Casual Friday: Financial Insights
221 episodes - English - Latest episode: 10 days ago - ★★★★★ - 1 ratingWelcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which we are registered to do business, please visit www.FordFG.com.1-856451
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Episodes
Episode 10 - S&P 500 Hits Target—Time to Sell?
July 29, 2019 15:00 - 6 minutes - 4.44 MBThe S&P 500 Index is within 1% of LPL Research's fair value S&P 500 target of 3,000 after rallying 20% this year and broaching that target several times in July. Now that we’re close to reaching the target, is it time to sell? Tracking # 1-875094 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Episode 9 - Can Stocks Predict the Next President?
July 22, 2019 20:00 - 10 minutes - 7.06 MBIn this episode we review how the stock market may give clues on who may win future presidential elections. Tracking # 1-874513 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Can Stocks Predict the Next President?
July 22, 2019 20:00 - 10 minutes - 7.05 MBIn this episode we review how the stock market may give clues on who may win future presidential elections. Tracking # 1-874513 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Meet the Advisor - Steve Jolly
July 15, 2019 14:00 - 21 minutes - 14.5 MBIn our "Meet the Advisor" series, we chat with the financial advisors of FFG to learn more about their background, personal lives, and approach to investing and financial planning. In our second episode, we talk with Steve Jolly, who has served the San Joaquin Valley community as a financial advisor and wealth manager for 30 years. Tracking #1-870733 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Meet the Advisor - Carole Ford
July 03, 2019 18:00 - 15 minutes - 10.8 MBIn our "Meet the Advisor" series, we chat with the financial advisors of FFG to learn more about their background, personal lives, and approach to investing and financial planning. In the inaugural episode, we talk with Carole Ford, the founder of Ford Financial Group, and discuss how she got started and worked to grow the firm to what it has become. Tracking #1-867910 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Episode 8 - Teaching Kids About Money
June 24, 2019 19:00 - 21 minutes - 15 MBIn this episode we review our most recent newsletter and discuss various techniques of how to teach your young ones about money. Tracking # 1-865630 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Teaching Kids About Money
June 24, 2019 19:00 - 21 minutes - 15 MBIn this episode we review our most recent newsletter and discuss various techniques of how to teach your young ones about money. Tracking # 1-865630 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Social Security Basics
June 06, 2019 18:00 - 26 minutes - 12.3 MBIn this episode we discuss some of the basics of Social Security, such as the mechanics of how benefits are calculated, the choice of what age to start collecting benefits, and some of the rules about spousal benefits and how things like death or divorce can affect them. Tracking # 1-859645 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Episode 7 - Social Security Basics
June 06, 2019 18:00 - 26 minutes - 12.4 MBIn this episode we discuss some of the basics of Social Security, such as the mechanics of how benefits are calculated, the choice of what age to start collecting benefits, and some of the rules about spousal benefits and how things like death or divorce can affect them. Tracking # 1-859645 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Episode 6 - Required Minimum Distributions
May 30, 2019 16:00 - 16 minutes - 7.51 MBIn this episode we discuss the details and rules surrounding Required Minimum Distributions, including when the distributions must be taken, how much, and by whom. Tracking # 1-856532 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Required Minimum Distributions
May 30, 2019 16:00 - 16 minutes - 7.51 MBIn this episode we discuss the details and rules surrounding Required Minimum Distributions, including when the distributions must be taken, how much, and by whom. Tracking # 1-856532 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Saving for College
May 15, 2019 21:00 - 22 minutes - 10.3 MBIn this episode we discuss the use of 529 College Savings Plans to help parents and students save for the ever-increasing costs with college. We cover the key items that make 529 College Savings Plans such a useful tool, as well as some of the drawback and limitations. We also touch on the cost differences between various public and private universities, and the projected increase in costs for tuition over the next decade. Prior to investing in a 529 Plan investors should consider whether t...
Episode 5 - Saving for College
May 15, 2019 21:00 - 22 minutes - 10.3 MBIn this episode we discuss the use of 529 College Savings Plans to help parents and students save for the ever-increasing costs with college. We cover the key items that make 529 College Savings Plans such a useful tool, as well as some of the drawback and limitations. We also touch on the cost differences between various public and private universities, and the projected increase in costs for tuition over the next decade. Prior to investing in a 529 Plan investors should consider whether t...
Episode 4 - Earnings Season
April 15, 2019 18:00 - 15 minutes - 7.14 MBIn this episode we discuss what "earnings season" is, and why it may impact the the direction of the markets and, therefore, your portfolio. We touch on how a company's earnings means for a company's stock price (the price/earnings ratio), and what may be ahead for markets in the short term. Tracking # 1-842817 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Earnings Season
April 15, 2019 18:00 - 15 minutes - 7.13 MBIn this episode we discuss what "earnings season" is, and why it may impact the the direction of the markets and, therefore, your portfolio. We touch on how a company's earnings means for a company's stock price (the price/earnings ratio), and what may be ahead for markets in the short term. Tracking # 1-842817 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Episode 3 - Yield Curve
April 10, 2019 16:00 - 15 minutes - 7.15 MBLately the subject of the "yield curve" has been covered quite a bit by the financial media and has led to lots of questions about it from clients. So, in our third episode we discuss what the yield curve is, what it means when it flattens and inverts, and how it might potentially impact markets and investment porfolios. Tracking # 1-839904 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Yield Curve
April 10, 2019 16:00 - 15 minutes - 7.14 MBLately the subject of the "yield curve" has been covered quite a bit by the financial media and has led to lots of questions about it from clients. So, in our third episode we discuss what the yield curve is, what it means when it flattens and inverts, and how it might potentially impact markets and investment porfolios. Tracking # 1-839904 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Episode 2 - Fiduciary
April 09, 2019 15:00 - 13 minutes - 6.39 MBIn our second episode we try to help clients answer the questions "what is a fiduciary?" Tracking #: 1-840308 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
What is a Fiduciary?
April 09, 2019 15:00 - 13 minutes - 6.38 MBIn our second episode we try to help clients answer the questions "what is a fiduciary?" Tracking #: 1-840308 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)
Episode 1 - Markets, Rates, Insurance
March 15, 2019 04:00 - 10 minutes - 4.94 MBIn our first episode we discuss recent market volatility, the effects that continued low interest rates may have on bond portfolios and consumers, and we finish with a financial planning issue relating to retiree healthcare before age 65. Music Attribution: Title: Hopeful Start Artist: John Bartman License: CC BY-SA 4.0 (Attribution-ShareAlike License)
Markets, Rates, Insurance
March 15, 2019 04:00 - 10 minutes - 4.93 MBIn our first episode we discuss recent market volatility, the effects that continued low interest rates may have on bond portfolios and consumers, and we finish with a financial planning issue relating to retiree healthcare before age 65. Music Attribution: Title: Hopeful Start Artist: John Bartman License: CC BY-SA 4.0 (Attribution-ShareAlike License)