Money Matters With Greg

Greg welcomes back Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the third and final episode in a fiduciary series as they discuss how important financial literacy and participant experience are to the overall health of your 401(k) plan. This is the third of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, business owner, or both, you won’t want to miss this episode.

Greg welcome Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the second episode as they discuss governance of a plan, fidelity bonds, Annual Disclosures and try to talk about participant experience before time makes them stop. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you won’t want to miss this episode.

Greg welcomes Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin as they discuss what it is to be a fiduciary as a plan sponsor and the risks involved. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you won’t want to miss this episode.

Listen in as Greg talks the week in the Markets and wishes all of the awesome Fathers out there a Happy Fathers Day. He is seeing resistance in stocks and thinks an opportunity might be coming for those that have been looking to add to their equity positions. Also, he gives you an update on COVID-19 cases.

Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 7th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky waters for your investment philosophies and strategies.

Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 6 th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky waters for your investment philosophies and strategies.

Listen and watch as Greg interviews frontline heroes and Owner of FirstLight Home Care, Jim Alex, and Vice President of Operations, Mary Joe Jaime. They tell stories about how their clients are affected by COVID-19 and what their industry is doing to prevent the virus. Thanks to them and all of the frontline workers doing amazing things daily. Check out more about what they do and how they might be able to help you, your parents or grandparents here: https://www.firstlighthomecare.com/home-healthcarevalparaiso/

What is better than getting free advice from a certified public accountant? Getting free advice from four of them! Greg interviews Joe Laciak, Geoff Laciak, Brian Laciak and Michelle Gonzalez from Laciak Accountancy Group. They are all extremely busy in these hectic times, so it was great to have them on the show. They give us all some great advice. Listen in to hear about the nuts and bolts of PPP and the CARES ACT. You can also find them at www.laciak.com

Trying to get all investors an update on the fast moving markets, Greg again attempts to explain what is going on out there. "Invest wisely and stick to your plan."

As owner and broker of Remax Lifestyles in Valparaiso, Indiana, Matt Evans has his finger on the pulse of the real estate market. Listen in as he explains what a drive-by closing is and what the real estate industry is doing to cope with COVID-19 outbreak. He also discusses his personal experience with the PPP and the CARES Act.

In a continued effort to keep everyone informed on the markets, Greg gives another detailed report on COVID-19 updates and the stock markets worldwide. To quote the late, great, Jerry Garcia, "What a long strange trip it has been."

Greg tries to inform everyone about what happened last week and this week in the stock markets worldwide. A "new normal" for sure. Invest wisely out there and wash your hands.

With everyone recreating themselves to home offices or even new careers, Greg thought a conversation with the serial franchiser, Mark Eddy would be of value. In this episode, great and Mark discuss the pros and cons of starting your own franchise.

With the recent crash in the stock market, Greg attempts to give guidance in a very volatile investment environment.

With the recent volatility in the credit markets, Greg tackles a conversation with Senior Mortgage Advisor from Union Mortgage, Travis Waters on what he suggests homeowners should be thinking about.

In this episode, Greg reviews the past week of the September 2019 Markets and then goes into the ABC's of investing at the 10:00 mark. He gets through the letter N in this episode and will follow up with another episode shortly. He tells some stories along the way as he gives you insight into the ABC's of Investing one letter at a time.

Now that summer is over (insert tear drop emoji), Greg tackles the month of a very volatile August 2019 and helps you make it through the murkiness of current clouded investment waters. Escalating trade news and the Federal Reserve language drove volatility this month and it is difficult for investors to see progress. Greg helps clear things up.

“Sell in May and go away” worked, until it didn’t. What a June we are having! Best June ever right now. Greg discusses the Markets and then reviews “15 Apps that will help you save money.” Finally, he reviews the retirement woes again just in case you missed it earlier. Happy Father’s Day to all of the awesome Dad’s out there! Hope you had a great day!

Happy Mother’s Day to all of the awesome Mom’s out there. Love you Mom! May has been brutal in regard to the markets. We warned of a set back and unfortunately, we got it. Down over 5% in a month! Greg reviews the Markets and then talks about Avoiding Some Retirement Woes that we help clients avoid.

Greg starts off by asking what is already priced into this stock market rally? Where do we go from here with earnings season upon us? Second part Greg talks about 5 tips for the first-time homebuyer, or any buyer for that matter, and then he drops eight ways to maintain a proper credit report. Hope you enjoy and contact the www.farrallwealth.com website for more insight and information