Money Matters with Greg

Ready for some good news from Washington? The SECURE Act 2.0 might be the most significant retirement legislation of our lifetime, and it's packed with opportunities you need to know about. Have you ever wondered why politicians can't agree on anything? Well, they finally found common ground: Americans simply don't save enough for retirement. The result is a rare piece of legislatio...

The financial markets just experienced what might be the fastest bear-to-bull transition in modern history, and Farrall Wealth's leadership team is here to explain it all. Dubbed the "tariff tempest" by Chief Investment Officer John Farrall, this extraordinary period saw major indices plummet as much as 22% following President Trump's April 2nd tariff announcements before stagi...

Dive into the fascinating world of Modern Portfolio Theory with wealth management expert Greg Farrall as he breaks down this Nobel Prize-winning investment framework into digestible, practical insights. Using engaging analogies from cooking to championship sports teams, Greg demonstrates how diversification creates resilient portfolios that can weather market volatility while still pursuing meanin...

Have you ever noticed how some people remain remarkably calm during market volatility, while others panic? The difference often comes down to having a solid financial plan. In this enlightening episode, Greg Farrall draws on his extensive trading experience, spanning multiple financial crises—from the peso devaluation to the dot-com bubble and the 2020 pandemic—to explain why financial planning fo...

Market turbulence hit historic levels last week, creating what financial experts are calling the wildest trading environment since World War II. The S&P 500 experienced a jaw-dropping 10% trading range within a single week, including a 9.5% surge on April 9th—the largest one-day gain since 1950. What's behind this extraordinary volatility? The sudden announcement of potential new tariffs,...

The disconnect between market sentiment and economic reality has never been more pronounced. While headlines scream recession and investors feel like markets have collapsed, the S&P is only down about 13% from its peak – painful but far from catastrophic. This striking gap between how we feel about the economy and what the data actually shows forms the central focus of today's exploration...

Tommy Grisafi brings a wealth of commodity trading knowledge to this eye-opening discussion on agricultural markets, global economic trends, and the realities facing American farmers. As spring planting season approaches in the Midwest, Tommy offers a candid assessment of what producers can expect: "How are farmers going to make money this year? They may not." The conversation explores h...

The markets have dropped 8.6% from February highs, and uncertainty looms large, but is this really cause for alarm? We're dissecting what's actually happening beneath the headlines in this timely episode of Money Matters. Greg welcomes his brother John Farrall CFA and Chief Investment Officer for Farrall Wealth to the show, bringing fresh insight into the recent market turbulence. Togeth...

Join our CEO and Owner of Farrall Wealth, a wealth management group helping high net-worth clients all over the Nation, as he discusses our national debt, the impending refinancing of 7.5 trillion, and where do we go from here. Tune into a deeply engaging conversation about the pressing issue of America’s soaring national debt and its implications for personal finances. From an historical overview...

In this episode, old guy, CEO and Owner of Farrall Wealth, Greg Farrall, visits with young guy, Brett Lemmons, also a registered financial advisor in his twenties who recently married and bought a house.  They discuss finances and what Gen Z can do to improve wealth.  Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions vo...

Greg Farrall, CEO and Owner of Farrall Wealth and recent advisor to Farrall Wealth, Brett Lemmons, discusses the past and future of the long-term care industry and how you and your family might be able to qualify for a policy that could help you and your family save your wealth in the future.  Securities and advisory services offered through LPL Financial, a registered investment advisor. Member F...

Greg is back! Been too long.  Welcome back to our CEO and Founder, Greg Farrall, for his insight on the past year and the four pillars he and his team are watching for 2025. Listen to this 30-minute video he produces for his Money Matters with Greg podcast, found wherever you pod, and also 103.1 FM WVLP in Valparaiso, Indiana. Securities and advisory services offered through LPL Financial, a regis...

Greg welcomes back Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the third and final episode in a fiduciary series as they discuss how important financial literacy and participant experience are to the overall health of your 401(k) plan. This is the third of a hopeful series on 401(k) discussions to help Plan sponsors protect...

Greg welcome Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the second episode as they discuss governance of a plan, fidelity bonds, Annual Disclosures and try to talk about participant experience before time makes them stop. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves a...

Greg welcomes Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin as they discuss what it is to be a fiduciary as a plan sponsor and the risks involved. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponso...

Listen in as Greg talks the week in the Markets and wishes all of the awesome Fathers out there a Happy Fathers Day. He is seeing resistance in stocks and thinks an opportunity might be coming for those that have been looking to add to their equity positions. Also, he gives you an update on COVID-19 cases. Securities and advisory services offered through LPL Financial, a registered investment advi...

Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 7th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky watersfor your investment philosophies and strategies. Securities and advisory services offered through LPL...

Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 6th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky waters for your investment philosophies and strategies. Securities and advisory services offered through LP...

Listen and watch as Greg interviews frontline heroes and Owner of FirstLight Home Care, Jim Alex, and Vice President of Operations, Mary Joe Jaime. They tell stories about how their clients are affected byCOVID-19 and what their industry is doing to prevent the virus. Thanks to them and all of the frontlineworkers doing amazing things daily. Check out more about what they do and how they might be...

What is better than getting free advice from a certified public accountant? Getting free advice from four of them! Greg interviews Joe Laciak, Geoff Laciak, Brian Laciak and Michelle Gonzalez from Laciak Accountancy Group. They are all extremely busy in these hectic times, so it was great to have them on the show. They give us all some great advice. Listen in to hear about the nuts and bolts of PP...

Trying to get all investors an update on the fast moving markets, Greg again attempts to explain what is going on out there. "Invest wisely and stick to your plan." Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific...

As owner and broker of Remax Lifestyles in Valparaiso, Indiana, Matt Evans has his finger on the pulse of the real estate market. Listen in as he explains what a drive-by closing is and what the real estate industry is doing to cope with COVID-19 outbreak. He also discusses his personal experience with the PPP and the CARES Act. Securities and advisory services offered through LPL Financial, a reg...

In a continued effort to keep everyone informed on the markets, Greg gives another detailed report on COVID-19 updates and the stock markets worldwide. To quote the late, great, Jerry Garcia, "What a long strange trip it has been." Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are fo...

Greg tries to inform everyone about what happened last week and this week in the stock markets worldwide. A "new normal" for sure. Invest wisely out there and wash your hands. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provi...

With everyone recreating themselves to home offices or even new careers, Greg thought a conversation with the serial franchiser, Mark Eddy would be of value. In this episode, great and Mark discuss the pros and cons of starting your own franchise. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this podcast...