Shows
Money Matters with GregEpisode 173: How HR Software Cuts Costs And StressHiring shouldn’t feel like juggling chainsaws, and payroll shouldn’t require a spreadsheet rodeo. In today's episode, Greg Farrall, CEO and Owner of an independent wealth management firm, Farrall Wealth, sat down with HR consultant Mike Ramian from Paylocity to show how small and mid-sized businesses can streamline the entire employee lifecycle, save real money, and sleep better at night. From recruiting to retirement, we connect the dots on what to centralize, automate, and cut so your team can focus on the work that grows the business. We dig into the high cost of noncompliance and why th...
2025-12-0917 minMoney Matters with GregEpisode #167: Money Wisdom from My MomSo excited to welcome my Mom to the show. She got me started with investing, and we continue to talk about the stock market and economics almost daily. Love you, Mom!When it comes to investment wisdom, sometimes the most valuable insights come from unexpected sources. Meet Delores "Dee" Farrall, a former nurse with no formal business education who transformed herself into an investment guru through determination and disciplined learning after professional money managers lost her family's retirement savings."They're all going to lose money. I can at least lose money. I better learn this...
2025-09-0925 minMoney Matters with GregThe One Big Beautiful Bill: What It Means for Your MoneyTired of wondering where your tax dollars go? The One Big Beautiful Bill Act (OBBA) aims to transform the way government spending is managed while delivering substantial tax benefits to Americans at every income level.Think of it as cleaning out 47 messy junk drawers in your house and organizing them into one efficient system. Or, better yet, upgrading from dial-up internet to fiber-optic cable. This sweeping legislation requires government programs to demonstrate measurable outcomes to continue receiving funding, creating unprecedented accountability and transparency in how your money is spent.The most immediate impact for most...
2025-07-2232 minMoney Matters with GregEpisode #161: The NIL Revolution: How College Athletes Finally Got Their PaydayThe college sports landscape has undergone a complete revolution, and Greg Farrall takes listeners behind the scenes of how the Name, Image, and Likeness (NIL) era is transforming opportunities for athletes across America.Drawing from his personal experience as a former All-Big Ten defensive end at Indiana University, Greg vividly contrasts today's college athletes with his own playing days when he was "stone cold broke" without the ability to profit from his athletic achievements. This perspective makes his insights particularly valuable as he breaks down the complex world of NIL into understandable components.Greg provides...
2025-07-1743 minMoney Matters with GregEpisode 158: Markets in Turmoil: Navigating the Trade War TempestThe financial markets just experienced what might be the fastest bear-to-bull transition in modern history, and Farrall Wealth's leadership team is here to explain it all.Dubbed the "tariff tempest" by Chief Investment Officer John Farrall, this extraordinary period saw major indices plummet as much as 22% following President Trump's April 2nd tariff announcements before staging a remarkable recovery. What appears calm on the surface - with the S&P 500 and NASDAQ up about 1% year-to-date - masks some of the most dramatic market swings since World War II.We dive deep into how this volatility manifested...
2025-05-2127 minMoney Matters with GregEpisode 157: Don't Put All Your Fish in One Basket: The MPT PlaybookDive into the fascinating world of Modern Portfolio Theory with wealth management expert Greg Farrall as he breaks down this Nobel Prize-winning investment framework into digestible, practical insights. Using engaging analogies from cooking to championship sports teams, Greg demonstrates how diversification creates resilient portfolios that can weather market volatility while still pursuing meaningful growth.The timing couldn't be more relevant as Greg shares a comprehensive market update highlighting the dramatic shift in sentiment over the past month. With the S&P 500 surging approximately 10%, volatility decreasing, and fear indicators transforming into greed readings, we're witnessing a remarkable pivot...
2025-05-1628 minMoney Matters with GregEpisode 156: The Power of a Plan: Why Financial Planning Creates Peace in Turbulent TimesHave you ever noticed how some people remain remarkably calm during market volatility, while others panic? The difference often comes down to having a solid financial plan. In this enlightening episode, Greg Farrall draws on his extensive trading experience, spanning multiple financial crises—from the peso devaluation to the dot-com bubble and the 2020 pandemic—to explain why financial planning fosters stability during uncertain times. Greg walks listeners through the six essential components of comprehensive financial planning, revealing how each element works together to create both economic security and a sense of peace of mind. You'll discover why under...
2025-04-3037 minMoney Matters with GregEpisode 152: Bear Markets and Buying Opportunities: Why This Pullback Might Be Healthier Than You ThinkThe markets have dropped 8.6% from February highs, and uncertainty looms large, but is this really cause for alarm? We're dissecting what's actually happening beneath the headlines in this timely episode of Money Matters.Greg welcomes his brother John Farrall CFA and Chief Investment Officer for Farrall Wealth to the show, bringing fresh insight into the recent market turbulence. Together, they analyze how uncertainty—particularly around tariffs and trade policy—has triggered supply chain disruptions and significant market volatility. While consumer sentiment has plunged dramatically, they reveal an interesting counterpoint: small business optimism recently hit a near 20-year high...
