Podcasts about financial group

Guest Chris Graham of Graham Financial Group, insurance agent in Florida.  United American Insurance.  Lapse in coverage could lead to rate increase.  How to keep your policy when you move.  Medicare Advantage Plans: pressure to cut costs.  Financial incentive over care.  

In this episode of The Market Moment, Matt, Isaac, and John dive into one of the most frequently asked questions by retirees and near-retirees: How is Social Security calculated? They break down the AIME (Average Indexed Monthly Earnings), PIA (Primary Insurance Amount), and the role of inflation-adjusted earnings in determining your Social Security benefits. Whether you're deciding when to claim Social Security or how working longer could affect your retirement income, this discussion provides clarity on a confusing topic — and directs listeners to helpful tools like SSA.gov.

In this episode of 15 Minutes of Finance, James shares real life client situations and talks about the latest market news, highlighting why timing the market is one of the hardest challenges investors face. He explains how emotions, fear of missing out, and the temptation to wait for the right time can derail long term success. James also shares why staying invested, even during volatility, often leads to better results and why waiting might be the hardest thing you can do as an investor.If you have ever wondered when to buy, when to sell, or whether to sit out of the market, this episode offers perspective on the discipline and patience required to win over time.Subscribe for weekly insights on market news, investing strategy, and financial planning.#stockmarket #investing #retirement 15 Minutes of Finance is produced by West & Walters Tax and Wealth Management, an independent financial advisory and CPA firm in Carlsbad, California. West & Walters provides comprehensive wealth management, tax planning, and accounting services for individuals and businesses. For more information, visit westandwalters.com. Advisory services offered through 77 Financial Group, a registered investment adviser. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Matt Landon, CFP®, and CEO of Semmax Financial Group, shares a candid look at what makes Semmax unique, from its Greensboro roots to its nationwide reach. He walks through the firm's 20-year evolution, its fiduciary foundation, and why it is important for Semmax to have financial advisors which hold the CFP® designation. Matt explains how technology, teamwork, and a human-first approach come together to simplify clients' lives so they can focus on what truly matters. He also talks about Semmax's holistic philosophy, spanning tax and estate planning to investment strategy and legacy design, all built on one core belief: clients deserve to worry less about their money and more about living the life they've worked hard to create. Call us today: 336-856-0080 Visit our website: https://semmax.com     Disclosure These materials are for informational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal, or investment advice. Please consult a qualified professional before making decisions about your financial situation. Advisory services offered through Semmax Financial Advisors, Inc. a Registered Investment Advisory firm. Insurance products and services offered through Semmax, Inc. Tax services offered through Semmax Tax, Inc. Past performance is not a guarantee of future results. All investments include some risk, including loss of principal.  

In this episode of The Market Moment, financial professionals Matt, Lee, and John dive deep into one of the most frequently asked questions: What is the ideal asset allocation when entering retirement? The discussion covers: -The importance of balancing growth vs. safety as retirement approaches -Common mistakes retirees make with overly conservative portfolios -Why solving for income should be the first priority in retirement planning -The pros and cons of bonds, CDs, annuities, and equity exposure -The classic 60/40 portfolio rule—and whether it still makes sense today -How longevity, withdrawal needs, and market risk all factor into retirement strategy   This week's Market Moment concerns: -Recent market reactions to geopolitical events and tariffs -Insights into earnings season, job market data, and interest rate expectations -A historical comparison of market cycles, tech bubbles, and the rise of AI-related investments   The guys emphasize that while general rules of thumb—like a 50-70% equity allocation—can be useful, every retirement plan should be tailored to individual goals, income sources, and risk tolerance. They highlight the value of working with a trusted financial advisor to develop a flexible and durable retirement income strategy.  

Why do so many women feel uncomfortable talking about money? What if money didn't have to be stressful? In today's empowering episode, we're joined by Jen Richardson, founder of 123 Financial Group and Got Money Honey. Jen is on a mission to help business owners and women rewrite their money stories and create lasting wealth […] The post S15 EPISODE 18: Money Mindset Makeover: How to Build Wealth, Confidence and Financial Freedom With Jen Richardson first appeared on Basic Bananas.

Welcome back to Market Moment! This week Lee Mackey, John Martfeld, and Isaac Johnson dive into a packed discussion covering retirement planning, market trends, and current economic headlines.

