The Power of Time
In this week's episode, Markets Update: The Fed raises rates .25% Empowering Education: The power of staying invested, even during difficult times. Intriguing Issues: Google Trends & Google's AI.
Mar 27, 2023•28 min
A View from the Perch
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
SVB Breakdown
In this week's episode, Markets Update: The Fallout of SVB and the banking industry. Empowering Education: A breakdown of the SVB crisis. Intriguing Issues: Mint Mobile & The 2-Year Treasury Yield Drop.
Mar 20, 2023•37 min
The Supreme Court takes on Student Loans
In this week's episode, Markets Update: The Market reacts to Powell's Comments. Empowering Education: Everything you need to know about the Student Loan case in the Supreme Court. Intriguing Issues: T-Bill and Chill & International Women's Day.
Mar 13, 2023•32 min
403(b)s
In this week's episode, Markets Update: The waiting game. Empowering Education: Everything you need to know about 403(b)s. Intriguing Issues: America's Happiest Cities & The Longevity Economy.
Mar 06, 2023•29 min
SMAs
In this week's episode, Markets Update: The Market benign reaction. Empowering Education: Everything you need to know about SMAs. Intriguing Issues: Reddit's IPO & The Earthquake in Turkey.
Feb 21, 2023•33 min
2023 Retirement Contribution Updates
In this week's episode, Markets Update: Impact of the Job Market report. Empowering Education: The impact of Secure 2.0 for your retirement accounts. Intriguing Issues: The "Weather" Balloon & The Austin Ice Storm.
Feb 13, 2023•28 min
Bond vs. Bond Funds
In this week's episode, Markets Update: Markets are off to a hot start. Empowering Education: What is the difference between a bond and a bond fund? Intriguing Issues: Google's Lawsuit & Rains in California.
Jan 30, 2023•32 min
How to invest as a College/High School Student
On this week's episode, we talk to our former intern Ryan Arnold. Ryan is currently attending Trinity University and majoring in finance. He has some great insight and first-hand experience on how to invest as a young person. Enjoy!
Jan 17, 2023•19 min
Lower Interest Rates: What causes them, and how do they affect the market?
In this week's episode, Markets Update: New Year, Better Market? Maybe... Empowering Education: What Happens When Interest Rates Decrease? Intriguing Issues: The Future of EV & Kevin McCarthy.
Jan 09, 2023•31 min
New Year, New Goals, do you have a Financial Plan?
In this week's episode, Markets Update: Have the markets already discounted a recession? Empowering Education: The benefits of having and reviewing a Financial Plan. Intriguing Issues: The Secure Act 2.0 & Southwest Airlines Cancellations.
Jan 03, 2023•27 min
What is a Soft Landing, and why is everyone talking about it?
In this week's episode, Markets Update: The market reacts to Chairman Powell's comments Empowering Education: Soft Landing, what it is, and why you should care. Intriguing Issues: The future of A.I. & FTX's CEO Arrested
Dec 19, 2022•29 min
Lump-Sum vs. Regular Pension Payments
In this week's episode, Markets Update: Santa Claus Rally or did the Grinch steal Christmas? Empowering Education: When, Why, and How you should take your Pension Payment Intriguing Issues: Meta-Verse party disaster and Brittney Griner return home.
Dec 12, 2022•32 min
When should you take your Social Security?
In this week's episode, Markets Update: Powell's Dovish tone? Empowering Education: High level overview of Social Security. Intriguing Issues: The future of theatrical releases and crypto's continual downfall.
Dec 05, 2022•39 min
Best strategies for giving this holiday season.
In this week's episode, Markets Update: The good news continues? Empowering Education: How to give this holiday season. Intriguing Issues: The death of comedy & Bob Iger's return.
Nov 28, 2022•37 min
Death of the 60/40 Model? Not so fast.
In this week's episode, Markets Update: Good news for three weeks in a row? Empowering Education: The defense for the 60/40 Model. Intriguing Issues: The future of Real Estate and the FTX Crisis.
