Episodes

Feb. 14, 2024

CFP Chad Burton On Preparing For Retirement

EP Wealth CFP Chad Burton discusses Retirement Readiness, Chad and Rob talk about Tips on Preparing for Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Feb. 13, 2024

Wall Street Sell Off Gains Momentum

There is a new dating app just in time for Valentine’s Day for people with Good Credit Scores, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on...

Feb. 12, 2024

Stocks Steady After Landmark Close

Stocks have gained as the Market Embraces a clutch of better than expected Corporate Results, Reba McEntire's National Anthem Bet Creates Only Winners and BetMGM honored both over and under bets, More on the 7 Steps for Retirement Readiness Seminar at...

Feb. 10, 2024

Weekend Special With CFP Chad Burton

EP Wealth CFP Chad Burton discusses Retirement Readiness, Helpful Easy Ideas on how to Plan for Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Feb. 9, 2024

Record Breaking Territory

S and P 500 playing with 5000, Big Game Day economics, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Feb. 8, 2024

CFP Chad Burton Joins Rob On Discussing Retirement Planning

EP Wealth CFP Chad Burton discusses Retirement Readiness, Chad and Rob talk about Tips Towards Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Feb. 7, 2024

Loud Budgeting

TikTok’s latest Financial Trend is a big change from their usual videos modeling purchase behaviors after Celebrities, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, More on the 7 Steps for Retirement Readiness Seminar at...

Feb. 6, 2024

CFP Chad Burton Joins Rob On Retirement Planning Talk

EP Wealth CFP Chad Burton discusses Retirement Readiness, Chad and Rob discuss getting on top of your Money Matters, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Feb. 5, 2024

CFP Chad Burton Discusses Planning For Your Future

EP Wealth CFP Chad Burton discusses Retirement Readiness, Breaking Down into Easy Ideas how to Plan for Retirement, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Feb. 2, 2024

Chad Burton With Seven Tests For Retirement Readiness

EP Wealth CFP Chad Burton discusses Retirement Readiness Ideas with Rob, Ways for Accumulating and Keeping Wealth in 2024, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Feb. 1, 2024

Seven Tests For Retirement Readiness With Chad Burton

EP Wealth CFP Chad Burton discusses Retirement Readiness Ideas with Rob, Ways for Accumulating and Keeping Wealth in 2024, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Jan. 31, 2024

Nasdaq Falls As Alphabet And Microsoft Slide

Sharp downward moves in Shares of Tech Giants Microsoft and Alphabet pressured the overall sector, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in...

Jan. 30, 2024

Stocks Take A Breather As Earnings Flood In

Stocks hovered near Record Highs as investors waited for Microsoft to lead out Big Tech results as Earnings Season roars into gear, The Magnificent Seven Tech Megacaps are expected to do much of the heavy lifting for the S and P 500 this earnings...

Jan. 29, 2024

Everything Financial For The End Of January

The way Tech has changed the Markets, The latest Boeing news, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Jan. 26, 2024

Retirement Readiness

EP Wealth CFP Chad Burton discusses Financial Planning Ideas with Rob, Ways for Accumulating Wealth in 2024, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th 6:30pm to 8:30pm

Jan. 25, 2024

Stocks Rise On Strong Growth

Gross Domestic Product grew at a 3.3 percent pace in the Fourth Quarter, Tesla Stock sputters and company warns of Slowdown this year, More on the 7 Steps for Retirement Readiness Seminar at Stanford Park Hotel in Menlo Park on Thursday February 15th...

Jan. 24, 2024

Nasdaq Pops As Netflix Shines

Microsoft rose more than 1 percent sending its Market Value above the 3 trillion level for the First Time, Netflix now has a new record 260.8 million Paid Subscribers, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets and More on...

Jan. 23, 2024

Stocks Tread Water As Earnings Season Underwhelms

Stocks hit pause on a Record Setting Rally as the focus turned to the Health of corporate America and the Economy, Bitcoin breaks below 39k bringing Decline from ETF highs to more than 20 percent, More on the 7 Steps for Retirement Readiness Seminar...

Jan. 22, 2024