All Episodes
Market Moment Podcast — 301 episodes
Is Social Security Running Out and How Do I Plan Around It?
Should I Delay Retirement Due to Recent Events and Sequence of Return Risk?
Market Highs & New Roth Rules: 2026 Retirement Planning Update
Is the U.S. Headed Towards Stagflation?
How Do I Protect Against Sequence of Return Risk?
What Can I Still Do For My Taxes Before April 15?
AI Boom, Middle East Conflict & Market Risks with Stephanie Aliaga
How to Invest When You Have Short-Term Goals
Explaining Mutual Funds, ETFs, and Direct Indexing
Market Uncertainty and Interest Rates: What We’re Watching
Another Middle East War: How This Impacts the Market & Economy
AI Stocks: Boom, Bubble, or Long-Term Opportunity?
How Do Short Term Events Impact Long Term Plans?
What Should I Do in Periods of Heightened Volatility?
How Do I Build a Diversified Portfolio That Fits My Risk Tolerance?
What Does a Phased-Retirement Look Like?
Is Investing Easy?
How Do I Generate Income From My Investments?
What to Know If You Want to Retire Before 59½
Predictions From Last Year and Looking Ahead
How Do RMDs Work?
Can I Work While on Social Security and Should I Work Part Time Before Retiring?
What Percentage of My Income Should Go Towards Retirement?
Should I Still Own Stocks in Retirement?
What Investors Should Know About AI’s Growing Market Influence (Featuring Stephanie Aliaga!)
What is the Average Retirement Age Now?
What's the Best Order to Withdraw From in Retirement? (IRA, Roth, 401Ks, and More)
How Is My Social Security Benefit Calculated?
What is the Best Asset Allocation For Retirees?
Is $1,000,000 Enough to Retire?
Emergency Funds: Before and After Retirement
How Can I Lower My Taxes in Retirement?
When Should I Claim Social Security Benefits?
How Should I Invest As I Approach Retirement?
How Much Money Do I Need to Retire?
Answering the Question: "Can I Retire Early?"
Unpacking U.S. Household Leverage, the Inflation Report, and a Fed Rate Cut
What is the Best Withdrawal Strategy in Retirement?
Invest Without Fear, Whether the Market’s High or Low
Top 10 Things You Should Know About the One Big Beautiful Bill
Retirement Regrets and Market Updates
Mid-Year Financial Check-Up
Climbing the Walls of Worry
Rising Tensions in the Middle East, Tariffs, and Rate Cuts
If You're Thinking About Retirement, Answer These Questions
Our National Debt, Tariff Drama, Rate Cuts, and the Younger Investor
You Can't Predict the Market
Discussing Current Market Trends with Meera Pandit from J.P. Morgan
There Are Always Risks - Which Kind Do You Want?
Are We Technically in a Recession Now?
Inflation and the Unpredictable Markets
Is Jerome Powell Doing a Good Job?
Tariff Talk Triggers the Markets
The Tariff War’s Impact on the Market
Stay Calm Through Market Volatility
Will Tariffs Help Our Economy?
Tesla Stock Drop and Fed's Next Move
Market Volatility Returns - Should We Be Worried?
Does the U.S. Economy Depend on the Rich?
No Cents is Common Sense
The Trump Tariffs
DeepSeek is Making Waves: This Week's Tech Selloff Explained
New President: What's Next for Investors?
Are Bonds Back?
New Year. New Goals | Our Resolutions for 2025
Strategically Giving More to Charity and Less in Taxes
End of Year Planning
Inflation is Down & the Russell 2000 is Up
Social Security Concerns & IRS Contribution Limits
The Election is Over & Fed is Rate-Cutting! What Does This Mean?
Answering YOUR Comments & Questions About the Market!
Policies the Market Cares About (Taxes, Tariffs, Green Energy, and More!)
Election, Bears, Bulls, and Uncertainty
Fed Rate Cuts Aftermath & Inflation Numbers
Talking Short-Term Rates and the Fed with AJ Nobile from J. P. Morgan
Navigating an Uncertain Market (Are You a Bear or a Bull?)
Will We Have a Soft Landing?
Why Tax Planning Matters
5% Mortgages on the Horizon?
The Yield Curve is Uninverted!
Harris Proposes Taxing Unrealized Capital Gains and More...
Would 40 Year Mortgages Fix the Problem?
What's Working & What's Not in the Market
Common Questions We Get as Finance Advisors
Teaching Your Kids Financial Literacy
Do Elections Impact the Market?
Are We in a Market Rotation?
What is the "Behavior Gap" in Investing?
Does Diversification Still Work?
