Episodes
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
April 17, 2023
Beginning A Busy Earnings Week
Recent Medical Breakthroughs, Helpful Ideas For Tax Time, Rupert Murdoch news
April 14, 2023
Looking Back At This Financial Week
EP Wealth's CFP Adam Phillips on Current Market Conditions, Briefing.com’s Patrick O’Hare on This Week in Financial News, What You Should Know About Social Security and Divorce
April 13, 2023
What To Know About The March Producer Price Index
Amazon Jumps into Generative Artificial Intelligence, More Twitter Controversy, New Baseball Rules Affecting the Price of Games
April 12, 2023
The Newest Consumer Price Index Numbers
Consumer Inflation Report Results, What to Work on Now for Your Retirement, Briefing.com’s Patrick O’Hare on Current Market Conditions Including Inflation
April 11, 2023
More Helpful Ideas For Financial Literacy Month
Ninetendo Stock Jumps after the Super Marios Bros Movie, Five Things You Might Not Expect about Retirement, The CPI and Stress on the Consumer
April 10, 2023
Economic Trends For The Second Quarter
Market Recap and Daily News, EP Wealth's CFP Lucas Karasch on the Importance of Talking About Money with Your Spouse, Airbnb's Next Move
April 7, 2023
Focusing On Building Your Wealth
Good Habits with Debt, Rob Talks to EP Wealth's Director of Portfolio Strategy Adam Phillips about Current Market Events, Briefing.com's Patrick O'Hare with his Stock Market Outlook
April 6, 2023
National Financial Literacy Month
Market Recap and News going into Easter Weekend, Ticketmaster and Live Nation in 2023, EP Wealth’s CFP Erin Voison talks Budgeting during National Financial Literacy Month
April 5, 2023
Financial Analysis For April
Headwinds and Tailwinds in the Market, Good Financial Skills to Have, Briefing.com's Patrick O'Hare with his Stock Market Outlook
April 4, 2023
Market Action Kicking Off April
Next NASA Moon Mission, Bay Area Getting Women's Pro Soccer Team, Banking in Today's World
April 3, 2023
Surprise OPEC Move
Oil Prices Jump After OPEC Cut, Semiconductor Companies Benefiting from Artificial Intelligence Boom, The New Apple Virtual Reality Headset
March 31, 2023
Preparing Now For Your Financial Future
Strategy in Today's Markets, Gwyneth Paltrow is Gwynocent, EP Wealth CDFA Kathy Costas on Women and Divorce