Episodes
June 7, 2023
Edge of a Bull Market
The S and P 500 Breaks the 4200 Level, Briefing.com's Patrick O’Hare with Market Recap, The Russell 2000 Roars and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration
June 6, 2023
Watershed Moment
Apple Has Watershed Moment with Entry into VR, Looking at Your 401k, Market Recap and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration
June 5, 2023
Apple Record High
Apple VR Announcement, Second Biggest Movie Opening of 2023, Market Recap and More on Pints and Portfolios June 25th in San Carlos with Location Disclosed Upon Registration
June 2, 2023
Artificial Intelligence In The Financial World
Market Recap of the Week, Consumer Spending Slowing Down, Apple Stock Is Near a Record High
June 1, 2023
Debt Ceiling Deal Passes House
Tech News Involving the New Meta Headset, AI in Stock Trading, Elon in China
May 31, 2023
Debt Ceiling Vote Dip
Understanding the Future of AI, Las Vegas Making Interesting Changes, Rob talks to Briefing.com’s Patrick O’Hare About Market Recap and Mega Cap Tech versus All Other Stocks
May 30, 2023
Debt Ceiling Deal Goes For Vote
Waiting for Debt Ceiling Deal to Pass Congress, Nvidia Chief gives Speech on AI, Elizabeth Holmes Reporting to Prison
May 29, 2023
Retirement Strategies With CFP Chad Burton
EP Wealth CFP Chad Burton Talks About What Retirement Looks Like in 2023
May 26, 2023
Planning Financially For The Rest Of 2023
The Artificial Intelligence Breakout Star, Inflation and Debt Worries, The Real Estate Report Host Tony Mendes from Bay Area Loan Source on Real Estate Investing Today
May 25, 2023
Tech Stocks Rally After Nvidia Earnings
Rob talks owning Nvidia Microsoft Apple, Climbing Mortgage Rates, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 24, 2023
Debt Ceiling Drama Tests Markets
Hilton Marriott VS Airbnb Vrbo, Briefing.com's Patrick O'Hare on Debt Ceiling Talks, EP Wealth CFP Chad Burton on Topics Covered at the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 23, 2023
CFP Chad Burton With Income In Retirement
Market Recap, Tech Business News, EP Wealth CFP Chad Burton talks Retirement Income and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
May 22, 2023
Debt Ceiling Woes
Debt Ceiling Worries Affecting the Markets, Tech News Starting the Week, Market Recap and more on the Next Seminar May 25th at the Palo Alto Elks Lodge from 6:30pm to 8:30pm
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