Nvidia’s Drop, Economic Risks, and Finance Twitter
J.P. Morgan's Hamilton Reiner on Modern Investment Strategies
Apple's A.I. Leap, Rising Oil Prices, and Recession Fears
Big Tech in the Market, Inflation Concerns, and Gen Z is Working
T-Mobile Merger, GameStop, CosMc, & Nvidia
Inflation, Spaving, Bankruptcy, & the Market's Performance
Meme Stocks, Comparing Generations' Wealth & Minimum Wage Comments
Outrageous Fast Food Prices, Stock Trends, & Robinhood
Tesla's Up Again, Stagflation Concern & Tax Brackets
Magnificent 7 Down, Cheap Chinese Goods, & Bankruptcy
Oil Spikes, Retail Rises, & Gold Rushes
Jaime Dimon's Letter, Inflation, Small Businesses and College Alternatives
J.P. Morgan Global Strategist on A.I., a Recession, and the Fed
Boeing CEO Stands Down, Japan's Economy and the House Supply
Investing in the Next Generation with David Lee
Bitcoin, Reddit Goes Public, and Wendy's Sparks Outrage
Flying Cars, Rent Prices Lower, & Bitcoin Again
Stock News, the Dow, and a Teenage Investor
Student Loans, 401Ks, and Financial Advice From YouTube Shorts
$1.13 Trillion in Credit Card Debt, Humanoid Robots, and Stock Updates
Layoffs, Corporate Landlords, and a Bullish Wallstreet
Skyrocketing U.S. Debt, EU Told Amazon "No" and Waiting Fed Decision
U.S. Spending Out of Control, Stock News & Responding to a Comment
Child Tax Credit News, Housing Shortage, and Burger King
Inflation Optimism, the Global Economy & TikTok Trends Impacting Company Profits
Recession Headlines, the Unemployment Rate and Bitcoin
Should Young People Buy Homes, U.S. Stocks, & Drone Delivery
Will the Fed Cut Rates in 2024 (and Should They)?
Remembering an Investing Legend
Holiday Sales Outlook: The Good and the Bad
The Economics of Thanksgiving
Are the Economic Forecasts for 2024 Too Bleak?
Is the Fed Done with Rate Hikes?
Should We Stop Caring About Fed Rate Hikes?
How Wealthy is Wealthy?
Is the Earnings Recession Over?
Advisors React: Financial Advice on TikTok
The Return of Student Loan Payments
The Fed’s Path to 2% Inflation (and Why They’re Wrong)
Auto Workers on Strike: Long-Term Effect
The Importance of Habits
A Chat with Former Head Razorback Coach Ken Hatfield
Worst Market Ever for First-Time Home Buyers?
Why it Pays to Switch Jobs
Do One-Year Returns Matter?
An Economist’s View
Surprising Sector Numbers
Tough Times for House Hunters
How Diversified is an Index Fund?
Make Banking Great Again
New Housing Explodes
Ramifications of Student Loan Repayments
Bull Vs. Bear
Debt Ceiling Deal
Debt Ceiling Default
AI: The End is Near (But Not Really)
What is a ”Defensive” Portfolio?
Money Market Cash Surge
Is the 60/40 Portfolio Coming Back?
To Defer or Not to Defer
Taking a Look at the Past 3 Years - Part 2
Taking a Look at the Past 3 Years
The First Quarter in Review
First Citizens to Buy SVB
Bitcoin Bounces Back
Bank Fallout
Lawmakers Revisiting Social Security Language
30-Somethings In a Mountain of Debt
Rising Yields, Falling Stocks
Super Bowl Spending
What is a ”Rolling Recession”?
Secure Act 2.0 (Part 2)
Secure Act 2.0 (Part 1)
Keeping Financial Resolutions
Do No-Risk Investments Exist?
Goal Setting for the New Year
Millennial Millionaires Pare Back on Holiday Spending
Should I Pull from my 401(k) Now?
Sports Betting on College Campuses
Another One Bites the Dust
How the Mighty Fall
Ep 127: Midterm Aftermath
Ep 126: Jackpot!
Ep 125: The Midterm Effect and Musk Takes Twitter
Ep 124: Would You Rather...
Ep 123: How Long will Inflation Last?
Ep 122: 6 Habits of a Millionaire
Ep 121: The Northwest Arkansas Housing Market with Chad Beebe
Ep 120: Should I Go To Cash?
Ep 119: A Volatile Week
Ep 118: The Psychology of Money
Ep 117: The Powell Effect, Student Loan Fairness, and Going Gas-Free
Ep 116: A Frequently Asked Question, Student Loan Forgiveness, and Calling Those Hogs
Ep 115: Inflation Reduction Act, Housing Demand, and US Freight Shipping Rates
Ep 114: Inflation Reduction Act and the Jobs Report
Ep 113: The Great Recession Debate
Ep 112: Fed Rate Hike, Elon Musk, & ”Stupid Simple” Money Tips
Ep 111: Trust Me, I Saw It On the Internet...
Ep 110: What If We’re Not in a Recession?
