OWLFI

OWLFI Productions

Business EN ↓ 69 episodes

A strategic financial planning firm comprised of Investments | Taxes | Estate | Retirement | Business Solutions. The work we do at OWLFI extends well beyond investing. Often, helping our clients achieve the best financial outcomes requires the collaboration of a team of advisors, including accountants, lawyers, insurance agents, and others. Our specialties create powerful differences in tax savings, investments, and income strategies through the way we allocate your current and future assets and income streams. These strategies allow us to help our clients generate significantly more income

Be sure to visit the podcast's website and support the creator: www.owlfi.com

Author

OWLFI

Category

Business

Podcast website

www.owlfi.com

Latest episode

Sep 8, 2023

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Episodes

Murphy’s Market Minute Sept 8th | Decoding Economics, Market Narratives, & Middle-Class Momentum 08.09.2023

Welcome back to Murphy's Market Minute with Elliot. This week, we're diving deep into market insights, fresh economic articles, and the ever-elusive guest appearances from Rip. We kick things off by exploring two fascinating articles, one detailing China's economic relationship with the U.S., and the other focusing on the resurgence of spending power within the American middle class. E...

Murphy's Market Minute August 5th | Economic Trends, Presidential Indictment, Mortgage Rates 05.08.2023

Welcome back to another edition of Murphy's Market Minute! After spending some quality family time, we return this week to catch up on all things market-related, including political insights, economic data, and updates on OWLFI. Reflecting on the U.S. economy, Elliot discusses the recent indictment of the former president and Fitch's downgrade, exploring how these events have influenced th...

Murphy's Market Minute July 28th | Economy Health, TD Ameritrade Transition, Team Updates, and More 29.07.2023

Welcome back to another edition of Murphy's Market Minute! After a brief hiatus, we return this week to catch up on all things market-related, economic data, OWLFI updates, and the TD Ameritrade & Charles Schwab merger. We start by reflecting on economic data collected over the weeks, drawing attention to key articles that shed light on the U.S. economy. Next, Elliot talks about the transi...

Murphy's Market Minute April 14th || Market Updates & Financial Headlines 14.04.2023

Welcome back to this week's edition of Murphy's Market Minute with Elliot Omanson and Rip, the office dog. In today's episode, Elliot shares crucial market updates, discusses various financial news headlines, and addresses the importance of managing your finances when it comes to supporting adult children. ⏰ Time Stamps: 00:01 - Introduction and Rip's summer cut 00:32 - Market upd...

Murphy's Market Minute April 7th || Financial Recovery and New Bull Market Insights 07.04.2023

Welcome back to this week's edition of Murphy's Market Minute! In today's episode, Elliot discusses two seemingly contrasting articles, shedding light on the current state of financial health in the United States and examining the new bull market in stocks. ⏰ Time Stamps: 00:00 - Introduction 00:30 - Article 1: Americans lost financial ground last year 01:31 - Cash reserve issues and...

Murphy's Market Minute March 10th | Update on the Market and a Special Guest 10.03.2023

https://nypost.com/2023/03/05/a-bull-... Welcome to this week's edition of Murphy's Market Minute with your host, Elliot Omanson. Today is March 10th, and as always, Elliot is here to provide you with a quick and concise update on the current state of the market. Before we dive into the market update, Elliot has some exciting news to share. He reveals that it's going to be his 21st anniversary in...

Murphy's Market Minute August 5th | Conflicting Data 05.08.2022

Murphy's Market Minute August 5th | Conflicting Data  In today's episode of Murphy's market minute, Elliot discusses the economy's health and how that translates to the stock market.   Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. In addi...

Murphy's Market Minute July 29th | Fear, Uncertainty, and Doubt 29.07.2022

What a summer we have been having. Record-breaking heat waves, supply chain issues, talk of recessions, and inflation. Elliot feels we are in a clickbait media environment where people want to profit off fear, uncertainty, and doubt. We are watching the market wanting to get a footing, it wants to go up, but right now, it is difficult with all the talk of inflation and recession. Sometimes, it see...

Murphy's Market Minute July 22nd | We're Back! 23.07.2022

Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. In addition, you will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.  ...

