Smart Investing with Brent & Chase Wilsey

By Brent & Chase Wilsey

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.


Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 1
Reviews: 0
Episodes: 300

Description

Smart Investing is the radio show where Brent and Chase try to make investing easier to understand. They demonstrate long-term investment strategies to help you find good value investments.

Episode Date
February 13th, 2026 | Should you invest by following when insiders buy? It's not a stock market, it's a market of stocks, Inflation report better than expected, Larger tax refunds? & More
Feb 13, 2026
February 6th, 2026 | Has the US dollar become too weak? GLP-1 drugs; what’s the concern? Is the US housing market becoming a buyers market? How would an S&P 500 Portfolio Work in Retirement? & More
Feb 07, 2026
January 30th, 2026 | China’s population declining, History shows why we don’t overpay for hot stocks, Gold’s done well, silver has surged! Should you buy? Best Accounts for Kids and Grandkids & More
Jan 31, 2026
January 23rd, 2026 | Looks like it is over for the Mag Seven stocks, Is using part of your 401(k) for a down payment on your home a good idea? AI Jobs, Invest Start Social Security Early & More
Jan 24, 2026
January 16th, 2026 | Short-term interest rates to drop in 2026, Tariffs working - trade deficit at lowest level since 2009, 10% credit card interest caps? Auto Loan Interest Deduction Benefits & More
Jan 17, 2026
January 9th, 2026 | Recent changes in Venezuela means for consumers, new year, new investment advisor? Labor market ends on a soft note, Mortgage-Backed Security Purchase Lowers Mortgage Rates & More
Jan 10, 2026
December 31st, 2025 | Financial Outlook on 2026, Marriott Vacations Worldwide Corporation (VAC), NIKE, Inc. (NKE), Micron Technology, Inc. (MU), Lennar Corporation (LEN)
Dec 31, 2025
December 19th, 2025 | China’s trade surplus hit $1.1 trillion, Labor market Data , Inflation reports progress, Become a millionaire? Invest in your 401(k)! Itemized Deductions Before Dec. 31st & More
Dec 20, 2025
December 12th, 2025 | Copyright Lawsuit against AI company Perplexity, Apple’s Management Drain, It’s time for commercial property into your portfolio, The Benefits of Capital Gain Harvesting & More
Dec 13, 2025
December 5th, 2025 | Why does the AI revolution scare us? Bitcoin holder Strategy, Holiday shopping hits record levels! When Tax-Loss Harvesting Makes Sense and When It Doesn't & More
Dec 06, 2025
November 21st, 2025 | Fast food like Wendy’s experiencing a slowdown, Home Affordability hits a 50-year low, Robinhood looks more like gambling than investing, Employer Coverage vs. Medicare & More
Nov 22, 2025
The glut of apartments on the market, Are large hyperscale companies inflating earnings, China isn't just manufacturing; they're innovating & 50-year Mortgages: helpful or harmful?
Nov 15, 2025
November 7th, 2025 | Apple CEO Tim Cook pulled three rabbits out of a hat, Buying stocks on the Texas Stock Exchange in 2026? Public companies worried after buying Bitcoin & Universal Life Insurance
Nov 07, 2025
October 31st, 2025 | Big brokerage firms fighting for your investment accounts, Can Travis Kelce turn around Six Flags? Markets declined after Fed rate cut, When does a Solar System Make Sense? & More
Oct 31, 2025
October 24th, 2025 | Fed Rate cut looks likely after inflation report, last week bank earnings surprise, risky investing behavior continues to amaze me! The real cost of financial mistakes & More
Oct 24, 2025
October 17th, 2025 | Will gold hit $5000 an ounce? More working-class Americans in the stock market, Lower end consumer car payments, Emergency Plans & More
Oct 17, 2025
October 10th, 2025 | Do stock dividends give you better returns? How will the US government shutdown affect you and the economy? Public debt strong, but private debt not so much,Tax Brackets & More
Oct 10, 2025
October 3rd, 2025 | Is cardboard demand a warning sign of a slowing economy? Can AI revenue cover all the debt it’s created? SEC scrutiny on private investments, Home sale proceeds & More
Oct 03, 2025
September 26th, 2025 | Investors have a false sense of safety in the stock market, IPOs look hot, don’t touch them, you’ll get burned! What's going on with the real estate market? & More
Sep 26, 2025
September 19th, 2025 | Retail sales surprisingly strong, Are quarterly reports necessary for public companies? Is your financial advisor "quiet retiring"? Understand low rated bonds risk & More
Sep 19, 2025
September 12th, 2025 | Should members of Congress be allowed to trade stocks? Risks to Nvidia stock that you may not realize! Understanding AI and why it's becoming more expensive, 529 Plans & More
Sep 13, 2025
September 5th, 2025 | You Don’t Need Hot Tech Stocks To Get Great Returns, Weak Job Report Points To Fed Rate Cut, US Luxury Brands Are Destroying Europe’s Luxury Brands, Mortgage Rates Reach ...
Sep 06, 2025
August 29th, 2025 | Another warning on private investments, Will tariffs hurt this holiday season? Should you work in retirement? The challenge of creating retirement income, (CBRL),...
