Charles and Lynn Zhang

Zhang Financial Podcast

Business EN ↓ 193 episodes

Every week, Charles Zhang (the #1 ranked independent advisor in the nation*), Lynn Chen-Zhang (CEO of Zhang Financial, one of nation’s Top Ranked Registered Investment Advisors**), and members of the Zhang Financial team will guide you through the weekly market outlook, interview the brightest minds in finance and wealth management, and provide insights into all aspects of financial success. Tune into each episode to unpack valuable insight into the financial planning world from the perspective of the finance industry’s leading figures. For more information, please visit ZhangFinancial.com*As...

Author

Charles and Lynn Zhang

Category

Business

Podcast website

zhangfinancial.com

Latest episode

Jul 6, 2026

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Episodes

Mixed Economic Data and The Market's Negative Reaction | Market Outlook: Week of 10/17 18.10.2022

In this week's episode, Rob takes a closer look at the trends in inflation, retail sales and consumer sentiment that defined the market's reaction this past week. As well, we dive a little deeper into our forecast for inflation within the upcoming months in light of this new economic data. If you would like to follow along with more specific data, please reference this slide show: https:...

OPEC And What It Meant For Markets This Past Week | Market Outlook: Week of 10/10 11.10.2022

This week, Rob takes a closer look at the OPEC production cut and other economic data that moved markets this past week. As well, we dive a little deeper into our forecast for inflation within the upcoming months in light of this economic data. If you would like to follow along with more specific data, please reference this slide show: https://docs.google.com/presentation/d/1LERSqQ5ekBdz-m5LTfAbrV...

Betting on Inflation Rates in the Next 12 Months? | Market Outlook: Week of 10/3 04.10.2022

In this episode, Rob walks us through the positive economic data but downturn in market data despite the good news. As well, catch up on everything inflation and how investors view rates in the next 12 months. If you would like to follow along with more specific data, please reference this slide show: https://docs.google.com/presentation/d/1LERSqQ5ekBdz-m5LTfAbrVCk51lOH60_/edit?usp=sharing&oui...

A Historically Aggressive Fed and What it Means For The Markets | Market Outlook: Week of 9/26 27.09.2022

In this episode, Charles and Rob take a closer look at the increased aggression from the Federal Reserve in combatting rising inflation. With the Fed setting the tone for what rate hikes might look like for the rest of the year, how will it impact the markets? If you would like to follow along with more specific data, please reference this slide show: https://docs.google.com/presentation/d/1LERSqQ...

What drove the downturn in markets this week? | Market Outlook: Week of 9/19 21.09.2022

In this episode, Rob guides through the latest market statistics that impacted the decrease in markets this past week. From CPI to the Atlanta Fed Estimate's decrease, there is a lot to unpack in this week's episode! If you would like to follow along with more specific data, please reference this slide show: https://docs.google.com/presentation/d/1LERSqQ5ekBdz-m5LTfAbrVCk51lOH60_/edit?us...

Market Outlook: Week of 9/12 13.09.2022

In this episode, Rob and Charles take a closer look at how the economic from last week has influenced the market, as well as what to expect for over the near future. If you would like to follow along with more specific data, please reference this slide show: https://docs.google.com/presentation/d/1u5P56hxLZhmysYVBii2ZMiYwfPbeYCNo/edit?usp=sharing&ouid=115842884683301278597&rtpof=true&s...

PART 2: Tips for Approaching IRS audits | Listener Questions With Lynn 12.09.2022

On this episode of Listener Questions with Lynn, Lynn and Skylar continue their conversation about the Inflation Reduction Act from last week. Listen and watch to Part 2 in this episode of the Zhang Financial Podcast.  If you have any lingering questions that you would like Lynn, Charles, or the rest of the Zhang Financial team to answer on an upcoming episode, email us at [podcast@zhangfinancial....

Negative Market Reactions to Positive Economic Data? | Market Outlook: Week of 9/6 08.09.2022

In this episode, Rob and Charles highlight the economic and market data that was released this past week, as well as what to expect for over the near future. If you would like to follow along with more specific data, please reference this slide show: https://docs.google.com/presentation/d/16yWvfQ-Tq9exl01wr6aiJsSmFXFPjR9x/edit?usp=sharing&ouid=115842884683301278597&rtpof=true&sd=true T...

