |
|
Do One-Year Returns Matter?
|
Aug 15, 2023 |
|
An Economist’s View
|
Aug 09, 2023 |
|
Surprising Sector Numbers
|
Aug 02, 2023 |
|
Tough Times for House Hunters
|
Jul 25, 2023 |
|
How Diversified is an Index Fund?
|
Jul 18, 2023 |
|
Make Banking Great Again
|
Jul 11, 2023 |
|
New Housing Explodes
|
Jun 27, 2023 |
|
Ramifications of Student Loan Repayments
|
Jun 20, 2023 |
|
Bull Vs. Bear
|
Jun 13, 2023 |
|
Debt Ceiling Deal
|
Jun 06, 2023 |
|
Debt Ceiling Default
|
May 31, 2023 |
|
AI: The End is Near (But Not Really)
|
May 23, 2023 |
|
What is a ”Defensive” Portfolio?
|
May 16, 2023 |
|
Money Market Cash Surge
|
May 09, 2023 |
|
Is the 60/40 Portfolio Coming Back?
|
May 02, 2023 |
|
To Defer or Not to Defer
|
Apr 24, 2023 |
|
Taking a Look at the Past 3 Years - Part 2
|
Apr 18, 2023 |
|
Taking a Look at the Past 3 Years
|
Apr 11, 2023 |
|
The First Quarter in Review
|
Apr 04, 2023 |
|
First Citizens to Buy SVB
|
Mar 28, 2023 |
|
Bitcoin Bounces Back
|
Mar 21, 2023 |
|
Bank Fallout
|
Mar 14, 2023 |
|
Lawmakers Revisiting Social Security Language
|
Mar 08, 2023 |
|
30-Somethings In a Mountain of Debt
|
Feb 27, 2023 |
|
Rising Yields, Falling Stocks
|
Feb 21, 2023 |
|
Super Bowl Spending
|
Feb 14, 2023 |
|
What is a ”Rolling Recession”?
|
Feb 07, 2023 |
|
Secure Act 2.0 (Part 2)
|
Jan 23, 2023 |
|
Secure Act 2.0 (Part 1)
|
Jan 17, 2023 |
|
Keeping Financial Resolutions
|
Jan 10, 2023 |
|
Do No-Risk Investments Exist?
|
Jan 03, 2023 |
|
Goal Setting for the New Year
|
Dec 27, 2022 |
|
Millennial Millionaires Pare Back on Holiday Spending
|
Dec 19, 2022 |
|
Should I Pull from my 401(k) Now?
|
Dec 12, 2022 |
|
Sports Betting on College Campuses
|
Dec 06, 2022 |
|
Another One Bites the Dust
|
Nov 28, 2022 |
|
How the Mighty Fall
|
Nov 21, 2022 |
|
Ep 127: Midterm Aftermath
|
Nov 14, 2022 |
|
Ep 126: Jackpot!
|
Nov 07, 2022 |
|
Ep 125: The Midterm Effect and Musk Takes Twitter
|
Oct 31, 2022 |
|
Ep 124: Would You Rather...
|
Oct 24, 2022 |
|
Ep 123: How Long will Inflation Last?
|
Oct 18, 2022 |
|
Ep 122: 6 Habits of a Millionaire
|
Oct 10, 2022 |
|
Ep 121: The Northwest Arkansas Housing Market with Chad Beebe
|
Oct 04, 2022 |
|
Ep 120: Should I Go To Cash?
|
Sep 26, 2022 |
|
Ep 119: A Volatile Week
|
Sep 19, 2022 |
|
Ep 118: The Psychology of Money
|
Sep 12, 2022 |
|
Ep 117: The Powell Effect, Student Loan Fairness, and Going Gas-Free
|
Aug 30, 2022 |
|
Ep 116: A Frequently Asked Question, Student Loan Forgiveness, and Calling Those Hogs
|
Aug 23, 2022 |
|
Ep 115: Inflation Reduction Act, Housing Demand, and US Freight Shipping Rates
|
Aug 16, 2022 |
|
Ep 114: Inflation Reduction Act and the Jobs Report
|
Aug 09, 2022 |
|
Ep 113: The Great Recession Debate
|
Aug 02, 2022 |
|
Ep 112: Fed Rate Hike, Elon Musk, & ”Stupid Simple” Money Tips
|
Jul 25, 2022 |
|
Ep 111: Trust Me, I Saw It On the Internet...
