Marc To Markets

By Marc Penziner

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Category: Investing

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Episodes: 106

Description

On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.

Episode Date
Roth Conversions and All Things IRA
Nov 20, 2025
2025 3rd Quarter Review and Outlook For the Rest of the Year
Oct 21, 2025
Recent Data Drives Markets To New Highs
Sep 11, 2025
2025 1st Half Review and Outlook for Remainder of the Year
Jul 24, 2025
Investing Into A Volatile Market
Jul 15, 2025
Tariff Turmoil Rattles Markets
Apr 10, 2025
Municipal Bond Management
Mar 05, 2025
The Year in Review and Outlook for 2025
Jan 28, 2025
Wealth Beyond Measure: Insights From Ultra-High Net Worth Interviews
Dec 02, 2024
2024 3Q Review and Current Outlook
Nov 04, 2024
Replay of Book Lunch: Power Players-Sports, Politics, and the American Presidency
Nov 03, 2024
The US National Debt: Debt or Alive
Sep 19, 2024
2024 Mid-Year Review
Jul 26, 2024
The Top Investment Topics Of 2024
Jun 18, 2024
Special Needs Trusts and Maximizing Government Benefits
May 08, 2024
Q1 Recap and Market Outlook
Apr 25, 2024
Artificial Intelligence Is All The Rage
Mar 06, 2024
Tax Reports In Advance of April 15th
Feb 16, 2024
2023 Recap and 2024 Outlook
Jan 22, 2024
Year End Tax Planning and Portfolio Management
Dec 12, 2023
3rd Quarter 2023 Market Review & Outlook
Oct 27, 2023
1st Half 2023 Market Review
Jul 27, 2023
Cross Border Wealth Creates Unique Opportunities & Challenges
Jul 27, 2023
Interest rates, banking crisis, and debt ceilings..oh my
May 16, 2023
1st Quarter 2023 Review
May 02, 2023
Tax Planning With Retirement Accounts and The SECURE Act
Apr 05, 2023
Residential Real Estate Takes Center Stage
Mar 08, 2023
Is Traditional Asset Allocation Dead?
Jan 20, 2023
Financial and Cyber Security In the Modern World
Oct 20, 2022
3rd Quarter Market Review
Oct 18, 2022
Navigating Overseas Investment Opportunities
Sep 08, 2022
2022 First Half Review
Aug 02, 2022
Private Wealth Intersects With Family Engagement
Jul 05, 2022
Markets Back in Crisis Mode
May 31, 2022
ESG Investing Is All The Rage
May 26, 2022
2022 First Quarter Review
Apr 26, 2022
Tax Time
Apr 06, 2022
The Digital World
Mar 29, 2022
The Bond Market In Focus
Feb 16, 2022
2021 Review, Recent Market Volatility, and The Outlook For 2022
Jan 25, 2022
Keeping Up With The Art Market
Dec 15, 2021
Where Do We Go From Here?
Nov 30, 2021
Inflation, Inflation, & Inflation
Oct 26, 2021
3rd Quarter Review and Outlook Going Forward
Oct 18, 2021
Back to School: Finance 201
Sep 29, 2021
Working Together During Covid & Behind Marc to Markets
Aug 26, 2021
Medical & Dental Practices Are Consolidating Like Never Before
Jul 22, 2021
2021 1st Half Review and Outlook for Remainder of Year
Jul 15, 2021
The Biden Tax Plan Explained
Jun 14, 2021
Succession Planning and Preparing to Sell a Business
May 06, 2021
1st Quarter 2021 Review and the Path Forward
Apr 21, 2021
Managing Your Cash Conundrum
Mar 24, 2021
March Madness Returns: Winning Your Bracket
Mar 16, 2021
Today's Top Market Stories: Inflation, Growth, GameStop & Bitcoin
Feb 23, 2021
Real Estate Before, During, and After Covid
Feb 05, 2021
2021 Outlook and 2020 Year In Review
Jan 27, 2021
Outdoor Dining During Covid: Innovation Amidst Disruption
Dec 04, 2020
Post Election & Year-End Tax Planning
Nov 18, 2020
Market Outlook and the Planning For the U.S. Election
Oct 14, 2020
Here Today, Gone Tomorrow: Corporate Bankruptcy During Covid-19
Sep 28, 2020
Top Trending Investment Questions Answered
Aug 27, 2020
Back to (Virtual) Business
Jul 30, 2020
The Markets at Mid-Year
Jul 22, 2020
Covid-19's Impact on Hospitals and Healthcare
Jul 02, 2020
Covid-19: Market & Economic Update - June 2020
Jun 15, 2020
Covid-19‘s Impact on the Restaurant Industry
May 28, 2020
Covid-19 Update and A Look Inside The Fed
May 19, 2020
Planning & Investment Opportunities In A Bear Market
Apr 27, 2020
Covid 19: Q1 Review & The Path Forward
Apr 22, 2020
Covid-19’s Impact on the Sports World
Apr 22, 2020
Covid-19 Update 2 & Planning in Bear Markets
Apr 01, 2020
Covid-19 & Market Turmoil
Mar 24, 2020
Politics, Economics & The Coronavirus
Mar 09, 2020
Cancer: Treatment Today, Cutting Edge Innovation, and The Investment Opportunity
Feb 13, 2020
Reflections on 2019 & Outlook for 2020
Jan 07, 2020
All About IPOs
Dec 10, 2019
Modeling Your Financial Future
Nov 01, 2019
The Rise Of Artificial Intelligence
Oct 08, 2019
Back To School: Finance 101
Sep 03, 2019
The Business & Culture of Youth Sports
Aug 19, 2019
The Markets At Mid-Year
Jul 08, 2019
Everything You Want to Know About Cannabis But Are Afraid To Ask
May 31, 2019
Replay of Book Lunch: The History of the Deli
May 13, 2019
Bonds In A Low Interest Rate World
Apr 18, 2019
March Madness is Here: Fill Out Your Brackets and Win Your Pool
Mar 19, 2019
Inside Philanthropy
Mar 04, 2019
Understanding Millennials
Feb 01, 2019
Reflections on 2018 & Outlook for 2019
Jan 03, 2019
Where Have All The Traders Gone? Computer Trading Takes Over Wall Street
Dec 05, 2018
The October Correction: What It Tells Us About The Market and How To Manage Portfolios
Nov 05, 2018
How to Protect Yourself and Your Money If and When Bad Things Happen
Oct 08, 2018
Sustainable Investing: You have heard of it, now learn about it.
Sep 17, 2018
Why Being Good at Investing Isn't Part Of Human Nature
Aug 09, 2018
China: Ghost Cities or Global Growth Leader
Jul 09, 2018
The Amazon Effect
May 30, 2018
Bitcoin, Blockchain, and Cryptocurrency: Fad or the Future?
Apr 25, 2018
A Roundtable On Residential Real Estate
Feb 01, 2018
A Discussion on Financial Security
Oct 12, 2017
A View From the C-Suite
Jul 11, 2017
The Trump Tax Plan: What It Is and What To Do
May 23, 2017
Trumpcare and Obamacare, the Truth Behind the Headlines
May 23, 2017
2017 Outlook For The Capital Markets
Mar 06, 2017
The Municipal Bond Market Now
Oct 20, 2016
Can The Stock Market Keep Going Up?
Jul 12, 2016
The US Oil and Energy Market: An Overlooked Opportunity?
Apr 12, 2016
Economic Outlook 2016 and Best Planning Strategies For The Year Ahead
Feb 25, 2016