Aug 30, 2025
August 22nd, 2025 | EV car makers lose in credits?, Stay away from interval funds!, ESPN new streaming product, Form SSA-44 to Reduce Medicare Premiums, (VTR), (KLC), (AI) & (EAT)
Aug 22, 2025
August 15th, 2025 | 401(k) Withdrawals, Mixed Inflation News, $37 T Debt, Charitable Giving Changes, Intel Corp (INTC), UnitedHealth Group Incorporated (UNH), Nexstar Media Group, Inc. (NXST) & (BLMN)
Aug 16, 2025
August 8th, 2025 | Stock Market, Consumer Credit Card Debt, Real Estate, Refinancing, Carrier Global Corporation (CARR), Polaris Inc. (PII) & Align Technology, Inc. (ALGN)
Aug 08, 2025
August 1st, 2025 | Worrisome Jobs Report, June Job Decline, Strong GDP Growth, Bank Scam Liability, Roth Account Perks, Hasbro, Inc. (HAS), Chipotle Mexican Gill, Inc. (GMG) & Baker Hughes (BKR)
Aug 01, 2025
July 25th, 2025 | Cautious Bank Outlook, Crypto Law Update, Dividends or Buybacks, New Tax Rules, Union Pacific Corporation (UNP), Toast, Inc. (TOST), American Eagle Outfitters, Inc. (AEO) & (ABT)
Jul 26, 2025
July 18th, 2025 | Tariff Impact, Market Bubble, Retail Boom, Trump Kid Accounts, Circle Internet group (CRCL), Archer-Daniels-Midland Company (ADM), Kenvue Inc. (KVUE) & Shake Shack Inc. (SHAK)
Jul 19, 2025
July 11th, 2025 | Crypto Crash, ETF Complexity, Dark Pools, Tax-Free Social Security?, Tripadvisor, Inc. (TRIP), Johnson & Johnson (JNJ), AMC Entertainment Holdings, Inc. (AMC) & KeyCorp (KEY)
Jul 12, 2025
July 3rd, 2025| Jobs Report Illusion, Job Openings, Apple Goes F1, ETF Income Trap, Pension Payout Choice, The Goldman Sachs Group, Inc. (GS), Robinhood Markets, Inc. (HOOD), (CNC) & (COLM)
Jul 04, 2025
June 27th, 2025 | Chinese Stock Scam, Outdated 401(k)s, S&P 500 Risk, Investment Income Tax, Fiserv, Inc. (FI), Pinterest, Inc. (PINS), Duke Energy Corporation (DUK) & General Mills, Inc. (GIS)
Jun 28, 2025
June 20th, 2025 | Retail Resilience, Retailer Stable Coins, AI’s Web Impact, Widow’s Penalty, Adobe Inc. (ADBE), T-Mobile US, Inc (TMUS), Jack in the Box Inc. (JACK) & Celsius Holdings, Inc. (CELH)
Jun 20, 2025
June 13th, 2025 | Alternative Assets Crumbling, Tariffs & Inflation, HHS Overhaul, Richer Rich, Retirement Recession, Lululemon Athletica Inc. (LULU), (WOOF), (BF.B) & (DOCU)
Jun 14, 2025
June 6th, 2025 | Job Market, Office Space, Facebook Scams, Retirement Savings, Salesforce, Inc. (CRM), The Gap, Inc. (GAP), Wells Fargo & Company (WFC) & Steel Dynamics, Inc. (STLD)
Jun 09, 2025
May 30th, 2025 | Homebuyers at Record Low, Bitcoin in 401k, Inflation Eases, Accredited Investor Explained, Regeneron Pharmaceuticals (REGN), Intuit (INTU), Target Corp (TGT) & Toll Brothers,(TOL)
May 31, 2025
May 23rd, 2025 | U.S. Credit Downgrade, EV Declines, 401(k) Private Investments, New SALT Proposal, CAVA Group, Inc. (CAVA), First Solar, Inc. (FSLR), Levi Strauss & Co. (LEVI), & (UNH)
May 24, 2025
May 16th, 2025 | U.S. Tariffs and China, Inflation, AI and Jobs, Oil Prices, Trusts and Retirement Accounts, Dick’s Sporting Goods (DKS), Charter Communications (CHTR), Krispy Kreme (DNUT) & (LYFT)
May 17, 2025
May 9th, 2025 | Palantir Technologies, Big Money Managers, Apple’s Stock, Retirement Income Taxation, The Scotts Miracle-Gro Company (SMG), Block, Inc. (XYZ), Amazon, Inc. (AMZN) & McDonald's (MCD)
May 09, 2025
May 2nd, 2025 | Chinese Stocks, Jobs Report, Job Openings, Recession, Home Title Theft, Zimmer Biomet Holdings, Inc. (ZBH), Take-Two Interactive Software, Inc. (TTWO), Northrop Grumman (NOC) & (GOOG)
May 03, 2025
April 25th, 2025 | Gold Investment, University Endowments, Trade Wars & Home Prices, Converting Pretax, Netflix (NFLX), The Walt Disney Company (DIS), Albertsons Companies, Inc. (ACI) & (UNH)
Apr 26, 2025
April 19th, 2025 | Heartland States, Consumer Actions, TV Network Sports Deals, Life Insurance, Nvidia (NVDA), Hertz Global Holdings (HTZ), Car Max, Inc. (KMX) & (DOW)
Apr 18, 2025
April 12th, 2025 | Tariffs, Timing the Market, Collecting Tariffs, China vs. US Trade War, Certificate of Deposit (CD), RH (RH), Caterpillar Inc. (CAT), Harley-Davidson, Inc (HOG) & (WBD)
Apr 11, 2025
April 5th, 2025 | Tariff Announcements, Trade Barriers, Jobs Report, Solo 401k’s, LPL Financial Holdings Inc. (LPLA), Deckers Outdoor Corporation (DECK), Apple, Inc. (AAPL) & Delta Air Lines Inc.(DAL)
Apr 05, 2025
March 29th, 2025 | Tariffs Push Back, 401(K) Investors, Contradicting Inflation Readings, Credit Score Boost Before a Mortgage, Nike, Stanley Black and Decker (SWK), Wingstop (WING) & Viasat (VSAT)
Mar 29, 2025
March 22nd, 2025 | Stock Market Pain, Top Consumers, Long-Term Stocks, Form 5498, Tesla, Inc (TSLA), Lockheed Martin Corporation (LMT), Lear Corporation (LEAR) & Gilead Sciences, Inc.
Mar 21, 2025
March 15th, 2025 | Private Equity in 401K’s, Bitcoin Strategic Reserve, Inflation Report, Inflation Front, State and Local Tax (SALT), DoorDash, Inc(DASH), Rocket Companies, Inc.(RKT) & Verizon (VZ)
Mar 14, 2025
March 8th, 2025 | Church Pension Plans, Structured Products, Job Report, Avoid State Taxes from Federal Debt, Sempra (SRE), The Mosaic Company (MOS), Zoom Communications (ZM), & Discover (DFS)
Mar 08, 2025
March 1st, 2025 | Home Sales, Home Sellers, Overpriced AI, Berkshire Hathaway, Full Retirement Age, Freeport-McMoRan Inc.(FCX), Qualcomm Incorporated(QCOM), Super Micro Computer (SMCI) & (LLY)
Mar 01, 2025
February 22nd, 2025 | Senior Housing Market Boom, Young Investors, Weak Consumer Sentiments, Tax Traps with Rentals, Intel Corporation(INTC), Illumina Inc.(ILMN), The Kraft Heinz Company(KHC) & (HIMS)
Feb 22, 2025
February 15th, 2025 | AI Electricity Usage, Mag Seven, Producer Prices, Credit Card Interest, Dollar Tree, Inc. (DLTR), Grand Canyon Education, Inc. (LOPE), Mondelez International, Inc. (MDLZ) & (PSX)
Feb 14, 2025
February 8th, 2025 | Job Openings, Jobs Growth, Climate Mutual Funds, Private Equity, 401(k) Loans, Fox Corporation (FOXA), PVH Corp. (PVH), Dollar General Corporation (DG) & (UPS)
Feb 08, 2025
February 1st, 2025 | 2025 Bank Earnings, DeepSeek News on AI, Custodians are not Fiduciaries, GDP Growth, Tax Time, Electronic Arts Inc. (EA), CSX Corporation (CSX), Dole PLC (DOLE), Juniper...
