The S P recently crossed its January peak fueled by investor optimism and signaling from the Fed that we'll begin to see lower interest rates The Dow also recently hit a new high However as Peter with Richon Planning explains to Erin Kennedy this rally can't last forever which is why it's so important to stick to your financial plan When the market reaches new highs investors feel euphoric and tend to invest more precisely when we are at the point of maximum financial risk This counterintuitive reaction is known as emotional investing Remember the point of maximum financial opportunity [... more]

If you rsquo re a do-it-yourself investor and not working with a financial advisor you need to periodically look at your asset allocations to make sure you're keeping up with the changing market trends On today's Faith amp Finance Live host Rob West will welcome Mark Biller to talk about the process of rebalancing your portfolio Then Rob and Mark will answer your investing questions nbsp See omnystudio com listener for privacy information [... more]

If you rsquo re a do-it-yourself investor and not working with a financial advisor you need to periodically look at your asset allocations to make sure you're keeping up with the changing market trends On today's Faith amp Finance Live host Rob West will welcome Mark Biller to talk about the process of rebalancing your portfolio Then Rob and Mark will answer your investing questions nbsp See omnystudio com listener for privacy information [... more]

Charlie sits down with Grant Cardone to discuss his intense past hitting rock bottom and becoming an incredibly successful equity fund manager with booming businesses a huge platform and a portfolio of more than billion How did he become the highly sought-after businessman he is today Who is he backing in the election And how can a young person today get involved with the business world right away instead of wasting years inside a system rigged against them For more content become a member at members charliekirk com Support the show http www charliekirk com supportSee omnystudio com listener for [... more]

For the first time since investors are putting a lot of their money in S P index funds or in mutual funds that use the S P as a benchmark Most investors probably don't know that about of the gains we've seen this year are due to the performance of only companies In other words you may have a lot of money tied up in just a few stocks which could mean you're taking on more risk than you know In this video Peter with Richon Planning and Erin Kennedy talk through the reasons behind this new trend and how [... more]

Investors who are concerned about a recession are putting their money in safe havens As Peter Richon with Richon Planning explains to Erin Kennedy gold is usually seen as a safe haven when markets and economies are facing headwinds And during periods of high inflation gold is often seen as a hedge Investing in gold makes sense if you're looking to diversify your portfolio or if you're interested in insuring against the devaluation or collapse of the dollar However if you're looking to maximize the growth of your investments investing in gold is probably not the best vehicle In this [... more]

Do you sometimes feel you rsquo re spiritually at war with your own investments How do you take on corporations that engage in ungodly policies and practices On today's Faith amp Finance Live host Rob West will talk with Chris Meyer about one way to become involved in the companies in your portfolio through shareholder advocacy Then Rob will answer some questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]

Do you know if the companies in your investment portfolio are doing good Or do they conduct business in a way that goes against the principles we find in God rsquo s Word On today's MoneyWise Live host Rob West will talk with Cassie Laymon about a way to ensure your investments honor the Lord Then Rob will answer your calls on various financial topics nbsp See omnystudio com listener for privacy information [... more]

The S P recently climbed more than from a low But is the Bear Market really over In this video Peter with Richon Planning reveals to Erin Kennedy which metrics he's keeping an eye on and whether he thinks the upswing in the markets will continue Peter also explains why he believes we're not out of the woods yet when it comes to whether we will see a recession this year If you have any concerns about market volatility or whether your portfolio can withstand another downturn or recession please feel free to contact Peter at - or make an [... more]

Having a tax-efficient withdrawal strategy in retirement can save you thousands of dollars A good strategy will minimize the total taxes paid over the course of your retirement which will increase your wealth and the longevity of your portfolio In this video Peter Richon with Richon Planning and Erin Kennedy break down two very different strategies traditional and proportional The traditional approach has you spend your retirement money in this order taxable tax deferred tax exempt On the other hand the proportional withdrawal method would have you take a proportional amount from all of your accounts While certain headlines will [... more]

Investing during a recession requires a very different approach In light of recent market volatility inflation and interest rate hikes from the Fed Peter with Richon Planning and Erin Kennedy walk through a few tips for investing during a recession including -Is Cash Really King -Defensive Stocks healthcare utilities and consumer staples like food and beverages are fairly recession proof -Dividend Stocks and Fixed Income Investments like Bonds -Keep Investing a strategy known as Dollar Cost Averaging If you'd like to speak with Peter to determine if your portfolio is recession-proof or if you'd just like to talk through these [... more]

