Latest Farrall Podcast Episodes
Episode #146: 401(k) Fiduciary Series Episode #3: The Participant Experience and Health of Your Plan
Money Matters with Greg - August 21, 2020 00:00 - 22 minutes ★★★★★ - 12 ratingsGreg welcomes back Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the third and final episode in a fiduciary series as they discuss how important financial literacy and participant experience are to the overall health of...
Episode #145: 401(k) Fiduciary Series Episode 2: Governance, Disclosures an d Participant Experience
Money Matters with Greg - August 04, 2020 00:00 - 32 minutes ★★★★★ - 12 ratingsGreg welcome Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the second episode as they discuss governance of a plan, fidelity bonds, Annual Disclosures and try to talk about participant experience before time makes them ...
Episode #144: 401(k) Fiduciary Series Episode 1: Are you a Fiduciary?
Money Matters with Greg - August 04, 2020 00:00 - 17 minutes ★★★★★ - 12 ratingsGreg welcomes Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin as they discuss what it is to be a fiduciary as a plan sponsor and the risks involved. This is the first of a hopeful series on 401(k) discussions to help Plan spo...
Episode #143 Update on the Market
Money Matters with Greg - June 25, 2020 00:00 - 9 minutes ★★★★★ - 12 ratingsListen in as Greg talks the week in the Markets and wishes all of the awesome Fathers out there a Happy Fathers Day. He is seeing resistance in stocks and thinks an opportunity might be coming for those that have been looking to add to their equity positions. Also, he gives you an update...
Episode #142: Update on the Markets
Money Matters with Greg - May 15, 2020 00:00 - 14 minutes ★★★★★ - 12 ratingsListen on iTunes and Spotify and watch on YouTube as Greg discuss the May 7th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current m...
Episode #141: Update on the Markets
Money Matters with Greg - May 12, 2020 00:00 - 8 minutes ★★★★★ - 12 ratingsListen on iTunes and Spotify and watch on YouTube as Greg discuss the May 6 th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current ...
Episode #136: Money Matters with Greg FirstLight Home Care
Money Matters with Greg - May 07, 2020 00:00 - 22 minutes ★★★★★ - 12 ratingsListen and watch as Greg interviews frontline heroes and Owner of FirstLight Home Care, Jim Alex, and Vice President of Operations, Mary Joe Jaime. They tell stories about how their clients are affected by COVID-19 and what their industry is doing to prevent the virus. Thanks to them and...
Episode# 135: Talking PPP and CARES Act with Laciak Accountancy Group
Money Matters with Greg - May 01, 2020 00:00 - 18 minutes ★★★★★ - 12 ratingsWhat is better than getting free advice from a certified public accountant? Getting free advice from four of them! Greg interviews Joe Laciak, Geoff Laciak, Brian Laciak and Michelle Gonzalez from Laciak Accountancy Group. They are all extremely busy in these hectic times, so it was gre...
Episode #134: Talking the Markets again
Money Matters with Greg - April 17, 2020 00:00 - 14 minutes ★★★★★ - 12 ratingsTrying to get all investors an update on the fast moving markets, Greg again attempts to explain what is going on out there. "Invest wisely and stick to your plan."
Episode #132: Update on the markets
Money Matters with Greg - April 17, 2020 00:00 - 14 minutes ★★★★★ - 12 ratingsIn a continued effort to keep everyone informed on the markets, Greg gives another detailed report on COVID-19 updates and the stock markets worldwide. To quote the late, great, Jerry Garcia, "What a long strange trip it has been."
Episode #133: Talking Real Estate with Owner/Broker Matt Evans
Money Matters with Greg - April 17, 2020 00:00 - 14 minutes ★★★★★ - 12 ratingsAs owner and broker of Remax Lifestyles in Valparaiso, Indiana, Matt Evans has his finger on the pulse of the real estate market. Listen in as he explains what a drive-by closing is and what the real estate industry is doing to cope with COVID-19 outbreak. He also discusses his personal ...
Episode #131: Talking the Stock Market this week
Money Matters with Greg - April 17, 2020 00:00 - 10 minutes ★★★★★ - 12 ratingsGreg tries to inform everyone about what happened last week and this week in the stock markets worldwide. A "new normal" for sure. Invest wisely out there and wash your hands.
Episode #129: Talking Mortgages with Travis Waters
Money Matters with Greg - April 06, 2020 00:00 - 26 minutes ★★★★★ - 12 ratingsWith the recent volatility in the credit markets, Greg tackles a conversation with Senior Mortgage Advisor from Union Mortgage, Travis Waters on what he suggests homeowners should be thinking about.
Episode #130: Thinking of a new franchise?
Money Matters with Greg - April 06, 2020 00:00 - 27 minutes ★★★★★ - 12 ratingsWith everyone recreating themselves to home offices or even new careers, Greg thought a conversation with the serial franchiser, Mark Eddy would be of value. In this episode, great and Mark discuss the pros and cons of starting your own franchise.
Episode #128: March 2, 2020 Update on the Markets
Money Matters with Greg - April 06, 2020 00:00 - 26 minutes ★★★★★ - 12 ratingsWith the recent crash in the stock market, Greg attempts to give guidance in a very volatile investment environment.
Episode #125 The ABC’s of Investing Part I
Money Matters with Greg - September 26, 2019 00:00 - 30 minutes ★★★★★ - 12 ratingsIn this episode, Greg reviews the past week of the September 2019 Markets and then goes into the ABC's of investing at the 10:00 mark. He gets through the letter N in this episode and will follow up with another episode shortly. He tells some stories along the way as he gives you insight...