Feb 01, 2025
January 25th, 2025 | Reduced Regulations for Businesses, Tariffs, Liquor Sales, Mortgages, Costco Wholesale Corporation (COST), Oracle Corporation (ORCL), The Walt Disney Company (DIS) & (GD)
Jan 25, 2025
January 18th, 2025 | Millennials and Home Buying, Inflation, TikTok, Capital Gains and IRMAA, Moderna, Inc. (MRNA), Signet Jewelers Limited (SIG), Teladoc Health, Inc. (TDOC) & Qorvo, Inc.(QRVO)
Jan 18, 2025
January 11th, 2025 | JOLTs , Apple Intelligence, Tariffs, Catch-Up Contributions, Expand Energy Corporation (EXE), Paychex, Inc. (PAYX), Cintas Corporation (CTAS) & United States Steel Corporation (X)
Jan 11, 2025
January 4th, 2025 | Fraud, Airline Stocks, Private Prison Boom, Social Security Changes, Tidewater Inc (TDW), Constellation Brands, Inc. (STZ), Carvana Co. (CVNA) & VeriSign, Inc. (VRSN)
Jan 04, 2025
December 28th, 2024 | Oil Demand, Understanding Compounding, AI Stocks, Double and Triple Taxation, Macy's, Inc (M), Xerox Holdings Corporation (XRX), PepsiCo, Inc (PEP) &Mastercard Incorporated (MA)
Dec 27, 2024
December 21, 2024 | Investing, Pharmacy Benefit Managers (PBM), Stock Market Fall, Funding an HSA, Netflix, Inc. (NFLX), RH (RH), Broadcom Inc. (AVGO) & Occidental Petroleum Corporation (OXY)
Dec 21, 2024
December 15th, 2024 | Upcoming Stock Market Correction, Oil Drilling Technology, Inflation, Charitable Gifts, The Cigna Group (CI), The Kroger Co. (KR), The PNC Financial Services Group, Inc. (PNC)..
Dec 14, 2024
December 7th, 2024 | Job openings, labor markets, Holiday spending, 24 hours Trading, Tax Problems with Overconcentrated Portfolios, Intel Corporation (INTC), Target Corporation (TGT), The Gap, Inc...
Dec 07, 2024
November 27, 2024 | Educational show where Brent and Chase Wilsey discuss fundamental analysis and how they use it to manage their $700M portfolio
Nov 27, 2024
November 23, 2024 | SEC Changes, CEO of MicroStrategy, Housing Market, IRA Income Limits, Comcast Corporation (CMCSA), Delta Air Lines, Inc. (DAL) & Alphabet Inc. (GOOG)
Nov 23, 2024
November 16th, 2024 | Consumer Spending, Tariffs, Inflation, Work Income vs Retirement Income, Honeywell International Inc. (HON), Dominos Pizza, Inc. (DPZ) & Bristol-Myers Squibb Company (BMY)
Nov 16, 2024
November 9th, 2024 | Dow Jones (DOW), Election, Retirement, Taxable Social Security, First Solar, Inc. (FSLR), Five Below, Inc. (FIVE) & Sherwin-Williams Company (SHW)
Nov 09, 2024
November 2nd, 2024 | Presidential Elections, Job Openings, Job Report, The GDP, Retirement Plan Allocations, Chewy, Inc. (CHWY), Genuine Parts Company (CPG) & ASML Holding (ASML)
Nov 01, 2024
October 26th, 2024 | T-Bills, Tesla, Luxury Brands, Inheritance Issues with Annuities, Capri Holdings Limited (CPRI), Expedia Group, Inc. (EXPE) & Highwood Properties, Inc. (HIW)
Oct 28, 2024
October 18th, 2024 | Private Equity, Gas Prices, Money Spending, Income Tax vs Property Tax on Inherited Property, Sirius XM Holdings, Inc. (SIRI), Vistra Corp. (VST) & Etsy, Inc. (ETSY)
Oct 19, 2024
October 12th, 2024 | Inflation, PPI (Producer Price Index), Gold (GLD), US Chicken Consumers, Retirement Goals, Roblox Corporation (RBLX), Tesla Inc. (TSLA) & Pinterest, Inc. (PINS)
Oct 11, 2024
October 5th, 2024 | Jobs data, Employment report, ILA Dockworkers strike, Money Market Funds, Spousal Social Security, Costco Wholesale Corp (COST), Humana Inc. (HUM) & LyondellBasell Industries (LYB)
Oct 04, 2024
September 28th, 2024 | Housing Problem, iPhone 16, ETF’s, Tax Code, Third Type of Retirement Account, Uber Technologies (UBER), Lennar Corporation (LEN) & Alibaba Group Holding Limited (BABA)
Sep 28, 2024
September 20th, 2024 | Retail Sales, Fed’s Rate Cut, S&P 500, Dividends, Rate Reductions for Refinancing, Nike Inc. (NKE), Snap Inc. (SNAP) & Lululemon Athletica Inc (LULU)
Sep 20, 2024
September 14th, 2024 | Derivatives, Interest Rate Cuts, Health Insurance Premiums, Home Owning Tax Benefits, Topgolf Callaway Brands (MODG), United States Steel(X), McDonald's (MCD)
Sep 13, 2024
September 7, 2024 | The labor market, Economy, Price Gouging, Roth Conversions, DraftKings Inc. (DKNG), Dollar General Corporation (DG) & Dell Technologies (DELL)
Sep 06, 2024
August 31, 2024|Inflation, Oil & Natural Gas, Rent Concessions, Business failures, Growth vs. Income Investing, Super Micro Computer, Inc.(SMCI), Sprouts Farmers Market (SFM), Advance Auto Parts(AAP)
Aug 31, 2024
Robo-Advisors, Inflation, Strategic Petroleum Reserve, Debt, Gold, SBUX, Tesla, Housing Prices, & Annuities
Aug 24, 2024
August 17, 2024 | Declining CPI, Retail sales data, separately managed funds, Umbrella Insurance, JB Hunt Transport Services (JBHT), Mobileye (MBLY) & Ulta Beauty (ULTA)
Aug 16, 2024
August 10, 2024 | Friendly Fraud, Google & Apple, US Debt, Tax Changes in 2026, Intel (INTC), Merck (MRK), Charles Schwab (SCHW)
Aug 09, 2024
August 3, 2024 | Employment Numbers, Venu Sports, Microsoft vs. Open AI, SoFi Technologies (SOFI), UPS (UPS) & DexCom (DXCM)
Aug 05, 2024
