Making Cent$ of Wealth ®
37 episodes - English - Latest episode: about 1 year ago - ★★★★★ - 9 ratingsWelcome to Making Cents of Wealth ® with Andrew Whalen, Your Personal CFO. The show where we break down complex financial topics and market events into investor-friendly concepts so that you can make better-informed decisions about your financial future.
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Episodes
Silicon Valley Bank Collapse
March 11, 2023 19:00 - 29 minutes - 20.5 MBA Top 20 Bank in the United States has collapsed. We discuss the contagion risk within regional banks as well as how this will impact the Federal Reserve's policy moves. Note: Both interest and non-interest bearing accounts have a maximum coverage of only $250k through FDIC. https://www.fdic.gov/consumers/consumer/news/cnwin1213/coverageupdate.html
2023 Outlook - What it Means for Stocks & the Economy
January 31, 2023 22:00 - 1 hour - 41.4 MBWelcome to 2023! This deep dive will examine a large number of economic indicators that our firm watches to predict recessions. 2023 will be a year of patience as the economy evolves and the market is currently mispriced based on inflation and earnings.
Making Cent$ of Wealth - Battling Inflation with Dr. Stephen Miller
July 06, 2022 17:00 - 1 hour - 42.7 MBIn our newest episode of "Making Cent$ of Wealth," we interviewed Dr. Stephen Miller, the Director of Research at the Center of Business & Economic Research at UNLV and discussed: Dr. Miller's career focused on inflation How high will inflation go and what the Fed must do Recession and the consequences of battling inflation
Weekly Cent$ - Catalysts for Rebound
June 24, 2022 22:00 - 14 minutes - 10 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss: ➡️ One of the worst first halves of the year for equities ➡️ Catalysts for a rebound in the second half ➡️ The largest drop in government bond yields this week To learn more about the topics discussed, join our exclusive list by emailing: [email protected]. Questions? Comments? Call us today! Direct: (702) 878-3900 Toll-Free: (866) 600-3030
Weekly Cent$ - Fed Raises Rates. What's Next?
June 17, 2022 16:00 - 30 minutes - 20.7 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss: ➡️ Where markets are with charts and in relation to earnings ➡️ Fed meeting and new rate hike expectations ➡️ Expectations for the rest of the year To learn more about the topics discussed, join our exclusive list by emailing: [email protected]. Questions? Comments? Call us today! Direct: (702) 878-3900 Toll-Free: (866) 600-3030
Making Cent$ of Wealth - Behavioral Finance Mistakes to Avoid
June 01, 2022 16:00 - 32 minutes - 22.5 MBDuring this new episode, Andrew Whalen & Carl Aschenbrenner discuss the top 5 behavioral bias traps investors need to avoid that lead to underperformance. They also discuss how the markets and the economy got into its current position and where our team believes they are headed over the next 6 months.
Weekly Cent$ - A Mid-Cycle Slowdown?
May 20, 2022 18:00 - 20 minutes - 13.8 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss unemployment, recession probability, corrections, stock prices, and inflation. To learn more about the topics discussed From Carl's Desk, join our mailing list by emailing: [email protected]. Questions? Comments? Call us today at (702) 878-3900!
Weekly Cent$ - Recession Indicators
May 13, 2022 18:00 - 12 minutes - 8.5 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss inflation decline, recession indicators, Fed comments, and recent market actions. Barron's Personal Inflation Calculator: https://www.barrons.com/articles/personal-inflation-calculator-51651691668
Weekly Cent$ - Recession Indicators
May 13, 2022 18:00 - 12 minutes - 8.5 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss inflation decline, recession indicators, Fed comments, and recent market actions. Barron's Personal Inflation Calculator: https://www.barrons.com/articles/personal-inflation-calculator-51651691668
Weekly Cent$ - Market Reactions
May 06, 2022 12:00 - 13 minutes - 9.2 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss earning season's weak guidance, the Fed finally raised rates, and our portfolio game plan with today's market volatility.
Weekly Cent$ - The Fed Announces a Reduction of its Balance Sheet
April 08, 2022 20:00 - 18 minutes - 13 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss how bears outnumber bulls in a recent March institutional investor survey, the Fed announces a reduction of its balance sheet, and Buffet and Musk's involvement in HP and Twitter.
Weekly Cent$ - Yield Curve Starts to Invert
April 01, 2022 21:00 - 19 minutes - 13.2 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss the recent equity market rally, rise in mortgage rates, yield curve inversion, and Secure Act 2.0.
Weekly Cent$ - Fed Raises Interest Rates
March 17, 2022 23:00 - 16 minutes - 11.7 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss the Fed raising interest rates for the first time since 2018. Also, they review technical charts of the stock market and if we've potentially found a bottom.