Welcome back to Market Moment! In today's episode, Matt, John and Eli explore one of the most common personal finance questions:  "How much should I have in an emergency fund — both before and during retirement?" Together, they unpack the strategy behind building a resilient emergency fund, including:

After soaring more than 30% on its Tokyo debut, Sony Financial Group is one of the hottest new listings in Asia. But is it just IPO buzz, or a long-term play for investors? Join Dan Koh and Emaad Akhtar as they find out why Sony decided on a spin-off of its banking and insurance arm, how investors should think about this new stock, and what it signals for Japan’s corporate landscape.See omnystudio.com/listener for privacy information.

Government & Your Finanaces Retirement Planning & the Law Art McPherson, the McPherson Financial Group

Welcome back to Market Moment! In today's episode, Matt, Lee, and John tackle one of the most frequently asked retirement planning questions: "How can I lower my taxes in retirement?” From Roth conversions, RMDs (Required Minimum Distributions), and Social Security timing, to HSA utilization, IRMAA surcharges, and charitable giving (QCDs) — this discussion covers critical tax planning tools for both pre-retirees and younger investors looking to plan ahead.

Welcome back to Market Moment! In today's episode, Matt, Lee, and Isaac tackle one of the most frequently asked retirement planning questions: "When should I claim Social Security benefits?" If you're approaching age 60 or older, you've likely seen projections, conflicting advice, and heard it all—from "claim early at 62" to "wait until 70 for the biggest payout." Today, we break down how to evaluate your optimal Social Security claiming age based on: ✅ Life expectancy and personal health ✅ Investment portfolio pressure ✅ Income penalties before full retirement age ✅ Emotional and psychological factors ✅ Spousal strategies and survivor benefits ✅ Common myths around Social Security going away   Plus, we share general rules of thumb and how we use financial planning software to tailor decisions to each client's situation. If you're wondering whether to take benefits early, wait, or plan around your spouse's benefit—this episode is for you.  

Todd Krentz, President of Krentz Financial Group, tells Chris and Amy that there's been, 'a lot of noise this year' in the financial realm. He admits it's tough to avoid the distraction of daily headlines about the markets.

Welcome back to The Market Moment! In this episode, Matt, Lee, and John are answering the question “How should I invest as I approach retirement?” They offer an in-depth, candid discussion about retirement investing strategies and the many variables that go into building a sound financial plan. From risk tolerance to income needs and everything in between, the hosts break down what investors should consider in the crucial years leading up to—and immediately following—retirement, also known as the “retirement red zone.”  

The Tokyo Stock Exchange said Monday that it has approved the listing of Sony Financial Group Inc. on its top-tier Prime section Sept. 29.

Welcome back to The Market Moment! In this episode, Matt, John, and Eli dive deep into one of the most frequently asked financial planning questions: "How much do I need to retire?" If you're in your 30s, 50s, or approaching retirement, this conversation covers everything from simple retirement math to the complex variables that impact your long-term financial security. We break down how to estimate your retirement number using the 4% rule, why that method is often flawed, and what to consider instead. You'll also learn the importance of understanding your expenses, asset location (Roth vs Traditional), taxes in retirement, inflation, health care costs, and legacy planning. Plus, we wrap up with a timely market moment update following the Federal Reserve's Jackson Hole meeting, including insights from industry experts like Bill Gross and Ryan Detrick on interest rates, the bond market, and what that could mean for mortgage rates, borrowing, and your investment strategy.

How do you turn regulatory constraints into a launchpad for innovation? In this episode of the CPO Rising Series hosted by Products That Count Resident CPO Renee Niemi, Questrade Financial Group Journey Leader Praneil Ladwa shares insights on transforming product management in the financial services industry. Discover how Questrade has reimagined its approach to innovation, customer experience, and organizational culture, offering a blueprint for product leaders navigating complex, regulated environments.

Welcome back to The Market Moment! This week Matt, Lee, and Eli tackle one of the most frequently asked questions they hear from clients and listeners: “Can I retire early?” They break down early retirement planning from both a financial and emotional perspective. Whether you're in your 40s, 50s, or even 60s, this episode will help you define what "early retirement" really means to YOU and what you need to consider before making that leap.   ✅ Key Topics Covered: -What does early retirement really mean? -Financial independence vs. traditional retirement -Emotional readiness and finding purpose after work -Retirement cash flow planning -Health insurance considerations before age 65 -Tax strategies for early retirees -Asset diversification & income stream planning -Capital gains tax explained: 0%, 15%, 20%, and the Net Investment Income Tax (NIIT)   Whether you're nearing retirement or just dreaming about it, this episode gives you real, practical advice on how to prepare both financially and mentally.  