July 27, 2024 | Q2 GDP, June PCE, WBD vs NBA Legal Battle & IRS and Inherited IRAs
Jul 29, 2024
Jul 20, 2024 | Retail Sales, Oil Demand, Japan's Pension Fund and Spousal Social Security
Jul 23, 2024
July 13, 2024 | Inflation & Rate Cuts, PPI, Labor Market, Investing and Roth Conversions
Jul 15, 2024
July 6, 2024 | Largest US Banks, Jobs Report, Labor Market, Risky Investing and Reviewing Mid-Year Income
Jul 08, 2024
May Retail Sales, Annuities, New Car Sales and Social Security Earnings Limit
Jun 24, 2024
June 15, 2024 | May CPI, May PPI, Private Investment Deals, Apple Stock and What should you do with your Annuity
Jun 17, 2024
June 8, 2024 | Jobs Report, JOLTs, NVIDIA and S&P 500, Natural Gas Prices and Game Stop
Jun 10, 2024
June 1, 2024 | PCE, Quality Investments, Short-Term Investing and Reducing Auto Insurance Premiums
Jun 03, 2024
May 25, 2024 | AI Boom, Bond Allocation, Tariffs on Chinese Goods and Mortgage Payments
May 28, 2024
May 18, 2024 | PPI, CPI, Private Credit, Meme Stocks and Best Withdrawal Rate for Retirement
May 20, 2024
May 11, 2024 | Cash & Money Markets, AI & Jobs, Apple in China and the Tax Rate on Gold
May 13, 2024
May 4, 2024 | Labor Market Payrolls, Job Openings, Microsoft and AI and Starbucks
May 06, 2024
April 27, 2024 | GDP, Personal Consumption Expenditures (PCE), S&P 500, Technology & S&P 500, Nasdaq and Do you Hold too Much Cash?
Apr 29, 2024
April 20, 2024 | Retail Sales, Value Companies, Home Owners Insurance and Pensions & Social Security
Apr 22, 2024
April 13, 2024 | March CPI, March PPI, Investing High & Lows, Semiconductor Industry and Reinvesting Dividends
Apr 15, 2024
April 6, 2024 | March Jobs Market, JOLTs, Stock Market, Office Rents,
Apr 08, 2024
March 30, 2024 | EV Sales, History of Hype Investing, PCE, Roth IRA 5-Year Rules
Apr 01, 2024
March 23, 2024 | Apple Lawsuits, Retirement Assets, Investing and Mortgage Points & Lender Credits
Mar 25, 2024
March 16, 2024 | CPI, PPI, 401k, Bitcoin Peaking Point and Tax Brackets vs Your Tax Rate
Mar 18, 2024
March 9, 2024 | Labor Market, JOLTs Report, China, Personal Consumption Expenditures and Social Security Changes Coming?
Mar 11, 2024
March 2, 2024 | 401k Loans, Hype Investing, US Farmland and is Long-Term Care Insurance Worth it
Mar 04, 2024
February 24, 2024 | Commercial Real Estate, Should You Buy Nvidia Now, Chinese Car Makers and Investment Return of Annuities
Feb 26, 2024
February 17, 2024 | AI Outlook, Investing in Technology, CPI, PPI and Health Insurance Before Medicare
Feb 20, 2024
February 10, 2024 | CPI, China Owning U.S. Debt, Growth Companies and Understanding your Tax Phases
Feb 12, 2024
February 3, 2024 | Employment Situation, Job Openings, Investment Grade Debt, Liquid Cash and Tax Filing Review
Feb 05, 2024
January 27, 2024 | GDP Report, PCE, Interest Rates, Federal Reserve Balance Sheets and Rule Changes for Inherited IRAs
Jan 29, 2024
January 20, 2024 | Banks & the Economy, Office Space, Consumer Spending and Taxes when Selling a Home
Jan 22, 2024
January 13, 2024 | Inflation Numbers, PPI, REITs, Bitcoin ETF and Social Security Spousal Benefits
Jan 15, 2024
January 6, 2024 | Jobs Report, JOLTs, Dividends & Buybacks, Federal Debt and Structuring Income for 2024
Jan 11, 2024
December 29, 2023 | Santa Claus Rally, Cryptocurrencies, Banks and the Magnificent Seven
Jan 02, 2024
December 16, 2023 | CPI, Government Debt, Apple, Accident Repair, Season of Giving
Dec 18, 2023
December 9, 2023 | Employment, JOLTs Report, Drug Companies, Magnificent Seven and Reviewing Income
Dec 11, 2023
December 2, 2023 | Annual Home Sales, Delinquencies, Core PCE and the Real Estate Market
Dec 04, 2023
November 18, 2023 | PPI, CPI Report, ETF Investors, PEG Ratio and Tax Loss Harvesting
Nov 20, 2023
November 11, 2023 | PC Sales, Commercial Real Estate, Growth Companies and 2024 Tax & Retirement Changes
Nov 13, 2023
November 4, 2023 | Employment, Labor Market, Federal Reserve Survey, Interest Rates and Adjustable-Rate Mortgage Demand Spikes
Nov 06, 2023
October 28, 2023 | Investing Volatility, PCE, Recession and Annuity Sales Continue to Grow
Oct 30, 2023
October 14, 2023 | CPI, Stock Market Volatility and Treasury Yields
Oct 16, 2023
October 7, 2023 | Jobs Report, JOLTs Report, Oil Prices, Investment Returns and Social Security
Oct 09, 2023
September 30, 2023 | Food Stocks, Portfolio, Automobile Strike, Gold and Social Security & Medicare Changes
Oct 02, 2023
September 23, 2023 | US Advantages, Snacking in the US, Stock Market and Premium Financed Life Insurance
Sep 25, 2023
September 9, 2023 | UAW Strike, Government Shut Down, Apple in China, Credit Cards and Student Loan Payments Starting Soon
Sep 11, 2023
September 2, 2023 | Jobs Report, Job Openings, Inflation, Bank Fees, Investing Fluctuations and IRMAA
Sep 05, 2023
August 26, 2023 | Home Sales, Durable Goods, Pay Decline and Tax-Gain Harvesting
Aug 28, 2023
August 19, 2023 | Real Estate Investment Trust, Sales, Barbie Movie and are your I Bonds Worth Keeping?
