Episodes
March 4, 2024
Stock Rally Loses Steam
Investors prepare for a week where Federal Reserve Chair Jerome Powell's testimony and the monthly jobs report could put Equity Gains to the test, Dune Part 2 delivers the biggest opening weekend of 2024, CFP and CPCC Stephanie Richman of EP Wealth on...
March 1, 2024
CFP Chad Burton Has Strategies For Financial Planning
What to focus on with your Financial Planning, EP Wealth CFP Chad Burton discusses Retirement Readiness, More on Rob's two hour seminar with CFP Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library
Feb. 29, 2024
Inflation Is Not Reaccelerating
The S and P 500 ticked higher as investors digested a Key Inflation Metric that met economist expectations along with fresh housing numbers, Taylor Swift brings Event Tourism to Singapore, More on Rob's two hour seminar with CFP Stephanie Richman...
Feb. 28, 2024
Stocks Wait For Thursday Inflation Report
Caution Prevailed ahead of a Crucial Inflation Report that will guide expectations for Interest Rate Cuts, Bitcoin jumps above 60 Thousand Dollars for the first time since November 2021, Briefing.com Strategist Patrick O'Hare Talks About the Current...
Feb. 27, 2024
Stocks Are Little Changed Tuesday
Investors looking ahead to Key Data slated for release later this week, Retail giant Macy’s advanced more than 5 percent after announcing it would close around 150 of its stores, More on Rob's two hour seminar with CFP Stephanie Richman Saturday...
Feb. 26, 2024
Stocks Drift After Record Setting Week
Stocks took a breather after closing out a dizzying week at record highs, New inflation data in the coming days will test the staying power of the breakout rally that followed Nvidia's results, Theaters are relying on Dune 2
Feb. 23, 2024
CFP Chad Burton Joins Rob On Talking About Retirement
Looking at the S and P 500, What is the Four Percent Rule, EP Wealth CFP Chad Burton discusses Retirement Readiness
Feb. 22, 2024
CFP Chad Burton Joins Rob On Looking Ahead To Retirement
Getting Ready for Retirement five years out and more, EP Wealth CFP Chad Burton discusses Retirement Readiness, More Helpful Highlights from this year so far
Feb. 21, 2024
Stocks Fall For A Third Day
Market has been up in 14 out of 16 weeks, Concerns surrounding Nvidia’s high valuation have grown as Shares of the Chipmaker have soared about 230 percent over the past year, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets
Feb. 20, 2024
Tech Stocks Slide As Earnings Take Center Stage
Shares of Home Depot dipped after it signaled Demand has Failed to pick up amid Inflation, Capital One is adding Discover to its Wallet, Car Insurance Prices Soar even as inflation eases
Feb. 19, 2024
Wealth Management Today
Plans for not working Till The Day You Die, EP Wealth CFP Chad Burton discusses Retirement Readiness, Briefing.com Strategist Patrick O'Hare Talks About the Markets
Feb. 16, 2024
First Six Weeks Of The Year
CPI Stengthens showing More Inflation and what that means, Deciding on which Stocks to Pick, EP Wealth CFP Chad Burton discusses Retirement Readiness,
Feb. 15, 2024
Stocks Rise After Soft Retail Sales
Initial Unemployment Claims dropped 8,000 from the prior week's revised total to 212,000 amid ongoing Layoff Announcements, Consumers tightened their belts more than expected in January as cold weather and higher interest rates Hampered Demand, More...
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