Nov 21, 2022•26 min
How you can take advantage of arbitrage in the market
In this week's episode, Markets Update: Have the tides turned? Empowering Education: Mergers and Acquisitions. Intriguing Issues: Google slows hiring and the lettuce wins!
Oct 31, 2022•23 min
The Case for Dividend Stocks.
In this week's episode, Markets Update: The Market reacts to the UK's decision. Empowering Education: Are Value Stocks back? Intriguing Issues: I Bonds and Pickle Ball.
Oct 24, 2022•22 min
How to reduce risk in your portfolio.
In this week's episode, Markets Update: Relief Rally or the start of a Bull Market? (00:29-03:34) Empowering Education: What is diversification, and how does it reduce risk? (03:37-15:13) Intriguing Issues: OPEC decision and the latest on Twitter. (15:17-24:20)
Oct 10, 2022•25 min
Why should I stay invested?
In this week's episode, Markets Update: The battle between recovery and recession. Empowering Education: Why stay invested during tumultuous times? What does it mean to "buy and hold"? Intriguing Issues: The new age of advertising and Albert Pujols' journey to 700 home runs.
Oct 03, 2022•27 min
What should I do with my excess cash?
In this week's episode, Markets Update: Are we at a bottom, or are there more woes to come? Empowering Education: How can you take advantage of rising interest rates and excess cash in this market? U.S. Treasuries. Intriguing Issues: How do companies in this day and age "pass on" inflation to the consumer?/Remembering the Queen.
Sep 26, 2022•29 min
What should I do with my debt?
In this week's episode, Markets Update: Inflation still running hot? Empowering Education: What to do with your debt in a high inflation and rate environment. Intriguing Issues: The future of Crypto Regulation & Patagonia's Owner.
Sep 19, 2022•27 min
9/5/2022
In this week's episode, Markets Update: Fall out from Jackson Hole (00:28-04:43), Intriguing Issues: The future of EV Stocks & Student Loan Forgiveness (04:45-14:28), Flip or Flop: PayPal & Lululemon (14:33-19:45), Empowering Education: What to do with your 401(k) (19:50-31:01).
Sep 05, 2022•32 min
8/29/2022
In this week's episode, Markets Update: Powell's announcement prediction (00:29-02:34), Intriguing Issues: Business Districts in a Post-Covid World & Your Home's Valuation (02:38-12:04), Flip or Flop: Zoom & Boeing (12:06-20:52), Empowering Education: Meme Stocks (20:55-28:57).
Aug 29, 2022•29 min
What is Financial Planning?
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing what is financial planning? We go in depth answering some of the basics about when you should start to use a financial plan and wh...
Jul 25, 2022•19 min•Season 1Ep. 7
Income Strategies
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing the different income strategies. We go in depth answering some of the basics about how continue to receive a form of income in ret...
Jul 18, 2022•29 min•Season 1Ep. 6
Stocks, ETFs, and Mutual Funds
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing the difference between Stocks, ETFs, and Mutual Funds. We go in depth answering some of the basics about what each one is and some...
Jul 11, 2022•28 min•Season 1Ep. 5
How to Plan and Save for College
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing College Savings. We go in depth answering some of the basics of how to save for college and some of the things that should be cons...
Jul 05, 2022•25 min•Season 1Ep. 4
What's "Up" with Inflation?
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing Inflation. We go in depth answering some of the basics about what Inflation is and some of the things that should be considered wh...
Jun 27, 2022•24 min•Season 1Ep. 3
What is ESG?
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing a ESG's. We go in depth answering some of the basics about what an ESG is and whether or not they should be considered when invest...
Jun 13, 2022•24 min•Season 1Ep. 2
Traditional Vs. Roth IRA Explained
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing a Roth IRA Vs. a Traditional IRA. We go in depth answering some of the basics about how each IRA functions and how they should be ...
Jun 06, 2022•24 min•Season 1Ep. 1
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