|
Jul 18, 2022 |
|
Ep 110: What If We’re Not in a Recession?
|
Jul 13, 2022 |
|
Ep 109: Good News, Everyone!
|
Jul 07, 2022 |
|
Ep 108: Why We Believe in the U.S. Economy
|
Jun 30, 2022 |
|
Ep 107: Financial Baby Steps
|
Jun 23, 2022 |
|
Ep 106: Faith, Fear, and Finances
|
Jun 16, 2022 |
|
Ep 105: Annuities (the Good and the Bad)
|
Jun 09, 2022 |
|
Ep 104: How We Handle Our Own Accounts
|
Jun 03, 2022 |
|
Ep 103: Corrections, Recessions & Bear Markets
|
May 26, 2022 |
|
Ep 102: Making Lemonade out of Lemons
|
May 19, 2022 |
|
Ep 101: What To Do in a Volatile Market
|
May 13, 2022 |
|
Ep 100: How Does Inflation Impact Me? Part 2
|
May 05, 2022 |
|
Ep 99: How Does Inflation Impact Me? Part 1
|
Apr 28, 2022 |
|
Ep 98: Am I Ready to Retire? (Part 2)
|
Apr 21, 2022 |
|
Ep 97: Am I Ready to Retire? (Part 1)
|
Apr 14, 2022 |
|
Ep 96: What is Risk?
|
Apr 07, 2022 |
|
Ep 95: Buying and Selling in a Seller’s Market with Rob Winkel
|
Mar 31, 2022 |
|
Ep 94: Talkin Bout My Generation
|
Mar 24, 2022 |
|
Ep 93: A High Price to Pay (at the Pump)
|
Mar 17, 2022 |
|
Ep 92: Taxes: Tips and Tricks
|
Mar 10, 2022 |
|
Ep 91: Bracing for the Fed Rate Hike
|
Mar 04, 2022 |
|
Ep 90: Market Impact: Trouble in Russia
|
Feb 24, 2022 |
|
Ep 89: Crash Proof Investments
|
Feb 17, 2022 |
|
Ep 88: This Time is Different
|
Feb 10, 2022 |
|
Ep 87: Get it While the Getting is Good
|
Feb 03, 2022 |
|
Ep 86: Don’t Worry, the Sky’s Not Falling
|
Jan 30, 2022 |
|
Ep 85: How Babies Can Affect the Market
|
Jan 21, 2022 |
|
Ep 84: How High Inflation is Affecting Interest Rates
|
Jan 13, 2022 |
|
Ep 83: Investment Vehicles
|
Jan 06, 2022 |
|
Ep 82: The Four F’s of Goal Setting
|
Dec 30, 2021 |
|
Ep 81: Things To Do Before 2022 (Financial Resolutions Part 2)
|
Dec 23, 2021 |
|
Ep 80: Financial Resolutions 2022: Part 1
|
Dec 16, 2021 |
|
EP 79: How to Have ”The Talk” About End-of-Life Decisions
|
Dec 09, 2021 |
|
Ep 78: Don‘t Panic! (Omicron and Your Money)
|
Dec 02, 2021 |
|
Ep 77: The Smarter Way to Give
|
Nov 18, 2021 |
|
Ep 76: What To Do When Interest Rates Rise
|
Nov 11, 2021 |
|
Ep 75: And... It‘s Gone
|
Nov 04, 2021 |
|
Ep 74: Stocks, ETFs, and Mutual Funds
|
Oct 28, 2021 |
|
Ep 73: All About Medicare
|
Oct 21, 2021 |
|
Ep 72: Wild Wild West
|
Oct 14, 2021 |
|
Ep 71: World Reserve Currency
|
Oct 07, 2021 |
|
Ep 70: The Federal Reserve and Bonds
|
Sep 30, 2021 |
|
Ep 69: How AI is Changing the Game with Wayne Ferbert
|
Sep 23, 2021 |
|
Ep 68: What Does the Bible Say About Money?
