Money Matters with Greg

Greg Farrall
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Money Matters with Greg Podcast

Needing guidance on finances, or just curious about investments? Farrall Wealth has weekly tips to help manage and grow your wealth, just click below to hear previous broadcasts! You can also tune in every Monday at 10:00 a.m. to WVLP Valpo Radio at 103.1 FM to hear Greg Farrall kick off with a market review before diving into financial topics while often interviewing special guests. Thanks for listening! Please share, review, and subscribe! Securities offered through LPL Financial, Member FINRA/SIPC.

  1. Episode #146: 401(k) Fiduciary Series Episode #3: The Participant Experience and Health of Your Plan

    21/08/2020

    Episode #146: 401(k) Fiduciary Series Episode #3: The Participant Experience and Health of Your Plan

    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.

    23 min
  2. Episode #145: 401(k) Fiduciary Series Episode 2: Governance, Disclosures an d Participant Experience

    04/08/2020

    Episode #145: 401(k) Fiduciary Series Episode 2: Governance, Disclosures an d Participant Experience

    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.

    33 min

  3. 04/08/2020

    Episode #144: 401(k) Fiduciary Series Episode 1: Are you a Fiduciary?

    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.

    18 min
  4. Episode #143 Update on the Market

    25/06/2020

    Episode #143 Update on the Market

    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.

    9 min
  5. Episode #142: Update on the Markets

    15/05/2020

    Episode #142: Update on the Markets

    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.

    14 min
  6. Episode #141: Update on the Markets

    12/05/2020

    Episode #141: Update on the Markets

    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.

    9 min
  7. Episode #136: Money Matters with Greg FirstLight Home Care

    07/05/2020

    Episode #136: Money Matters with Greg FirstLight Home Care

    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/

    23 min
  8. Episode# 135: Talking PPP and CARES Act with Laciak Accountancy Group

    01/05/2020

    Episode# 135: Talking PPP and CARES Act with Laciak Accountancy Group

    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

    18 min
See All (65)

About

Needing guidance on finances, or just curious about investments? Farrall Wealth has weekly tips to help manage and grow your wealth, just click below to hear previous broadcasts! You can also tune in every Monday at 10:00 a.m. to WVLP Valpo Radio at 103.1 FM to hear Greg Farrall kick off with a market review before diving into financial topics while often interviewing special guests. Thanks for listening! Please share, review, and subscribe! Securities offered through LPL Financial, Member FINRA/SIPC.

Information

  • Creator
    Greg Farrall
  • Years Active
    2015 - 2020
  • Episodes
    65
  • Rating
    Clean
  • Copyright
    © Copyright 2020 Greg Farrall
  • Show Website
    Money Matters with Greg

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