2025-03-1529 minMoney Matters with GregEpisode 151: What about our National Debt?Join our CEO and Owner of Farrall Wealth, a wealth management group helping high net-worth clients all over the Nation, as he discusses our national debt, the impending refinancing of 7.5 trillion, and where do we go from here.Tune into a deeply engaging conversation about the pressing issue of America’s soaring national debt and its implications for personal finances. From an historical overview that showcases how the debt has ballooned from $5 trillion to over $36 trillion, we unpack the complicated reasons behind this surge—most notably government spending prompted by the pandemic. With critical insights drawn from expe...
2025-02-2820 minMoney Matters with GregEpisode 150: What can Gen Z do to improve their wealth?In this episode, old guy, CEO and Owner of Farrall Wealth, Greg Farrall, visits with young guy, Brett Lemmons, also a registered financial advisor in his twenties who recently married and bought a house. They discuss finances and what Gen Z can do to improve wealth. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult th...
2025-02-2430 minMoney Matters with GregEpisode 149: Long Term Care: What is it and how can you plan for it?Greg Farrall, CEO and Owner of Farrall Wealth and recent advisor to Farrall Wealth, Brett Lemmons, discusses the past and future of the long-term care industry and how you and your family might be able to qualify for a policy that could help you and your family save your wealth in the future. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which s...
2025-01-2427 minMoney Matters with GregMoney Matters with Greg: What we got right and wrong in 2024Greg is back! Been too long. Welcome back to our CEO and Founder, Greg Farrall, for his insight on the past year and the four pillars he and his team are watching for 2025. Listen to this 30-minute video he produces for his Money Matters with Greg podcast, found wherever you pod, and also 103.1 FM WVLP in Valparaiso, Indiana.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for a...
2025-01-1331 min
Money Matters with GregEpisode #146: 401(k) Fiduciary Series Episode #3: The Participant Experience and Health of Your PlanGreg 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.
2020-08-2122 min
Money Matters with GregEpisode #146: 401(k) Fiduciary Series Episode #3: The Participant Experience and Health of Your Plan 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. Securities and advisory services offered through LPL Fi...
2020-08-2122 min
Money Matters with GregEpisode #145: 401(k) Fiduciary Series Episode 2: Governance, Disclosures an d Participant ExperienceGreg 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.
2020-08-0432 min
Money Matters with GregEpisode #145: 401(k) Fiduciary Series Episode 2: Governance, Disclosures an d Participant Experience 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, youwon’t want to miss this episode. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC....
2020-08-0432 min
Money Matters with GregEpisode #144: 401(k) Fiduciary Series Episode 1: Are you a Fiduciary?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.
2020-08-0417 min
Money Matters with GregEpisode #144: 401(k) Fiduciary Series Episode 1: Are you a Fiduciary? 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. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast ar...
2020-08-0417 minMoney Matters with GregEpisode #143 Update on the MarketListen 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.
2020-06-2509 min
Money Matters with GregEpisode #143 Update on the Market 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. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To...
2020-06-2509 min
Money Matters with GregEpisode #142: Update on the Markets 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 watersfor your investment philosophies and strategies. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual...
2020-05-1514 minMoney Matters with GregEpisode #142: Update on the MarketsListen 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.
2020-05-1514 minMoney Matters with GregEpisode #141: Update on the MarketsListen 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.
2020-05-1308 min
Money Matters with GregEpisode #141: Update on the Markets Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 6th 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. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any...
2020-05-1308 minMoney Matters with GregEpisode #136: Money Matters with Greg FirstLight Home CareListen 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/
2020-05-0722 min
Money Matters with GregEpisode #136: Money Matters with Greg FirstLight Home Care 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 byCOVID-19 and what their industry is doing to prevent the virus. Thanks to them and all of the frontlineworkers 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/ Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. ...
2020-05-0722 min
Money Matters with GregEpisode# 135: Talking PPP and CARES Act with Laciak Accountancy Group 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 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
2020-05-0118 min
Money Matters with GregEpisode# 135: Talking PPP and CARES Act with Laciak Accountancy GroupWhat 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
2020-05-0118 min
Money Matters with GregEpisode #134: Talking the Markets againTrying 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."
2020-04-1714 min
Money Matters with GregEpisode #134: Talking the Markets again 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." Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.
2020-04-1714 minMoney Matters with GregEpisode #132: Update on the marketsIn 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."
2020-04-1714 min
Money Matters with GregEpisode #132: Update on the markets 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." Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.
2020-04-1714 minMoney Matters with GregEpisode #131: Talking the Stock Market this weekGreg 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.
