PODCAST · business
We Are Talking Money
by Phil Clark
As your wealth grows, life can quickly become complex, creating the need for more focused planning around finance, tax, and legacy planning. Illuminating your blind spots with the right information is the basis for controlling risks and enjoying that which matters most to you. Our podcast is dedicated to creating better outcomes in a complicated arena. Our curation of timely information was developed from our passion to help our listeners address the many elements that affect intended outcomes. We have a long and successful track record of working with people who want to grow and protect their assets, and succeed.
Episodes
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Spell Check - Week 12 Market Performance - Phil Clark & Dustin Hocken talk Recession Preparation, Budgets and more - Episode 3
Week 12 Market Performance: Dow Jones Industrial Average: W12 +1.18%; YTD +0.38% S&P 500: W12 +1.39%; YTD +3.42% Nasdaq: W12 +1.66%; YTD +12.97% Questions Answered in this Episode: Why is personal savings so low? What are simple ways to reduce your spending and keep an eye on your budget? Best…
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Spell Check - Week 11 Market Performance - Silicon Valley Bank Collapse - Episode 2
Week 11 Market Performance: Dow Jones Industrial Average: -.15%; YTD Performance: -3.88% S&P 500: +1.43%; YTD Performance: +2.01% Nasdaq: +4.41%; YTD Performance: +11.12% Silicon Valley Bank Mission Statement: “Our mission is to increase the probability of our clients’ success. For nearly 40…
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Spell Check - Fed Sentiment Analysis and Lifestyle Check - Episode 1
2022 Market Performance Dow Jones: -8.78% S&P 500: -19.44% Nasdaq: -33.10% 2023 Market Performance (through trading week 9) Dow Jones: .74% (YTD) S&P 500: 5.37% (YTD) Nasdaq: 11.68% (YTD) Fed Sentiment Jerome Powell and co. are dead-set on lowering the inflation rate to their target of 2%. My...
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Unlocking the Power of RMD's - 7 Strategies for Retirees
"Hey everyone, today we're going to be talking about Required Minimum Distributions (aka RMDs). Know there is a lot of material out there on RMDs but stick with me on this important topic if you have an IRA or 401(k). The rules have changed and if you are approaching retirement age, or know…
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2023 Outlooks for Investors
Our take on the global economy, and what we expect for the duration of 2023.
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2023 Debt Ceiling
The United States Debt Ceiling is a limit set by the US Congress on the total amount of debt that the federal government can accumulate. On January 19 2023, it's set to hit its limit and many people are wondering what will happen next. We also discuss some of the possible consequences of hitting...
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The FTX Scandal: What Happened?
Sam Bankman-Fried and FTX- you’ve probably heard those names in the news recently, but what actually happened? Here’s everything you need to know about the recent FTX scandal and some things you can do to protect yourself from becoming a victim in similar events.
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Ten Useful Year-End Tax Savings Tips
Year-end 2022 is approaching fast but in just 15 minutes we give you 10 Useful Tax Reduction Strategies that will put some money back in your pocket.
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5 Tips for Beginning Investors
You can see a shortened version of this content in video form on our YouTube page, OmniStar Financial Group. This podcast is a publication of Omnistar Financial Group. The content is developed from sources believed to be accurate and reliable with all information. The information in this material...
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Should You Invest in Crypto?
You can see a shortened version of this content in video form on our YouTube page, OmniStar Financial Group. This podcast is a publication of Omnistar Financial Group. The content is developed from sources believed to be accurate and reliable with all information. The information in this material...
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What is the Difference Between Traditional IRA and Roth IRA?
You can see a shortened version of this content in video form on our YouTube page, OmniStar Financial Group. This podcast is a publication of Omnistar Financial Group. The content is developed from sources believed to be accurate and reliable with all information. The information in this material...