Ep 109: Good News, Everyone!
Ep 108: Why We Believe in the U.S. Economy
Ep 107: Financial Baby Steps
Ep 106: Faith, Fear, and Finances
Ep 105: Annuities (the Good and the Bad)
Ep 104: How We Handle Our Own Accounts
Ep 103: Corrections, Recessions & Bear Markets
Ep 102: Making Lemonade out of Lemons
Ep 101: What To Do in a Volatile Market
Ep 100: How Does Inflation Impact Me? Part 2
Ep 99: How Does Inflation Impact Me? Part 1
Ep 98: Am I Ready to Retire? (Part 2)
Ep 97: Am I Ready to Retire? (Part 1)
Ep 96: What is Risk?
Ep 95: Buying and Selling in a Seller’s Market with Rob Winkel
Ep 94: Talkin Bout My Generation
Ep 93: A High Price to Pay (at the Pump)
Ep 92: Taxes: Tips and Tricks
Ep 91: Bracing for the Fed Rate Hike
Ep 90: Market Impact: Trouble in Russia
Ep 89: Crash Proof Investments
Ep 88: This Time is Different
Ep 87: Get it While the Getting is Good
Ep 86: Don’t Worry, the Sky’s Not Falling
Ep 85: How Babies Can Affect the Market
Ep 84: How High Inflation is Affecting Interest Rates
Ep 83: Investment Vehicles
Ep 82: The Four F’s of Goal Setting
Ep 81: Things To Do Before 2022 (Financial Resolutions Part 2)
Ep 80: Financial Resolutions 2022: Part 1
EP 79: How to Have ”The Talk” About End-of-Life Decisions
Ep 78: Don‘t Panic! (Omicron and Your Money)
Ep 77: The Smarter Way to Give
Ep 76: What To Do When Interest Rates Rise
Ep 75: And... It‘s Gone
Ep 74: Stocks, ETFs, and Mutual Funds
Ep 73: All About Medicare
Ep 72: Wild Wild West
Ep 71: World Reserve Currency
Ep 70: The Federal Reserve and Bonds
Ep 69: How AI is Changing the Game with Wayne Ferbert
Ep 68: What Does the Bible Say About Money?
Ep 67: COVID-19‘s Impact on the Travel Industry
Ep 66: Robo Advisors
Ep 65: Roth Conversions
Ep 64: Long Term Care & How to Plan For It
Ep 63: Social Security
Ep 62: Hedging, Market Changes, & Concentrated Stock Risk with David Lee and Jay Pestrichelli
Ep 61: Pros and Cons of a 401(k) Rollover
Ep 60: Phishing (not Fishing)
Ep 59: Faith and Finance with Dr. Nick Floyd
Ep 58: Communism, Capitalism, and Societies In-Between with David Chapman
Ep 57: Generosity, Grandkids, & Getting Out of Debt with Mike Frost
Ep. 56: Sports, Stewardship, & Staying Humble with Matt Walters
Ep 55: From Flying to Finance with David Lee
Current Events: Interest Rates, Child Tax Credits, & Cryptocurrency
Alternative Investment Options
Where to Stash Cash
Inflation and How to Handle It
Capital Gains Tax, Stepped-Up Basis & More.
The Non-Financial Aspects of Retirement
5 Different Types of Investing Risks - Part 2
5 Different Types of Investing Risks - Part 1
Impact on Death of a Spouse
7 Tips & Ideas On How To Spring Clean Your Finances
Potential Changes In The Tax Laws
Consumer Spending & Demographics - Where Is The Market Headed?
The New Stimulus Package
Where Do We Go From Here?
Credit Scores
Identity Theft
Potential Impact of the New Tax Plan
Goal Setting Update
GameStop Stock & Donor Advised Funds
Charitable Remainder Trusts
Bitcoin
Current Events
Creating Goals for 2021
Mental Health & The Holidays
Topics You May Want To Review With Your Loved Ones
Year-End Financial Moves.
Health Savings Accounts
What does the future look like in regards to COVID-19?
Mach 1 Retirement Flight Plan
City of Bella Vista Update
Medicare
Mortgages
Life Insurance
Roth IRA’s, Roth 401(k)’s & Roth Conversions
Taxes & Finances
Recent Market Events
Hot Topic: Real Estate
Moms & Money
College Planning
Current Events
Key Steps To Take If You’ve Been Displaced.
Financial Legal Matters
Tax Deferred Contributions
Options - Puts, Calls & Everything In Between
Social Security
Roth IRA's & Roth 401(k)'s
What Do You Do With a Lump Sum Of Money?
Current Events
Using Artificial Intelligence To Invest
Asset Allocation
Investing During Times of Uncertainty
Financial Planning
A New Beginning
Fool's Gold
Traditional Versus Roth IRAs
Death Of A Spouse
Email Questions
Life Happens