Episodes

March 30, 2023

Stocks Rally

Amazon after the Alibaba Announcement, The State of Disney at their One Hundred Anniversary, EP Wealth Advisors CDFA Kathy Costas on the Financial Aspects of Divorce
March 29, 2023

Markets Moving On From Banking Crisis

Alibaba to Split into Six Smaller Companies, Apple Introduces Pay Later System, Stocks During a Recession
March 28, 2023

Last Week Of March Financial News

Big Banks in the Current Bank Crisis, Dealing with Bear Markets, Home Prices Falling Except in Some Southern States
March 27, 2023

Further Repercussions Of Bank Failures

Caterpillar and the Banking Panic, TikTok and a Possible Ban, Can John Wick Chapter 4 Save Movie Theaters
March 24, 2023

This Week In Review

Your Emails on Planning for Retirement, The TikTok Hearing, EP Wealth's Adam Phillips on the Market Conditions and Banking Sector
March 23, 2023

Fed Increases Rates Again

Ninth Straight Interest Rate Increase, Nvidia News, Planning for Retirement in Today's Economic Climate
March 22, 2023

Federal Reserve Anticipation

Fed Chairman Jerome Powell Announcement, Stocks Possibly Poised to Grow Even in a Slow Down, Briefing.com's Patrick O'Hare Talks Current Market Conditions
March 21, 2023

Gains On Wall Street After Bank Failures

Stock Market Navigating Banking Upheaval, Darden Owner of Olive Garden Ready for Recession, EP Wealth's Laura Knowle on Widows and Financial Planning
March 20, 2023

Credit Suisse Consequences

The Latest News on Credit Suisse, What Wall Street is Expecting from Nike, EP Wealth's Liz McQueen on Top Financial Concerns Among Professional Women
March 17, 2023

Reviewing The Financial Week

Saint Patrick’s Day Spending to Hit Record 6.9 Billion Dollars, Briefing.com's Patrick O'Hare Talks Banks and Investments, The Week in the Wake of the Silicon Valley Bank Collapse
March 16, 2023

March Madness Wall Street Style

More Silicon Valley Bank Aftermath, What to Learn from the SVB Collapse, The Economic Side of Saint Patrick's Day
March 15, 2023

Retirement Planning In Current Economic Climate

Meta's Next Move, Briefing.com's Patrick O'Hare Talks About Bank and Investment Concerns, Wage Gap Gets Worse for Women
March 14, 2023

The Past Present Future of Bank Failures

Government Helping Silicon Valley Bank Depositors, Meta Laying Off More Workers, More Details on the SVB Collapse
March 13, 2023

Silicon Valley Bank Collapse

Causes for SVB Failure, Worldwide Repercussions of the Collapse, What is Next for Us After Silicon Valley Bank
March 10, 2023

Looking Back At This Week

The Jobs Report, Silicon Valley Bank Shut Down, Details on the Rob Black and EP Wealth's CFP Stephanie Richman Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST
March 9, 2023

Your Emails on Financial Questions

Market Update and Recap, Credit Card Debt is at Record High, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST
March 8, 2023

Why Stocks Are Struggling

Stocks Struggle After Powell Testimony, Briefing.com's Patrick O'Hare Talks Markets This Week, The Real Estate Report Host Tony Mendes from Bay Area Loan Source on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST
March 7, 2023

Financial Planning During March

Fed Chair Jerome Powell Speaks, Senators Wanting to Change Social Security, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST
March 6, 2023

Starting the Week with Important Financial Information

Airbnb Changing Rules, Important 401k Rules to Remember, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST
March 3, 2023

Getting Ready for the Rest of March

Looking Back at This Financial Week, The Real Estate Report Host Tony Mendes from Bay Area Loan Source on Today's Housing Market, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST
March 2, 2023

Gender Pay Gap

During Women's History Month Why Women Aren't Investing, Helping Women Plan for Retirement, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST
March 1, 2023

March Begins

Briefing.com's Patrick O'Hare Talks Markets at Start of March, Interest Rates in Our Economy, Colleges and Degrees that are Bad Investments
Feb. 28, 2023

Financial News on Last Day of February

Financial and Market News, Update on Home Prices, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST
Feb. 27, 2023

Starting Your Financial Week

Rob's Market Recap, What to Know About Your 401k, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST