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How Healthy Is Your Money Mindset?

The Money Huddle

Release Date: 07/20/2020

Master of The Twitterverse show art Master of The Twitterverse

The Money Huddle

Elon Musk steps in to buy Twitter. Negative GDP print for Q1 2022. Student loan debt forgiveness and borrowing trends. Annuities should be part of Retirement...but maybe not why you think?

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Interview with Jon Lohr, CFA®, CFP® show art Interview with Jon Lohr, CFA®, CFP®

The Money Huddle

In this episode with sit down with Jon Lohr to discuss several topics that are top of mind for investors today. Jon has a diverse background in corporate finance and investment management, and we enjoy bringing him on the show to hear his perspective on technical topics like interest rates, inflation, and the yield curve. 

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State of the Markets w/ Steve Osterink, Jr. show art State of the Markets w/ Steve Osterink, Jr.

The Money Huddle

In this episode we are joined by Steve Osterink, Jr. to discuss some recent updates and current trends within the stock market.  For a full description, you can visit the show's webpage at:  https://vertexcapitaladvisors.com/our-podcast/state-of-the-markets-with-steve-osterink-jr

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Is Delivery The Future? show art Is Delivery The Future?

The Money Huddle

In this episode we touch discuss a handful of recent topics:  -Walmart earnings and the growing trend of delivery / convenience services in retail and food industries -The Fed's latest minutes -Will SC see a state income tax deduction?  -The recent market volatility and how investors can think about the road ahead Thank you for listening.

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The Great Re-Rating Has Begun show art The Great Re-Rating Has Begun

The Money Huddle

In this episode, we discuss the current market and economic climate after January 2022. 

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A Brief Look at 2021 show art A Brief Look at 2021

The Money Huddle

This year has been quite a ride. There were numerous stories that captured attention. In this episode, we stroll down memory lane and chat about some of the stories that stuck out to us. What events had the most impact on you in 2021?

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The Rise of Omicron show art The Rise of Omicron

The Money Huddle

While many Americans were enjoying Thanksgiving leftovers and Black Friday shopping, the news broke that there is a new COVID variant of concern. 

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Zillow Takes an Zillow Takes an "L" and Stable Coins FTW

The Money Huddle

In this episode, we discuss a huge blunder by Zillow, the rise of stable coins in the financial system, and a time-tested retirement "rule" that seems to be on shaky ground.

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The COVID Retirement Boom show art The COVID Retirement Boom

The Money Huddle

In this episode, we focus on a recent article by the St. Louis Fed that shows we may be seeing a retirement boom in the wake of the COVID pandemic.

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Inflation and The Great Resignation show art Inflation and The Great Resignation

The Money Huddle

In this episode, we chat about the fact that inflation continues to persist in our economy and that we are seeing significant disruption in the labor market. These two trends are becoming THE economic issue resulting from the pandemic.

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More Episodes

In this episode, Michael sits down with a financial therapist, Ed Coambs, to discuss the interior side of money. This topic is too broad to cover effectively in 1 hour, but we covered multiple areas of interest for those who want to understand how our life experiences can shape our views about money.