The Momentous Wealth Podcast

Interest rates in the US have gone up substantially over the past two years making investments like bonds and other “fixed income” investments more attractive than they have been for a long time. In this episode Todd and Nik break down the bond market, how bonds work, and how they may fit in your portfolio. In this episode we mention data from the Federal Reserve website, and Nerd Wallet. https://...

AI is all over the news now, but what is it, and how can we invest in it? Sources: What is AI: https://www.hcltech.com/blogs/artificial-intelligence-defined-simple-terms Washington Wise podcast from Charles Schwab: https://www.schwab.com/learn/story/artificial-intelligence-investor-considerations https://www.schwab.com/learn/story/artificial-intelligence-power-and-perils https://www.morganstanley....

Investors have likely heard many times over the years that is very hard to “time the market.” With the recent volatility in the market – and the potential for markets to remain volatile with an upcoming election year – geopolitical uncertainty, and the Federal Reserve’s continued battle with inflation, what CAN investors do to potentially help them increase their returns? What are some strategies...

Today Nik & Todd talk about five different strategies to maximize your charitable giving.

Today we talk about the capital gains tax coming soon to residents of Washington State.

Today we are talking about the yield curve. What is a yield curve, what are the different types of yield curve, and what does a yield curve predict?

Today we hear about the state of the real estate market from Jeff Walters.

We're addressing the concept of recessions again, as talk of a current recession is still out there! Today we'll answer some commonly asked questions and concerns that investors may have when it comes to the US's current financial state. Thanks again for tuning in!

Today, Todd Pisarczyk and Nik Miner will discuss the current state of the US dollar - where it's headed, how it looks compared to other currencies in today's market, and how we should approach the value of our dollar. Thanks for tuning in!

Hey everybody! We're so excited to have reached 30 episodes us Sustainable Conversations - thank you for supporting us! Today, Nik Miner will be reviewing the United States debt situation and addressing potential concerns. We hope you enjoy!

Are you wondering about changes to the Social Security system and budget? Nik Miner and Taylor Vilhauer are here to answer all of your questions. Tune in to learn about the current situation with Social Security and as always, thank you for supporting our podcast!

Today, we have the pleasure of speaking with Maria Quinn, a representative of Vanguard, about the quantifiable impact that working with an advisor can have on personal investors' finances. Vanguard has done a number of studies on this topic, and Maria goes deeper into how these studies were conducted and what they mean. Please contact Sustainable Wealth Management for copies of any of the sour...

Welcome back to the show! In this episode, Todd Pisarczyk and Nik Miner will examine the difference between how your assets are protected at banks and brokerage firms, and the main differences between the two.

Welcome back to Sustainable Conversations! Today, Nik Miner discusses the implications of the newly introduced Secure 2 Act; following the previous Secure Act. This makes drastic changes to the 401k contributions structure and other retirement planning in businesses. Thank you for listening!

We're back! This week, we'll be breaking down the complexities of indexes. In the market, indexes can be a confusing topic to wrap your head around, but Todd and Nik do a wonderful job speaking on the current market climate, the rise of ESG investing, and of course, what index investing looks like today. Thank you for tuning in!

Listen to Todd Pisarczyk's latest take on the condition of the markets and financial wellness in the last few months. (Recorded November 24th)

On this week's episode, we'll be discussing the new and highly discussed concept of Web3 - specifically NFT (Non-Fungible Tokens) and the Metaverse. We'll hear the expertise of our special guest Mason Bertrand as well as a professional take by Todd Pisarczyk about the implications of Web3 on the investment and financial planning sphere. Enjoy!

On today's episode, we'll be talking with Taylor Vilhauer and special guest Abe Lodwick about interest rates and how they affect both the mortgage business and financial planning. Abe, a mortgage loan officer, will be giving us his insight on the situation from the perspective of someone in his business. Thank you again for tuning in, we hope you enjoy!

This is an upload from a few months ago, when questions about the US going into a recession arose. We'll be discussing the subject with Todd Pisarczyk, as he illustrates his opinion and experiences with recessions and the possibility of one in the future. 

We've hit 20 episodes! Thank you to everyone who's listened along with us. Today we'll be breaking down the different types of Mutual Funds - how to invest in them, how they're looking on today's market, and what they can do for YOU!

Guess what - we have 2 guests today! This week we'll discuss the ins and outs of behavioral finance, how to control your behavior when it comes to investing, and what to do if emotions get in the way. We understand that emotions can play a huge part in our money, so tune in to hear what Todd Pisarczyk and Taylor Vilhauer have to say on the matter! 

Let's talk about bonds! They've always been here, but who really knows what they are and how they work? Tune into Sustainable Conversations to finally get an accurate breakdown of the alternative side of investing - bonds. 

Tune in this week to hear SWM's take on the Fed raising interest rates. It's a controversial topic, but we'd love to break it down for you!

With the recent controversy in Russia, how will the US stock market respond? If you're wondering this very question, tune in to hear what Todd Pisarczyk has to say. 

The market is at a record high! - but sit tight! This episode of Sustainable Conversations will give you a unique look at the climbing stock market through the eyes of long-time financial advisor, Todd Pisarczyk. We hope you enjoy!