Making Cent$ of Wealth

Join Andrew Whalen in this episode of 'Making Cent$ of Wealth' as he delves into President Trump's second term, highlighting key executive orders, policy shifts, and the impact on the crypto and housing markets. Stay informed and engaged with insightful analysis and discussion on the latest in politics and finance.

Welcome to the 2025 Market Outlook! Join Andrew Whalen, CEO of Whalen Financial, and our portfolio team as they dive into the key factors shaping the financial landscape in 2025.In this roundtable-style discussion, you'll gain insights into:- Key Market Drivers- Deregulation Opportunities- Inflation Considerations- Policy DevelopmentsWhether you're planning for retirement, managing investments, or just staying informed, this video provides helpful perspectives to navigate the year ahead.Got questions? Reach out to our team at Whalen Financial for personalized advice and support.Don't forget to like, subscribe, and turn on notifications to stay updated with our latest videos!Follow Us for More Insights:Website: www.whalenfinancial.comInstagram: @WhalenFinancialLinkedIn: Whalen FinancialContact Information:Whalen Financial7160 Rafael Rivera Way #220Las Vegas, NV 89113

With the 2024 presidential election approaching, investors are wondering: Should I change my investment strategy? Will markets crash if the 'wrong' candidate wins? In this eye-opening episode, I'll debunk common myths about elections and market performance, sharing surprising historical data that shows why politics may matter less to your portfolio than you think. You'll discover why divided government has historically led to strong market returns, what really drives market performance during election years, and why making investment decisions based on election predictions could be a costly mistake. Plus, I'll reveal the critical factors beyond politics that could impact markets in 2024-2025, including upcoming tax law changes you need to watch. Whether you're worried about protecting your retirement savings or looking to make smart investment moves this election year, this episode cuts through the noise to give you the facts you need. 

 This week on Weekly Cent$ , we're unlocking the vault on a hot retirement investment trend: AirBnB properties. But is this golden goose all it's cracked up to be?Tune in as we dissect:The hidden jackpot for early real estate investorsThe sneaky "cost of capital" that could make or break your investmentHow economic rollercoasters can turn your AirBnB dreams into nightmaresPlus, we're pulling back the curtain on a real AirBnB property analysis that might just shock you. Is that 4-6% return over 20 years worth your time and money?Whether you're a seasoned property mogul or just daydreaming about that beachfront rental, this episode of Weekly Cent$ is your ticket to understanding if AirBnB is your fast track to retirement riches or a one-way street to financial headaches.Don't miss out on this penny-wise, pound-foolish breakdown of the AirBnB retirement riddle. Your future self (and wallet) will thank you!

A Top 20 Bank in the United States has collapsed. We discuss the contagion risk within regional banks as well as how this will impact the Federal Reserve's policy moves. Note: Both interest and non-interest bearing accounts have a maximum coverage of only $250k through FDIC. https://www.fdic.gov/consumers/consumer/news/cnwin1213/coverageupdate.html

Welcome to 2023! This deep dive will examine a large number of economic indicators that our firm watches to predict recessions. 2023 will be a year of patience as the economy evolves and the market is currently mispriced based on inflation and earnings.

In our newest episode of "Making Cent$ of Wealth," we interviewed Dr. Stephen Miller, the Director of Research at the Center of Business & Economic Research at UNLV and discussed:  Dr. Miller's career focused on inflation How high will inflation go and what the Fed must do Recession and the consequences of battling inflation

In the newest episode of Weekly Cent$, Andrew and Carl discuss:➡️ One of the worst first halves of the year for equities➡️ Catalysts for a rebound in the second half➡️ The largest drop in government bond yields this weekTo learn more about the topics discussed, join our exclusive list by emailing: info@whalenfinancial.com.Questions? Comments? Call us today!Direct: (702) 878-3900Toll-Free: (866) 600-3030

In the newest episode of Weekly Cent$, Andrew and Carl discuss:➡️  Where markets are with charts and in relation to earnings➡️  Fed meeting and new rate hike expectations➡️  Expectations for the rest of the yearTo learn more about the topics discussed, join our exclusive list by emailing: info@whalenfinancial.com.Questions? Comments? Call us today!Direct: (702) 878-3900Toll-Free: (866) 600-3030

During this new episode, Andrew Whalen & Carl Aschenbrenner discuss the top 5 behavioral bias traps investors need to avoid that lead to underperformance. They also discuss how the markets and the economy got into its current position and where our team believes they are headed over the next 6 months. 

