Episodes

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
Thinking About Your Financial Future
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
Looking Back At Markets This Week
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
Financial Themes For 2023 So Far
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
January Retail Sales Surge
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
The Latest Consumer Price Index News
Feb. 14, 2023

The Latest Consumer Price Index News

Stocks for Valentine's Day, Being Prepared for Inheritance Issues, The Latest from Warren Buffett
Beginning the New Financial Week
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
The Year of Artificial Intelligence
Feb. 10, 2023

The Year of Artificial Intelligence

Looking Over AI Stocks, How AI Is Being Used Today, Exploring the ChatGPT Story
Disney Earnings
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
The Markets Post Speech
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
EP Wealth CFP Chad Burton on Retirement Crisis
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.
EP Wealth CFP Chad Burton Answers Retirement Planning Questions
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.
Summing Up The Week
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