A View from the Perch - podcast cover

A View from the Perch

Parrott Wealth Management podcasters.spotify.com
Welcome to a View from the Perch, where we bring you essential insights into financial planning each week. Join us as we discuss a new topic every episode, drawing on the extensive research and experience of The PMW's expert team. Our goal is to empower you with the knowledge you need to confidently navigate your personal financial journey. Please visit our website https://www.planningretirements.com/ to get started on your financial journey today.
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Episodes

Debt Management in a High Interest Environment

In this week's episode, Market Update: Markets are up because of Powell's dovish remarks. Empowering Education: How to strategize and payoff debt in a high interest rate environment. Faithful Finance: The Lord is our Shepard.

Jul 15, 202426 min

Aging Finances

In this week's episode, Market Update: Markets are split with the S&P and bonds rising, while international and small-cap stocks declining. Empowering Education: How to strategize and plan for your or your loved one's last stage in retirement. Faithful Finance: Paul's advice on caring for the elderly.

Jul 01, 202426 min

Alternative Retirement Saving Vehicles

In this week's episode, Market Update: Markets are split as investors fear weaker than anticipated economic data. Empowering Education: How to save for retirement if you don't have access to a 401k. Faithful Finance: Submit to the Lord your plans.

Jun 24, 202426 min

How long do I T-Bill and Chill?

In this week's episode, Market Update: Markets are mixed with the Fed keeping interest rates level and political concern in France. Empowering Education: How long should I be in the treasury market? When do I switch, if ever? Faithful Finance: The heart of the discerning seeks wisdom.

Jun 17, 202430 min

Generating Income in Retirement and the Texas Stock Exchange

In this week's episode, Market Update: Markets increase with rate news. ECB cut rates and Texas is trying to create its own exchange. Empowering Education: How to generate income in retirement. Faithful Finance: Living a disciplined life.

Jun 10, 202429 min

Realizing Gains vs. Losses

In this week's episode, Market Update: Markets are down because of sticky inflation. Empowering Education: When to realize a loss vs realize a gain. Faithful Finance: Building wealth overtime.

Jun 03, 202434 min

Where did all the Bears go?

In this week's episode, Market Update: Mixed Markets with PPI being hotter than expected. Empowering Education: Where are all the Bears at? Is it good that the majority of analysts are optimistic? Faithful Finance: The Straight and Narrow path is the one that leads to prosperity.

May 28, 202427 min

Meme Stocks

In this week's episode, Market Update: With a rekindled belief in rate cuts, markets continue to rise. Empowering Education: Meme Stocks are back. Are they a good investment? Faithful Finance: Money is not bad, greed is.

May 20, 202429 min

Sell in May & Go Away?

In this week's episode, Market Update: Markets are up with weaker-than-expected job numbers and a news week. Empowering Education: Sell in May and go away? Does it really work? Faithful Finance: Sign Seeking

May 13, 202423 min

Growth vs. Value

In this week's episode, Market Update: Markets turn down with rates continuing to rise Empowering Education: The ultimate debate: Growth vs. Value Faithful Finance: Count the Cost

Apr 29, 202433 min

Why Diversify

In this week's episode, Market Update: Markets turn down with Middle East tensions increasing Empowering Education: The importance of diversification Faithful Finance: Wise words from King Solomon

Apr 22, 202430 min

Inflation and Interest Rates

In this week's episode, Market Update: S&P Struggles with hot inflation and rate cut outlook Empowering Education: Update on inflation and rate cuts Faithful Finance: What will remain?

Apr 15, 202430 min

The Backdoor Roth

In this week's episode, Market Update: S&P Struggles with the "No Landing" Scenario Empowering Education: Backdoor Roth. What is it? How to do it? Faithful Finance: The importance of consistency

Apr 08, 202430 min

What to do with a Windfall

In this week's episode, Market Update: S&P is off to its hottest start since 2019 Empowering Education: What to do if you incur a windfall. Tips and guidance on how to ensure you make the most of your windfall Faithful Finance: Being faithful over little leads to being faithful over much

Apr 01, 202430 min

Financial Stress Management

In this week's episode, Market Update: Chairman Powell alludes to rate cutes and the Market rallies (00:29-09:11) Empowering Education: How to manage stress stemming from your finances (09:15-30:00) Faithful Finance: Casting your anxieties on Christ (30:02-35:01)

