Episodes

Feb. 24, 2023

Preparing Financially For The Rest Of 2023

Ideas on Investing, Looking Forward to the Rest of 2023, EP Wealth CFP Chad Burton Focuses on Your Plans for Retirement
Feb. 23, 2023

Ideas For Better Financial Decisions

Financial Planning Ideas, Ways to Avoid Losing Wealth, Prioritizing Your Financial Goals
Feb. 22, 2023

Making The Most Of Your Money

Making Better Financial Decisions, Improving Your Budgeting, Ways to Avoid Going Into Debt
Feb. 21, 2023

Stock Market After Three Day Weekend

Higher Interest Rates Pressure Stocks, Home Depot's Disappointing Guidance, Home Buying and Selling Wildly Underperform Stocks
Feb. 20, 2023

Thinking About Your Financial Future

The Importance of Planning for Retirement, Planning for Helping Parents Financially, EP Wealth's CFP Stephanie Richman on Planning for Your Retirement
Feb. 17, 2023

Looking Back At Markets This Week

Worries of Recession Leading to More Vacations, Increase in EV Charging Stations, Briefing.com's Patrick O'Hare Analyzes This Week's Markets
Feb. 16, 2023

Financial Themes For 2023 So Far

The Latest Advances in the Health Care Industry, Artificial Intelligence in 2023, The US Housing Market in 2023
Feb. 15, 2023

January Retail Sales Surge

Trading After the Release of January Consumer Price Index Numbers, Briefing.com's Patrick O'Hare Analyzes the Markets and the Federal Reserve
Feb. 14, 2023

The Latest Consumer Price Index News

Stocks for Valentine's Day, Being Prepared for Inheritance Issues, The Latest from Warren Buffett
Feb. 13, 2023

Beginning the New Financial Week

Financial News Surrounding the Super Bowl, Fighting Hidden Junk Fees, Disney Risking that Interest will Continue for Superheroes
Feb. 10, 2023

The Year of Artificial Intelligence

Looking Over AI Stocks, How AI Is Being Used Today, Exploring the ChatGPT Story
Feb. 9, 2023

Disney Earnings

Disney Restructuring Earnings Results, Coca-Cola versus Pepsi Stocks, Topics Covered at Tonights Seminar at the Juniper Hotel Cupertino at 6 30 PM PST
Feb. 8, 2023

The Markets Post Speech

2023 State of the Union Key Economic Points, Briefing.com's Patrick O'Hare on the Current Market Conditions, The Real Estate Report Host Tony Mendes on Upcoming Seminar at the Juniper Hotel Cupertino Tomorrow Thurs February 9th 2023 at 6 30 PM PST
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