There may never be a better time to open a Roth account Roth IRAs offer tax-free earnings growth and as Peter with Richon Planning explains to Erin Kennedy there are clear-cut reasons you should consider investing in a Roth today Today's Historically Low Tax Rate the Tax Cuts and Jobs Act which reduced federal income tax rates is set to sunset in Your Depreciated Portfolio pay taxes on a smaller value now then allow that future growth to happen tax free Possible Elimination of Backdoor Roths the Build Back Better Act proposed ending Backdoor Roths the loophole dodged the axe [... more]

was a tough year for investors and a lot of us may not realize there are strategies that a lot of the pros utilize which are great complements to traditional stocks and bonds As Peter with Richon Planning explains to Erin Kennedy Structured Notes offer a unique source of risk and return Peter and Erin break down the three types of Structured Notes including -Principal Protected - Income -Growth We know the Fed will continue to raise rates in which will affect the value of bonds Now is a great time to consider complementing your portfolio with notes that can [... more]

The latest GDP info shows that the US economy grew in the third quarter a annual rate a rebound but not enough to ease worries of a recession As the Fed continues to raise rates Peter with Richon Planning debates whether we are already in a recession or whether we will avoid a recession entirely He and Erin Kennedy look at key indicators including the GDP to gauge the overall health of the economy and to predict whether the Central Bank will back off its hawkish stance If you have any questions about the market or your investments please reach [... more]

If you climbed off the Wall Street roller coaster and pulled out of the market before your portfolio could ldquo crash and burn rdquo you might be in search of a place to put your money On today's MoneyWise Live host Rob West will talk to Mark Biller about an option you may want to consider nbsp Then we'll open our phone lines for your questions on any financial topic nbsp See omnystudio com listener for privacy information [... more]

There are many different aspects of our lives that go into decision-making here on earth People consider their financial portfolio their lifestyle and comfort input from their friends and family and many other factors But Jesus is about to challenge His disciples to give up their freedomes and their choices and allow Him to determine their path and their future He still gives us that same challenge today [... more]

As the recent economic challenges continue the financial markets also continue to go up and down And that volatility has certainly caused investors to feel anxious about their portfolios On today's MoneyWise Live Rob West will talk with Chad Horning of Praxis Mutual Funds about dealing with investor anxiety Then Rob will answer your questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]

The verse in the book of Philippians that explains God will supply our ever need has assured countless believers of God rsquo s unfailing love But what does that verse really mean On today's MoneyWise Live host Rob West will explain what the phrase ldquo God provides rdquo really means and how it can be easily misunderstood Then he rsquo ll answer your calls and questions on various financial topics nbsp nbsp See omnystudio com listener for privacy information [... more]

Economic Headwinds Is Now is a Good Time to Rebalance Equity markets and bonds continue their volatility So is now a good time to rebalance Peter with RichonPlanning tells us why rebalancing our portfolio is important when it comes to managing risk Peter and ErinKennedy also take a closer look at the biggest winners and losers in this year's AssetClasses YTD and he breaks down important tax implications you need to keep in mind before buying or selling any asset If you have any questions about whether you should be taking a closer look at your investments please reach out [... more]

As Christians we want to know that our portfolios do more than just generate a financial return We want them to make a real difference in the world On today's MoneyWise Live host Rob West will be joined by Mark Regier to help us find ways to understand the impact of our investments Then Rob will answer your calls and various financial questions from a biblical perspective See omnystudio com listener for privacy information [... more]

It's probably safe to say that we all believe life could get better than it is today It may be that relationships could be better or your financial portfolio could be better or your job could be better The question is what if actually getting those things would have the opposite effect What if those things didn't satisfy but just made you want more Chip looks at what happens when success doesn't satisfy [... more]

The world's been at war with God's Kingdom ever since Adam and Eve fell into sin The newest battleground is investing So do you know which side your investments are on On today's MoneyWise Live Rob West will talk with Robert Netzly about realigning your portfolio to do Kingdom work specifically in the area of abortion Then Rob will answer your calls and questions on a variety of financial topics See omnystudio com listener for privacy information [... more]

Climbing the ladder of success is certainly a popular goal Society applauds the rich who make it to the top while often overlooking the poor left at the bottom But God has an entirely different perspective Learn more on Truth For Life with Alistair Begg Listen [... more]