Weekly Cent$ - Conflict between Russia and Ukraine and when it might end
March 07, 2022 21:00 - 16 minutes - 11.2 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss the conflict between Russia and Ukraine, its' impact on global GDP, supply chains, and when it might end. They also discuss the oil spike, its' correlation with recessions, and the Fed reducing rate hike expectations and targeting a 25bp increase in March.
Weekly Cent$ - Russia's Invasion of Ukraine
February 25, 2022 21:00 - 20 minutes - 14.2 MBAndrew and Carl discuss Russia's invasion of Ukraine, inflation, Fed rate hikes, and where we are in this correction.
Weekly Cent$ - Volatility Discussed
September 02, 2021 21:00 - 14 minutes - 9.98 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss where volatility might be coming from this year. #tapering #tax #covid
Weekly Cent$ - Earnings Season
September 02, 2021 20:00 - 10 minutes - 6.92 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss the second quarter earnings season as they look for interesting, overlooked growth stocks. #earningsseason #growthstocks #PTON
Weekly Cent$ - Earnings Season
September 02, 2021 20:00 - 10 minutes - 6.92 MBIn the newest episode of Weekly Cent$, Andrew and Carl discuss the second quarter earnings season as they look for interesting, overlooked growth stocks. #earningsseason #growthstocks #PTON
Making Cent$ of Wealth - State of The Markets
February 15, 2021 11:00 - 46 minutes - 32 MBPlease join CEO - Andrew Whalen for our State of The Markets. Andrew Whalen provides a recap of 2020 and an outlook of the New Year 2021. Some important topics that will be discussed during this webinar include: How the Stocks Performed in 2020 What drove Market Performance in 2020 The New Presidency and the effects on the economy Where are we now? Financial Forecast for 2021
Making Cent$ of Wealth - New Presidency New Policies
February 08, 2021 14:00 - 46 minutes - 31.7 MBCEO, Andrew Whalen and his special guest, tax consultant, Al Whalen as they discuss the new presidency regulations, tax codes, environmental regulations, the Care Act and more. Al will provide important information that will assist you with the upcoming changes this new presidency brings. Andrew will discuss what is called "The Market Bubble” and how that has affected our U.S. Economy since 2010. Please join us for this educational podcast, and we look forward to building your tomorrow, to...
Making Cent$ of Wealth - Whalen Financial 2021 RIA Vision
January 25, 2021 14:00 - 17 minutes - 12 MBPlease join CEO - Andrew Whalen as he announces the establishment of Whalen Financial as an independent Registered Investment Advisor (RIA) firm! Andrew will provide a brief recap of 2020, discuss the greener policies for the new presidential administration and the innovative decision that led to Whalen Financial becoming an RIA firm in 2021. We hope you will enjoy the podcast and hear more about the exciting vision that Andrew and the Whalen Financial Team have in store for our clients in...
Making Cent$ of Wealth - Outlook 2021: Powering Forward
December 23, 2020 18:00 - 33 minutes - 23.5 MBAndrew Whalen - CEO provides an analysis of the upcoming year - "Outlook 2021: Powering Forward" Some key takeaways in the area includes: New Economic Expansion for 2021 Congress and the effects on the Market 2021 U.S. Market Forecasts
Making Cent$ of Wealth - Presidential Election 2020 Handbook
October 22, 2020 20:00 - 46 minutes - 32.1 MBCEO Andrew Whalen shares his views about the upcoming U.S. presidential election and its potential impact on the markets and portfolios. Key points Andrew Whalen addresses during this presentation: 1- How this year’s recession may impact election results 2- The issues in play and how they may affect the markets 3- Consequences of a contested election 4- Impact of Political policies on the economy, sectors, and the markets
Making Cent$ of Wealth - Disruptive Technology
July 30, 2020 16:00 - 38 minutes - 26.4 MBDuring this new episode, CEO, Andrew Whalen talks about disruptive technologies and their impact on the economy and stock market in the coming years. This includes BioTechnology, BlockChain, AI & Robotics, and Cyber Security. Join Andrew today and learn more about this 'disruptive' topic.
Making Cent$ of Wealth - Protect Yourself From Yourself
July 20, 2020 17:00 - 40 minutes - 27.6 MBDuring this new episode, CEO, Andrew Whalen talks about our emotional behavior and responses - and how they can often negatively affect our short and long term investment decisions. He will discuss the objectivity that is needed and how to protect yourself - well...from yourself! Join Andrew today and learn more about this 'emotional' topic.