In this episode of The Loco Experience podcast, I had a far-ranging conversation with Jesse Jorgensen, a Partner in Foresight Financial Group.  We discussed his early career and evolution, including his path to partnership at Foresight and the evolution of their firm to provide comprehensive financial planning services - including wealth management, tax planning, and estate planning.  Jesse shares insights into Foresight's rapid growth, and the values and principles that guide their advising.  He emphasized the importance of having an emergency fund, managing risks with appropriate insurance, and investing wisely while being prepared for unexpected life events. Jesse shared the early influences that got him into financial planning, contrasting the financial lifestyles of his father's and mother's households as he split time between them, and reflecting on a move to Jackson Hole, Wyoming in his teenage years, where he met his now-wife Megan in high school.  We also dive into Jesse's personal growth journey, his faith, and his passion for fitness. The conversation touches on broader topics such as economic outlooks, attitudes toward regulation, and the evolving political climate, and features a robust blend of professional (but not specific!) advice and personal anecdotes.  So please enjoy, as I did, my conversation with Jesse Jorgenson.  The LoCo Experience Podcast is sponsored by: Purpose Driven Wealth Thrivent: Learn more

This week, Matt, John, and Isaac, dive deep into the groundbreaking "One Big Beautiful Bill" — a sweeping piece of legislation that could reshape your taxes, savings, and financial future. Whether you're a taxpayer, parent, senior, or business owner, these top 10 highlights are essential listening.  Here's what's inside the bill (and this episode):  1️⃣ Individual Income Tax Rates Made Permanent – The TCJA tax brackets (10%-37%) are now here to stay.   2️⃣ Higher Standard Deduction Made Permanent – $31,500 for joint filers, $15,750 for singles starting 2025.   3️⃣ Estate & Gift Tax Exemptions Increased – Up to $30M for couples, inflation-adjusted.   4️⃣ SALT Deduction Cap Raised – Increased to $40,000 in 2025 with phaseouts and future reductions.   5️⃣ New Senior Tax Deduction – $6,000 for those 65+ with moderate incomes (2025–2028).   6️⃣ Tip Income Deduction – Deduct up to $25,000 in tip income (phases out at higher incomes).   7️⃣ Overtime Tax Break – Deduct OT pay: $25K (married) / $12.5K (single), 2025–2028.   8️⃣ Car Loan Interest Deductible – For U.S.-assembled vehicles, up to $10K interest deductible.   9️⃣ Child Tax Credit Boosted – Increased to $2,200 in 2026 and made permanent.   

BA Schrock Financial Group is turning 13 in August, and this episode is all about looking back- and looking ahead. From humble beginnings in a basement to building a firm known for personalized, relationship-driven planning, Ben and Kaitlin reflect on the journey that got them here. They share the lessons learned, the challenges overcome, and what it really takes to grow a successful advisory business in a competitive and ever-changing industry.   Here's some of what we discuss in this episode:

In this milestone episode, co-hosts Jeff Green and Lauren Smith share the story behind their wealth management practice's exciting rebrand from Green Financial Group to Winstone Wealth Partners. They take listeners behind the scenes of the naming process, brand evolution, and the heartfelt reasoning behind the shift—all while offering a transparent look at what's changing (and what's not). Together they discuss:How team collaboration (and color preferences!) shaped the new logoThe role of legacy, growth, and leadership in the rebrandClient reactions—both supportive and sentimentalWhat the new chapter means for the team and the client experienceThe evolution of the website and digital presenceWhy The Green Zone podcast will keep its nameAnd more!Connect With Green Financial Group:jeff@WinstoneWP.com(713) 244-3030Schedule A Call With Jeff or LaurenWinstone Wealth PartnersLinkedIn: Jeff GreenLinkedIn: Lauren Smith

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This week, John, Eli, and Isaac talk about taking a mid-year financial check-up. This means looking at your finances, maybe even your taxes or tax strategies, any upcoming expenses, your cash on hand, or possibly needing to rebalance, and more. They also discuss the passing of Trump's Big Beautiful Bill. While there are massive tax and economic implications, the guys don't have enough time to dive into it deeply in this episode. Eli, however, is preparing a Data Brief video on the subject as it pertains to retirees.   Please comment or email us your questions. We hope to answer your questions and respond to your comments in an upcoming episode!   Email us your questions at TheMarketMoment@mach1fg.com  Watch Next: The Retirement Red Zone: https://youtu.be/BGyQ5XXRsv0   The Market Moment Podcast! Last week's episode...  Climbing the Walls of Worry https://youtu.be/dNL-3ndTt_w  Join the growing Market Moment community by clicking that subscribe button!  We're on Facebook!  https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL   Give us a follow on Instagram!  https://www.instagram.com/themarketmoment/   Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1's current written disclosure brochure, which discusses among other things, Mach-1's business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov  and is also available at www.mach-1financial.com/disclosures 

