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

The Bear Market Experience 05.06.2023

In this week's episode, Markets Update: Debt Limit Bill Passed and China's Struggles Empowering Education: Spencer's Experience of the Markets so far... Intriguing Issues: Debt Ceiling Passing & House Prices Continue to Rise

Behavioral Finance 30.05.2023

In this week's episode, Markets Update: Debt Limit Concerns continue to increase Empowering Education: Behavioral Finance Intriguing Issues: Baylor's new Cubs & Disney's Cancelled Project

Should you invest in the Market or Treasuries? 22.05.2023

In this week's episode, Markets Update: Debt Limit Concerns continue to keep markets flat Empowering Education: T-Bills vs Stocks Intriguing Issues: EU reverses its decision on Activision and the future of Tipping

Estate Planning 15.05.2023

In this week's episode, Markets Update: The Debt Limit Concerns Empowering Education: All Things Estate Planning Intriguing Issues: Robin Hood's 24/7 Trading and Google's AI Progress

Do you know your Risk exposure? 08.05.2023

In this week's episode, Markets Update: The Fed Raises Interest Rates and a Hawkish Pause? Empowering Education: Risk, Risk, Risk. Intriguing Issues: Chegg's A.I. problem and the Kentucky Derby

Can I Retire? 02.05.2023

In this week's episode, Markets Update: The Debt Ceiling and Corporate Earnings Empowering Education: Checklist for Retirement Intriguing Issues: Likewise & Consumer Sentiment for the Summer

The Death or Resurrection of the 60/40 Model? 24.04.2023

In this week's episode, Markets Update: Stocks were up but Bonds were down Empowering Education: The 60/40 Model Intriguing Issues: The Return of Bundling & SpaceX's Starship Flight

The Big 5 17.04.2023

In this week's episode, Markets Update: Inflation cools but recession looming? Empowering Education: The Big 5 Tech Stocks Intriguing Issues: The decrease in the I Bond rate

Should you invest in International Stocks? 10.04.2023

In this week's episode, Markets Update: All eyes on the Feds Empowering Education: Why Invest in International Stocks? Intriguing Issues: Google's Supercomputer & Pitch Count in Baseball

Indices: What they are and how to use them to indicate the market accurately. 03.04.2023

In this week's episode, Markets Update: Equities Up and Bonds Down Empowering Education: All things Indices Intriguing Issues: Apple Pay Later

The Power of Time 27.03.2023

In this week's episode, Markets Update: The Fed raises rates .25% Empowering Education: The power of staying invested, even during difficult times. Intriguing Issues: Google Trends & Google's AI.

SVB Breakdown 20.03.2023

In this week's episode, Markets Update: The Fallout of SVB and the banking industry. Empowering Education: A breakdown of the SVB crisis. Intriguing Issues: Mint Mobile & The 2-Year Treasury Yield Drop.

The Supreme Court takes on Student Loans 13.03.2023

In this week's episode, Markets Update: The Market reacts to Powell's Comments. Empowering Education: Everything you need to know about the Student Loan case in the Supreme Court.  Intriguing Issues: T-Bill and Chill & International Women's Day.

403(b)s 06.03.2023

In this week's episode, Markets Update: The waiting game.  Empowering Education: Everything you need to know about 403(b)s. Intriguing Issues: America's Happiest Cities & The Longevity Economy.

SMAs 21.02.2023

In this week's episode, Markets Update: The Market benign reaction. Empowering Education: Everything you need to know about SMAs. Intriguing Issues: Reddit's IPO & The Earthquake in Turkey.

2023 Retirement Contribution Updates 13.02.2023

In this week's episode, Markets Update: Impact of the Job Market report. Empowering Education: The impact of Secure 2.0 for your retirement accounts. Intriguing Issues: The "Weather" Balloon & The Austin Ice Storm. 

Bond vs. Bond Funds 30.01.2023

In this week's episode, Markets Update: Markets are off to a hot start.  Empowering Education: What is the difference between a bond and a bond fund? Intriguing Issues: Google's Lawsuit & Rains in California.

How to invest as a College/High School Student 17.01.2023

On this week's episode, we talk to our former intern Ryan Arnold. Ryan is currently attending Trinity University and majoring in finance. He has some great insight and first-hand experience on how to invest as a young person. Enjoy! 

Lower Interest Rates: What causes them, and how do they affect the market? 09.01.2023

In this week's episode, Markets Update: New Year, Better Market? Maybe... Empowering Education: What Happens When Interest Rates Decrease? Intriguing Issues: The Future of EV & Kevin McCarthy.

New Year, New Goals, do you have a Financial Plan? 03.01.2023

In this week's episode, Markets Update: Have the markets already discounted a recession? Empowering Education: The benefits of having and reviewing a Financial Plan. Intriguing Issues: The Secure Act 2.0 & Southwest Airlines Cancellations. 

What is a Soft Landing, and why is everyone talking about it? 19.12.2022

In this week's episode, Markets Update: The market reacts to Chairman Powell's comments Empowering Education: Soft Landing, what it is, and why you should care. Intriguing Issues: The future of A.I. & FTX's CEO Arrested

Lump-Sum vs. Regular Pension Payments 12.12.2022

In this week's episode, Markets Update: Santa Claus Rally or did the Grinch steal Christmas? Empowering Education: When, Why, and How you should take your Pension Payment Intriguing Issues: Meta-Verse party disaster and Brittney Griner return home. 

When should you take your Social Security? 05.12.2022

In this week's episode, Markets Update: Powell's Dovish tone? Empowering Education: High level overview of Social Security. Intriguing Issues: The future of theatrical releases and crypto's continual downfall.   

Best strategies for giving this holiday season. 28.11.2022

In this week's episode, Markets Update: The good news continues? Empowering Education: How to give this holiday season.  Intriguing Issues: The death of comedy & Bob Iger's return.

Death of the 60/40 Model? Not so fast. 21.11.2022

In this week's episode, Markets Update: Good news for three weeks in a row? Empowering Education: The defense for the 60/40 Model.  Intriguing Issues: The future of Real Estate and the FTX Crisis.

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