Making Cent$ Of Wealth - The Coronavirus, Real Estate, and You
June 26, 2020 17:00 - 22 minutes - 15.9 MBDuring this episode, we talk with local real estate agent, Lena Paola. We cover the impact of the pandemic on trends in the housing market, where mortgage rates are heading, and the outlook for home buyers and sellers. If you're interested in the current state of the real estate market you'll want to listen to this new episode.
Making Cent$ of Wealth - The New Normal
May 20, 2020 18:00 - 28 minutes - 20 MBThe coronavirus is a pure negative externality. It initially caused a negative supply shock that was rapidly offset by a negative global aggregate demand shock. Households were then called upon to stay at home and avoid social interactions, which forced them to spend less. If consumers buy less, companies are inclined to produce less. This will have a negative impact on production and will cause massive layoffs.
Making Cent$ of Wealth - COVID-19 CLIENTS CONFERENCE CALL
March 20, 2020 18:00 - 35 minutes - 24.3 MBKeeping our clients updated and informed about this unprecedented pandemic COVID-19 and its effects in the market. Listen to our nationwide client conference call discussing the current events and the markets.
Making Cent$ of Wealth - 7 Principles of Long-Term Investing
March 10, 2020 00:00 - 22 minutes - 15.3 MBDuring this new episode of "Making Cent$ Of Wealth" Andrew Whalen talks about lifetime investing, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. The show where we breakdown complex financial topics and market events into investor-friendly concepts so that you can make better-informed decisions about your financial future, so if it don't make dollars, it don't make cent$.
Making Cent$ of Wealth - 2020 Market Outlook Recession Risks or Market Myths?
February 20, 2020 16:00 - 33 minutes - 22.9 MBDuring this episode, Andrew Whalen invites special guests Peter J. Eisenrich & Brett McAvoy from Clark Capital Management Group where they discuss: 2020 Market Outlook Recession Risks or Market Myths? The U.S. economy will continue to grow, and our projection for the S&P 500 in 2020 is 3500. The Federal Reserve will be on hold for the year, with a very high bar to hike rates, and not as high of a bar to cut rates one more time. A weakening U.S. dollar will support international market outpe...
Making Cent$ of Wealth - Simple Wealth Inevitable Wealth
January 21, 2020 18:00 - 29 minutes - 20.7 MBOn this episode of Making Cent$ of Wealth, Andrew Whalen - CEO reviews the fundamental principles of building wealth by diving into the book "Simple Wealth, Inevitable Wealth" by Nick Murray.
Making Cent$ of Wealth - Simple Wealth Inevitable Wealth
January 21, 2020 18:00 - 29 minutes - 20.7 MBOn this episode of Making Cent$ of Wealth, Andrew Whalen - CEO reviews the fundamental principles of building wealth by diving into the book "Simple Wealth, Inevitable Wealth" by Nick Murray.
Making Cent$ of Wealth - 2020 Tax Planning
December 19, 2019 16:00 - 37 minutes - 25.9 MBThe countdown begins. Once the clock rolls us into 2020, the tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2020, we can celebrate and look to even better days ahead. But we dare not neglect our fiduciary obligations to the old year.
Making Cent$ of Wealth - Forrest Griffin
December 02, 2019 17:00 - 30 minutes - 20.9 MBOn this new episode of Making Cent$ of Wealth, CEO - Andrew Whalen welcomes personal friend, longtime client, and former UFC light heavyweight champion Forrest Griffin. Forrest discusses his career as an MMA fighter during and after the UFC, the economics of becoming a UFC fighter, the UFC new business model for the next generation of fighters and how proper planning is key to success.
Making Cent$ of Wealth EP3 - Jay Cutler
November 11, 2019 17:00 - 43 minutes - 30.1 MBOn a very special episode three of Making Cent$ of Wealth, Andrew welcomes personal friend, client, and four-time Mr. Olympia Jay Cutler to the show. From bodybuilding to entrepreneurship, Jay speaks on both the personal and financial investments he made in order to reach his goals. Whether in the gym or in the office, Jay explains the persistent heavy lifting needed to achieve greatness.
Making Cent$ of Wealth - Chasing Unicorns
October 22, 2019 22:00 - 12 minutes - 8.49 MBA Unicorn can be defined as a private business that has reached a valuation of over $1Billion. These name-tags are generally associated with high flying names in Silicon Valley. Most of you have one of their services downloaded on your phone and use them quite frequently. But today I want to ask the most important question – are they worth it or like their mystical counterpart – will investors be chasing them?
Making Cent$ of Wealth - What's Old Is Still New
October 03, 2019 16:00 - 17 minutes - 12.3 MBThe first episode in the "Making Cent$ of Wealth". Follow along as Andrew Whalen breaks down complex financial topics and interviews successful entrepreneurs to help the listeners better understand their own financial roadmap.