|
Sep 16, 2021 |
|
Ep 67: COVID-19‘s Impact on the Travel Industry
|
Sep 09, 2021 |
|
Ep 66: Robo Advisors
|
Sep 02, 2021 |
|
Ep 65: Roth Conversions
|
Aug 26, 2021 |
|
Ep 64: Long Term Care & How to Plan For It
|
Aug 19, 2021 |
|
Ep 63: Social Security
|
Aug 12, 2021 |
|
Ep 62: Hedging, Market Changes, & Concentrated Stock Risk with David Lee and Jay Pestrichelli
|
Aug 05, 2021 |
|
Ep 61: Pros and Cons of a 401(k) Rollover
|
Jul 29, 2021 |
|
Ep 60: Phishing (not Fishing)
|
Jul 22, 2021 |
|
Ep 59: Faith and Finance with Dr. Nick Floyd
|
Jul 15, 2021 |
|
Ep 58: Communism, Capitalism, and Societies In-Between with David Chapman
|
Jul 08, 2021 |
|
Ep 57: Generosity, Grandkids, & Getting Out of Debt with Mike Frost
|
Jul 01, 2021 |
|
Ep. 56: Sports, Stewardship, & Staying Humble with Matt Walters
|
Jun 24, 2021 |
|
Ep 55: From Flying to Finance with David Lee
|
Jun 17, 2021 |
|
Current Events: Interest Rates, Child Tax Credits, & Cryptocurrency
|
Jun 10, 2021 |
|
Alternative Investment Options
|
Jun 03, 2021 |
|
Where to Stash Cash
|
May 27, 2021 |
|
Inflation and How to Handle It
|
May 22, 2021 |
|
Capital Gains Tax, Stepped-Up Basis & More.
|
May 20, 2021 |
|
The Non-Financial Aspects of Retirement
|
May 13, 2021 |
|
5 Different Types of Investing Risks - Part 2
|
May 06, 2021 |
|
5 Different Types of Investing Risks - Part 1
|
Apr 28, 2021 |
|
Impact on Death of a Spouse
|
Apr 15, 2021 |
|
7 Tips & Ideas On How To Spring Clean Your Finances
|
Apr 08, 2021 |
|
Potential Changes In The Tax Laws
|
Apr 01, 2021 |
|
Consumer Spending & Demographics - Where Is The Market Headed?
|
Mar 25, 2021 |
|
The New Stimulus Package
|
Mar 18, 2021 |
|
Where Do We Go From Here?
|
Mar 11, 2021 |
|
Credit Scores
|
Mar 04, 2021 |
|
Identity Theft
|
Mar 02, 2021 |
|
Potential Impact of the New Tax Plan
|
Feb 18, 2021 |
|
Goal Setting Update
|
Feb 11, 2021 |
|
GameStop Stock & Donor Advised Funds
|
Feb 04, 2021 |
|
Charitable Remainder Trusts
|
Jan 28, 2021 |
|
Bitcoin
|
Jan 21, 2021 |
|
Current Events
|
Jan 14, 2021 |
|
Creating Goals for 2021
|
Dec 31, 2020 |
|
Mental Health & The Holidays
|
Dec 17, 2020 |
|
Topics You May Want To Review With Your Loved Ones
|
Dec 10, 2020 |
|
Year-End Financial Moves.
|
Dec 03, 2020 |
|
Health Savings Accounts
|
Nov 26, 2020 |
|
What does the future look like in regards to COVID-19?
|
Nov 19, 2020 |
|
Mach 1 Retirement Flight Plan
|
Nov 12, 2020 |
|
City of Bella Vista Update
|
Nov 05, 2020 |
|
Medicare
|
Oct 29, 2020 |
|
Mortgages
|
Oct 22, 2020 |
|
Life Insurance
|
Oct 08, 2020 |
|
Roth IRA’s, Roth 401(k)’s & Roth Conversions
|
Oct 01, 2020 |
|
Taxes & Finances
|
Sep 24, 2020 |
|
Recent Market Events
|
Sep 17, 2020 |
|
Hot Topic: Real Estate
|
Sep 10, 2020 |
|
Moms & Money
|
Sep 03, 2020 |
|
College Planning
|
Aug 27, 2020 |
|
Current Events
|
Aug 20, 2020 |