Episodes
Feb. 7, 2023
EP Wealth CFP Chad Burton on Retirement Crisis
EP Wealth CFP Chad Burton Focuses on the SECURE Act 2.0, Details About Upcoming Seminar at the Juniper Hotel Cupertino THIS Thurs February 9th 2023 at 6 30 PM PST.
Feb. 6, 2023
EP Wealth CFP Chad Burton Answers Retirement Planning Questions
EP Wealth CFP Chad Burton Answers Questions on Preparing for Your Retirement, Details About Upcoming Seminar at the Juniper Hotel Cupertino THIS Thurs February 9th 2023 at 6 30 PM PST.
Feb. 3, 2023
Summing Up The Week
Microsoft Earnings Repercussions, EP Wealth CFP Chad Burton on Preparing for Retirement, Briefing.com's Patrick O'Hare on This Week's Markets
Feb. 2, 2023
Markets After Jerome Powell Conference
The Markets After Fed's Powell's News Conference, Meta Facebook Stock Soars, EP Wealth’s CFP and Regional Director Stephanie Richman
Feb. 1, 2023
Market Action Kicking Off February
EP Wealth CFP Chad Burton on the Secure 2.0 Act, Briefing.com's Patrick O'Hare on the Current Market Conditions, Colossal Biosciences Hopes to Resurrect the Dodo
Jan. 31, 2023
Say Goodbye to January
Looking Back at The January 2023 Markets, Spotify Earnings Show Strong User Growth, Bay Area Loan Source's Tony Mendes on Buying Real Estate with a Partner
Jan. 30, 2023
EP Wealth SPECIAL with CFP Chad Burton
EP Wealth CFP Chad Burton Answers Questions on Preparing for Your Retirement, Details About Upcoming Seminar at the Juniper Hotel Cupertino on Thurs February 9th 2023 at 6 30 PM PST
Jan. 27, 2023
Reviewing This Week
Big Picture Weekly Recap, Tips for Planning for Your Ideal Retirement, Briefing.com's Patrick O'Hare Analyzes This Week's Markets
Jan. 26, 2023
Better Than Feared Earnings Results
Stocks Higher on U.S. Economic Growth, Expensive Eggs Inflation, Fake Heiress Anna Sorokin Gets Reality TV Show
Jan. 25, 2023
Wall Street Worries
Briefing.com's Patrick O'Hare Analyzes Earnings Misses with the Markets, Ticketmaster Troubles, DOJ Wants to Break Up Google
Jan. 24, 2023
More Job Cuts in January
Spotify Joins Job Loss January By Cutting 600 Employees, Amazon Add Prescription Perk for Prime, The Real Estate Report Host Tony Mendes on Mortgages
Jan. 23, 2023
Looking at the Year So Far Financially
The Markets So Far This Year Overall, The Current E-Car Landscape, The Plight of First-Time Homebuyers
Jan. 20, 2023
Interesting New Financial Tips
McDonalds as a Stock, Saving Money Shopping Thrift Stores, Best of Great Guests EP Wealth's CFP Stephanie Richman and The Real Estate Report Host Tony Mendes of Bay Area Loan Source
Jan. 19, 2023
Guest CFP Stephanie Richman on Retirement Planning
EP Wealth's CFP Stephanie Richman on Transitions Approaching Retirment, Amazon Prime Problems, Netflix Cracking Down
Jan. 18, 2023
Producer Price Index Revelations
What the Latest Producer Price Index Numbers Mean to You, The Banning of Tik Tok, The Real Estate Report Host Tony Mendes on Owning Rental Property
Jan. 17, 2023
The Year For Artificial Intelligence
Elon Musk Tesla Tweet Troubles, Artificial Intelligence Issues, Investing in India
Jan. 16, 2023
Financial Life Lessons Learned
Emails Answered Regarding Insurance Questions, Repercussions from Cryptocurrency, Dealing Financially with Divorce and Death
Jan. 13, 2023
This Week Analyzed
Earnings and The Market in 2023, Guest Adam Phillips Managing Director at EP Wealth Advisors Discusses the Markets This Week, More Twitter Troubles
Jan. 12, 2023
Clues From The Fed
Next Move by the Fed, The PC Components Slump, The Demise of Bed Bath and Beyond
Jan. 11, 2023
Stocks Rising
Patrick O'Hare from Briefing.com Analyzes the Markets, The Real Estate Report Host Tony Mendes Talks Housing, Credit Card Debt Climbs Even Higher
Jan. 10, 2023
Earnings Season
Earnings Season is Upon Us, The One Billion Cost of Rain in California, Coinbase Lays Off Twenty Percent of Staff
Jan. 9, 2023
Stocks Gain
The Market Building on Gains, How Much Nikes Owned by Michael Jordan Went For, Strategies for Buying a Home This Year
Jan. 6, 2023
Looking Back at This First Week of 2023
The Upcoming Problems for the Housing Market, The Latest on the New Apple Headset for Virtual Reality, The Market Review from This Week from Patrick O'Hare of Briefing.com
Jan. 5, 2023
Possible Pitfalls in 2023
Stormy Waters Ahead for Tech in 2023, Questions to Ask When Comparing Companies, Why Branding Becomes Disastrous