Episodes
May 19, 2023
CFP Chad Burton With Planning For The Future
EP Wealth CFP Chad Burton talks Stategies in Retirement, The Latest Look at Tech, More on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 18, 2023
CFP Chad Burton About Preparing For Retirement
EP Wealth CFP Chad Burton talks 401k Rollovers, What to Remember with An Inheritance, More Topics Covered at the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 17, 2023
The Waiting Game On The Debt Ceiling
Debt Ceiling Threat, Eyes on Tik Tok, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 16, 2023
Retail Sales Rise
Retail Sales Rose as did Consumer Inflation, Apple iPhone Update with Digital Voice AI to Sound Like You, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 15, 2023
Looking To The Week Ahead
Americans Keeping Their Cars Longer, The Financial Wellness Quiz, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 12, 2023
CFP Chad Burton With Strategies For Retirement
New CEO at Twitter, EP Wealth CFP Chad Burton talks Taxes in Retirement, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 11, 2023
More Banking Turmoil
Disney Losing Subscribers, Google Introduces AI Search and Foldable Phone, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 10, 2023
CFP Chad Burton With Financial Planning Ideas
Stocks Rose as Inflation Drops, EP Wealth CFP Chad Burton talks What Derails a Financial Plan, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 9, 2023
Economy Preparing For Summer Travel
Stocks Await Debt Ceiling Progress, Airbnb CEO Brian Chesky, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 8, 2023
Looking Ahead To This Week
The Berkshire Hathaway Annual Meeting, The Banking Industry, Market Recap and more about the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30-8:30pm
May 5, 2023
Looking Back At The Week After Fed Rate Hike
Thinking About Making It To Retirement, Rob talks to Briefing.com’s Patrick O’Hare About This Week, Market Recap and More on Pints and Portfolios this Sunday May 7th San Rafael from 1pm to 4pm PDT
May 4, 2023
Fed Continues Fight Against Inflation
AI is the Next Internet, Changes at Airbnb, Market Recap and More on Pints and Portfolios this Sunday May 7th San Rafael from 1pm to 4pm PDT
May 3, 2023
Eyes On The Fed
Restaurant Investments, Rob talks to Briefing.com’s Patrick O’Hare about Federal Reserve Decision Day, Market Recap and EP Wealth CFP Dan Federman on Pints and Portfolios this Sunday May 7th San Rafael from 1pm to 4pm PDT
May 2, 2023
Kicking Off The Month Of May
Market News and Update, Financial Hacks and Mistakes, Rob talks to CFP Dan Federman about Pints and Portfolio on Sunday May 7th San Rafael from 1pm to 4pm PDT
May 1, 2023
Beginning Of Make Or Break Week
The Banking Industry This Week, Revenge Travel Taking Off, Market Recap and More on Pints and Portfolios this Sunday May 7th San Rafael from 1pm to 4pm PDT
April 28, 2023
CFP Chad Burton With Preparing For Retirement
Retirement Cash Flow Retirements, Tests for Planning for Retirement, What You Will See May 25th at the Palo Alto Elks Lodge from 6:30pm-8:30pm
April 27, 2023
Strong Tech Earnings
First Republic's Shadow Over the Markets, Airline Travel Today, Housing Prices This Year
April 26, 2023
First Republic
First Republic Banking Industry Woes, Alphabet and Microsoft Earnings, Briefing.com’s Patrick O’Hare on Earnings Season
April 25, 2023
In the Middle of Earnings Season
The FedNow Program, Financially Incompatible Relationships, Longevity Can Ruin a Financial Plan
April 24, 2023
CFP Chad Burton With Helpful Financial Ideas
EP Wealth CFP Chad Burton on What to be Optimistic About, What is Happening with the Markets and Basic Good Ideas Concerning Your Finances, Get More May 25 at the Palo Alto Elks Lodge from 6:30-8:30pm
April 21, 2023
Looking Ahead Financially To The Rest Of 2023
List of Top Financial People, Elon Musk News This Week, More Meta Facebook Layoffs
April 20, 2023
More Earnings Updates
Tesla Earnings Disappoint, Rob Answers Your Emails, Benjamin Franklin Quotes on The Ways to Wealth
April 19, 2023
Earnings Reports Making News
Briefing.com’s Patrick O’Hare on Current Market Conditions, Writer's Strike Potential Economic Impact, News on Netflix
April 18, 2023
Apple Launching New Savings Account
Apple's New Savings Account through its Wallet App, EP Wealth's CFP Eric Swanson on Tax Season, Southwest Airlines Stock Woes