Episodes

Stocks Drift After Record Setting Week
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
CFP Chad Burton Joins Rob On Talking About Retirement
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
CFP Chad Burton Joins Rob On Looking Ahead To Retirement
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
Stocks Fall For A Third Day
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
Tech Stocks Slide As Earnings Take Center Stage
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
Wealth Management Today
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
First Six Weeks Of The Year
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,
Stocks Rise After Soft Retail Sales
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...
CFP Chad Burton On Preparing For Retirement
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
Wall Street Sell Off Gains Momentum
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...
Stocks Steady After Landmark Close
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...
Weekend Special With CFP Chad Burton
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
Record Breaking Territory
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
CFP Chad Burton Joins Rob On Discussing Retirement Planning
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
Loud Budgeting
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...
CFP Chad Burton Joins Rob On Retirement Planning Talk
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
CFP Chad Burton Discusses Planning For Your Future
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
Chad Burton With Seven Tests For Retirement Readiness
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
Seven Tests For Retirement Readiness With Chad Burton
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
Nasdaq Falls As Alphabet And Microsoft Slide
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...
Stocks Take A Breather As Earnings Flood 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...
Everything Financial For The End Of January
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
Retirement Readiness
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
Stocks Rise On Strong Growth
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...