Money Matters with Greg

Greg welcomes back Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the third and final episode in a fiduciary series as they discuss how important financial literacy and participant experience are to the overall health of your 401(k) plan. This is the third of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, business owner, or both, you won’t want to miss this episode.

Greg welcome Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the second episode as they discuss governance of a plan, fidelity bonds, Annual Disclosures and try to talk about participant experience before time makes them stop. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you won’t want to miss this episode.

Greg welcomes Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin as they discuss what it is to be a fiduciary as a plan sponsor and the risks involved. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you won’t want to miss this episode.

Listen in as Greg talks the week in the Markets and wishes all of the awesome Fathers out there a Happy Fathers Day. He is seeing resistance in stocks and thinks an opportunity might be coming for those that have been looking to add to their equity positions. Also, he gives you an update on COVID-19 cases.

Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 7th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky waters for your investment philosophies and strategies.

Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 6 th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky waters for your investment philosophies and strategies.

Listen and watch as Greg interviews frontline heroes and Owner of FirstLight Home Care, Jim Alex, and Vice President of Operations, Mary Joe Jaime. They tell stories about how their clients are affected by COVID-19 and what their industry is doing to prevent the virus. Thanks to them and all of the frontline workers doing amazing things daily. Check out more about what they do and how they might be able to help you, your parents or grandparents here: https://www.firstlighthomecare.com/home-healthcarevalparaiso/

What is better than getting free advice from a certified public accountant? Getting free advice from four of them! Greg interviews Joe Laciak, Geoff Laciak, Brian Laciak and Michelle Gonzalez from Laciak Accountancy Group. They are all extremely busy in these hectic times, so it was great to have them on the show. They give us all some great advice. Listen in to hear about the nuts and bolts of PPP and the CARES ACT. You can also find them at www.laciak.com

Trying to get all investors an update on the fast moving markets, Greg again attempts to explain what is going on out there. "Invest wisely and stick to your plan."

As owner and broker of Remax Lifestyles in Valparaiso, Indiana, Matt Evans has his finger on the pulse of the real estate market. Listen in as he explains what a drive-by closing is and what the real estate industry is doing to cope with COVID-19 outbreak. He also discusses his personal experience with the PPP and the CARES Act.

In a continued effort to keep everyone informed on the markets, Greg gives another detailed report on COVID-19 updates and the stock markets worldwide. To quote the late, great, Jerry Garcia, "What a long strange trip it has been."

Greg tries to inform everyone about what happened last week and this week in the stock markets worldwide. A "new normal" for sure. Invest wisely out there and wash your hands.

With everyone recreating themselves to home offices or even new careers, Greg thought a conversation with the serial franchiser, Mark Eddy would be of value. In this episode, great and Mark discuss the pros and cons of starting your own franchise.

With the recent crash in the stock market, Greg attempts to give guidance in a very volatile investment environment.

With the recent volatility in the credit markets, Greg tackles a conversation with Senior Mortgage Advisor from Union Mortgage, Travis Waters on what he suggests homeowners should be thinking about.

In this episode, Greg reviews the past week of the September 2019 Markets and then goes into the ABC's of investing at the 10:00 mark. He gets through the letter N in this episode and will follow up with another episode shortly. He tells some stories along the way as he gives you insight into the ABC's of Investing one letter at a time.

Now that summer is over (insert tear drop emoji), Greg tackles the month of a very volatile August 2019 and helps you make it through the murkiness of current clouded investment waters. Escalating trade news and the Federal Reserve language drove volatility this month and it is difficult for investors to see progress. Greg helps clear things up.

“Sell in May and go away” worked, until it didn’t. What a June we are having! Best June ever right now. Greg discusses the Markets and then reviews “15 Apps that will help you save money.” Finally, he reviews the retirement woes again just in case you missed it earlier. Happy Father’s Day to all of the awesome Dad’s out there! Hope you had a great day!

Happy Mother’s Day to all of the awesome Mom’s out there. Love you Mom! May has been brutal in regard to the markets. We warned of a set back and unfortunately, we got it. Down over 5% in a month! Greg reviews the Markets and then talks about Avoiding Some Retirement Woes that we help clients avoid.

Greg starts off by asking what is already priced into this stock market rally? Where do we go from here with earnings season upon us? Second part Greg talks about 5 tips for the first-time homebuyer, or any buyer for that matter, and then he drops eight ways to maintain a proper credit report. Hope you enjoy and contact the www.farrallwealth.com website for more insight and information

How is your Bracket? If it is like ours, it is a mess. Also, if you are like us, we cannot get enough Bracketology talk. So…what about the Market’s top seeds? After a quick update about the news of last week, Greg explains the top seeds of 2019 Stock Market Bracket. Seeds 1-4 are discussed. See if you agree!

Stock market rallies again! Greg talks the current market moves. “71 days is the average up or down 1% days for the S&P for a calendar year. 2017 there were 7. 2018 there were 79!” Then he talks taxes and getting ready for your April 15th filing date. What do you need to gather and save for your taxes? How can you minimize your tax liabilities?

-52 degrees? The weather in the Midwest has us a little bummed but we are Midwesterners and tough so we preserver! Greg talks the Federal Reserve and what they might do. Then he talks about Care giving plans for families that might help you. Then he attempts to help you set a deadline for accomplishing 7 steps to financial Spring Cleaning. Let’s do this!

Greg finally closes the chapter on the worst December since the Great Depression and looks forward to 2019 on where to invest and how to invest your money.

