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OWLFI Productions

by OWLFI

A strategic financial planning firm comprised of Investments | Taxes | Estate | Retirement | Business Solutions.The work we do at OWLFI extends well beyond investing. Often, helping our clients achieve the best financial outcomes requires the collaboration of a team of advisors, including accountants, lawyers, insurance agents, and others.Our specialties create powerful differences in tax savings, investments, and income strategies through the way we allocate your current and future assets and income streams. These strategies allow us to help our clients generate significantly more income

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Episodes

  1. Murphy’s Market Minute Sept 8th | Decoding Economics, Market Narratives, & Middle-Class Momentum

    Welcome back to Murphy's Market Minute with Elliot. This week, we're diving deep into market insights, fresh economic articles, and the ever-elusive guest appearances from Rip. We kick things off by exploring two fascinating articles, one detailing China's economic relationship with the U.S., and...

  2. Murphy's Market Minute August 5th | Economic Trends, Presidential Indictment, Mortgage Rates

    Welcome back to another edition of Murphy's Market Minute! After spending some quality family time, we return this week to catch up on all things market-related, including political insights, economic data, and updates on OWLFI. Reflecting on the U.S. economy, Elliot discusses the recent…

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  3. Murphy's Market Minute July 28th | Economy Health, TD Ameritrade Transition, Team Updates, and More

    Welcome back to another edition of Murphy's Market Minute! After a brief hiatus, we return this week to catch up on all things market-related, economic data, OWLFI updates, and the TD Ameritrade & Charles Schwab merger. We start by reflecting on economic data collected over the weeks, drawing...

  4. Murphy's Market Minute April 14th || Market Updates & Financial Headlines

    Welcome back to this week's edition of Murphy's Market Minute with Elliot Omanson and Rip, the office dog. In today's episode, Elliot shares crucial market updates, discusses various financial news headlines, and addresses the importance of managing your finances when it comes to supporting adult...

  5. Murphy's Market Minute April 7th || Financial Recovery and New Bull Market Insights

    Welcome back to this week's edition of Murphy's Market Minute! In today's episode, Elliot discusses two seemingly contrasting articles, shedding light on the current state of financial health in the United States and examining the new bull market in stocks. ⏰ Time Stamps: 00:00 - Introduction…

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  6. Murphy's Market Minute March 10th | Update on the Market and a Special Guest

    https://nypost.com/2023/03/05/a-bull-... Welcome to this week's edition of Murphy's Market Minute with your host, Elliot Omanson. Today is March 10th, and as always, Elliot is here to provide you with a quick and concise update on the current state of the market. Before we dive into the market...

  7. Murphy's Market Minute August 5th | Conflicting Data

    Murphy's Market Minute August 5th | Conflicting Data In today's episode of Murphy's market minute, Elliot discusses the economy's health and how that translates to the stock market. Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These...

  8. Murphy's Market Minute July 29th | Fear, Uncertainty, and Doubt

    What a summer we have been having. Record-breaking heat waves, supply chain issues, talk of recessions, and inflation. Elliot feels we are in a clickbait media environment where people want to profit off fear, uncertainty, and doubt. We are watching the market wanting to get a footing, it wants…

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  9. Murphy's Market Minute July 22nd | We're Back!

    Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. In addition, you will find Elliot giving actionable tips and advice on investments, taxes, estate...

  10. Murphy's Market Minute June 24th | The largest interest-rate increase since 1994

    Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. In addition, you will find Elliot giving actionable tips and advice on investments, taxes, estate...

  11. Murphy's Market Minute June 10th | How It's Betrayed

    Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning,...

  12. Murphy's Market Minute May 27th | Exceeding Expectations

    Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning,...

  13. Dirk Palmer & Elliot Omanson | Tax Strategies for Business Owners

    The focus has been on individuals and retirement planning in the previous videos. In this video, we wanted to shift focus and talk about business owners and how we can help them. There are some unique strategies that, as businesses grow, we can implement, from helping mitigate taxes, succession...

  14. Murphy's Market Minute May 20th | Recession

    Rip will not be joining us in this week's video as he is very picky with his seat selection. On Wednesday this week, we had quite the sell-off. Our most aggressive tech funds, which are supposed to be getting hammered, are up over 10%. So when we look at our portfolios, we are down from our highs...

