Parrott Wealth Management

A View from the Perch

Business EN ↓ 90 episodes

Welcome to a View from the Perch, where we bring you essential insights into financial planning each week. Join us as we discuss a new topic every episode, drawing on the extensive research and experience of The PMW's expert team. Our goal is to empower you with the knowledge you need to confidently navigate your personal financial journey. Please visit our website https://www.planningretirements.com/ to get started on your financial journey today.

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Author

Parrott Wealth Management

Category

Business

Podcast website

podcasters.spotify.com

Latest episode

Jul 15, 2024

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Episodes

Debt Management in a High Interest Environment 15.07.2024

In this week's episode, Market Update: Markets are up because of Powell's dovish remarks. Empowering Education: How to strategize and payoff debt in a high interest rate environment. Faithful Finance: The Lord is our Shepard.

Aging Finances 01.07.2024

In this week's episode, Market Update: Markets are split with the S&P and bonds rising, while international and small-cap stocks declining. Empowering Education: How to strategize and plan for your or your loved one's last stage in retirement. Faithful Finance: Paul's advice on caring for the elderly.

Alternative Retirement Saving Vehicles 24.06.2024

In this week's episode, Market Update: Markets are split as investors fear weaker than anticipated economic data. Empowering Education: How to save for retirement if you don't have access to a 401k. Faithful Finance: Submit to the Lord your plans.

How long do I T-Bill and Chill? 17.06.2024

In this week's episode, Market Update: Markets are mixed with the Fed keeping interest rates level and political concern in France. Empowering Education: How long should I be in the treasury market? When do I switch, if ever? Faithful Finance: The heart of the discerning seeks wisdom.

Generating Income in Retirement and the Texas Stock Exchange 10.06.2024

In this week's episode, Market Update: Markets increase with rate news. ECB cut rates and Texas is trying to create its own exchange. Empowering Education: How to generate income in retirement. Faithful Finance: Living a disciplined life.

Realizing Gains vs. Losses 03.06.2024

In this week's episode, Market Update: Markets are down because of sticky inflation. Empowering Education: When to realize a loss vs realize a gain. Faithful Finance: Building wealth overtime.

Where did all the Bears go? 28.05.2024

In this week's episode, Market Update: Mixed Markets with PPI being hotter than expected. Empowering Education: Where are all the Bears at? Is it good that the majority of analysts are optimistic? Faithful Finance: The Straight and Narrow path is the one that leads to prosperity.

Meme Stocks 20.05.2024

In this week's episode, Market Update: With a rekindled belief in rate cuts, markets continue to rise. Empowering Education: Meme Stocks are back. Are they a good investment? Faithful Finance: Money is not bad, greed is.

Sell in May & Go Away? 13.05.2024

In this week's episode, Market Update: Markets are up with weaker-than-expected job numbers and a news week. Empowering Education: Sell in May and go away? Does it really work? Faithful Finance: Sign Seeking

Growth vs. Value 29.04.2024

In this week's episode, Market Update: Markets turn down with rates continuing to rise Empowering Education: The ultimate debate: Growth vs. Value Faithful Finance: Count the Cost

Why Diversify 22.04.2024

In this week's episode, Market Update: Markets turn down with Middle East tensions increasing Empowering Education: The importance of diversification Faithful Finance: Wise words from King Solomon

Inflation and Interest Rates 15.04.2024

In this week's episode, Market Update: S&P Struggles with hot inflation and rate cut outlook Empowering Education: Update on inflation and rate cuts Faithful Finance: What will remain?

The Backdoor Roth 08.04.2024

In this week's episode, Market Update: S&P Struggles with the "No Landing" Scenario Empowering Education: Backdoor Roth. What is it? How to do it? Faithful Finance: The importance of consistency

What to do with a Windfall 01.04.2024

In this week's episode, Market Update: S&P is off to its hottest start since 2019 Empowering Education: What to do if you incur a windfall. Tips and guidance on how to ensure you make the most of your windfall Faithful Finance: Being faithful over little leads to being faithful over much

Financial Stress Management 25.03.2024

In this week's episode, Market Update: Chairman Powell alludes to rate cutes and the Market rallies (00:29-09:11) Empowering Education: How to manage stress stemming from your finances (09:15-30:00) Faithful Finance: Casting your anxieties on Christ (30:02-35:01)

Financial Spring Cleaning 18.03.2024

In this week's episode, Market Update: Inflation comes in hot, but markets rally Empowering Education: Spring Cleaning for your finances. Why it is important and how to do it. Faithful Finance: Parable of the 10 oil lamps

Creating Financial Success Young ft. Ryan Arnold 11.03.2024

In this week's episode, Market Update: Powell's march across Congress (00:30-04:45) Empowering Education: Interview with Ryan Arnold about how to create good practices and disciplines as an early college graduate (04:57-26:58)

Has Nvidia gone too far? 04.03.2024

In this week's episode, Market Update: Inflation comes in as expected, markets rally Empowering Education: Discussing if Nvidia has peaked Faithful Finance: A Proverb about price

The Bitcoin ETF 20.02.2024

In this week's episode, Market Update: Inflation comes in hot, bonds sell-off Empowering Education: Discussing the new Bitcoin ETF Faithful Finance: A Proverb about generating wealth

Liquid vs Illiquid Assets 12.02.2024

In this week's episode, Market Update: The Magnificent Seven continues to carry the indices Empowering Education: Discussing the pros and cons of owning illiquid and liquid assets Faithful Finance: A lesson from Esau and Jacob

Dot-Com Bubble 2.0? Not so fast. 05.02.2024

On this week's episode, Markets Update: Stocks cool due to Fed speak but bonds soar Empowering Education: AI Bubble vs The Dot Com Bubble Faithful Finance: What the Bible says about AI

Should I pay off my debt or investment for my future? 29.01.2024

On this week's episode, Markets Update: Markets Rise with Technology and AI Empowering Education: Strategies for managing debt while balancing investing for your future Faithful Finance: Solomon's advice of diversification

Double Your Dollars: Mastering Risk for Financial Triumph 22.01.2024

On this week's episode, Markets Update: Yields Rise, Market Falls Empowering Education: Strategies to understand how much risk you are taking and how it can be used to your advantage Faithful Finance: Being Financial Witnesses

How to Avoid a Falling Knife 10.01.2024

On this week's episode, Markets Update: S&P positive but growing pessimism (00:28-05:27) Empowering Education: Strategies to avoid buying a falling knife stock (05:30-19:58) Faithful Finance: Taking a step back and looking at the source of our financial conflict (20:02-23:20) Bonus Segment: SEC approves Bitcoin ETF (23:22- 25:50)

Has the Market Peaked? 08.01.2024

On this week's episode, Markets Update: The Market struggles out the gate (00:28-05:10) Empowering Education: We discuss if the Market has peaked (05:12-19:32) Faithful Finance: Godly Contentment (19:37-23:00)

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