Aug 21, 2023
August 12, 2023 | United Auto Workers, Gold, CPI, PPI and Don’t be too Tempted by High Savings Yields
Aug 14, 2023
August 5, 2023 | Jobs Report, Job Openings, Shopping Malls, Trucking Company and Reviewing our Home and Auto Insurance
Aug 07, 2023
July 22, 2023 | Stocks, Nasdaq, Home Sales, Economy and Roth Accounts for High Income Earners
Jul 24, 2023
July 15, 2023 | CPI, PPI, Real Estate Market, AT&T and Transitioning into Retirement
Jul 17, 2023
July 8, 2023 | Employment Report, JOLTs, Work From Home Productivity and Understanding Priorities as you Near Retirement
Jul 10, 2023
July 1, 2023 | Inflation, Recession, Rate of Return, Short Sells and Estimating your Retirement Income
Jul 05, 2023
June 24, 2023 | Stock Valuations, AI, Graduates, Bitcoin and the Value of Deferring Social Security Benefits
Jun 26, 2023
June 17, 2023 | Inflation, PPI, Consumers and Investment Choices
Jun 19, 2023
June 10, 2023 | Jobs Report, Crypto Lawsuit, Russell 3000, Egg Prices and Long Term Care
Jun 12, 2023
June 3, 2023 | Jobs Report, JOLT’s Report, T-Bills, Nvidia (NVDA) and Tax Differences of Interest and Dividends
Jun 05, 2023
May 27, 2023 | US Debt, Savings Rate, S&P 500, Bitcoin and Reverse Mortgages
May 30, 2023
May 20, 2023 | Consumers, Housing Market, Investing and Should you Pay off your Mortgage?
May 22, 2023
May 13, 2023 | CPI, PPI, Regional Banks, Consumer Credit and Student Loans
May 15, 2023
May 6, 2023 | Jobs Report, JOLT’s, Apple Stock, Consumer Spending and 401K Loans
May 08, 2023
April 29, 2023 | GDP Report, Inflation, Recession, Diet Drugs and Change is Coming to Mortgages
May 01, 2023
April 22, 2023 | Remote Work, Special Purpose Acquisition Companies, Value Stocks and Taxation of Social Security
Apr 24, 2023
April 15, 2023 | CPI, PPI, Retail Sales, Real Estate and How RMD’s are Calculated
Apr 17, 2023
April 8, 2023 | Jobs Report, Labor Market and Mutual Fund Managers
Apr 10, 2023
April 1, 2023 | Consumer Confidence, Apple & Disney, Binance and California Down Payment Assistance Program
Apr 03, 2023
March 25, 2023 | Retirement Investment Rule, Gas Prices, Home Sales, and Home Buying vs. Renting
Mar 27, 2023
March 18, 2023 | Volatility of Stocks, Consumer Price Index, Producer Price Index, Gas Prices and Where You Should Put Your Cash
Mar 20, 2023
March 11, 2023 | Jobs Report, Big Banks, Stock Buybacks, Oil Companies & Causes and Solutions of a Big Tax Bill
Mar 13, 2023
March 4, 2023 | Economic News, Apartment Rent, Capital Gains Taxes, Crypto Market and Alternative Investments in Retirement Accounts
Mar 06, 2023
February 25, 2023 | Home Sales, Credit Card Fee’s, Inflation Decreasing & Short vs. Long Term Thinking
Feb 28, 2023
February 18, 2023 | ChatGPT, Retail Sales, Option Contracts and 2023 Inflation
Feb 21, 2023
February 11, 2023 | Short-Term Rentals, Young Investors, Super Bowl Betting and When to File your Taxes
Feb 13, 2023
February 4, 2023 | Labor Market, Jobs Report, Tailored Shareholder Reports, Super Bowl Streaming & Tax Planning with the new RMD Age
Feb 06, 2023
January 28, 2023 | Personal Consumption Expenditures, Tesla’s Reported Earnings, Home Price Affordability, Debt Ceiling, Layoffs and Over-Hiring, Stock-Based Compensation, Federal Reserve...