Murphy's Market Minute June 24th | The largest interest-rate increase since 1994 24.06.2022

Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. In addition, you will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.  ...

Murphy's Market Minute June 10th | How It's Betrayed 10.06.2022

Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.    We spe...

Murphy's Market Minute May 27th | Exceeding Expectations 02.06.2022

Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.    We spe...

Dirk Palmer & Elliot Omanson | Tax Strategies for Business Owners 26.05.2022

The focus has been on individuals and retirement planning in the previous videos. In this video, we wanted to shift focus and talk about business owners and how we can help them. There are some unique strategies that, as businesses grow, we can implement, from helping mitigate taxes, succession planning, and to the point of selling their business. Everyone is familiar with the saying, "It's not ho...

Murphy's Market Minute May 20th | Recession 20.05.2022

Rip will not be joining us in this week's video as he is very picky with his seat selection. On Wednesday this week, we had quite the sell-off. Our most aggressive tech funds, which are supposed to be getting hammered, are up over 10%. So when we look at our portfolios, we are down from our highs but still have significant gains in our accounts and are just not as high as we used to be. We hear th...

Dirk Palmer & Elliot Omanson | Don't wait for a significant moment in your life! 19.05.2022

People often wait until there is some significant moment in their life to come to a financial advisor. As a result, there is a lot of anxiety built up in people's heads about sitting down and going over their finances or investments, which prevents them from taking action regarding many of these things. OWLFI operates from the standpoint of the plan first and investing second. And the reason for t...

Dirk Palmer & Elliot Omanson | Why is it essential to adapt and change in the financial industry? 13.05.2022

In the last video, we talked about retirement, the four posing risks, and how crucial they are. Throughout Dirk's career, he always noticed issues and things that needed to be solved within the industry. Elliot and Dirk both saw these things from different areas at the same time before they knew each other, Dirk as a CPA and Elliot as a financial advisor. It's human nature to continue on the same...

What challenges does OWLFI see for the financial industry? 09.05.2022

Trying to build a company within the financial industry presents many challenges. Many of these pertain to all businesses, while some pertain to the financial sector. If the people in this industry don't fix these issues first, then people in the government will try to fix them for us. For example, 64% of people entering retirement have four hundred thousand dollars or less in retirement assets. W...

Murphy's Market Minute May 6th | Week Of Insanity 06.05.2022

Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.   We specializ...

Why is OWLFI structured the way it is? Investments | Taxes | Estate | Retirement | Business Solutions 02.05.2022

Why is OWLFI structured the way it is?   In the traditional financial space, all the different professions, from your attorneys, CPAs, financial advisors, and insurance agents, they're all siloed. And because they are siloed, we find that they're all in a state of competing against one another. In the beginning, here at OWLFI, we saw disconnects between the different financial profession...

Murphy's Market Minute April 29th | Key Factors 29.04.2022

Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions all tying back to the strategic plans OWLFI offers.    Learn m...

Murphy's Market Minute April 22nd | Doom & Gloom 23.04.2022

Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions all tying back to the strategic plans OWLFI offers.    Learn m...

Murphy's Market Minute April 15th | Happy Friday! 15.04.2022

Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions all tying back to the strategic plans OWLFI offers.    Learn m...

Murphy's Market Minute April 1st | On The Go 04.04.2022

Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.  OWLFI Website...

OWLFI Murphy's Market Minute March 25th | Short and Sweet 25.03.2022

OWLFI's Murphy's Market Minute is a weekly video we find very important and informative to our clients. Murphy is Elliot's past PTSD service dog that has passed away. You may notice he is joined by Rip, a young and upcoming fit for Elliot.    OWLFI is a financial firm that is dedicated to saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. &nb...

Murphy's Market Minute | March 18th 18.03.2022

SHOW LESS OWLFI's Murphy's Market Minute is a weekly video we find very important and informative to our clients. Murphy is Elliot's past PTSD service dog that has passed away. You may notice he is joined by Rip, a young and upcoming fit for Elliot.    OWLFI is a financial firm that is dedicated to saving our clients hundreds of thousands of dollars in taxes through the way we allocate a...

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