Podcast Episodes
Back to SearchEnd of Year Planning
Episode 402
This week, Matt, John, and Lee are talking about end of year planning! Set yourself up for success in the New Year by taking some of the steps they l…
1 year, 6 months ago
Inflation is Down & the Russell 2000 is Up
Episode 401
Inflation has been a topic of discussion on the show for a long time but in this episode Matt, Lee, and John examine how drastic the difference betwe…
1 year, 6 months ago
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, 6 months ago
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, 6 months ago
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, 7 months ago
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, 7 months ago
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, 7 months ago
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, 7 months ago
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, 8 months ago
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, 8 months ago