2020-04-1710 min
Money Matters with GregEpisode #131: Talking the Stock Market this week 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. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.
2020-04-1710 minMoney Matters with GregEpisode #130: Thinking of a new franchise?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.
2020-04-0627 min
Money Matters with GregEpisode #130: Thinking of a new franchise? 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. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.
2020-04-0627 minMoney Matters with GregEpisode #128: March 2, 2020 Update on the MarketsWith the recent crash in the stock market, Greg attempts to give guidance in a very volatile investment environment.
2020-04-0626 min
Money Matters with GregEpisode #128: March 2, 2020 Update on the Markets With the recent crash in the stock market, Greg attempts to give guidance in a very volatile investment environment. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.
2020-04-0626 minMoney Matters with GregEpisode #129: Talking Mortgages with Travis WatersWith 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.
2020-04-0626 min
Money Matters with GregEpisode #129: Talking Mortgages with Travis Waters 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. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.
2020-04-0626 minMoney Matters with GregEpisode #125 The ABC’s of Investing Part IIn 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.
2019-09-2630 min
Money Matters with GregEpisode #125 The ABC’s of Investing Part I 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. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or...
2019-09-2630 min
Money Matters with GregEpisode #124: Review of August 2019 Navigating Murky Waters 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. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To...
2019-09-1831 minMoney Matters with GregEpisode #124: Review of August 2019 Navigating Murky WatersNow 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.
2019-09-1831 min
Money Matters with GregEpisode #122: Money Matters with Greg 6.17.2019 “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! Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended t...
2019-07-0331 minMoney Matters with GregEpisode #122: Money Matters with Greg 6.17.2019“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!
2019-07-0331 minMoney Matters with GregEpisode #121 Money Matters with Greg 5.20.2019Happy 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.
2019-07-0330 min
Money Matters with GregEpisode #121 Money Matters with Greg 5.20.2019 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. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To d...
2019-07-0330 minMoney Matters with GregEpisode #119: What is priced in? Home buying tips and proper creditGreg 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
2019-04-2931 min
Money Matters with GregEpisode #119: What is priced in? Home buying tips and proper credit 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 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not...
2019-04-2931 minMoney Matters with GregEpisode #118: Stock Market Bracket for 2019How 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!
2019-04-1230 min
Money Matters with GregEpisode #118: Stock Market Bracket for 2019 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! Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any...
2019-04-1230 minMoney Matters with GregEpisode #117: Market moves then let's talk taxes!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?
2019-04-0333 minMoney Matters with GregEpisode #116: What up Fed? Care Giving tips then 7 Spring cleaning finance things to do-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!
2019-04-0333 minMoney Matters with GregEpisode #113 Just had to bring up December 2018 one more time!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.
2019-01-3032 minMoney Matters with GregEpisode #112: Happy New Year and Review of the MarketGreg 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!
2019-01-1732 min
Money Matters with GregEpisode #112: Happy New Year and Review of the Market 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! Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.
2019-01-1732 minMoney Matters with GregEpisode #110: What is Blockchain? Part IIGreg 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.
2018-11-2031 minMoney Matters with GregEpisode #109: What is Blockchain? How does Blockchain work?Greg continues to update you on the October debacle in the Markets and then talks Blockchain. What is it exactly?
2018-11-0131 min
Money Matters with GregEpisode #105: Market Update and then Wine!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.
2018-09-0732 minMoney Matters with GregEpisode #104: Mid-Year Outlook 2018In 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
2018-08-2431 minMoney Matters with GregEpisode #103: Trade War Investing GameplanDo 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.
2018-07-0931 minMoney Matters with GregEpisode #102: Elder Care and Long term CareGreg 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
2018-07-0932 minMoney Matters with GregEpisode #101: What is wrong with Europe?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?
2018-07-0930 minMoney Matters with GregEpisode #100: Where to invest in Small Caps and Emerging MarketsIn 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!
2018-07-0930 minMoney Matters with GregEpisode #99 What is an SBA?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.
2018-05-2430 minMoney Matters with GregEpisode #97 What is a Trade War?Greg dives into what might happen if there is a trade war with China. Will there be retaliation?
2018-05-2426 minMoney Matters with GregEpisode #96: Earnings season comes to a closeBeginning 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
2018-05-0831 minMoney Matters with GregEpisode #95: Earning Season is finally here!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?
2018-05-0830 minMoney Matters with GregEpisode #94: Review of the market for the quarterGreg reviews the stock market for the end of the 1st quarter and talks about the upcoming earnings season. Recording cuts at 10 min mark:(
2018-05-0810 minMoney Matters with GregEpisode 92: March Madness Investment FundamentalsIn 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.
2018-04-0931 minMoney Matters with GregEpisode 91: Don't Panic! Keep calm and carry on!With the recent market volatility, Greg helps you not panic with your investments. Keep calm and carry on is the message.
2018-03-0634 min