Most investors know that bonds make up part of a well-diversified portfolio But far fewer truly understand the important role bonds play in their financial future and the way they can impact the world On the next MoneyWise Live host Rob West welcomes Benjamin Bailey of Praxis Mutual Funds to talk about bonds and having an intentional approach to our investments Then Rob will take your calls and questions on the financial topics you rsquo d like to discuss That rsquo s MoneyWise Live where biblical wisdom meets today rsquo s finances weekdays at pm Eastern pm Central on Moody [... more]

Many investors think that finding the ldquo right rdquo companies for their portfolios is the only way to promote Kingdom values mdash but could we do more Are there other ways to help the world and its people feel God rsquo s love through our investments On the next MoneyWise Live host Rob West will talk with Chad Horning of Praxis Mutual Funds about investing for kingdom impact Then Rob will take your questions on the financial topics you rsquo d like to discuss That rsquo s MoneyWise Live where biblical wisdom meets today rsquo s finances weekdays at pm [... more]

In this episode Peter Richon welcomes guest Joseph Gissy to discuss the recent COIN CoinBase direct listing and on the place of Cryptocurrency and Gold in a portfolio and how to invest [... more]

We all like to see our portfolios grow But we need to understand how our investments are working and that we don rsquo t unknowingly own stock in companies that are involved in ungodly business practices On the next MoneyWise Live host Rob West welcomes Jason Myhre of Eventide to talk about the importance of aligning our portfolios with our faith Then Rob will take your calls and questions on the financial matters you rsquo d like to discuss That rsquo s MoneyWise Live mdash where biblical wisdom meets today rsquo s financial decisions weekdays at pm Eastern pm Central [... more]

Stu is talking with Herb Burns President of HB Studios and author of Route Have You Found Your Route in Life among other books about following Jesus and making Him known [... more]

One of the most important principles of investing is to ensure that you have a diversified portfolio to reduce your amount of risk Unfortunately when it comes to owning company stock many employees neglect that principle and put all of their lsquo eggs rsquo in the company basket On the next MoneyWise Live hosts Rob West and Steve Moore reveal the importance of portfolio diversification That rsquo s on the next MoneyWise Live at pm Eastern pm Central on Moody Radio nbsp [... more]

The true purpose of every Christian is to glorify God in all we do That poses a challenge when we invest But what if there was a way to screen the companies we invest in On the next MoneyWise Live hosts Rob West and Steve Moore talk with financial expert Robert Netzly about a tool that allows us to peek inside the stocks in our portfolios It rsquo s due diligence for stocks on the next MoneyWise Live at pm Eastern pm Central on Moody Radio [... more]

There are many ways to structure your retirement plan but what is the optimal way Author Tom Hegna has studied retirement in detail and wrote best selling books on he topic of retirement planning Listen in as he discusses with Peter Richon the optimal structure of a retirement portfolio [... more]

What do industry insiders see in store for the housing market in and beyond Peter Richon visits with Debbie Bloyd founder of DLB Mortgage Services and discusses the trends in the housing market and where real estate plays a role in your portfolio [... more]

We all have one You can usually find it in the kitchen in one of the bottom drawers It's that place where we toss rubber bands paper clips batteries chip clips and any other random item we don't have any other place for It's our junk drawer and we'd rather avoid it then trying to get it organized Believe it or not our financial portfolio has a junk drawer filled with old k plans old life insurance plans and other products we bought years ago but haven't done anything with since In this episode we'll look at some of those [... more]

In Romans Paul says Faith comes from hearing and hearing comes from the word of God This week Hans Robby and Tom discuss people's biggest worries in retirement and how to confront those worries with faith and smart planning Tom says the number one worry he's confronted as a CFP Professional is the question Am I going to run out of money People thinking about retirement are concerned they won't have enough money to live comfortably or have the financial resources when and how they need it Hans and Robby discuss how understanding the debate between the investment and insurance [... more]

Have you ever noticed that you look completely different in the bedroom mirror than you do in the bathroom mirror In the same way your portfolio can look completely different depending on how closely you look at certain things [... more]

John is joined by Richard Pucciarelli founder of Carolina Retirement Resources to discuss the merits of precious metals as part of your portfolio [... more]

Diversification is a popular buzzword but what does it actually mean John joins Payne Capital Management Chief Investment Officer Bob Payne to discuss Click the link for more in-depth reading in a recent blog post https mrstillmansopus com investing-strategy what-diversification-actually-means [... more]

What can we learn about good retirement planning from the fine folks at Chick-fil-A Click the link for more in-depth reading in a recent blog post https mrstillmansopus com investing-behavior the-chick-fil-a-portfolio [... more]