Feb 01, 2023
January 21, 2023 | Inflation, Consumer Spending, Debt Ceiling, Costco Buyback Program & Life Insurance Review
Jan 23, 2023
January 14, 2023 | Consumer Price Index (CPI), Santa Claus Rally, Stocks, NFL, 529 to Roth Rollover
Jan 16, 2023
January 7, 2023 | Job Market, Supply Management (ISM), Tech Employees, Secure Act 2.0, The economy, Interest Rates, Real Estate, Bitcoin, Stocks & Bonds
Jan 09, 2023
Back to Financial Basics: Investing Education (Pre Recorded)
Dec 27, 2022
December 17, 2022 | Inflation, The Fed Report, Job Market & Sole proprietor or S-Corp pt. 2
Dec 19, 2022
December 10, 2022 | Producer Price Index (PPI), Freight Costs, Big Tech Companies, Plant-Based Meat, and Sole Proprietor or S-Corp
Dec 12, 2022
December 3, 2022 | Jobs, Personal Consumption Expenditures (PCE), National Retail Federation (NRF) & The SEC
Dec 05, 2022
November 19, 2022 | Consumer Price Index, Inflation, Home Sales, S&P 500 Companies, Costco vs. Sam’s Club & Income Related Monthly Adjusted Amount (IRMAA)
Nov 21, 2022
November 12, 2022 | CPI Report, Job Market, CBDC’s (Central Bank Digital Currency) & Cryptocurrency Balance Sheets
Nov 14, 2022
November 5, 2022 | Payroll Employment, September JOLTs, Facebook (META), Microsoft Workers & Traditional and Roth IRA Income Limits
Nov 07, 2022
October 29, 2022 | Portfolio Splits, Gross Domestic Product Report,10-Year Treasury, Oil Companies, How spouse age difference affects social security
Oct 31, 2022
October 22, 2022 | Dollar Strength, Earning Season, Tax Adjustment, Home Sales & Series I Bonds
Oct 24, 2022
October 15, 2022 | Inflation, Strong Dollar, Crypto, Cars, Oil, Inflation, Fossil Fuels, Nike, Businesses, Used Cars, Lumber Prices, & Meme Stocks
Oct 17, 2022
October 1, 2022 Global Economy, Costco, Market, Income Increase, Luxury Homes, Apple, Oil, Electric Vehicles, & September
Oct 03, 2022
September 24, 2022 Market Increase, Streaming Services, Real Estate, December 2022, Population, Investing, Home Sales, Rising Interest Rates, Investing, & Increases in Price
Sep 26, 2022
September 17 2022 | Inflation, Oil, IPO’s , Bitcoin, Entertainment, Transportation, US Jobs, Producer Price Index, Banks, Crypto, China, & Office Vacancy
Sep 19, 2022
August 27th, 2022 | Streaming Services, Student Loans, Federal Reserve, Inflation/Interest Rates Rising, Bed Bath & Beyond, Subscriptions/Cell phones, Electric Vehicles, Tesla & Housing Market
Sep 15, 2022
September 10th, 2022 | Apple, Smart Phones, Retail Inflation, Shipping Cost, Middle East Oil, Germany, Inflation, MongoDB (MDB) & FAST Recovery Act
Sep 12, 2022
September 3rd, 2022 | Unemployment / Job Openings, JOLTS, Wall Street, September, Reserves, Labor / Job Security, Investments, Growing Jobs, FAST ACT Bill & Russia Oil Revenue
Sep 06, 2022
August 20th, 2022 | Apple Products, Home Buying, Gen Z, Reduction Act, China, Inventory and Sales, Emerging Market, Housing & Saving Rates Due to Covid...
Aug 22, 2022
August 13th, 2022 | High Prices, Inflation, Stocks, Population, Las Vegas, Railroads & Strong Job Market
Aug 15, 2022
August 6th, 2022 | Jobs Report, Job Openings, Credit Card Increases, Asset Under Management, Secondary Market, Recession, Inflation & Earning Season
Aug 08, 2022
July 30th, 2022 | Stock Analysis, COVID-19 Vaccinations, Natural Gas, Stock Revenue, Housing Market, Chip Bill, GDP, Solar Energy, Raw Materials, & A/C
Aug 01, 2022
July 23rd, 2022 | Chip Manufacturing, 529 Plans, Solar Panels, Cryptocurrency, Canned Beverages, Tort Litigation System & The Semiconductor Bill
Jul 25, 2022
July 16th, 2022 | Inflation, Producer Price Index (PPI), Recession, Housing Market, Mortgage Rates, Business Ethics, Job Retention, Employers, Retail Sales & Food Prices
Jul 18, 2022
July 9th, 2022 | Labor Market, Employment, Growth Stocks vs. Value Stocks, Car Manufacturers, Pfizer Vaccine & S&P500
Jul 14, 2022
Investing, GDP Report, Interest Rates, Gasoline Prices, Taxes, Inflation Relief Checks, Shipping Costs, Starbucks, Electric Vehicles & Tirzepatide for Obesity
Jul 06, 2022
Stock Market Value Index, Tech Stocks, United States Supply Chain, Home Buyers, Gas Tax Holiday, Mortgages, Investing & Government Spending
Jun 27, 2022
May Retail Sales, Good News on the Inflation Front, Bitcoin (BTC) Falls Below $23,000.00, Apple (AAPL) Revenue, Harrison Johnson, CFP®: Rule 72(t)
Jun 21, 2022
May Consumer Price Index, U.S Fertility Rate & Our Economy, Employee 401k, and Signs in the Economy that the Supply Chain is Improving
Jun 14, 2022
April Jolts Report, May Employment Numbers, A Major Reason Why We Do Not Recommend Leaving A 401k At An Old Employer, and Harrison Johnson, CFP®: Tax Filing vs. Planning
Jun 06, 2022
Target (TGT) and Walmart (WMT), Rising Interest Rates Impact the Real Estate Market, Housing Supply, Supply & Demand in the Energy Market, and Harrison Johnson, CFP®: Tax Filing vs. Planning
May 31, 2022
Energy Prices, Energy Market, Retail Sales, Options Trading, Apple (AAPL), and Harrison Johnson, CFP®: Estate Planning and Beneficiaries
May 23, 2022
U.S. Airline Bookings, CPI (Consumer Price Index), Coinbase Stock (COIN), and Harrison Johnson, CFP®: Series I Savings Bonds
May 16, 2022
April Employment Numbers and JOLTS Report, Declines in the Markets, Foreign Currencies, Money Market Funds and Special Guest Robert Behic
May 09, 2022
Big Tech Companies Start to Struggle, GDP Report, College Students Starting Salary, Bitcoin (BTC-USD), Harrison Johnson, CFP® will be discussing The Augusta Rule
Apr 30, 2022
Streaming Services, Bonds and CA Legislation (calling for a 32-hour workweek for companies with more than 500 employees), Harrison Johnson, CFP®: Working smart, not hard
Apr 24, 2022
Inflation, CPI Report, March Retail Sales, General Motors, Ford, Toyota Stock, Russia/Ukraine Impacts Fertilizer and Harrison Johnson, CFP®– Tax Changes When You Get Married
Apr 18, 2022
Walt Disney (DIS), Index Investors, Nasdaq and Treasury Markets, Bitcoin Update, and Harrison Johnson, CFP®– “Generalized” Financial Advice
Apr 10, 2022
March 2022 Jobs Report, JOLTS, 401(k) Accounts, Yield Curve Inversion, and Harrison Johnson, CFP®: Financing with Higher Interest Rates
Apr 04, 2022
Apple’s New phone, Electric Planes, Energy Sources, the 10-Year Treasury and the Housing Market, Harrison Johnson, CFP®: Financing with Higher Interest Rates
Mar 29, 2022
Increases in the Economy, Oil Companies, Inflation & Consumers, and Harrison Johnson, CFP®: Early Retirement
Mar 22, 2022
SPACs, Oil Price Spikes, Tax on Big Oil Companies, and the JOLTS Report
Mar 14, 2022
Stocks, February Jobs Report, Harrison Johnson, CFP®: Beneficiary Designations
Mar 08, 2022
SEC, Tax Returns, Stop Loss Orders, The Future of Money, and What is a CFP?
