32 episodes
We Are Talking Money Phil Clark
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- Business
As your wealth grows, life can quickly become complex, creating the need for more focused planning around finance, tax, and legacy planning. Illuminating your blind spots with the right information is the basis for controlling risks and enjoying that which matters most to you. Our podcast is dedicated to creating better outcomes in a complicated arena. Our curation of timely information was developed from our passion to help our listeners address the many elements that affect intended outcomes. We have a long and successful track record of working with people who want to grow and protect their assets, and succeed.
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Spell Check - Week 12 Market Performance - Phil Clark & Dustin Hocken talk Recession Preparation, Budgets and more - Episode 3
On this episode, I had the honor and privilege of hosting Phil Clark (President of OmniStar Financial Group), and Dustin Hocken, CFP (Senior Wealth Advisor at OmniStar Financial Group).Phil and Dustin are incredible sources of knowledge and have over 40 years of combined experience in the industry. Listen to gain some insight on our thoughts about the market and what it is like to work in the wealth management profession. They answered several of your questions, too!
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Spell Check - Week 11 Market Performance - Silicon Valley Bank Collapse - Episode 2
Featured in this episode:
Week 11 Market Performance
Silicon Valley Bank Analysis and potential effects of the collapse
- Bank Runs
- Fed's Response
- Possible Solutions -
Spell Check - Fed Sentiment Analysis and Lifestyle Check - Episode 1
This week's check list: The Fed, Interest Rates, 2022 Market Performance, YTD Performance, Savings, & Consumer Credit
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Unlocking the Power of RMD's - 7 Strategies for Retirees
"Hey everyone, today we're going to be talking about Required Minimum Distributions (aka RMDs). Know there is a lot of material out there on RMDs but stick with me on this important topic if you have an IRA or 401(k). The rules have changed and if you are approaching retirement age, or know someone who is, you don’t want to miss this episode.
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2023 Outlooks for Investors
Our take on the global economy, and what we expect for the duration of 2023.
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2023 Debt Ceiling
Debt Ceiling explained and the implications of a constantly growing debt.