All Episodes
Casual Friday: Financial Insights — 219 episodes
Reviewing the 2026 Mid-Year Outlook from LPL: Policy, Buildouts, & Bottlenecks
2026 Market Outlook: What Policy-Driven Markets Mean for the Economy, Stocks, and Bonds
Why Retirees Underspend (and What Advisors Can Do About It)
Mid-Year Outlook: Pragmatic Optimism, Measured Expectations
What's going on with mortgage rates? (Featuring Joe Perry)
Pullbacks Amid Growing Recession Fears
Breaking Down Outlook 2025
4 Compelling Reasons Your Business Needs a 401(k) in 2025 – Insights with Marc Fowler
The $36 Trillion Question: National Debt and Its Impact on Investors
Facing Retirement Income Challenges in a High-Cost World
Navigating Interest Rate Shifts: Bonds, Money Market Funds, & Portfolio Strategies
Quick Reaction to Today's Interest Rate Cut by the Federal Reserve
Navigating 401(k) Plans and Department of Labor Audits - Featuring Expert Marc Fowler
Perspective on the Fed and Market Sell-Off
Mid-Year Outlook: A Different Second Half
The Fed's Projections & Bond Market Implications
Unmasking Online Scams: Protecting Yourself in the Digital Age
Real Estate Q&A with Expert Brian Domingos
Dow 40,000
Cash Isn't King
Geopolitics and Pullbacks
Tax Time: How High are Tax Brackets?
Time to Talk Politics: Market Performance in a Presidential Election Year
Money Market Funds After Rates Drop
Jobs, Jobs, Jobs
Falling Yields and Rising Markets
New Year for Markets, S&P 500 Hangover?
Ripping Into Year-End
Doing Well by Doing Good: Exploring the Tax Benefits of Gifting from Your IRA
Mortgage and Real Estate Update with Joe Perry, Mortgage Ninja
Bonus: How Inflation Impacts Taxes and Retirement Benefits
The Magnificent 7 and Bear Markets
Artificial Intelligence and Coin Flip Recession Outlook
Spiking Yields and Falling Markets
Markets During Government Shutdowns & US Tech vs Europe
Seasonal Market Performance and Spiking Oil Prices
Back to School Inflation & Leading Indicators Show Recession
Softening Labor Market, US Credit Downgrade, and Football on the Way
Special Guest Joe Perry: Real Estate Insight & Tevas with Socks?
Dow Theory Update: Bullish Signals?
Casual Friday: S&P 500 Weighting, Credit Cards, Saizon & Fresno Bashing(?)
Q2 Triumph: Surging Markets Beat Odds with Easing Inflation & Positive Earnings
Casual Friday 6/30: Fed, Debts & Deficits, and Pickleball Injuries
Fed Recap: Connecting the Dots
Stock Market Implications of a Recession
Navigating the Bond Market Maze: Recession Risks and Investment Strategies
Unraveling Stock Market Patterns: Stitching Together a Prosperous 2023
Crisis Du Jour: Debt Ceiling Showdown
Social Security Pays to Wait?
The Long and Short View - Casual Tuesday?
6 Things to Know About Stocks and Recessions
Is a Roth Conversion the Right Move for You?
Can the Spring Melt Up Continue?
Three Takeaways from the Fed Decision
Joe Perry talks Mortgages and Real Estate - Casual Friday Webcast
"No Landing" Makes No Sense
Are Leading Indicators Signaling Caution?
Debt Ceiling Back in Focus
Is Cash Worth the (Reinvestment) Risk?
Casual Friday 2/10: Football Chart Mania!
Are Yields Telling Us Rates Will Stop Rising?
Win, Lose, or Recover?
Does "Seasonality" Support a December Rally?
Yield Curve Inversion and Predicting Recessions
"Chernobyl Level" Nuclear Winter for Housing Industry
Slowing Down and Going Higher? Feed Meeting Recap
A Rebound in Growth?
A Lost Decade for Bonds?
5 Tips to Handle Market Volatility
Casual Friday 9/30: Crashing into the End of Q3!
Fed Gets Pessimistic, Yet Realistic
Will the Fed Push Back on Markets?
Money in Motion - What to Do With That Old 401K
Midyear Outlook 2022: Navigating Turbulence
Historically Bad Half for Stocks and Bonds, Does it Get Better?
Rate Hikes and Stock Market Limbo
Bear Market Bonus!
Was that the Low?
Difficult Outlook for Consumer Discretionary
Is the 60/40 Portfolio Dead?
Fed Meeting & Jobs Report Recap
Time to Talk about Recession
Markets Drop on Continued Inflation Concerns
What Will Ease Inflation?
Is the Yield Curve Signaling Recession?
The Yellow Caution Light is Flashing
How Bonds and Stocks Bounce Back
Russia, Oil, and the Fed: March 11th Casual Friday
Russia Doesn't Matter as Much as You Think (Economically and Financially)
11 Things To Know About Russia and Ukraine
How Many Seats Could The Democrats Lose In November?
Inflation Surprise Shifts Fed Expectations and S&P 500 Technical Setup
What a Big Down January Means for Stocks
Have We Reached The In Peak Omicron Cases?