Feb 27, 2022
Inflation, Household Debt, Oil, Federal Gas Tax Holiday and Harrison Johnson, CFP®: 401k Rollover
Feb 19, 2022
Oil and Gas Lines, Super Bowl Sunday, Trade Deficit, The Housing Market and Harrison Johnson, CFP® : The Time Value of Money
Feb 12, 2022
Jobs Report, Facebook (FB), Apple (AAPL) and CFP® Harrison Johnson: Inheriting Annuities
Feb 05, 2022
GDP Report, Public Pension Funds, Oil Companies, CFP® Harrison Johnson: Inheriting Annuities
Jan 29, 2022
Peloton (PTON), Netflix (NFLX), Interest Rates
Jan 22, 2022
Big Tech Names, Bitcoin, Federal Reserve, Consumer Price Index (CPI)
Jan 17, 2022
International Business Machines Corporation (IBM), Starbucks (SBUX), Ford Motor Company (F), Live Nation Entertainment, Inc. (LYV)
Jan 12, 2022
Real Estate, Stock Market and Bond Market
Dec 21, 2021
Small Business Lawsuits, Gifting Stocks
Dec 13, 2021
Jobs Report and CFP® Harrison Johnson: Power of Tax Deferred Growth
Dec 07, 2021
Options, Oil Reserves, Peloton, Inflation & Price of Oil
Nov 27, 2021
CFP® Harrison Johnson: Umbrella Insurance
Nov 21, 2021
Rivian (RIVN)
Nov 15, 2021
Zillow (ZG) and Tax Consequences On Moving: Part 2
Nov 06, 2021
San Diego County Treasurer-Tax Collector, Dan McAllister discuss the Tax Collection Process
Oct 30, 2021
Retail Sales, Tesla, & Amazon
Oct 25, 2021
Harrison Johnson, CFP: Details of Life Insurance
Oct 16, 2021
General Motors (GM), Red Rock Resorts (RRR), Vishay Intertechnology (VSH) and Harrison Johnson, CFP: Refinancing before Retirement
Oct 16, 2021
Bonanza Creek Energy (BCEI), Bank of Nova Scotia (BNS), Amyris Inc. (AMRS), Harrison Johnson, CFP: Changes that are coming to Roth accounts
Oct 02, 2021
Microsoft (MSFT) and Harrison Johnson, CFP®: Income writer & their relationship with Annuities
Sep 18, 2021
Harrison Johnson, CFP: What to do with your Annuity
Sep 11, 2021
Jobs Report, SPAC, Real Estate, Screen Time, California, Nursing Jobs, & Consumer Confidence
Sep 04, 2021
Inflation, Fed Update, Employee Shortage, Woke, Charity, Unemployment, Samsung, & Eviction
Aug 28, 2021
Crocs (CROX), Amazon (AMZN), T-Mobile (TMUS), Harrison Johnson, CFP: When you should Retire
Aug 21, 2021
Politics, Pull-Back, Inflation Again, Paying Off Debt, Federal Debt, Union Politics, Business Credit, GE, & Job Openings
Aug 14, 2021
HarrisonJohnson, CFP: How Social Security Benefits Are Calculated
Aug 07, 2021
Disney (DIS), CPI, US Debt, Vaccines, Inflation, Car Accidents, Growth, WFH, and S&P 500
Aug 02, 2021
SAM, Back to School, Used Cars, Housing, Recession and Recovery, & Gas Prices
Jul 24, 2021
Big Business, Buying, Shipping, Inflation, Growth, PPI, Childcare Credit Payments, & Better Days
Jul 19, 2021
Toyota, Bacon, Buying Opportunity, Revenue, Rideshare, Robinhood, Home Price Index, S&P 500, & Gas Prices
Jul 10, 2021
Jobs Report, Down Payments, Independence Day, US Stocks, Solar, Debt/Wealth, Consumer Confidence, Re-Opening Winners & Clorox
Jul 03, 2021
Regulation, Oil, Autonomous Driving, FOMO, Music Streaming, Baby Boomers, Cars, & Prime Day
Jun 26, 2021
Tesla in China, More Inflation, Car Chips, Liquidity, & Increasing Rates
Jun 19, 2021
Ferrari, Fraud, Summer Jobs, Meme Investing, Increasing Prices, AMC, JOLTs, Movie Theaters, & Value Investing
Jun 17, 2021
Jobs Report, Gyms, Masks and Makeup, AMC, Cyberattacks, Zoom, & Travel
Jun 05, 2021
Financial Stocks, Inflation Investing, Bitcoin Price, COVID-19, Share Repurchases, & Dividends
May 29, 2021
Used Cars, Anti-Counterfeit, Buyer’s Remorse, Copper, Tariffs, SPAC, Tesla fighter, Unemployment, Lumber, & Small Business
May 22, 2021
Bitcoin, Gas, BLS, JOLTS, IRS, Earnings, WFH, Retail Sales, & Value Stocks
May 15, 2021
Crystal Ball, HighFlyers, Truck Drivers, Jobs Report, JOLTS, COVID Vaccine, More Money, Inflation
May 10, 2021
Car Loans, Bitcoin Hype, Low Cash, Inflation, & Levi’s
May 04, 2021
Housing Market, Crypto-Craze, Bitcoin Hype, Cruise lines, China’s GDP, & Ketchup sales
Apr 26, 2021
Infrastructure Spending, Investing in SPAC, SPAC Market, PPI (Producer Price Index)
Apr 13, 2021
March Job Reports, Price to Sales, The Crashing of Archegos Capital Management, Hedge Funds
Apr 06, 2021
Apple Stock (AAPL), SPAC Stock (SPAK), Cigarette Smoking Decrease
Mar 29, 2021
Growth in Stocks, Stock Investments, Oil Prices, Bitcoin + Price, Lab Grown Diamonds, Lower COVID Cases
Mar 29, 2021
Bitcoin, Opting Out, GE, Debt & Interest Rates, JOLTS, NFLX
Mar 25, 2021
Tesla’s Competition, Home Prices, Apple, Cathie Wood, Investing in Banks, & NFL Broadcast Rights
Mar 23, 2021
Robinhood, Tax Season for Unemployment, Sales Growth, and Chip Shortage
Feb 22, 2021
Employment, Younger Generation of Traders, KOSS Corporation (KOSS)
Feb 17, 2021
Allstate (ALL) , Jeff Bezos Stepping Down, GameStop (GME)
Feb 09, 2021
