Episodes
March 1, 2023
March Begins
Briefing.com's Patrick O'Hare Talks Markets at Start of March, Interest Rates in Our Economy, Colleges and Degrees that are Bad Investments
Feb. 28, 2023
Financial News on Last Day of February
Financial and Market News, Update on Home Prices, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST
Feb. 27, 2023
Starting Your Financial Week
Rob's Market Recap, What to Know About Your 401k, EP Wealth's CFP Stephanie Richman on the Upcoming Seminar at the Lafayette Park Hotel and Spa on Sat March 11th at 10 AM PST
Feb. 24, 2023
Preparing Financially For The Rest Of 2023
Ideas on Investing, Looking Forward to the Rest of 2023, EP Wealth CFP Chad Burton Focuses on Your Plans for Retirement
Feb. 23, 2023
Ideas For Better Financial Decisions
Financial Planning Ideas, Ways to Avoid Losing Wealth, Prioritizing Your Financial Goals
Feb. 22, 2023
Making The Most Of Your Money
Making Better Financial Decisions, Improving Your Budgeting, Ways to Avoid Going Into Debt
Feb. 21, 2023
Stock Market After Three Day Weekend
Higher Interest Rates Pressure Stocks, Home Depot's Disappointing Guidance, Home Buying and Selling Wildly Underperform Stocks
Feb. 20, 2023
Thinking About Your Financial Future
The Importance of Planning for Retirement, Planning for Helping Parents Financially, EP Wealth's CFP Stephanie Richman on Planning for Your Retirement
Feb. 17, 2023
Looking Back At Markets This Week
Worries of Recession Leading to More Vacations, Increase in EV Charging Stations, Briefing.com's Patrick O'Hare Analyzes This Week's Markets
Feb. 16, 2023
Financial Themes For 2023 So Far
The Latest Advances in the Health Care Industry, Artificial Intelligence in 2023, The US Housing Market in 2023
Feb. 15, 2023
January Retail Sales Surge
Trading After the Release of January Consumer Price Index Numbers, Briefing.com's Patrick O'Hare Analyzes the Markets and the Federal Reserve
Feb. 14, 2023
The Latest Consumer Price Index News
Stocks for Valentine's Day, Being Prepared for Inheritance Issues, The Latest from Warren Buffett
Feb. 13, 2023
Beginning the New Financial Week
Financial News Surrounding the Super Bowl, Fighting Hidden Junk Fees, Disney Risking that Interest will Continue for Superheroes
Feb. 10, 2023
The Year of Artificial Intelligence
Looking Over AI Stocks, How AI Is Being Used Today, Exploring the ChatGPT Story
Feb. 9, 2023
Disney Earnings
Disney Restructuring Earnings Results, Coca-Cola versus Pepsi Stocks, Topics Covered at Tonights Seminar at the Juniper Hotel Cupertino at 6 30 PM PST
Feb. 8, 2023
The Markets Post Speech
2023 State of the Union Key Economic Points, Briefing.com's Patrick O'Hare on the Current Market Conditions, The Real Estate Report Host Tony Mendes on Upcoming Seminar at the Juniper Hotel Cupertino Tomorrow Thurs February 9th 2023 at 6 30 PM PST
Feb. 7, 2023
EP Wealth CFP Chad Burton on Retirement Crisis
EP Wealth CFP Chad Burton Focuses on the SECURE Act 2.0, Details About Upcoming Seminar at the Juniper Hotel Cupertino THIS Thurs February 9th 2023 at 6 30 PM PST.
Feb. 6, 2023
EP Wealth CFP Chad Burton Answers Retirement Planning Questions
EP Wealth CFP Chad Burton Answers Questions on Preparing for Your Retirement, Details About Upcoming Seminar at the Juniper Hotel Cupertino THIS Thurs February 9th 2023 at 6 30 PM PST.
Feb. 3, 2023
Summing Up The Week
Microsoft Earnings Repercussions, EP Wealth CFP Chad Burton on Preparing for Retirement, Briefing.com's Patrick O'Hare on This Week's Markets
Feb. 2, 2023
Markets After Jerome Powell Conference
The Markets After Fed's Powell's News Conference, Meta Facebook Stock Soars, EP Wealth’s CFP and Regional Director Stephanie Richman
Feb. 1, 2023
Market Action Kicking Off February
EP Wealth CFP Chad Burton on the Secure 2.0 Act, Briefing.com's Patrick O'Hare on the Current Market Conditions, Colossal Biosciences Hopes to Resurrect the Dodo
Jan. 31, 2023
Say Goodbye to January
Looking Back at The January 2023 Markets, Spotify Earnings Show Strong User Growth, Bay Area Loan Source's Tony Mendes on Buying Real Estate with a Partner
Jan. 30, 2023
EP Wealth SPECIAL with CFP Chad Burton
EP Wealth CFP Chad Burton Answers Questions on Preparing for Your Retirement, Details About Upcoming Seminar at the Juniper Hotel Cupertino on Thurs February 9th 2023 at 6 30 PM PST
Jan. 27, 2023
Reviewing This Week
Big Picture Weekly Recap, Tips for Planning for Your Ideal Retirement, Briefing.com's Patrick O'Hare Analyzes This Week's Markets