In the newest episode of Weekly Cent$, Andrew and Carl discuss unemployment, recession probability, corrections, stock prices, and inflation.To learn more about the topics discussed From Carl's Desk, join our mailing list by emailing: info@whalenfinancial.com.Questions? Comments? Call us today at (702) 878-3900!

In the newest episode of Weekly Cent$, Andrew and Carl discuss inflation decline, recession indicators, Fed comments, and recent market actions. Barron's Personal Inflation Calculator:https://www.barrons.com/articles/personal-inflation-calculator-51651691668

In the newest episode of Weekly Cent$, Andrew and Carl discuss earning season's weak guidance, the Fed finally raised rates, and our portfolio game plan with today's market volatility.  

In the newest episode of Weekly Cent$, Andrew and Carl discuss how bears outnumber bulls in a recent March institutional investor survey, the Fed announces a reduction of its balance sheet, and Buffet and Musk's involvement in HP and Twitter.

In the newest episode of Weekly Cent$, Andrew and Carl discuss the recent equity market rally, rise in mortgage rates, yield curve inversion, and Secure Act 2.0.

In the newest episode of Weekly Cent$, Andrew and Carl discuss the Fed raising interest rates for the first time since 2018. Also, they review technical charts of the stock market and if we've potentially found a bottom.

In the newest episode of Weekly Cent$, Andrew and Carl discuss the conflict between Russia and Ukraine, its' impact on global GDP, supply chains, and when it might end. They also discuss the oil spike, its' correlation with recessions, and the Fed reducing rate hike expectations and targeting a 25bp increase in March.

Andrew and Carl discuss Russia's invasion of Ukraine, inflation, Fed rate hikes, and where we are in this correction. 

In the newest episode of Weekly Cent$, Andrew and Carl discuss where volatility might be coming from this year.#tapering #tax #covid

In the newest episode of Weekly Cent$, Andrew and Carl discuss the second quarter earnings season as they look for interesting, overlooked growth stocks. #earningsseason #growthstocks #PTON

Please join CEO - Andrew Whalen for our State of The Markets.Andrew Whalen provides a recap of 2020 and an outlook of the New Year 2021.Some important topics that will be discussed during this webinar include:How the Stocks Performed in 2020What drove Market Performance in 2020 The New Presidency and the effects on the economy Where are we now? Financial Forecast for 2021

CEO, Andrew Whalen and his special guest, tax consultant, Al Whalen as they discuss the new presidency regulations, tax codes, environmental regulations, the Care Act and more. Al will provide important information that will assist you with the upcoming changes this new presidency brings.Andrew will discuss what is called "The Market Bubble” and how that has affected our U.S. Economy since 2010.Please join us for this educational podcast, and we look forward to building your tomorrow, together, today!

Please join CEO - Andrew Whalen as he announces the establishment of Whalen Financial as an independent Registered Investment Advisor (RIA) firm!Andrew will provide a brief recap of 2020, discuss the greener policies for the new presidential administration and the innovative decision that led to Whalen Financial becoming an RIA firm in 2021. We hope you will enjoy the podcast and hear more about the exciting vision that Andrew and the Whalen Financial Team have in store for our clients investments and shaping a new client experience and landscape. Thank you and we look forward to building your tomorrow, together, today!

