Episodes

Markets After Jerome Powell Conference
Feb. 2, 2023

Markets After Jerome Powell Conference

The Markets After Fed's Powell's News Conference, Meta Facebook Stock Soars, EP Wealth’s CFP and Regional Director Stephanie Richman
Market Action Kicking Off February
Feb. 1, 2023

Market Action Kicking Off February

EP Wealth CFP Chad Burton on the Secure 2.0 Act, Briefing.com's Patrick O'Hare on the Current Market Conditions, Colossal Biosciences Hopes to Resurrect the Dodo
Say Goodbye to January
Jan. 31, 2023

Say Goodbye to January

Looking Back at The January 2023 Markets, Spotify Earnings Show Strong User Growth, Bay Area Loan Source's Tony Mendes on Buying Real Estate with a Partner
EP Wealth SPECIAL with CFP Chad Burton
Jan. 30, 2023

EP Wealth SPECIAL with CFP Chad Burton

EP Wealth CFP Chad Burton Answers Questions on Preparing for Your Retirement, Details About Upcoming Seminar at the Juniper Hotel Cupertino on Thurs February 9th 2023 at 6 30 PM PST
Reviewing This Week
Jan. 27, 2023

Reviewing This Week

Big Picture Weekly Recap, Tips for Planning for Your Ideal Retirement, Briefing.com's Patrick O'Hare Analyzes This Week's Markets
Better Than Feared Earnings Results
Jan. 26, 2023

Better Than Feared Earnings Results

Stocks Higher on U.S. Economic Growth, Expensive Eggs Inflation, Fake Heiress Anna Sorokin Gets Reality TV Show
Wall Street Worries
Jan. 25, 2023

Wall Street Worries

Briefing.com's Patrick O'Hare Analyzes Earnings Misses with the Markets, Ticketmaster Troubles, DOJ Wants to Break Up Google
More Job Cuts in January
Jan. 24, 2023

More Job Cuts in January

Spotify Joins Job Loss January By Cutting 600 Employees, Amazon Add Prescription Perk for Prime, The Real Estate Report Host Tony Mendes on Mortgages
Looking at the Year So Far Financially
Jan. 23, 2023

Looking at the Year So Far Financially

The Markets So Far This Year Overall, The Current E-Car Landscape, The Plight of First-Time Homebuyers
Interesting New Financial Tips
Jan. 20, 2023

Interesting New Financial Tips

McDonalds as a Stock, Saving Money Shopping Thrift Stores, Best of Great Guests EP Wealth's CFP Stephanie Richman and The Real Estate Report Host Tony Mendes of Bay Area Loan Source
Guest CFP Stephanie Richman on Retirement Planning
Jan. 19, 2023

Guest CFP Stephanie Richman on Retirement Planning

EP Wealth's CFP Stephanie Richman on Transitions Approaching Retirment, Amazon Prime Problems, Netflix Cracking Down
Producer Price Index Revelations
Jan. 18, 2023

Producer Price Index Revelations

What the Latest Producer Price Index Numbers Mean to You, The Banning of Tik Tok, The Real Estate Report Host Tony Mendes on Owning Rental Property
The Year For Artificial Intelligence
Jan. 17, 2023

The Year For Artificial Intelligence

Elon Musk Tesla Tweet Troubles, Artificial Intelligence Issues, Investing in India
Financial Life Lessons Learned
Jan. 16, 2023

Financial Life Lessons Learned

Emails Answered Regarding Insurance Questions, Repercussions from Cryptocurrency, Dealing Financially with Divorce and Death
This Week Analyzed
Jan. 13, 2023

This Week Analyzed

Earnings and The Market in 2023, Guest Adam Phillips Managing Director at EP Wealth Advisors Discusses the Markets This Week, More Twitter Troubles
Clues From The Fed
Jan. 12, 2023

Clues From The Fed

Next Move by the Fed, The PC Components Slump, The Demise of Bed Bath and Beyond
Stocks Rising
Jan. 11, 2023

Stocks Rising

Patrick O'Hare from Briefing.com Analyzes the Markets, The Real Estate Report Host Tony Mendes Talks Housing, Credit Card Debt Climbs Even Higher
Earnings Season
Jan. 10, 2023

Earnings Season

Earnings Season is Upon Us, The One Billion Cost of Rain in California, Coinbase Lays Off Twenty Percent of Staff
Stocks Gain
Jan. 9, 2023

Stocks Gain

The Market Building on Gains, How Much Nikes Owned by Michael Jordan Went For, Strategies for Buying a Home This Year
Looking Back at This First Week of 2023
Jan. 6, 2023

Looking Back at This First Week of 2023

The Upcoming Problems for the Housing Market, The Latest on the New Apple Headset for Virtual Reality, The Market Review from This Week from Patrick O'Hare of Briefing.com
Possible Pitfalls in 2023
Jan. 5, 2023

Possible Pitfalls in 2023

Stormy Waters Ahead for Tech in 2023, Questions to Ask When Comparing Companies, Why Branding Becomes Disastrous
Special Guest Patrick O'Hare Talks Markets
Jan. 4, 2023

Special Guest Patrick O'Hare Talks Markets

Market Headlines Looking Ahead to 2023, Briefing.com's Patrick O'Hare Starts the Year Off Talking Markets, Funeral Home Investments
Jumping Into The New Year
Jan. 3, 2023

Jumping Into The New Year

The Markets Looking Ahead to 2023, Gold Surges to a Six Month High, The Was It 2021 or 2022 Quiz
Last Podcast of 2022 Looking Ahead to 2023
Dec. 30, 2022

Last Podcast of 2022 Looking Ahead to 2023

The Fed in 2023, Preparing for Uncertain Times, Medical Breakthroughs in 2022