Podcast Episodes
Back to SearchAI Boom, Middle East Conflict & Market Risks with Stephanie Aliaga
Episode 462
From the rapid rise of artificial intelligence to escalating geopolitical tensions, today’s market environment is being shaped by forces investors ca…
2 months, 1 week ago
How to Invest When You Have Short-Term Goals
Episode 461
In this episode of Market Moment, Matt, Lee and John tackle one of the most common financial planning questions: How do you balance short-term goals …
2 months, 2 weeks ago
Explaining Mutual Funds, ETFs, and Direct Indexing
Episode 460
In this episode of Market Moment, Matt and John break down the key differences between mutual funds, ETFs (exchange-traded funds), and direct indexin…
2 months, 3 weeks ago
Market Uncertainty and Interest Rates: What We’re Watching
Episode 459
What happens when oil prices spike, software stocks drop sharply, and market uncertainty rises all at the same time?
In this episode of Market Moment…
3 months ago
Another Middle East War: How This Impacts the Market & Economy
Episode 458
The stock market started down today and many investors may be tempted to panic, but conflicts are nothing new to history nor the seasoned investor.
…
3 months, 1 week ago
AI Stocks: Boom, Bubble, or Long-Term Opportunity?
Episode 457
Is NVIDIA’s earnings report about to move the entire market? And are we overhyping AI all over again?
In this episode of The Market Moment, Matt and …
3 months, 2 weeks ago
How Do Short Term Events Impact Long Term Plans?
Episode 456
How do short-term market swings impact long-term retirement plans—and should you actually do anything when volatility spikes? In this episode of The …
3 months, 3 weeks ago
What Should I Do in Periods of Heightened Volatility?
Episode 455
How should investors react when markets get volatile—and headlines get loud?
In this episode of The Market Moment, Matt, John, and Lee break down wha…
4 months ago
How Do I Build a Diversified Portfolio That Fits My Risk Tolerance?
Episode 454
How do you build an investment portfolio you can actually stick with—when markets get volatile and when they’re ripping higher?
In this episode of Th…
4 months ago
What Does a Phased-Retirement Look Like?
Episode 453
Can you transition into retirement without walking away from purpose, income, or flexibility? In this episode of The Market Moment, Matt, Eli, and Jo…
4 months, 2 weeks ago