Andrew Whalen - CEO provides an analysis of the upcoming year - "Outlook 2021: Powering Forward"Some key takeaways in the area includes:New Economic Expansion for 2021Congress and the effects on the Market2021 U.S. Market Forecasts

CEO Andrew Whalen shares his views about the upcoming U.S. presidential election and its potential impact on the markets and portfolios. Key points Andrew Whalen addresses during this presentation:1- How this year’s recession may impact election results2- The issues in play and how they may affect the markets3- Consequences of a contested election4- Impact of Political policies on the economy, sectors, and the markets

During this new episode, CEO, Andrew Whalen talks about disruptive technologies and their impact on the economy and stock market in the coming years. This includes BioTechnology, BlockChain, AI & Robotics, and Cyber Security. Join Andrew today and learn more about this 'disruptive' topic.

During this new episode, CEO, Andrew Whalen talks about our emotional behavior and responses - and how they can often negatively affect our short and long term investment decisions. He will discuss the objectivity that is needed and how to protect yourself - well...from yourself! Join Andrew today and learn more about this 'emotional' topic.

During this episode, we talk with local real estate agent, Lena Paola. We cover the impact of the pandemic on trends in the housing market, where mortgage rates are heading, and the outlook for home buyers and sellers.​ If you're interested in the current state of the real estate market you'll want to listen to this new episode.

The coronavirus is a pure negative externality. It initially caused a negative supply shock that was rapidly offset by a negative global aggregate demand shock. Households were then called upon to stay at home and avoid social interactions, which forced them to spend less. If consumers buy less, companies are inclined to produce less. This will have a negative impact on production and will cause massive layoffs.

Keeping our clients updated and informed about this unprecedented pandemic COVID-19 and its effects in the market. Listen to our nationwide client conference call discussing the current events and the markets.

During this new episode of "Making Cent$ Of Wealth" Andrew Whalen talks about lifetime investing, you may only see a situation like the recent novel coronavirus (COVID-19) a few times.The show where we breakdown complex financial topics and market events into investor-friendly concepts so that you can make better-informed decisions about your financial future, so if it don't make dollars, it don't make cent$.

During this episode, Andrew Whalen invites special guests Peter J. Eisenrich & Brett McAvoy from Clark Capital Management Group where they discuss: 2020 Market Outlook Recession Risks or Market Myths?The U.S. economy will continue to grow, and our projection for the S&P 500 in 2020 is 3500. The Federal Reserve will be on hold for the year, with a very high bar to hike rates, and not as high of a bar to cut rates one more time. A weakening U.S. dollar will support international market outperformance, led by emerging markets.

On this episode of Making Cent$ of Wealth, Andrew Whalen - CEO reviews the fundamental principles of building wealth by diving into the book "Simple Wealth, Inevitable Wealth" by Nick Murray.

The countdown begins. Once the clock rolls us into 2020, the tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2020, we can celebrate and look to even better days ahead. But we dare not neglect our fiduciary obligations to the old year.

On this new episode of Making Cent$ of Wealth, CEO - Andrew Whalen welcomes personal friend, longtime client, and former UFC light heavyweight champion Forrest Griffin. Forrest discusses his career as an MMA fighter during and after the UFC, the economics of becoming a UFC fighter, the UFC new business model for the next generation of fighters and how proper planning is key to success.

On a very special episode three of Making Cent$ of Wealth, Andrew welcomes personal friend, client, and four-time Mr. Olympia Jay Cutler to the show. From bodybuilding to entrepreneurship, Jay speaks on both the personal and financial investments he made in order to reach his goals. Whether in the gym or in the office, Jay explains the persistent heavy lifting needed to achieve greatness.

A Unicorn can be defined as a private business that has reached a valuation of over $1Billion. These name-tags are generally associated with high flying names in Silicon Valley. Most of you have one of their services downloaded on your phone and use them quite frequently. But today I want to ask the most important question – are they worth it or like their mystical counterpart – will investors be chasing them?

The first episode in the "Making Cent$ of Wealth". Follow along as Andrew Whalen breaks down complex financial topics and interviews successful entrepreneurs to help the listeners better understand their own financial roadmap.