Money Matters with Dean Greenberg

Greenberg Financial Group
  • 3.7 (3)
  • Business News
  • Updated Weekly

Join Dean and the Greenberg Financial Group team, along with special guests, as they break down how markets react to the latest economic shifts and geopolitical events. Stay informed, gain perspective, and be part of the conversation, send your questions to contact@greenbergfinancial.com

  1. 5d ago

    When Good News Is Bad News, New Tax Deductions, and the Case for Trump Accounts

    In this episode of Money Matters, brought to you by Greenberg Financial Group in Tucson, Dean opens the show with three straight down weeks behind us and a market that has decided every headline is bad news. Google reported negative free cash flow for the first time in company history, investors headed for the exits, and the hyperscalers took it on the chin for spending money on the one thing everybody agrees is the future. We get into why capital expenditure became the fear trade, what $794 billion in projected 2026 spending across Amazon, Alphabet, Microsoft, Meta and SpaceX is actually telling us, and why not one CEO in the industry is calling a top. Dean spends his monologue on volatility and self-knowledge, which is really the same conversation. Memory chips, Intel's foundry buildout in Phoenix, the hyperscalers that keep getting punished for building, and the question every investor has to answer honestly before choosing a portfolio. Where is your stomach on this. He also walks through how ETFs can give you exposure to a volatile group with a smoother ride, and why diversification and risk tolerance still do more work than any single call. From there Dave, Todd, Dylan and Sebastian dig into a week where good news kept getting read backwards. Oracle hit a 52 week low right after signing a ten year, $8 billion Department of Defense contract. Intel posted its biggest revenue jump in 15 years and closed lower anyway. Meanwhile the quiet story of the year keeps going, with the equal weighted S&P 500 running ahead of the headline indexes while everyone watches the chips. We also look at what railroads and shippers like CSX are saying about the real economy, and why a 55 year low in unemployment claims is doing more to hold up interest rates than anything else. The back half is all planning. Hailey Glick joins us to walk through the deductions showing up on 2025 returns under the One Big Beautiful Bill, including no tax on tips up to $25,000, the overtime rules almost everyone gets wrong, the enhanced senior deduction for filers over 65, and the new car loan interest deduction that landed on its own Schedule 1A. Most of these phase out by income and most of them expire after 2028, which is exactly why we spend the rest of the segment on Roth conversions. We share a real client story about an 85 year old living in Belgium where the conversion math came down to two countries' current tax rates rather than a guess about future policy, because guessing is not a strategy. We also open up Trump accounts and what compounding actually looks like for a newborn, including the $1,000 government seed for children born 2025 through 2028, why any child under 18 can have one, and the Roth conversion opportunity waiting at age 18. Plus a Tucson fun fact about a street that is not a street and not an avenue either. Our next free interactive financial planning seminar is Friday, August 21st at La Paloma Country Club. Lunch is on us and you will see exactly what our planning process looks like, start to finish. Sign up at www.GreenbergFinancial.com under the resource tab. If you have been thinking about taking us up on the free financial plan, this is the kind of clarity it brings. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

  2. Jul 20

    The "Chip" Wreck, New Team Member, and the Early Innings of AI

    In this episode of Money Matters, brought to you by Greenberg Financial Group, Dave, Todd, and Dylan run the show while the rest of the team is traveling, breaking down a rough week where the chip stocks led the market lower. We get into what Dave dubbed the "chip wreck," with the semiconductor group dipping into bear market territory for the month, and why we look at that kind of volatility as part of the territory when an entire industry is going through price discovery rather than a reason to abandon good companies. We talk through the names in the middle of it, from Micron and SanDisk to Taiwan Semi's blowout earnings and its plan to pour another $100 billion into Phoenix, and why we still believe the demand story for AI is only getting started. We also dig into some encouraging news on inflation, with both CPI and PPI posting their biggest monthly drops in years as lower oil worked its way through, even as tensions in the Strait of Hormuz pushed crude back up sharply on the week. And we spend real time on the shift at the top of the market, with Apple retaking the largest company crown from Nvidia, and what that rotation is telling us. The back half of the show is all about planning, and the levers that actually matter in retirement. We walk through Roth conversions and the sweet spot in your early sixties, why QCDs are the underappreciated cousin of tax planning, how RMDs work and when to take them, and why owning individual bonds, treasuries, and fee-based annuities can serve the more conservative saver who wants off the rollercoaster. It all ties back to our fiduciary, fee-based, financial-planning-first approach, and the difference between being a true advisor and just a money manager. We are also thrilled to introduce the newest member of the Greenberg Financial team, Hailey Glick, who is helping us build out an in-house tax practice launching in 2027. It is the next step in Dean's vision of a true family office, everything you need under one roof, and we get into how bringing tax planning alongside investments, estate work, and financial planning lets us look at your whole picture over decades rather than one filing season at a time. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