This week, the market has reached all-time highs and Matt, John, and Eli are breaking it down on the podcast. Together, they discuss the market “climbing the walls of worry” with how everything going on politically is full of fear and yet investors are still investing–why is that? They also share each of their perspectives as advisors coming from different eras of investing. John, the oldest on the panel, was well into his career during the 2008 financial crisis. Matt, however, was just starting when the crisis happened. And Eli, the youngest, never truly experienced the financial crisis, at least not as an investor or advisor. The three of them share different perspectives, given their different experiences as investors and advisors, on how to handle the current market. Will something like 2008 happen again? And how do investors need to navigate this or prepare for it? Please comment or email us your questions. We hope to answer your questions and respond to your comments in an upcoming episode!   Email us your questions atTheMarketMoment@mach1fg.com  

In this episode of Gimme Some Truth, Clint and Nate welcome Andy King, the newest advisor joining Walkner Condon Financial Advisors. Andy brings decades of experience, a deep commitment to his clients, and a thoughtful approach to succession planning. Along with his assistant Regan Miller, Andy shares why he chose to merge with Walkner Condon, how he built King Financial Group, and what lies ahead for their clients.Whether you're a client, a fellow advisor, or just curious about how financial advisors plan their own retirement transitions—this episode offers a candid, behind-the-scenes look at the heart of wealth management.

This week, Matt, Isaac, and John are tackling three major headlines from the finance world: tariffs, The Fed being pressured to lower rates, and whether or not the rising tensions in the Middle East is having an impact on the markets.   Matt is a bit surprised the markets haven't changed at all since the Israeli strikes on Iran, while Isaac is not surprised at all. John is relieved and hopes peace can be settled with the U.S. acting as a mediator. Perhaps good can come from the situation. The tariff drama may finally be coming to an end as more deals are going to paper, and hopefully this all leads to more production in the U.S. And finally, Trump has been publicly calling out The Fed chairman, Jerome Powell, and demanding rates be cut. This leads the three hosts into a discussion on whether or not a rate cut should take place or maybe the Fed should simply let the economy work itself out.   We hope to answer your questions and respond to your comments in an upcoming episode!  

This week, Matt, Isaac, and John are taking a break from this week's headlines to focus on questions you need to answer before retirement. Too many people make the mistake of retiring before sitting down and planning their retirement! Avoid massive financial mistakes by asking:   - What are my monthly expenses?   - What are some upcoming expenses to plan for? (Car purchases, vacations, etc.)  - What will my income source(s) be?  - Do I need an estate plan?  - What is my risk tolerance?   - Do I want to leave a legacy? 

This week, Lee, John, and Isaac discuss a variety of topics such as the constant uncertain tariff situation, the data pointing against the U.S. heading into a recession, and importantly the issue of our nation's debt crisis.  The guys also talk about the generational differences with investing. What will happen to this next generation of investors if and when a crash does happen?   With inflation so low, and the economy doing seemingly well, will the Fed finally cut rates? They are meeting in June, July, and September, and Lee, John, and Isaac all have different opinions on when a cut could take place.   What are your thoughts? Let us know!   Email us your questions at TheMarketMoment@mach1fg.com 

This week, Lee, John, and Isaac sit down in the studio to unpack some major issues and how (and if) they impact the American consumer: tariffs and student debt. John makes the argument that tariffs and all the drama going on in the stock market is not impacting the majority of Americans. John and Isaac recently went on vacations at different points across the United States, and both saw an unphased economy.   However, the national debt and average consumer debt is at all time highs, and that is going to impact people's pockets. Lee is outraged at the cost of college tuition year after year and the extreme student debt many young people are facing. If people are paying loans instead of spending their money in the market, how will this impact the economy? Overall, everyone agrees that with all the ups and downs, no one can predict what will happen next…  

This week, Matt, Lee, and Eli explore the different kinds of risks associated with investing. Whether you're a new investor just learning the basics or close to retirement, this is a great episode to refresh your memory on risks.   

