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Showing episodes and shows of
Greg Farrall
Shows
Money Matters with Greg
The One Big Beautiful Bill: What It Means for Your Money
Tired 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...
2025-07-22
32 min
Money Matters with Greg
Episode #161: The NIL Revolution: How College Athletes Finally Got Their Payday
The 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...
2025-07-17
43 min
Money Matters with Greg
Episode 158: Markets in Turmoil: Navigating the Trade War Tempest
The 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...
2025-05-21
27 min
Money Matters with Greg
Episode 157: Don't Put All Your Fish in One Basket: The MPT Playbook
Dive 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...
2025-05-16
28 min
Money Matters with Greg
Episode 156: The Power of a Plan: Why Financial Planning Creates Peace in Turbulent Times
Have 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...
2025-04-30
37 min
Money Matters with Greg
Episode 152: Bear Markets and Buying Opportunities: Why This Pullback Might Be Healthier Than You Think
The 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...
2025-03-15
29 min
Money Matters with Greg
Episode 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...
2025-02-28
20 min
Money Matters with Greg
Episode 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...
2025-02-24
30 min
Money Matters with Greg
Episode 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...
2025-01-24
27 min
Money Matters with Greg
Money Matters with Greg: What we got right and wrong in 2024
Greg 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...
2025-01-13
31 min
Money Matters with Greg
Episode #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.
2020-08-21
22 min
Money Matters with Greg
Episode #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...
2020-08-21
22 min
Money Matters with Greg
Episode #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, you won’t want to miss this episode.
2020-08-04
32 min
Money Matters with Greg
Episode #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....
2020-08-04
32 min
Money Matters with Greg
Episode #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.
2020-08-04
17 min
Money Matters with Greg
Episode #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...
2020-08-04
17 min
Money Matters with Greg
Episode #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.
2020-06-25
09 min
Money Matters with Greg
Episode #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...
2020-06-25
09 min
Money Matters with Greg
Episode #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...
2020-05-15
14 min
Money Matters with Greg
Episode #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 waters for your investment philosophies and strategies.
2020-05-15
14 min
Money Matters with Greg
Episode #141: Update on the Markets
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.
2020-05-13
08 min
Money Matters with Greg
Episode #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...
2020-05-13
08 min
Money Matters with Greg
Episode #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 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/
2020-05-07
22 min
Money Matters with Greg
Episode #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. ...
2020-05-07
22 min
Money Matters with Greg
Episode# 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.
2020-05-01
18 min
Money Matters with Greg
Episode# 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
2020-05-01
18 min
Money Matters with Greg
Episode #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."
2020-04-17
14 min
Money Matters with Greg
Episode #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.
2020-04-17
14 min
Money Matters with Greg
Episode #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."
2020-04-17
14 min
Money Matters with Greg
Episode #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.
2020-04-17
14 min
Money Matters with Greg
Episode #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.
2020-04-17
10 min
Money Matters with Greg
Episode #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.
2020-04-17
10 min
Money Matters with Greg
Episode #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.
2020-04-06
27 min
Money Matters with Greg
Episode #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.
2020-04-06
27 min
Money Matters with Greg
Episode #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.
2020-04-06
26 min
Money Matters with Greg
Episode #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.
2020-04-06
26 min
Money Matters with Greg
Episode #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.
2020-04-06
26 min
Money Matters with Greg
Episode #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.
2020-04-06
26 min
Money Matters with Greg
Episode #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...
2019-09-26
30 min
Money Matters with Greg
Episode #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.
2019-09-26
30 min
Money Matters with Greg
Episode #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.
2019-09-18
31 min
Money Matters with Greg
Episode #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...
2019-09-18
31 min
Money Matters with Greg
Episode #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!
2019-07-03
31 min
Money Matters with Greg
Episode #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...
2019-07-03
31 min
Money Matters with Greg
Episode #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.
2019-07-03
30 min
Money Matters with Greg
Episode #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...
2019-07-03
30 min
Money Matters with Greg
Episode #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
2019-04-29
31 min
Money Matters with Greg
Episode #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...
2019-04-29
31 min
Money Matters with Greg
Episode #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!
2019-04-12
30 min
Money Matters with Greg
Episode #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...
2019-04-12
30 min
Money Matters with Greg
Episode #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? 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...
2019-04-03
33 min
Money Matters with Greg
Episode #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?
2019-04-03
33 min
Money Matters with Greg
Episode #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! 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 ad...
2019-04-03
33 min
Money Matters with Greg
Episode #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!
2019-04-03
33 min
Money Matters with Greg
Episode #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.
2019-01-30
32 min
Money Matters with Greg
Episode #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.
2019-01-17
32 min
Money Matters with Greg
Episode #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!
2019-01-17
32 min
Money Matters with Greg
Episode #110: What is Blockchain? Part II
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.
2018-11-20
31 min
Money Matters with Greg
Episode #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?
2018-11-01
31 min
Money Matters with Greg
Episode #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.
2018-09-07
32 min
Money Matters with Greg
Episode #104: Mid-Year Outlook 2018
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
2018-08-24
31 min
Money Matters with Greg
Episode #103: Trade War Investing Gameplan
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.
2018-07-09
31 min
Money Matters with Greg
Episode #102: Elder Care and Long term Care
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
2018-07-09
32 min
Money Matters with Greg
Episode #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?
2018-07-09
30 min
Money Matters with Greg
Episode #100: Where to invest in Small Caps and Emerging Markets
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!
2018-07-09
30 min
Money Matters with Greg
Episode #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.
2018-05-24
30 min
Money Matters with Greg
Episode #97 What is a Trade War?
Greg dives into what might happen if there is a trade war with China. Will there be retaliation?
2018-05-24
26 min
Money Matters with Greg
Episode #96: Earnings season comes to a close
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
2018-05-08
31 min
Money Matters with Greg
Episode #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?
2018-05-08
30 min
Money Matters with Greg
Episode #94: Review of the market for the quarter
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:(
2018-05-08
10 min
Money Matters with Greg
Episode 92: March Madness Investment Fundamentals
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.
2018-04-09
31 min
Money Matters with Greg
Episode 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.
2018-03-06
34 min
Money Matters with Greg
Episode 90: Real Estate Money Savings Tips
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!
2018-03-06
29 min
Money Matters with Greg
Episode 89: Where to invest in 2018?
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.
2018-03-06
29 min
Money Matters with Greg
Episode 86: If we had a crystal ball for 2018, where to invest?
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.
2018-01-25
27 min
Money Matters with Greg
Episode 88: Return to the Business Cycle
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!
2018-01-25
33 min
Money Matters with Greg
Episode 87: Will the Santa Claus rally deliver the goods in 2017?
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!
2018-01-24
27 min
Money Matters with Greg
MLPS!
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...
2017-06-26
58 min
Money Matters with Greg
Happy Mother's Day Episode! Sustainable Investing
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...
2017-05-30
57 min
Money Matters with Greg
Globalization and Protectionism
Talking globalization and protectionism in the economy today on Money Matters with Greg 103.1 FM.
2017-05-30
57 min
Money Matters with Greg
French Elections, Market, Saving Habits and Saving Money
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.
2017-05-05
1h 01
Money Matters with Greg
Stock Market, Disability Insurance and 401k Fiduciary Rule
Talking the stock market, disability insurance and the 401(k) fiduciary rule today on Money Matters with Greg.
2017-05-05
59 min