GameStop (GME), Earnings Season, Foreign Investment, Working From Home Trend
Feb 01, 2021
Government Debt, Tax Revenue to Pay Off Government Debt, New Home Construction & Building Permits
Jan 25, 2021
Covid Relief, Reasons To Not Sell The Right Stocks, AMC Stock, Jobs Report
Jan 13, 2021
Margin Debt, Concerns with Apple, Growth in Retail Investors & Year-end Investment Advice
Dec 31, 2020
DoorDash, Ford, & China During The Pandemic
Dec 15, 2020
Positive Vaccine News, Holiday Shopping Sales, and Major Economic Highlights
Nov 30, 2020
Pfizer and BioNTech, Good Economic News, and Value Stocks
Nov 16, 2020
Tesla & GM Super Cruise, Positive Economic News, Payment Technology Changing The Way People Look At Using Cash
Nov 03, 2020
3 Reasons I Am Not Worried About This Election, Existing Home Sales and Interest Rates, The New GM HummerEV
Oct 26, 2020
JP Morgan Chase, Good News & Bad News with Retail Sales, Coca-Cola Tab, and Boeing 737 Max
Oct 19, 2020
The Wealth Gap, Headline Jobs Report & Consumer Confidence
Oct 05, 2020
Small Investors, Why The Current Stock Market is So Crazy and Volatile, Fintech vs. Traditional Banks
Sep 21, 2020
General Motors (GM) & The JOLTS Report
Sep 16, 2020
Tech Stocks, Real Estate, The Jobs Report
Sep 08, 2020
Auto Insurance Companies, Durable Goods, & Average Inflation Targeting
Sep 02, 2020
Retailers, Apple, Investing in Real Estate, & Homebuilders
Aug 24, 2020
Retail Sales Remain Strong, Small Local Businesses, & Job Openings and Labor Turnover Survey(JOLTS)
Aug 17, 2020
The Jobs Report & Jobless Claims, Credit Card Debt, Good News for Manufacturing Sector, & Online Retail Sales
Aug 11, 2020
Eastman Kodak (KODK), Social Security, & Retailers Filing Bankruptcy
Aug 03, 2020
6 Companies That Account for Nearly 41% of the Nasdaq Index, Sirius Satellite Radio, The Toy Industry, & Disney
Jul 28, 2020
S&P 500, Netflix, Retail Sales, Business Development Companies
Jul 21, 2020
3 Reasons to Invest in Banks
Jul 13, 2020
Facebook Advertising Affecting Stock? Concerns with Coronavirus Fears Send Stock Market Lower, American Airlines
Jul 01, 2020
Homebuilder Sentiment, Investing in HERTZ, Dividend Stocks & the Housing Market
Jun 23, 2020
The Pandemic Costing the US Economy Trillions of Dollars, Investment Risks - Retail Investors, & Automobile Sales
Jun 16, 2020
May Jobs Report, Stocks During Tumultuous Time, Investors Be Cautious of Being Sold Exchange Traded Notes
Jun 08, 2020
Forbearance, Understanding Earnings, Why Investors Can Bet On The U.S. & The Details Behind the 2.1 People Filing Unemployment
Jun 01, 2020
Housing Market Reports, Positive News For Airlines & Restaurants Industry & 5G Investments
May 28, 2020
Life Insurance, Nasdaq & Uber Wants To Buy Grubhub - Using Shares
May 19, 2020
Economy Is Reopening, Investing In The Stock Market, & Peloton Stock
May 11, 2020
Tesla Stock, The Roaring 20's, & A Decline In Stock Prices of Big Chain Restaurants
May 04, 2020
Our Economy, Employment, and Marijuana Stocks
Apr 27, 2020
Now Is A Great Time To Be Investing!
Apr 20, 2020
Our Economy During Coronavirus Crisis
Apr 13, 2020
Coronavirus & The Stock Market
Apr 06, 2020
How To Keep Your Emotions Low When Investing
Mar 02, 2020
02/15/20 Smart Investing
Feb 22, 2020
Solo 401K & Why We Don’t Invest In Bonds
Feb 22, 2020
02/01/20 Smart Investing
Feb 22, 2020
Smart Investing 01-25-20
Jan 25, 2020
Investments in 2020 (Investments to avoid & consider in 2020), Different types of Financial Advisors, December 2019 Jobs Report
Jan 13, 2020
Microsoft, Apple, and The S&P500, The January Effect, Oil Prices Spike Over 3% - The Dow Dropped More Than 200 Points As Concerns Over The...
Jan 13, 2020
Smart Investing 12/22/19
Dec 22, 2019
New Tech Companies – Be Cautious Of Overpaying, Online Sales Reach New Record Highs This Holiday Season, Increasing Employment Continues -...
Dec 10, 2019
Smart Investing
Dec 01, 2019
Episode 43: Positive News For The Housing Market, Trade Talks: U.S. Imports & Vietnam, Charles Schwab Is In Talks To Buy Ameritrade
Nov 25, 2019
Smart Investing
Nov 19, 2019
Episode 42: Indexes Reach Record High, You May Want To Reconsider If You Think It’s Time To Sell,
Nov 11, 2019
Virgin Galactic (SPCE) Stock, What’s Going On With Boeing? WOW To The Jobs Report
Nov 06, 2019
Smart Investing
Oct 31, 2019
Will High Corporate Tax Rate Affect The Stock Market? US Retail Sales Report, Chipotle Is Now Offering Free College To Employee
Oct 24, 2019
Episode 38: US Tariffs On EU Goods – What This Means For The US Economy, The Trade War Is Much More Than Just Tariffs, Negotiations Continue Between G...
Oct 12, 2019
Episode 37: Job Market Remains Strong With Great Unemployment Numbers, Manufacturing May Be Slowing, But The Service Economy Looks Good – What Does Th...
Oct 07, 2019