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 | March 11th 11.03.2022

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. Learn more...

Murphy's Market Minute Feb 25th | Don't get worried! 25.02.2022

Murphy's Market Minute | February 25th 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. Now that you know about Elliot and OWLFI's weekly video production, let's get into the details of this video. In this vid...

Murphy's Market Minute Feb 18th 18.02.2022

Murphy's Market Minute Feb 18th 

OWLFI Solutions (ft. Kelly Klusman, CPA) | 10 Nov 2020 12.11.2020

Welcome to a new & improved edition of OWLFI Solutions!      This week’s edition features a very hard to book guest, Kelly Klusman, CPA.  As many of you know, Kelly is President of OWLFI Tax & Accounting & has been focused on helping our clients put all of their end of year tax planning in place.  His expertise with business PPP forgiveness loans and...

02 Nov 2020 | OWLFI Solutions 03.11.2020

OWLFI Solutions now has it's own episodes! As Elliot, Murphy and ‘The O Show’, announced, we are now providing more content and information to our clients.  OWLFI Solutions will continue to be focused on what we are doing to help our clients protect the assets they have accumulated and how we are providing strategies that are focused on accomplishing their financial goals.  - We may even...

26 Oct 2020 | OWLFI Unfiltered 28.10.2020

Elliot breaks down where the economy was at pre-COVID and why he thinks we are primed for recovery.  Using raw data from census.gov in order to provide an unbiased opinion.

10 Sep 2020 | Murphy's Market Minute from OWLFI - Segment II 15.09.2020

Segment II:  Elliot & Dave discuss Franklin Templeton's Beyond Bulls & Bears Article on Fixed Income titled ' On My Mind:  They Blinded Us from Science ' written by 'Chief Investment Officer, Franklin Templeton Fixed Income' Sonal Desai, Ph. D.

10 Sep 2020 | Murphy's Market Minute from OWLFI 10.09.2020

Segment #1:  Market Recap & OWLFI Solutions

15 Jun 2020 | Murphy's Market Minute from OWLFI 24.08.2020

Hear what Murphy has to say about the current state of the market.

22 May 2020 | Murphy's Market Minute from OWLFI 24.08.2020

Elliot, Dave, and Murphy bring you the latest market news.

15 May 2020 | Murphy's Market Minute from OWLFI 24.08.2020

Elliot, Dave, and Murphy bring you the latest market news.

06 May 2020 | Murphy's Market Minute from OWLFI 24.08.2020

Elliot, Murphy, and Maggie are back and ready to bring you the latest market news.

23 Mar 2020 | Murphy's Market Minute from OWLFI 24.08.2020

Elliot, Kelly, Dave, Murphy, and the most adorable special guest bring you the latest with the market, changes to the tax filing deadlines and the stimulus package.

12 Mar 2020 | Murphy's Market Minute from OWLFI 24.08.2020

The gang is back together and ready to bring you the latest in the market.

05 Mar 2020 | Murphy's Market Minute from OWLFI 24.08.2020

Elliot gives a quick update on the market.

27 Feb 2020 | Murphy's Market Minute from OWLFI 24.08.2020

Hear what Murphy has to say about the current of the market.

26 Feb 2020 | Murphy's Market Minute from OWLFI 24.08.2020

Elliot and Dave break down the 3-day drop in the markets and explain what the next steps are.

31 Jan 2020 | Murphy's Market Minute from OWLFI 24.08.2020

Murphy is back, Elliot goes full Kansas City Chiefs fan boy, and Dave talks PNC.

22 Jan 2020 | Murphy's Market Minute from OWLFI 24.08.2020

We have a full house for today's Murphy's Market Minute! Elliot, Dave, Kelly, and our new intern Matt bring you the latest news in the market, the details of the secure act and all the happenings here at OWLFI .

01 Dec 2019 | Murphy's Market Minute from OWLFI 22.08.2020

Elliot Omanson and Dave Bush review the 'Trade War' with China, Brexit, GDP, Black Friday, and the launch of OWLFI Insurance December 9th 2019!

01 Nov 2019 | Murphy's Market Minute from OWLFI 22.08.2020

Elliot and Dave explain how you can fix beneficiary designations after the account owner has passed on. Elliot and Dave also discuss current GDP, job numbers, wage growth, and impeachment efforts.

02 Oct 2019 | Murphy's Market Minute from OWLFI 22.08.2020

Elliot Omanson and Dave Bush from OWLFI breakdown popular retirement myths and the looming debt bubble, ultra-low unemployment rate, and TD Ameritrade waiving trading fee's.

03 Sep 2019 | Murphy's Market Minute from OWLFI 22.08.2020

Elliot Omanson and Dave Bush of OWLFI break down how to structure your donations to save taxes and 2 key events that have taken place in September of 2019. Corporate bond sales and Fed Repo's! Exciting stuff!

Murphy’s Market Minute Update 21.08.2020

Elliot, Dave, and Murphy are back with a special edition of your favorite weekly market recap from OWLFI !

03 Aug 2019 | Murphy's Market Minute from OWLFI 21.08.2020

Elliot, Dave and Murphy from OWLFI are here to recap this week in the market. Dave offers tax saving tips with OWLFI Solutions and Elliot discusses the retail sector and China imposing tariffs.

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