Episode #124: Review of August 2019 Navigating Murky Waters
Money Matters with Greg - September 18, 2019 00:00 - 31 minutes ★★★★★ - 12 ratingsNow that summer is over (insert tear drop emoji), Greg tackles the month of a very volatile August 2019 and helps you make it through the murkiness of current clouded investment waters. Escalating trade news and the Federal Reserve language drove volatility this month and it is difficult...
Episode #122: Money Matters with Greg 6.17.2019
Money Matters with Greg - July 03, 2019 00:00 - 31 minutes ★★★★★ - 12 ratings“Sell in May and go away” worked, until it didn’t. What a June we are having! Best June ever right now. Greg discusses the Markets and then reviews “15 Apps that will help you save money.” Finally, he reviews the retirement woes again just in case you missed it earlier. Happy Father’s Da...
Episode #121 Money Matters with Greg 5.20.2019
Money Matters with Greg - July 03, 2019 00:00 - 30 minutes ★★★★★ - 12 ratingsHappy Mother’s Day to all of the awesome Mom’s out there. Love you Mom! May has been brutal in regard to the markets. We warned of a set back and unfortunately, we got it. Down over 5% in a month! Greg reviews the Markets and then talks about Avoiding Some Retirement Woes that we help cl...
Episode #119: What is priced in? Home buying tips and proper credit
Money Matters with Greg - April 29, 2019 00:00 - 31 minutes ★★★★★ - 12 ratingsGreg starts off by asking what is already priced into this stock market rally? Where do we go from here with earnings season upon us? Second part Greg talks about 5 tips for the first-time homebuyer, or any buyer for that matter, and then he drops eight ways to maintain a proper credit r...
Episode #118: Stock Market Bracket for 2019
Money Matters with Greg - April 12, 2019 00:00 - 30 minutes ★★★★★ - 12 ratingsHow is your Bracket? If it is like ours, it is a mess. Also, if you are like us, we cannot get enough Bracketology talk. So…what about the Market’s top seeds? After a quick update about the news of last week, Greg explains the top seeds of 2019 Stock Market Bracket. Seeds 1-4 are discus...
Episode #117: Market moves then let's talk taxes!
Money Matters with Greg - April 03, 2019 00:00 - 33 minutes ★★★★★ - 12 ratingsStock market rallies again! Greg talks the current market moves. “71 days is the average up or down 1% days for the S&P for a calendar year. 2017 there were 7. 2018 there were 79!” Then he talks taxes and getting ready for your April 15th filing date. What do you need to gather and save ...
Episode #116: What up Fed? Care Giving tips then 7 Spring cleaning finance things to do
Money Matters with Greg - April 03, 2019 00:00 - 33 minutes ★★★★★ - 12 ratings-52 degrees? The weather in the Midwest has us a little bummed but we are Midwesterners and tough so we preserver! Greg talks the Federal Reserve and what they might do. Then he talks about Care giving plans for families that might help you. Then he attempts to help you set a deadline fo...
Episode #113 Just had to bring up December 2018 one more time!
Money Matters with Greg - January 30, 2019 00:00 - 32 minutes ★★★★★ - 12 ratingsGreg finally closes the chapter on the worst December since the Great Depression and looks forward to 2019 on where to invest and how to invest your money.
Episode #112: Happy New Year and Review of the Market
Money Matters with Greg - January 17, 2019 00:00 - 32 minutes ★★★★★ - 12 ratingsGreg discusses the New Year and the current Mood of the markets. What a wild December! Brutal 2018 in October got worse with no Santa. Things are better in January though. Listen in as Greg reviews it all!
Episode #110: What is Blockchain? Part II
Money Matters with Greg - November 20, 2018 18:03 - 31 minutes ★★★★★ - 12 ratingsGreg continues his discussion about what blockchain actually is, how it works, why blockchain might transform the financial industry and how you might invest in it.
Episode #109: What is Blockchain? How does Blockchain work?
Money Matters with Greg - November 01, 2018 18:04 - 31 minutes ★★★★★ - 12 ratingsGreg continues to update you on the October debacle in the Markets and then talks Blockchain. What is it exactly?
Episode #105: Market Update and then Wine!
Money Matters with Greg - September 07, 2018 00:00 - 32 minutes ★★★★★ - 12 ratingsGreg reviews the end of the earnings season in August and then talk great, revamped and cool wineries in Sonoma and Napa Valley that might help you save some money and enjoy your passion. The episode dedicated to the great Patriot, Senator John McCain.
Episode #104: Mid-Year Outlook 2018
Money Matters with Greg - August 24, 2018 00:00 - 31 minutes ★★★★★ - 12 ratingsIn the words of the late great Jerry Garcia, "What a long, strange trip it has been." It has already been a wild and crazy 2018! What's next? Greg dives into @lplresearch report with a movie theme called The Plot Thickens You can get your free copy here: http://www.farrallwealth.com/node...
Episode #103: Trade War Investing Gameplan
Money Matters with Greg - July 09, 2018 00:00 - 31 minutes ★★★★★ - 12 ratingsDo you have a gameplan? Greg gives you his and helps you navigate the uncertain waters of investing during a trade war. Look for opportunities and use the volatility to your advantage by having a clear and concise plan of action. Thanks to @LPLResearch for their great insight.
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