Bonus: Casual Friday Returns!
What Core Bond Investors Could Expect in 2022
Outlook 2022
Powell Pivot: The Federal Reserve Meeting Recap
Will Omicron Ruin the Santa Rally?
A Peek at Peak Inflation
Inflation Blowout!
Why Investors Should be Thankful
5 Things that Might Spook Markets
Bonus: Bonds Worry Over Debt Ceiling
September Slide
Fearing the Dip
Creating a Household Budget
Is Stagflation in the Cards?
Jobs Report Bucks Trend Of Recent Weak Data
Housing Starts Ramp Up, LEI Forecasts Growth
Checking in on Inflation
Is This the Start of a Correction?
Casual Friday Redux - Manufacturing at Historic Levels
Did Inflation Worries Just Peak?
Casual Friday!
Main Street Sentiment Strongest in Over a Decade
The Relationship Between Treasury Yields and Mortgage Rates.
5 Investing Principles
Record Breaking Earnings
Disappointing April Jobs Data
Sell in May and Go Away?
Accelerating Leading Economic Indicators (LEI)
Spring Cleaning & Goldilocks First Quarter
12 Common Financial Mistakes to Avoid
Covid-19 Update with Dr. Bill and Transamerica
Leading Indicators Remain Stubbornly Tepid
March Madness: Stock Market Edition
Jobs Market Gets Reopening Boost
Forecasting 2021 with Meera Pandit from JPMorgan's Global Market Insights Strategy Team
One Year Later: 3 Lessons Learned Since Market Peak
Bonus Episode! Inflation Worries?
Inflation Expectations Highest Since 2014
US Jobs Seek Shot in the Arm
Fed Support & Gamestop Craziness
Mortgage Rates Fall as Housing Market Booms
Small Business Optimism Falls to Recovery Low
Equity Winners and Losers in 2020
Outlook 2021
Do you believe in a Santa Claus Rally?
Money Tips for Newlyweds
Is Inflation Looming?
US Jobs Recovery is Slowing
Social Security Planning for Couples
Black Friday Tips - COVID Edition!
It's casual Friday, let's talk FAQ!
GDP Bounces Back
Investing for 12 Weeks VS 12 Months
Trump COVID FAQs
September Slide
College Savings Webinar & Creek Fire Woes
5 Lessons Learned About Rising Rates
Market Selloff & Credit Score Tips
Markets Continue Surge & Fraudulent Unemployment Claims on the Rise
Habits That Can Work Against Wealth Creation
The Best 100 Days Ever - Chart Check
A Promising Start to August
Biggest GDP Contraction Ever
Mid Year Outlook Webinar Replay
2020 Mid-Year Outlook
A Huge Second Quarter Recovery
Market Nervousness Over COVID Resurgence
Quick June Update
June Webinar Recap
Buying and Selling Real Estate During the Pandemic
May 2020 Market Update
Coronavirus, Estate Planning, & Health Care Directives
Your Estate Planning Questions Answered
What's Up with Oil?
What's Next? Timing, Rebalancing, and Allocations in Volatile Markets
The Stimulus Package: What's in it for me?
Washington Stimulus: Recovery on the Way?
Tips for selling your home with Realtor Lena Fisher
Coronavirus Crash
Bear Markets, COVID-19 & Oil Prices
7 Principles for Long Term Investing
Coronavirus (COVID-19) Market Volatility
Tips for New Homebuyers
New Family Starter Kit
Does a Lower January Have Bears Smiling?
Viral Outbreak Ends Period of Market Calm
Another Look at Election Years
A Closer Look at Election Years
BIG Changes to Retirement Saving Rules: the SECURE Act
Why The First Five Days Of 2020 Could Have Bulls Smiling
Tax Law Changes for Your 2019 Tax Filing
Outlook 2020
What Goes Into a Retirement Plan?
10 Ways to Avoid Fraud
Meet the Advisor - Brian Ullmann
Difficult Money Conversations with Family
Is a Roth IRA Conversion a Good Idea?
Succession Planning for Business Owners
Brining Student Loans Under Control
Meet the Advisor - Erin Redmond
Revisiting Required Minimum Distributions (RMD)
Meet the Advisor - Ryan Louie
Impeachment & Markets
Meet the Advisor - Dawn Collins
6 Social Security Potholes to Avoid
Let's Talk "Risk Tolerance"
Meet the Advisor - Nik Redmond
Young Investors & Recessions
What's New with Social Security? Seven Things for 2019.
Nik and Brian Discuss the Inverted Yield Curve
Is a Trade Deal Still Possible?
Meet the Advisor - Robert Farmer
The FIRE (Financial Independence, Retire Early) Movement
S&P 500 Hits Target—Time to Sell?
Can Stocks Predict the Next President?
Meet the Advisor - Steve Jolly
Meet the Advisor - Carole Ford
Teaching Kids About Money
Social Security Basics
Required Minimum Distributions
Saving for College
Earnings Season
Yield Curve
What is a Fiduciary?
Markets, Rates, Insurance