This week, Matt, John, and Isaac discuss the recent GDP Q2 data, debating whether or not the United States has officially entered a recession. They also discuss whether rates should be cut and John predicts a rate cut may happen in June.  A few of the highlights include: The United States GDP is negative from the first quarter, which is the first time since 2022. If this trend continues another quarter, it is classified as a recession. A lot of commercial real estate loans operate on 5-7 year terms (instead of a typical mortgage of 15 or 30 years) which means a lot of those terms could be renewing soon under these new rates (no longer the very low 2020 ones) which could have a big impact. In general, rates are high and impacting businesses and individuals. Rates may be high but they also feel high because of the lengthy period of time when they were extremely low. Warren Buffet is retiring and Berkshire Hathaway unlike any other stock

On this episode of the Prophecy News Podcast, so many wacky things are happening it's hard to know where to look first. A contest of sorts has played out across Europe, the United States and the Middle East in recent days as President Trump's two older sons have pursued a blitz of family moneymaking ventures capitalizing on their father's name and power, each seemingly trying to outdo the other. It is a rush to cash in that involves billions of dollars with few precedents in American history. A luxury hotel in Dubai. A second high-end residential tower in Jeddah, Saudi Arabia. Two cryptocurrency ventures based in the United States. A new golf course and villa complex in Qatar. And a new private club in Washington DC called Executive Branch that costs $500,000 a year just to be a member. The ‘money train' has roared into town, but so far, there's no seats available on it for the average American citizen like me and you. President Donald Trump promised us prosperity, saying he would bring in a ‘golden age' of America. But so far, the only people that seem to be prospering are the Trump inner circle crypto warriors and the high rollers in Abu Dhabi. On this episode, we show you what's going on over at World Liberty Financial and why you should be just a little concerned.

In this episode, Chad Coe, Founder & President of Coe Financial Group, shares lessons from nearly three decades of guiding clients through market cycles. He talks about financial planning, investor psychology, the power of diversification, and his passion for mentorship, mindset, and helping others build a life of abundance

In this episode, Chad Coe, Founder & President of Coe Financial Group, shares lessons from nearly three decades of guiding clients through market cycles. He talks about financial planning, investor psychology, the power of diversification, and his passion for mentorship, mindset, and helping others build a life of abundance

In this episode of The Market Moment, financial advisors Matt, Lee, and John dive into the latest tariff announcements and the surge in stock market volatility. What do these developments mean for your investments? The team unpacks the key headlines, market reactions, and what savvy investors should be doing right now.

This week  Lee, John, and Isaac dive deep into the recent market downturns, the ongoing recession rumors, and the evolving tariff war that's shaking up global economies.

In this episode Matt, John, and Lee dive deep into the recent economic downturns and ongoing concerns about tariffs.They explore how these fluctuations are actually a natural part of the investment landscape and why market ups and downs shouldn't cause panic. While it's easy to get overwhelmed during times of volatility, they break down the importance of perspective and staying grounded during market shifts. Understanding these cycles is crucial to making informed decisions, especially when it comes to retirement planning and long-term financial health. Key topics covered in this episode: - The impact of recent economic downturns on markets - Understanding tariff concerns and their role in market fluctuations - Why market ups and downs are actually healthy and essential for growth - Tips for staying calm and focused on long-term goals Whether you're a seasoned investor or just starting to plan for your future, this episode will help you stay informed and keep your cool, no matter what the market throws your way. Don't forget to like, subscribe, and hit the bell icon to stay updated with more insights from The Market Moment. #tariffs #stockmarket #economics 

Send us a textIn this Saturday morning episode of 15 Minutes of Finance, James from 77 Financial Group dives into the latest market news, including the impact of hot Tariff impact, Lululemon's stock tumble, and the hidden gem American Water Works (AWK).Then—story time. James shares an original allegorical tale, The Tale of the Three Farms, inspired by classics like Animal Farm and Hatchet. This financial fable breaks down the concept of unfair trade, undervalued opportunity, and long-term investing in a way that's both entertaining and enlightening.Perfect for those curious about inflation, undervalued companies, and creative ways to understand market dynamics.

Send us a text In this episode of 15 Minutes of Finance, James from 77 Financial Group celebrates the market's first green week in over a month and explains why it matters for investors. We break down the latest stock market rally, including gains across the NASDAQ, S&P 500, and Dow Jones, plus key moves from companies like Tesla, Nike, FedEx, and Micron. James also explains the concept of “buying the dip” and how to use downturns as opportunity. The episode features a “Term of the Day” spotlight on the U.S. Secretary of Commerce—what the role is, why it matters, and how it impacts economic growth, trade, and financial markets. Whether you're a long-term investor, new to the market, or just trying to keep up with the financial headlines, this episode delivers a sharp, insightful recap in under 15 minutes. Tune in for weekly market updates, actionable finance tips, and a straight-talk approach to building wealth. Subscribe now on Spotify, Apple Podcasts, or wherever you get your shows.