Stacks of Cash

Monterey Wealth
  • 5.0 (13)
  • INVESTING

Stacks of Cash by Monterey Wealth offers insights into many financial topics and financial news headlines to help educate you in the world of personal finance.

  1. 09/20/2024

    The Yen Carry Trade

    The Yen Carry Trade has become a household concept in the financial news of late. In this episode, Monterey Wealth discusses what the Yen Carry Trade is and what are some of the risk that it could cause across the global economy. www.montereywealth.com

    17 min

  2. 08/30/2024

    August 2024 Market Update

    Monterey Wealth provides a market update while many economic changes are happening around us as we enter the Fall season. Most importantly are the likely changes to the Federal Reserve policy commencing in September as we transition to a lower interest rate environment. How does this impact the global and domestic markets? Listen to find out. www.montereywealth.com

    14 min

  3. 04/19/2024

    Target Date Funds

    In the previous episode, Monterey Wealth discussed the advantages of rebalancing an investment portfolio when choosing a customized allocation. However, many participants are invested in target date funds within their retirement plans.  This can lead to many questions.  What are target date funds?How does my asset allocation change over time?Do I need to rebalance the target date funds?Monterey Wealth answers all of these questions and more.

    11 min

  4. 04/03/2024

    Importance of Rebalancing

    In this episode Monterey Wealth discusses the importance of rebalancing your investment portfolio and the tools at your disposal to automate your rebalancing efforts.

    12 min

  5. 02/06/2024

    Monday Morning QB: Jerome Powell Interview

    In this episode, Monterey Wealth break down the interview with Jerome Powell, the Federal Reserve Chairman. Highlights include:  Sentiment driving Q4-2023 equity returnsExpectations on future Federal Reserve decisionsHow Jerome Powell's comments may have shifted interest rate expectations in 2024. If you have any questions, please visit us at www.montereywealth.com.

    22 min

  6. 08/11/2023

    Estate Planning - Benefits of a Trust

    Trusts can play an important role in the Estate Planning process. In this episode we discuss. What happens, practically speaking, when someone dies.Why Trusts can expediate the process for your heirsWho is the right person to be a TrusteeBenefits of having a Trust If you have any business-related questions, Devin's contact information is below: Devin B. Phillips Weener Nathan Phillips LLP (Phone) (770) 392-9004 (Email) dphillips@wnpllp.com

    14 min

  7. 08/10/2023

    Mortgages - Tips from a Pro

    Monterey Wealth host Seth Toporek, Founder and Owner of Southeastern Mortgage Solutions, to discuss the current landscape of the mortgage and real estate market. In this episode we discuss:  How have interest rates impacted the mortgage business. What tools can be used when taking a mortgage in this environment. How does Southeastern Mortgage Solutions consult their clientsIf you have any questions, you can contact Seth directly at 770-452-1424 or email him at seth@semtgsolutions.com.

    24 min

  8. 05/22/2023

    Entrepreneurship 101: How to Structure a New Business

    What do Mark Cuban, Arthur Blank and Walt Disney all have in common? Each were laid off from their respective companies before going on to start their own business and become successful business owners. Companies have, yet again, started layoffs. This poses an opportunity for some to become a business owner. But where to begin? In this episode Monterey Wealth is joined by Devin Phillips, partner of Weener Nathan Phillips LLP, who specializes in helping business owners mitigate risk when forming new companies. Devin touches on the pros and cons of: Sole Proprietor, Corporations and LLCs as well as many other important things one should consider when creating a business.  If you have any business-related questions, Devin's contact information is below: Devin B. Phillips Weener Nathan Phillips LLP (Phone) (770) 392-9004 (Email) dphillips@wnpllp.com

    22 min
See All (35)

5
out of 5
13 Ratings

About

Stacks of Cash by Monterey Wealth offers insights into many financial topics and financial news headlines to help educate you in the world of personal finance.

Information

  • Creator
    Monterey Wealth
  • Years Active
    2021 - 2024
  • Episodes
    35
  • Rating
    Clean
  • Copyright
    © 2026 Stacks of Cash
  • Show Website
    Stacks of Cash

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