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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

Tax-Efficient Gifting

On this week's episode, Markets Update: Despite Fed speak and declining retail sales, we are up (00:28-04:46) Empowering Education: How to gift tax efficiently (04:50-21:45) Faithful Finance: Do not be conformed but transformed (21:53-28:36)

Nov 27, 202329 min

Market FOMO

On this week's episode, Markets Update: Rates drop and Markets take off (00:27-04:02 Empowering Education: How to avoid FOMO in the market (04:04-16:12) Faithful Finance: How to give faithfully (16:15-20:45)

Nov 20, 202321 min

How much is enough?

In this week's episode, Markets Update: Markets continue to be strong (00:29-05:30) Empowering Education: How much is enough in retirement? (5:33-20:45) Faithful Finance: The Parable of the Rich Fool (20:50-26:07)

Nov 13, 202326 min

The Magic Number 5

In this week's episode, Markets Update: Markets are Red Hot (00:29-03:23) Empowering Education: The Behavioral Finance on a 5% Fixed Return (3:30-20:46) Faithful Finance: John 3:30 (20:50-26:40)

Nov 06, 202327 min

The Resurrection of the 60/40 Model

In this week's episode, Markets Update: Markets Mixed & Potential Rally? Empowering Education: The Resurrection of the 60/40 Model Faithful Finance: Proverbs 3:5-6

Oct 30, 202329 min

Faith and Finance

In this week's episode, Markets Update: Rate Watch & Fed Speak Empowering Education: Faith and Finance. How to faithfully manage your finances. Intriguing Issues: Netflix's Big Week

Oct 23, 202331 min

Higher for Longer

In this week's episode, Markets Update: Hot PPI and CPI, but Fed speak keeps the market at bay. Empowering Education: What does "Higher for Longer" actually mean? Is it such a bad thing? Intriguing Issues: Israel Conflict & NASA Psyche

Oct 16, 202325 min

Does America have a Spending Problem?

In this week's episode, Markets Update: Will there be a Q4 Rally? Empowering Education: American's Spending Like There Is No Tomorrow? Intriguing Issues: Student Loans & Utah's NIL Deal

Oct 09, 202329 min

The Race to Zero

In this week's episode, Markets Update: A "Hawkish" Pause causing concern for investors (00:27-07:28) Empowering Education: Will the zero-fee ETF be the norm? If so, is it truly everything it seems to be? (07:30-19:15) Intriguing Issues: Disney's Pivot & Higher for Longer (19:16-28:37)

Sep 25, 202329 min

What are your options when trading options?

In this week's episode, Markets Update: CPI comes in hot and Markets are mixed (00:27-08:57) Empowering Education: Are 24-hour Option trading viable? (09:00-24:30) Intriguing Issues: UAW Strike & Mitt Romney Announcement (24:40-30:20)

Sep 18, 202331 min

Financial Planning and Football?

In this week's episode, Markets Update: Markets get Skittish because of Inflation (00:32-07:53) Empowering Education: Parallels of Success on the Field and in Finances (07:56-20:24) Intriguing Issues: China bans iPhone for Government Officials (22:17-29:01)

Sep 11, 202330 min

The Schwab Merger

In this week's episode, Markets Update: Why is the Market up? (00:29-06:31) Empowering Education: The Schwab Merger (06:35-19:25) Intriguing Issues: College Football Returns & The Great Resignation is Over (19:27-24:30)

Sep 05, 202325 min

Buffett and Burry get Bearish?

In this week's episode, Markets Update: Nvidia carries the Market (00:30-04:34) Empowering Education: Warren Buffet and Michael Burry's Strategies (04:38-24:05) Intriguing Issues: Russian Plane Crash & The Ice Rush (24:10-32:00)

Aug 28, 202332 min

A.I. Bubble?

In this week's episode, Markets Update: Markets continue to trend Down Empowering Education: Are We in an A.I. Bubble? Intriguing Issues: ESPN's deal with Penn

Aug 14, 202331 min

The Lost Decade

In this week's episode, Markets Update: Fitch's Downgrade causes a Selloff Empowering Education: The Lost Decade Intriguing Issues: What is next for Shopping Malls?

Aug 07, 202333 min

Bond Misconceptions

In this week's episode, Markets Update: The Dow with a 13-day Winning Streak? Empowering Education: Common Bond Misconceptions Intriguing Issues: Woman's World Cup & Spotify's Price Increase

Aug 01, 202335 min

Financial Literacy 101

In this week's episode, Markets Update: Inflation below 3%? Empowering Education: The Power of Financial Literacy Intriguing Issues: Inflation and Amazon Prime Day

Jul 18, 202332 min

The Magnificent Seven

In this week's episode, Markets Update: Back to the Fed Holding Pattern. Empowering Education: The Magnificent Seven Stocks: Growth vs. Value Intriguing Issues: Threads and Student Loans

Jul 10, 202330 min

Your Financial Summer Checklist

n this week's episode, Markets Update: Market's halfway point Empowering Education: Your Financial Summer Checklist Intriguing Issues: Wagner Group Rebellion & Costco's Crackdown

Jul 05, 202328 min

The Future of Emerging Markets

In this week's episode, Markets Update: A June Pause and the Yield Curve Flattening? Empowering Education: The Future of Emerging Markets. Is BRIC no more? Intriguing Issues: The Canadian Wildfires & The Apple Vision Pro

Jun 12, 202338 min

The Bear Market Experience

In this week's episode, Markets Update: Debt Limit Bill Passed and China's Struggles Empowering Education: Spencer's Experience of the Markets so far... Intriguing Issues: Debt Ceiling Passing & House Prices Continue to Rise

Jun 05, 202332 min

Behavioral Finance

In this week's episode, Markets Update: Debt Limit Concerns continue to increase Empowering Education: Behavioral Finance Intriguing Issues: Baylor's new Cubs & Disney's Cancelled Project

May 30, 202332 min

Should you invest in the Market or Treasuries?

In this week's episode, Markets Update: Debt Limit Concerns continue to keep markets flat Empowering Education: T-Bills vs Stocks Intriguing Issues: EU reverses its decision on Activision and the future of Tipping

May 22, 202330 min

Estate Planning

In this week's episode, Markets Update: The Debt Limit Concerns Empowering Education: All Things Estate Planning Intriguing Issues: Robin Hood's 24/7 Trading and Google's AI Progress

May 15, 202337 min

Do you know your Risk exposure?

In this week's episode, Markets Update: The Fed Raises Interest Rates and a Hawkish Pause? Empowering Education: Risk, Risk, Risk. Intriguing Issues: Chegg's A.I. problem and the Kentucky Derby

May 08, 202342 min

Can I Retire?

In this week's episode, Markets Update: The Debt Ceiling and Corporate Earnings Empowering Education: Checklist for Retirement Intriguing Issues: Likewise & Consumer Sentiment for the Summer

May 02, 202333 min

The Death or Resurrection of the 60/40 Model?

In this week's episode, Markets Update: Stocks were up but Bonds were down Empowering Education: The 60/40 Model Intriguing Issues: The Return of Bundling & SpaceX's Starship Flight

Apr 24, 202334 min

The Big 5

In this week's episode, Markets Update: Inflation cools but recession looming? Empowering Education: The Big 5 Tech Stocks Intriguing Issues: The decrease in the I Bond rate

Apr 17, 202330 min

Should you invest in International Stocks?

In this week's episode, Markets Update: All eyes on the Feds Empowering Education: Why Invest in International Stocks? Intriguing Issues: Google's Supercomputer & Pitch Count in Baseball

Apr 10, 202333 min
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