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5 Game Changing Strategies for Retirement
No matter where you are in your financial journey, its never too early or too late to start planning for retirement. Dustin and Phil from Omnistar share 5 game changing strategies that will maximize your money for the future! You can see a shortened version of this content in video form on our...
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Market Perspective: Contrarian’s Dream
It’s a contrarian’s dream come true.Contrarian investors like to buck the trend. They buy when other investors are selling and sell when others are buying. Last week, Bank of America (BofA) delivered a contrarian’s dream. BofA’s monthly survey of 225 global asset managers, who are responsible for...
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Market Perspective - The New Year: Partly Chaotic with a Chance for Opportunity
Happy New Year to our clients and readers. It took a few weeks before gaining enough inspiration to write our first Market Perspectives of 2021. The noise of politics, social unrest, pandemics, and the threat of losing free speech can leave you at a loss for words. Frankly, America has become...
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Finance & Marriage - We Are Talking Money Live
Divorce has been dubbed ‘The Retirement Killer’ for a reason. Almost every time we work with a client who has/is going through a divorce, retirement accounts and the success of their overall financial plans quickly get derailed. All that great planning that was put in place during their wedded...
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5 Key Estate Planning Documents
Alex and David Anderson discuss the 5 Key Documents You Need for Estate Planning. Tune in to learn about Last Will & Testament, Living Trust, Durable Power of Attorney, Healthcare Power of Attorney, and Living Will.
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Investments 201
We Are Talking Money discusses ETFs, Mutual Funds, RoboAdvisors, and other investment options.
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Life Insurance 201
Advanced look on life insurance were OmniStar Financial Group dives into cash value policies.
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Market Pullbacks - When Opportunity Knocks...
Market pullbacks, indeed, are opportunities. But things are not as simple as saying, buy when the markets are down. The coronavirus-induced market turbulence is affecting everyone – but how it affects you depends upon your goals and objectives. That is, if you can control your fear. After all…
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Navigating the Economy Amid Covid-19
Update on markets The progression and measure of financial markets in response to the coronavirus outbreak has been reminiscent of the 2008 global financial crisis. Now, let me be clear, we do not believe this is a repeat 2008. What we do believe, however, is the impact from Coronavirus will…
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Coronavirus Update - Your Next Move
This is our second podcast dedicated to COVID-19 (coronavirus) as renewed fears dragged stock prices down last Friday and again on Monday, February 24th. The dow jones industrial average closed down more than 1000 points. The rising coronavirus fears are likely resulting from significant new...
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Corona Virus and Global Economies
Over the last several weeks, many clients and alliances have been asking for our opinion on the corona virus outbreak and its effects on the economy. In reality, what everyone really wants to know is “how is this corona virus going to affect my investments?” Since the outbreak, we have…
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Outlook 2020 - The Investment Landscape
A recap of 2019 and outlook for 2020 - Where we've been, where we are, and where we may be headed.
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ABOUT THIS SHOW
As your wealth grows, life can quickly become complex, creating the need for more focused planning around finance, tax, and legacy planning. Illuminating your blind spots with the right information is the basis for controlling risks and enjoying that which matters most to you. Our podcast is dedicated to creating better outcomes in a complicated arena. Our curation of timely information was developed from our passion to help our listeners address the many elements that affect intended outcomes. We have a long and successful track record of working with people who want to grow and protect their assets, and succeed.
HOSTED BY
Phil Clark
CATEGORIES
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Frequently Asked Questions
How many episodes does We Are Talking Money have?
We Are Talking Money currently has 32 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is We Are Talking Money about?
As your wealth grows, life can quickly become complex, creating the need for more focused planning around finance, tax, and legacy planning. Illuminating your blind spots with the right information is the basis for controlling risks and enjoying that which matters most to you. Our podcast is...
How often does We Are Talking Money release new episodes?
We Are Talking Money has 32 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to We Are Talking Money?
You can listen to We Are Talking Money 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 We Are Talking Money?
We Are Talking Money is created and hosted by Phil Clark.
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