Episodes

This Week In Review
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
Fed Increases Rates Again
March 23, 2023

Fed Increases Rates Again

Ninth Straight Interest Rate Increase, Nvidia News, Planning for Retirement in Today's Economic Climate
Federal Reserve Anticipation
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
Gains On Wall Street After Bank Failures
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
Credit Suisse Consequences
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
Reviewing The Financial Week
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 Madness Wall Street Style
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
Retirement Planning In Current Economic Climate
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
The Past Present Future of Bank Failures
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
Silicon Valley Bank 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
Looking Back At This Week
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
Your Emails on Financial Questions
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
Why Stocks Are Struggling
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
Financial Planning During March
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
Starting the Week with Important Financial Information
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
Getting Ready for the Rest of March
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
Gender Pay Gap
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 Begins
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
Financial News on Last Day of February
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
Starting Your Financial Week
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
Preparing Financially For The Rest Of 2023
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
Ideas For Better Financial Decisions
Feb. 23, 2023

Ideas For Better Financial Decisions

Financial Planning Ideas, Ways to Avoid Losing Wealth, Prioritizing Your Financial Goals
Making The Most Of Your Money
Feb. 22, 2023

Making The Most Of Your Money

Making Better Financial Decisions, Improving Your Budgeting, Ways to Avoid Going Into Debt
Stock Market After Three Day Weekend
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