PODCAST · business
The Financial Translator
by Kirk Kreikemeier, CFP®
Kirk Kreikemeier, CFP® and Principal Advisor of Pebble Valley Wealth Management, gives his guidance and opinion on financial, market, and economic topics to help listeners move from confusion to confidence. Visit our website at pvwealthmgt.com.
Episodes
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#113 - Market Update September 30, 2026
This episode provides a market update through September 30, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#112 - Overview of New Student Loan Program
College financing has entered a new chapter. While the new rules simplify the system, they raise the stakes for early planning around loan access, borrower responsibility, and long-term cash flow. Want to learn more about this? Head over to our recent blog post for more information, including...
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#111 - Market Update August 31, 2026
This episode provides a market update through August 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#110 - Finance Fundamentals #2
Investing beyond a bank account, Roth vs. Traditional IRA, inflation impact on my Chipotle run and good vs. bad debt. Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning...
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#109 - Market Update July 31, 2026
This episode provides a market update through July 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#108 - Finance Fundamentals #1
Expected college expenses, how to pay for them and savings v. investing. Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a...
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#107 - Market Update June 30, 2026
This episode provides a market update through June 30, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#106 - 2026 SS and Medicare Funding Status
SS and Medicare Trust Funds are projected to hit $0 in less than eight years. Payroll taxes will continue, but only cover 83% and 89% of benefits. Here is an overview of these programs in a Q&A format. Want to learn more about this? Head over to our recent blog post for more information…
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#105 - Market Update May 31, 2026
This episode provides a market update through May 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#104 - Key Lines from 2025 Tax Return for 2026 Planning
Before moving your 2025 tax return to the electronic file, take a look at some key lines to guide 2026 tax planning. Head over to my recent blog post for more information, including visuals to walk you through this blog. Interested in learning more about our firm? Click here to schedule a call!
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#103 - Market Update April 30, 2026
This episode provides a market update through April 30, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#102 - Financial Framework during Early Career
Here is a financial framework for those starting their first job – and a refresher for others already working. Head over to my recent blog post for more information, including visuals to walk you through this blog. Interested in learning more about our firm? Click here to schedule a call!
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#101 - Market Update March 31, 2026
This episode provides a market update through March 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#100 - Should I Open a Trump Account?
Free money is good – from both Treasury and individual donors – but be sure to consider existing alternative accounts for new deposits. Head over to my recent blog post for more information, including visuals to walk you through this blog. Interested in learning more about our firm? Click here to...
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#99 - Market Update February 28, 2026
This episode provides a market update through February 28, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#98 - Key Tax Documents and Tax Planning Moves for 2025
The key documents your accountant needs – and yes, there is still time for contributions to impact the 2025 tax year.
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#97 - Market Update January 31, 2026
This episode provides a market update through January 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#96 - Reminder of Key OBBBA Tax Provisions
Tax planning is a year-round topic. Be sure to incorporate the new OBBBA changes. Head over to our recent blog post for more information. Interested in learning more about our firm? Click here to schedule a call!
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#95 - Market Update December 31, 2025
This episode provides a market update through December 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#94 - Father Forgets
Here is my traditional holiday post. Happy Holidays! Head over to our recent blog post for more information. Interested in learning more about our firm? Click here to schedule a call!
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#93 - Market Update November 30, 2025
This episode provides a market update through November 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#92 - 2025 Year-End Tax-Planning
Not all tax planning moves can wait until next spring. Here are some things to consider now.
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#90 - Annnual Benefits Enrollment A
It’s that time of year. Don’t just click on last year’s options - take a closer look and pick up some value.
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#91 - Market Update October 31, 2025
This episode provides a market update through October 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#90 - Annual Benefits Enrollment
It’s that time of year. Don’t just click on last year’s options - take a closer look and pick up some value.
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#89 - Market Update September 30, 2025
This episode provides a market update through September 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#88 - Lessons Reinforced From 12,000 Feet
A recent family vacation provided a refreshing “nature bath” and reinforced some fundamental retirement planning concepts.
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#87 - Market Update August 31, 2025
This episode provides a market update through August 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#86 - College Financial Tips for both Parents and Students
Here are some financial tips to add to your “packing list” as you head off to college.
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#85 - Market Update July 31, 2025
This episode provides a market update through July 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#84 - Summary of New Tax Bill (OBBBA)
The tax bill signed into law July 4th will impact everyone starting in 2025. Which features and size of impact depends on income and other items. Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market...
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#83 - Market Update June 30, 2025
This episode provides a market update through June 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#82 - Social Security and Medicare Funding Status
Less than 10 years before Social Security and Medicare Trust Funds hit $0. Then mostly payroll taxes only will be available to cover promised benefits. Here is a financial overview of these programs in a Q&A format. Want to learn more about this? Head over to our recent blog post for more...
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#81 - Market Update May 31, 2025
This episode provides a market update through May 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#80 - Options Primer
An overview of options and a few common uses. Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#79 - Market Update April 30, 2025
This episode provides a market update through April 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#78 - Key Lines from 2024 Tax Return for Better Planning
Before tossing your 2024 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2025 return. Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this topic....
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#77 - Market Update March 31, 2025
This episode provides a market update through March 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#76 - Key Tax Docs and Last Minute Tax Moves for 2024
Here are the documents accountant is looking for – and yes still time to impact 2024 tax year. Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this topic. Interested in learning more about our firm? Click here...
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#75 - Market Update February 28, 2025
This episode provides a market update through February 28, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#74 - Financial Framework for Gen Y and Gen Z
Here is a financial framework for those starting their first job – and a refresher for others already working. Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast. Interested in learning more about our firm? Click here to schedule…
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#73 - Market Update January 31, 2025
This episode provides a market update through January 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#72 - 2025 Implementation of Secure ACT 2.0 + SS Fairness Act
Here are a few new features effective in 2025 from SECURE Act 2.0. Also note Social Security Fairness Act passed in early January. Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast. Interested in learning more about our firm?…
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#71 - Market Update December 31, 2024
This episode provides a market update through December 31, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#70 - Father Forgets
Here is my traditional holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in but also remember to recognize and encourage this energy year-round but without "measuring you by the yardstick of my own years." Happy Holidays! Interested in learning...
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#69 - Market Update November 30, 2024
This episode provides a market update through November 30, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#68 - Year-End Tax Planning
Not all tax planning moves can wait until next spring. Here are some moves to consider now. Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast. Interested in learning more about our firm? Click here to schedule a call!
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#67 - Market Update October 31, 2024
This episode provides a market update through October 31, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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#66 - Annual Benefits Enrollment for 2025
It’s that time of year. Don’t just click on last year’s options - take a closer look. Also note higher contribution limits, especially if age 60 - 63! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this…
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#65 - Market Update September 30, 2024
This episode provides a market update through September 30, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!
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ABOUT THIS SHOW
Kirk Kreikemeier, CFP® and Principal Advisor of Pebble Valley Wealth Management, gives his guidance and opinion on financial, market, and economic topics to help listeners move from confusion to confidence. Visit our website at pvwealthmgt.com.
HOSTED BY
Kirk Kreikemeier, CFP®
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