Brandon Pergola and Brad Katz

Money Morning Quarterback

Business EN ↓ 11 episodes

The Money Morning Quarterback Podcast isn't just about sound financial planning. It is a show designed to cut through the complex nature of the financial services industry. Brad Katz and Brandon Pergola will take you on a journey to "lift up the hood" on certain scenarios and financial products to provide listeners with their own thoughts on whether certain investment products might be for them. If you think financial planning is a one size fits all industry... Brad and Brandon might have something to say about that! Registered Representatives offering securities through Cetera Advisors, LLC...

Author

Brandon Pergola and Brad Katz

Episodes

#11 - One Big Beautiful Bill Act 13.10.2025 10:11

Brad and Brandon breakdown what you need to know about the new One Big Beautiful Bill Act.

#10 - WTF!? 2.0 15.07.2025 27:15

Brad and Brandon talk current market environment and what has happened since WTF 1.0

#9 - WTF!? Current Market Volatility 10.04.2025 28:45

Brad and Brandon try to make sense of the current market environment and volatility. Are we in a correction? Recession? Bear Market? What should investors do next?

#8 - Getting to Know Series w/ Ginny Capicchioni 07.04.2025 42:12

Continuing the "Getting to Know You" series of the podcast, Brad and Brandon sit down with colleague Ginny Capicchioni to discuss her journey and career milestones, including her most recent Gold Medal victory as Head Coach for Team USA Women's Box Lacrosse.

#7 - Getting to Know Series w/ Brandon Pergola 04.11.2024 50:04

Continuing the "Getting to Know You" series of the podcast, Brad sits down with fellow co-host Brandon Pergola to discuss his career journey and how he got started in the financial services industry.

#6 - Getting to Know You series w/ Brad Katz 02.09.2024 52:45

In the first ever "Getting to Know You" series of the podcast, Brandon sits down with fellow co-host & Founder of Lifelong Investments, Brad Katz to discuss how he got started in this profession and his journey in the financial services industry.

#5 - 401k Plans 06.08.2024 1:01:18

Brandon & Brad talk with Craig Castner, Partner of Altigro Retirement Services who provides much needed insight on the Qualified/Retirement Plan landscape.

#4 - Elder Law Planning 13.05.2024 56:48

Brandon & Brad invite Eric Goldberg, Managing Member of NJ Elder Law Center at Goldberg Law Group to discuss the hot topic of Elder Law Planning.

#3 - Interest Rates 26.02.2024 45:58

Brad and Brandon discuss current interest rate environment

#2 - Structured Notes 08.01.2024 25:12

Brandon & Brad invite Len Fox, Vice President of Structured Products at First Trust to discuss Structured Notes and the basics on how this type of product works.

#1 - 2023 Banking Crisis 28.06.2023 43:06

In our very first episode Brad and Brandon welcome listeners with a brief background on themselves as well as the MMQB podcast. Brad explains what happened during the banking crisis that took down Silicon Valley Bank and the hysteria that it caused on other regional banks.