  15. Dirk Palmer & Elliot Omanson | Don't wait for a significant moment in your life!

    People often wait until there is some significant moment in their life to come to a financial advisor. As a result, there is a lot of anxiety built up in people's heads about sitting down and going over their finances or investments, which prevents them from taking action regarding many of these...

  16. Dirk Palmer & Elliot Omanson | Why is it essential to adapt and change in the financial industry?

    In the last video, we talked about retirement, the four posing risks, and how crucial they are. Throughout Dirk's career, he always noticed issues and things that needed to be solved within the industry. Elliot and Dirk both saw these things from different areas at the same time before they knew...

  17. What challenges does OWLFI see for the financial industry?

    Trying to build a company within the financial industry presents many challenges. Many of these pertain to all businesses, while some pertain to the financial sector. If the people in this industry don't fix these issues first, then people in the government will try to fix them for us. For…

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  18. Murphy's Market Minute May 6th | Week Of Insanity

    Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning,...

  19. Why is OWLFI structured the way it is? Investments | Taxes | Estate | Retirement | Business Solutions

    Why is OWLFI structured the way it is? In the traditional financial space, all the different professions, from your attorneys, CPAs, financial advisors, and insurance agents, they're all siloed. And because they are siloed, we find that they're all in a state of competing against one another. In...

  20. Murphy's Market Minute April 29th | Key Factors

    Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning,...

  21. Murphy's Market Minute April 22nd | Doom & Gloom

    Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning,...

  22. Murphy's Market Minute April 15th | Happy Friday!

    Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning,...

  23. Murphy's Market Minute April 1st | On The Go

    Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning,...

  24. OWLFI Murphy's Market Minute March 25th | Short and Sweet

    OWLFI's Murphy's Market Minute is a weekly video we find very important and informative to our clients. Murphy is Elliot's past PTSD service dog that has passed away. You may notice he is joined by Rip, a young and upcoming fit for Elliot. OWLFI is a financial firm that is dedicated to saving our...

  25. Murphy's Market Minute | March 18th

    SHOW LESSOWLFI's Murphy's Market Minute is a weekly video we find very important and informative to our clients. Murphy is Elliot's past PTSD service dog that has passed away. You may notice he is joined by Rip, a young and upcoming fit for Elliot. OWLFI is a financial firm that is dedicated to...

  26. Murphy's Market Minute | March 11th

    OWLFI's Murphy's Market Minute is a weekly video we find very important and informative to our clients. Murphy is Elliot's past PTSD service dog that has passed away. You may notice he is joined by Rip, a young and upcoming fit for Elliot. OWLFI is a financial firm that is dedicated to saving our...

  27. Murphy's Market Minute Feb 25th | Don't get worried!

    Murphy's Market Minute | February 25th OWLFI's Murphy's Market Minute is a weekly video we find very important and informative to our clients. Murphy is Elliot's past PTSD service dog that has passed away. You may notice he is joined by Rip, a young and upcoming fit for Elliot. Now that you know...

  28. Murphy's Market Minute Feb 18th

    Murphy's Market Minute Feb 18th

  29. OWLFI Solutions (ft. Kelly Klusman, CPA) | 10 Nov 2020

    Welcome to a new & improved edition of OWLFI Solutions! This week’s edition features a very hard to book guest, Kelly Klusman, CPA. As many of you know, Kelly is President of OWLFI Tax & Accounting & has been focused on helping our clients put all of their end of year tax planning in place. His...

  30. 02 Nov 2020 | OWLFI Solutions

    OWLFI Solutions now has it's own episodes! As Elliot, Murphy and ‘The O Show’, announced, we are now providing more content and information to our clients. OWLFI Solutions will continue to be focused on what we are doing to help our clients protect the assets they have accumulated and how we are...

  31. 26 Oct 2020 | OWLFI Unfiltered

    Elliot breaks down where the economy was at pre-COVID and why he thinks we are primed for recovery. Using raw data from census.gov in order to provide an unbiased opinion.

  32. 10 Sep 2020 | Murphy's Market Minute from OWLFI - Segment II

    Segment II: Elliot & Dave discuss Franklin Templeton's Beyond Bulls & Bears Article on Fixed Income titled 'On My Mind: They Blinded Us from Science' written by 'Chief Investment Officer, Franklin Templeton Fixed Income' Sonal Desai, Ph.D.