Greg discusses the New Year and the current Mood of the markets. What a wild December! Brutal 2018 in October got worse with no Santa. Things are better in January though. Listen in as Greg reviews it all!

Greg continues his discussion about what blockchain actually is, how it works, why blockchain might transform the financial industry and how you might invest in it.

Greg continues to update you on the October debacle in the Markets and then talks Blockchain. What is it exactly?

Greg reviews the end of the earnings season in August and then talk great, revamped and cool wineries in Sonoma and Napa Valley that might help you save some money and enjoy your passion. The episode dedicated to the great Patriot, Senator John McCain.

In the words of the late great Jerry Garcia, "What a long, strange trip it has been." It has already been a wild and crazy 2018! What's next? Greg dives into @lplresearch report with a movie theme called The Plot Thickens You can get your free copy here: http://www.farrallwealth.com/node/173709

Do you have a gameplan? Greg gives you his and helps you navigate the uncertain waters of investing during a trade war. Look for opportunities and use the volatility to your advantage by having a clear and concise plan of action. Thanks to @LPLResearch for their great insight.

Greg welcomes lawyer, owner and all-around expert RG Skadberg to his show for a discussion about the one thing no one wants to talk about. How can we help our parents, grandparents and ourselves in regards to rising health care costs? What if someone gets sick? What will it cost and what can you do to combat those costs. Thanks again to RG! You can write RG directly at rg@ccsklaw.com

Greg reviews the current market in the first few minutes and then tackles what he thinks is wrong. Why are they always coming up short? Maybe it is cheap for a reason?

In this episode, Greg dives into the 3 Keys to investing in small caps in 2018. He covers each in a concise and quick manner before moving on the 5 keys to consider before investing in Emerging Markets. Hope you enjoy!

Greg welcomes Small Business Administration expert and Vice-President of Business Lending at Centier Bank to discuss how your small business might be eligible for funding for growth for your business.

Greg dives into what might happen if there is a trade war with China. Will there be retaliation?

Beginning the week of May 2018, over 44 S&P companies in the S&P 500 will report. Greg reviews how the earnings season went and what to expect in the future. 107 month long expansion so far! Reports available on Twitter @lplresearch

Something to look forward 2! 130 companies of the S&P will announce earnings this week. Greg talks valuations and PE's as well. How expensive are stocks right now?

Greg reviews the stock market for the end of the 1st quarter and talks about the upcoming earnings season. Recording cuts at 10 min mark:(

In this episode, Greg addresses the college and high school boys basketball fury better known as March Madness. He makes sure you are not "boxed-out" regarding your finances and invest wisely with a strict discipline to not leave your retirement up to a last second buzzer beater.

With the recent market volatility, Greg helps you not panic with your investments. Keep calm and carry on is the message.

Greg talks with real estate expert Matt Evans from the www.mattevansteam.com and talks quality tips to invest in your home, diversify your holdings and make smart decisions. Thanks to Matt for being such a great guest!

So you are doing your homework on what to invest in but what about where to invest? Greg tackles the details in this thirty-minute edition.

After reviewing the past week of the markets, Greg dives into what could be opportunities for 2018. Listen in and follow along to see where your money might best be placed throughout the New Year.

Return to the Business Cycle: Greg discusses the keys to market returns and growth for companies throughout the world in 2018. He discusses four keys to making this happen: 1) Fiscal Coordination 2) Business Investment 3) Earnings Growth and 4) Active Management. Tune in to learn how 2018 will shape up!

Greg tackles the recent market move to the sky and what if anything could trip it up. Will government shutdown possibilities, lower US dollar and geopolitical angst knock this Santa Claus rally from its sleigh? Or will the goods be delivered on time for everyone to celebrate a great year end? Listen in to find out!

Listen to Greg as he discusses MLPS! Municipal bonds are subject to availability, price, and to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rate rise. Interest income may be subject to the alternative minimum tax. Federally tax-free but other state and local taxes may apply. High-yield/junk bonds are not investment-grade securities, involve substantial risks, and generally should be part of the diversified portfolio of sophisticated investors. Investing in real estate/REITs involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained. Investing in MLPs involves additional risks as compared with the risks of investing in common stock, including risks related to cash flow, dilution, and voting rights. MLPs may trade less frequently than larger companies due to their smaller capitalizations, which may result in erratic price movement or difficulty in buying or selling. MLPs are subject to significant regulation and may be adversely affected by changes in the regulatory environment, including the risk that an MLP could lose its tax status as a partnership. Additional management fees and other expenses are associated with investing in MLP funds.

Happy Mother’s Day episode! Hope every awesome Mom had a great day! What is sustainable investing? Greg explains this investment philosophy that is here to stay. At the halfway mark he tackles the biggest cliché in stock market history, “Sell in May and go away.” Lists 5 reasons why you might want to reconsider. Show dedicated to a great man we will all miss very much, Robert H. Ledbetter. An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Talking globalization and protectionism in the economy today on Money Matters with Greg 103.1 FM.

Today on Money Matters with Greg 103.1 FM WVLP radio show we talk the French elections, markets, habits of the savvy saving family, everything you need to know about buying a life insurance policy and how to save money by making yourself financially accountable and keeping up on your new years resolutions.

Talking the stock market, disability insurance and the 401(k) fiduciary rule today on Money Matters with Greg.

Today on Money Matters with Greg we are talking Trump Trades, March Madness and April earnings season. Tune in to get caught up on Spring cleaning your investments!