Episodes

More Helpful Ideas For Financial Literacy Month
April 11, 2023

More Helpful Ideas For Financial Literacy Month

Ninetendo Stock Jumps after the Super Marios Bros Movie, Five Things You Might Not Expect about Retirement, The CPI and Stress on the Consumer
Economic Trends For The Second Quarter
April 10, 2023

Economic Trends For The Second Quarter

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
Focusing On Building Your Wealth
April 7, 2023

Focusing On Building Your Wealth

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
National Financial Literacy Month
April 6, 2023

National Financial Literacy Month

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
Financial Analysis For April
April 5, 2023

Financial Analysis For April

Headwinds and Tailwinds in the Market, Good Financial Skills to Have, Briefing.com's Patrick O'Hare with his Stock Market Outlook
Market Action Kicking Off April
April 4, 2023

Market Action Kicking Off April

Next NASA Moon Mission, Bay Area Getting Women's Pro Soccer Team, Banking in Today's World
Surprise OPEC Move
April 3, 2023

Surprise OPEC Move

Oil Prices Jump After OPEC Cut, Semiconductor Companies Benefiting from Artificial Intelligence Boom, The New Apple Virtual Reality Headset
Preparing Now For Your Financial Future
March 31, 2023

Preparing Now For Your Financial Future

Strategy in Today's Markets, Gwyneth Paltrow is Gwynocent, EP Wealth CDFA Kathy Costas on Women and Divorce
Stocks Rally
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
Markets Moving On From Banking Crisis
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
Last Week Of March Financial News
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
Further Repercussions Of Bank Failures
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
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