PART 1: Tips for Approaching IRS audits | Listener Questions With Lynn 06.09.2022

On this episode of Listener Questions with Lynn, Lynn and Skylar take a closer look at President Biden's newly signed Inflation Reduction Act. With a seemingly supercharged IRS, what does this mean for how you approach your taxes in the future? Listen and watch to Part 1 in this episode of the Zhang Financial Podcast.  If you have any lingering questions that you would like Lynn, Charles, or...

Is it too late to start buying homes? | Market Outlook: Week of 8/29 30.08.2022

This week, Rob leads us through the mixed bag of market data we received this week, as well as  highlighting some important moments in Chairman Jerome Powell's speech in Jacksonhole this past week. If you would like to follow along with more specific data, please reference this slide show: https://docs.google.com/presentation/d/1ypdGlk38GlZtnF6cnBO2KJQTcEWLq33t/edit?usp=sharing&ouid=11584...

Market Outlook: Week of 8/22 23.08.2022

Rob McDougall lead us through the market outlook this week, highlighting data like the increase in rate hike probabilities and how this has affected equity and fixed income. If you would like to follow along with more specific data, please reference this slide show: https://docs.google.com/presentation/d/19Bxb1PMUS7OuSxvlpEAp9xH_cYh1lCUf/edit?usp=sharing&ouid=115842884683301278597&rtpof=tr...

Market Outlook: Week of 8/15 17.08.2022

Charles Zhang and Rob McDougall lead us through the market outlook this week by answering some of the most common questions asked among investors in our current market as well as the bountiful amount of good news coming from the markets. If you would like to follow along with more specific data, please reference this slide show: https://docs.google.com/presentation/d/1quCG0l2Io3DAjNTb1PVF5yZ737Yht...

Listener Questions with Lynn: Fiduciary Standards Part 2 12.08.2022

On this episode of Listener Questions with Lynn, Skylar Bus, Client Service Associate at Zhang Financial sits down with Lynn again to expand upon our previous episode regarding fiduciary standards by analyzing a real-world example of the complexities this term entails. If you have any lingering questions that you would like Lynn, Charles, or the rest of the Zhang Financial team to answer on an upc...

Weekly Market Update: 8/8/2022 09.08.2022

Charles Zhang and Rob McDougall give their takes on the market outlook for this week, covering jobless claims to how the market is reacting to rate cuts. If you would like to follow along with more specific data, please reference this slide show: https://docs.google.com/presentation/d/1HQHmvsvnwcF3I2FEYIHDbBn68NujJwbJ/edit?usp=sharing&ouid=115842884683301278597&rtpof=true&sd=true Tune...

Listener Questions with Lynn: Fiduciary Standards | Zhang Financial Podcast 04.08.2022

Skylar Bus, Client Service Associate here at Zhang Financial sits down with Lynn to discuss a topic that has been increasingly brought up among current and prospective clients: fiduciary standards. If you have any lingering questions that you would like Lynn, Charles, or the rest of the Zhang Financial team to answer on an upcoming episode, from finance to even the outfit that Lynn was wearing in...

Weekly Market Update: 8/1/2022 02.08.2022

Rob McDougall guides listeners through the weekly market outlook, as we take a look at last week's numbers and what to look out for this upcoming week. In particular, we discuss the current state of our economy's recession and evaluate it alongside previous recessions in US history. If you would like more specific data to follow along with, refer to this link: https://docs.google.com/pre...

Weekly Market Update: 7/25/2022 28.07.2022

Rob McDougall, Vice President in Investment Strategy at Zhang Financial, guides listeners through this upcoming week's market outlook. Throughout this episode, Rob crunches last week’s numbers and provides what to look out for this upcoming week. If you would like more specific data for this episode, please follow along with this slideshow : https://tinyurl.com/3pb6352p Disclosure: This podca...

Introducing The Zhang Financial Podcast 20.07.2022

Welcome to the Zhang Financial Podcast: a show with the weekly market outlook, interview the brightest minds in finance and wealth management, and provide insights into all aspects of financial success. Visit zhangfinancial.com to learn more

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