Jeff Moore

Charting Your Course Podcast with Jeff Moore

Technology has finally hit BBayFP. Ursula, my Office Manager has pulled rank and told me that I had better get my act together and start a Podcast. So I gave the whole idea a lot thought and decided that I wanted to make these Podcasts interesting and yet on the lighter side of life by adding some stories as well as humor to the time that we spend together. I will also bring in some guests to discuss what’s going on in the world. What I’m sure you don’t want is the typical numbers spewing product selling “talking head” that you hear all over the internet. You know the person that holds themsel...

Auteur

Jeff Moore

Catégorie

Business

Site du podcast

bbayfp.alitu.com

Dernier épisode

21 août 2025

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Épisodes

Summer Synopsis 21.08.2025

It's been a while, but now that things have calmed down, listen in as Jeff gives an update of what's been going on...

Tell Tale Tariff 10.04.2025

Listen in as Jeff goes into what a tariff is and what it means for us in our ever changing world...

New Year, No Resolution 14.01.2025

Season 3 starts out with a rollercoaster of insights from Jeff for 2025..,

Holidays Are Here Again 18.12.2024

Listen in as Jeff has a few stories and tips for surviving this Holiday Season...

Turkey and Football 22.11.2024

Go down memory lane as Jeff brings back the nostalgia of Thanksgivings past...

Fall is in the Air 21.10.2024

Jeff's favorite time of year is here again...listen in on his take of the new season

Generational Round Table: Part 3 08.08.2024

Listen in on the conclusion of our 3 part Generational Round Table as the 5 different generations wrap up their session with Jeff...you'll be surprised at the take-aways!

Generational Round Table: Part 2 01.08.2024

The Generational Round Table continues with 5 different generations answering Jeff's poignant questions...

Generational Round Table: Part 1 25.07.2024

In the first part of our round table conversation, people from 5 different generations come together to discuss different topics that Jeff throws at them. Find out how different (or more alike) these generations really are...

Generational Differences: Part 1 Intro 24.06.2024

What are Generational Differences? Why do we think differently? What changes? Join Jeff as he delves into the nuanced differences between generations and their points of view.

Generation Next: Not Like the Good Old Days 10.04.2024

Listen in as Jeff kicks of his "Generations" series by starting to go through the different nuances of each generation and how the market, retirement, and home ownership affects them differently.

Here We Go Again 13.03.2024

Do you know the difference between a Company, a Broker Dealer, and a Financial Rep?  Jeff explains the changes coming down the pike...

New Year...Season 2 Is Here...Hello Alex! 07.02.2024

A recap of last year and beyond (find out who Alex is)  and a look ahead into the year to come

And to All a Good Night 22.12.2023

Listen as Jeff reflects on holiday wishes

Giving Thanks for All the Changes 21.11.2023

Giving thanks during this time of change

Remembering 31.08.2023

With summer flying by, catch up with Jeff as he reminisces and remembers...

Kids These Days 18.07.2023

Kids these days...just when you think you have them figured out, they turn around and surprise you!

Hodgepodge 06.06.2023

A little bit of this and a little bit of that...

Adventures in College Savings 12.05.2023

Come join our discussion on the pitfalls of not planning for college expenses and the advantages of 529 Plans...

Retirement - Part 3 21.04.2023

From mortgages and insurance to vacations and hobbies...In the final installment of our special 3-part series on Retirement, find out what steps you should take to plan for your future...

Retirement - Part 2 14.04.2023

Is it too soon to retire now? Do you have enough set aside? Will you keep working? What other questions should you be asking yourself when planning your retirement? Listen in and find out...

Retirement- Part 1 06.04.2023

When planning for retirement, try to stay flexible. As we all know, life doesn't always go according to plan

Market History-onics 05.04.2023

Are you worried about the market? Don't panic! History shows the market has been more up than down. Let me talk you through it...

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