Mar 25, 202438 min

Financial Spring Cleaning

In this week's episode, Market Update: Inflation comes in hot, but markets rally Empowering Education: Spring Cleaning for your finances. Why it is important and how to do it. Faithful Finance: Parable of the 10 oil lamps

Mar 18, 202430 min

Creating Financial Success Young ft. Ryan Arnold

In this week's episode, Market Update: Powell's march across Congress (00:30-04:45) Empowering Education: Interview with Ryan Arnold about how to create good practices and disciplines as an early college graduate (04:57-26:58)

Mar 11, 202427 min

Has Nvidia gone too far?

In this week's episode, Market Update: Inflation comes in as expected, markets rally Empowering Education: Discussing if Nvidia has peaked Faithful Finance: A Proverb about price

Mar 04, 202425 min

The Bitcoin ETF

In this week's episode, Market Update: Inflation comes in hot, bonds sell-off Empowering Education: Discussing the new Bitcoin ETF Faithful Finance: A Proverb about generating wealth

Feb 20, 202428 min

Liquid vs Illiquid Assets

In this week's episode, Market Update: The Magnificent Seven continues to carry the indices Empowering Education: Discussing the pros and cons of owning illiquid and liquid assets Faithful Finance: A lesson from Esau and Jacob

Feb 12, 202429 min

Dot-Com Bubble 2.0? Not so fast.

On this week's episode, Markets Update: Stocks cool due to Fed speak but bonds soar Empowering Education: AI Bubble vs The Dot Com Bubble Faithful Finance: What the Bible says about AI

Feb 05, 202432 min

Should I pay off my debt or investment for my future?

On this week's episode, Markets Update: Markets Rise with Technology and AI Empowering Education: Strategies for managing debt while balancing investing for your future Faithful Finance: Solomon's advice of diversification

Jan 29, 202428 min

Double Your Dollars: Mastering Risk for Financial Triumph

On this week's episode, Markets Update: Yields Rise, Market Falls Empowering Education: Strategies to understand how much risk you are taking and how it can be used to your advantage Faithful Finance: Being Financial Witnesses

Jan 22, 202430 min

How to Avoid a Falling Knife

On this week's episode, Markets Update: S&P positive but growing pessimism (00:28-05:27) Empowering Education: Strategies to avoid buying a falling knife stock (05:30-19:58) Faithful Finance: Taking a step back and looking at the source of our financial conflict (20:02-23:20) Bonus Segment: SEC approves Bitcoin ETF (23:22- 25:50)

Jan 10, 202426 min

Has the Market Peaked?

On this week's episode, Markets Update: The Market struggles out the gate (00:28-05:10) Empowering Education: We discuss if the Market has peaked (05:12-19:32) Faithful Finance: Godly Contentment (19:37-23:00)

Jan 08, 202423 min

2024 Market Outlook

On this week's episode, Markets Update: The Market Finishes Strong Empowering Education: Our 2024 Market Outlook Faithful Finance: Cheerful Giving

Jan 02, 202433 min

The Gift that Keeps on Giving: Dividend Stocks

On this week's episode, Markets Update: The Market continues to perform well (00:30-07:36) Empowering Education: The Gift that Keeps on Giving: Dividend Stocks (07:0-23:08) Faithful Finance: Overcoming Temptation (20:08-27:40)

Dec 26, 202328 min

Why Your Dollar isn't Going as Far

On this week's episode, Markets Update: A Great Month of November & Soft Landing (00:28-07:28) Empowering Education: Important financial information about buying and selling a home (07:30-20:45) Faithful Finance: Leave a Legacy (20:47-25:40)

Dec 18, 202326 min

Your End of Year Financial Checklist

On this week's episode, Markets Update: Lower Rates in the Near Future? (00:28-07:10) Empowering Education: Developing a End of Year Financial Checklist (07:14-20:36) Faithful Finance: Leave a Legacy (20:42-26:15)

Dec 11, 202327 min

Housing 101

On this week's episode, Markets Update: A Great Month of November & Soft Landing (00:28-05:50) Empowering Education: Important financial information about buying and selling a home (05:51-21:54) Faithful Finance: Leave a Legacy (21:59-25:10)

Dec 04, 202326 min
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