Episodes

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

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

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

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

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

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

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

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

First Republic's Shadow Over the Markets, Airline Travel Today, Housing Prices This Year

First Republic Banking Industry Woes, Alphabet and Microsoft Earnings, Briefing.com’s Patrick O’Hare on Earnings Season

The FedNow Program, Financially Incompatible Relationships, Longevity Can Ruin a Financial Plan

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

List of Top Financial People, Elon Musk News This Week, More Meta Facebook Layoffs

Tesla Earnings Disappoint, Rob Answers Your Emails, Benjamin Franklin Quotes on The Ways to Wealth

Briefing.com’s Patrick O’Hare on Current Market Conditions, Writer's Strike Potential Economic Impact, News on Netflix

Apple's New Savings Account through its Wallet App, EP Wealth's CFP Eric Swanson on Tax Season, Southwest Airlines Stock Woes

Recent Medical Breakthroughs, Helpful Ideas For Tax Time, Rupert Murdoch news

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

Amazon Jumps into Generative Artificial Intelligence, More Twitter Controversy, New Baseball Rules Affecting the Price of Games

Consumer Inflation Report Results, What to Work on Now for Your Retirement, Briefing.com’s Patrick O’Hare on Current Market Conditions Including Inflation

Ninetendo Stock Jumps after the Super Marios Bros Movie, Five Things You Might Not Expect about Retirement, The CPI and Stress on the Consumer

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

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

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