Podcast Episodes

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Social Security Concerns & IRS Contribution Limits

Episode 400

Are you concerned about social security going away? Looking for the best ways to plan for retirement? On this week's episode of The Market Moment, Ma…

1 year, 3 months ago

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The Election is Over & Fed is Rate-Cutting! What Does This Mean?

Episode 399

The election is finally over! Matt, Lee, and John are relieved the election is over and they can talk about something else... but first, they do need…

1 year, 4 months ago

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Answering YOUR Comments & Questions About the Market!

Episode 398

This is a special episode of the Market Moment! Matt, Lee, and John are answering YOUR questions, comments, and analyzing the responses from a recent…

1 year, 4 months ago

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Policies the Market Cares About (Taxes, Tariffs, Green Energy, and More!)

Episode 397

This election is super polarizing and one of the biggest questions Matt, Lee, and John receive as financial advisors is “How will this change the mar…

1 year, 4 months ago

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Election, Bears, Bulls, and Uncertainty

Episode 396

The biggest question Matt, Lee, and John receive is how this year's big election will impact the market. In this episode, they break down some data b…

1 year, 4 months ago

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Fed Rate Cuts Aftermath & Inflation Numbers

Episode 395

In this episode, one of the questions comes from John "If our economy is going strong, why cut rates?" Matt, Lee, and John talk all about the afterma…

1 year, 5 months ago

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Talking Short-Term Rates and the Fed with AJ Nobile from J. P. Morgan

Episode 394

Joining Matt and Lee on the podcast today is a very special guest from J. P. Morgan: AJ Nobile, CFA. He is an executive director and an investment sp…

1 year, 5 months ago

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Navigating an Uncertain Market (Are You a Bear or a Bull?)

Episode 393

Today on Tuesday, October 1st, the news broke that strikes are taking place along the East and Gulf Coast... and these strikes could cost billions, u…

1 year, 5 months ago

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Will We Have a Soft Landing?

Episode 392

The Fed recently lowered interest rates but what does this mean for the market and our economy? Does this mean we're in for a "soft landing" as they …

1 year, 5 months ago

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Why Tax Planning Matters

Episode 391

The Fed is thinking about cutting rates but Lee feels like rates don't need to come down as much as people think... Amazon is putting Walgreens and C…

1 year, 6 months ago

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