  33. 10 Sep 2020 | Murphy's Market Minute from OWLFI

    Segment #1: Market Recap & OWLFI Solutions

  34. 15 Jun 2020 | Murphy's Market Minute from OWLFI

    Hear what Murphy has to say about the current state of the market.

  35. 22 May 2020 | Murphy's Market Minute from OWLFI

    Elliot, Dave, and Murphy bring you the latest market news.

  36. 15 May 2020 | Murphy's Market Minute from OWLFI

    Elliot, Dave, and Murphy bring you the latest market news.

  37. 06 May 2020 | Murphy's Market Minute from OWLFI

    Elliot, Murphy, and Maggie are back and ready to bring you the latest market news.

  38. 23 Mar 2020 | Murphy's Market Minute from OWLFI

    Elliot, Kelly, Dave, Murphy, and the most adorable special guest bring you the latest with the market, changes to the tax filing deadlines and the stimulus package.

  39. 12 Mar 2020 | Murphy's Market Minute from OWLFI

    The gang is back together and ready to bring you the latest in the market.

  40. 05 Mar 2020 | Murphy's Market Minute from OWLFI

    Elliot gives a quick update on the market.

  41. 27 Feb 2020 | Murphy's Market Minute from OWLFI

    Hear what Murphy has to say about the current of the market.

  42. 26 Feb 2020 | Murphy's Market Minute from OWLFI

    Elliot and Dave break down the 3-day drop in the markets and explain what the next steps are.

  43. 31 Jan 2020 | Murphy's Market Minute from OWLFI

    Murphy is back, Elliot goes full Kansas City Chiefs fan boy, and Dave talks PNC.

  44. 22 Jan 2020 | Murphy's Market Minute from OWLFI

    We have a full house for today's Murphy's Market Minute! Elliot, Dave, Kelly, and our new intern Matt bring you the latest news in the market, the details of the secure act and all the happenings here at OWLFI.

  45. 01 Dec 2019 | Murphy's Market Minute from OWLFI

    Elliot Omanson and Dave Bush review the 'Trade War' with China, Brexit, GDP, Black Friday, and the launch of OWLFI Insurance December 9th 2019!

  46. 01 Nov 2019 | Murphy's Market Minute from OWLFI

    Elliot and Dave explain how you can fix beneficiary designations after the account owner has passed on. Elliot and Dave also discuss current GDP, job numbers, wage growth, and impeachment efforts.

  47. 02 Oct 2019 | Murphy's Market Minute from OWLFI

    Elliot Omanson and Dave Bush from OWLFI breakdown popular retirement myths and the looming debt bubble, ultra-low unemployment rate, and TD Ameritrade waiving trading fee's.

  48. 03 Sep 2019 | Murphy's Market Minute from OWLFI

    Elliot Omanson and Dave Bush of OWLFI break down how to structure your donations to save taxes and 2 key events that have taken place in September of 2019. Corporate bond sales and Fed Repo's! Exciting stuff!

  49. Murphy’s Market Minute Update

    Elliot, Dave, and Murphy are back with a special edition of your favorite weekly market recap from OWLFI!

  50. 03 Aug 2019 | Murphy's Market Minute from OWLFI

    Elliot, Dave and Murphy from OWLFI are here to recap this week in the market. Dave offers tax saving tips with OWLFI Solutions and Elliot discusses the retail sector and China imposing tariffs.

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ABOUT THIS SHOW

A strategic financial planning firm comprised of Investments | Taxes | Estate | Retirement | Business Solutions.The work we do at OWLFI extends well beyond investing. Often, helping our clients achieve the best financial outcomes requires the collaboration of a team of advisors, including accountants, lawyers, insurance agents, and others.Our specialties create powerful differences in tax savings, investments, and income strategies through the way we allocate your current and future assets and income streams. These strategies allow us to help our clients generate significantly more income

HOSTED BY

OWLFI

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Frequently Asked Questions

How many episodes does OWLFI Productions have?

OWLFI Productions currently has 69 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is OWLFI Productions about?

A strategic financial planning firm comprised of Investments | Taxes | Estate | Retirement | Business Solutions.The work we do at OWLFI extends well beyond investing. Often, helping our clients achieve the best financial outcomes requires the collaboration of a team of advisors, including...

How often does OWLFI Productions release new episodes?

OWLFI Productions has 69 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to OWLFI Productions?

You can listen to OWLFI Productions on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts OWLFI Productions?

OWLFI Productions is created and hosted by OWLFI.
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