Episodes

Debt Ceiling Vote Dip
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
Debt Ceiling Deal Goes For Vote
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
Retirement Strategies With CFP Chad Burton
May 29, 2023

Retirement Strategies With CFP Chad Burton

EP Wealth CFP Chad Burton Talks About What Retirement Looks Like in 2023
Planning Financially For The Rest Of 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
Tech Stocks Rally After Nvidia Earnings
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
Debt Ceiling Drama Tests Markets
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
CFP Chad Burton With Income In Retirement
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
Debt Ceiling Woes
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
CFP Chad Burton With Planning For The Future
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
CFP Chad Burton About Preparing For Retirement
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
The Waiting Game On The Debt Ceiling
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
Retail Sales Rise
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
Looking To The Week Ahead
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
CFP Chad Burton With Strategies For Retirement
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
More Banking Turmoil
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
CFP Chad Burton With Financial Planning Ideas
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
Economy Preparing For Summer Travel
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
Looking Ahead To This Week
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
Looking Back At The Week After Fed Rate Hike
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
Fed Continues Fight Against Inflation
May 4, 2023

Fed Continues Fight Against Inflation

AI is the Next Internet, Changes at Airbnb, Market Recap and More on Pints and Portfolios this Sunday May 7th San Rafael from 1pm to 4pm PDT
Eyes On The Fed
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
Kicking Off The Month Of May
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
Beginning Of Make Or Break Week
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
CFP Chad Burton With Preparing For Retirement
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