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...
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Episodes
Summer Synopsis 21.08.2025 8:54
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 9:11
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 15:46
Season 3 starts out with a rollercoaster of insights from Jeff for 2025..,
Holidays Are Here Again 18.12.2024 10:18
Listen in as Jeff has a few stories and tips for surviving this Holiday Season...
Turkey and Football 22.11.2024 7:58
Go down memory lane as Jeff brings back the nostalgia of Thanksgivings past...
Fall is in the Air 21.10.2024 8:28
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 28:02
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 26:53
The Generational Round Table continues with 5 different generations answering Jeff's poignant questions...
Generational Round Table: Part 1 25.07.2024 24:01
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 19:55
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 6:38
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 7:31
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 7:07
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 4:20
Listen as Jeff reflects on holiday wishes
Giving Thanks for All the Changes 21.11.2023 5:33
Giving thanks during this time of change
Remembering 31.08.2023 12:34
With summer flying by, catch up with Jeff as he reminisces and remembers...
Kids These Days 18.07.2023 6:38
Kids these days...just when you think you have them figured out, they turn around and surprise you!
Hodgepodge 06.06.2023 5:00
A little bit of this and a little bit of that...
Adventures in College Savings 12.05.2023 8:20
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 8:16
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 9:48
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 11:37
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 7:52
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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