  3. Jul 13

    Trusts, Chips, and a Market Climbing the Wall of Worry

    In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean phones in the monologue before Dave and Sebastian take the reins for a wide-ranging show. We open on the markets, where the rotation out of technology and into value has been the story of the summer, and where the chip stocks in particular have been testing everyone's patience with sharp swings in both directions. We talk through why that volatility comes with the territory in the AI space, how we think about it as long-term investors rather than getting shaken out of good companies, and why the earnings underneath all of it keep telling a story worth paying attention to. That leads into the bigger picture on the AI revolution, from the massive data center buildout that is really just getting started, to the eye-opening fact that a huge share of this quarter's earnings growth across the market is now tied to AI infrastructure. We get into the names in the middle of it all, the compute race playing out between the biggest companies, and why we still believe we are in the early innings of this cycle. The heart of this week is a conversation with our estate planning attorney we partner with, Jonathan Scibilia, and it is exactly the kind of thing that sets our one-stop-shop model apart. We dig into what happens when a minor is named as a beneficiary, why a conservatorship is a costly headache most families never see coming, and how the right trust structure can protect your heirs and keep more in the family. We also get into inherited IRAs and the ten-year rule, incentive trusts that reward the milestones you care about, and why getting this right up front saves so much down the road. We also cover the new Trump accounts now available for eligible kids, the ongoing situation with Iran and where oil goes from here, and a few individual stories moving stocks this week. And as always, we come back to the plan, because coordinating your investments, your taxes, and your estate under one roof is the whole point of what we do. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

  4. Jul 6

    A Value Rotation, Oil's Big Slide, and a World Cup Summer

    In this episode of Money Matters, brought to you by Greenberg Financial Group, Dave, Dylan, and Sebastian run the show while Dean and Todd are out, breaking down all the latest as the country celebrates its 250th birthday. What caught our eye this week was the rotation out of technology and into value, with the Dow and the equal-weighted S&P both outpacing the S&P 500 so far this year. We walk through what that rotation is telling us, why we always come back to the equal-weighted S&P as the benchmark that actually makes sense, and how we are thinking about the seasonal patterns that tend to shape the back half of the year. We also dig into oil, which has slid more than 40% and dropped back below 70 for the first time since tensions with Iran flared up. As that conflict looks to be winding down, we talk through how cheaper oil tends to work its way through the whole economy over time, why the rate-hike chatter feels disconnected from where commodity prices are actually heading, and what the latest jobs report is really telling us underneath the headline number. And we have some fun with the World Cup, on US soil for the first time, and the wave of American pride pouring out of visitors from all over the world. It stands in sharp contrast to the story so much of the world has been told about this country, and we get into the very real economic ripple it is creating in host cities across the map. As always, we keep you current on the AI revolution and the companies driving it, from the massive data center buildout to memory chips, cybersecurity, quantum, and the latest shakeup inside the Dow itself. We also spend real time on the discipline that matters most, why trying to time the market so rarely works, how we think about raising a little cash without heading for the exits, and why owning individual bonds gives you something a fund simply cannot promise. We close on two things worth your attention. First, preservation of principal, and the options that exist beyond a bank paying next to nothing, from treasuries to corporate bonds to a MYGA. And second, an important warning about the rise in financial scams targeting older investors, and the simple habits that can keep you protected. It all ties back to having a plan you can lean on when the headlines get loud. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

  5. Jun 29

    The World Cup, the AI Revolution, and Knowing When to Play Defense

    In this episode of Money Matters, brought to you by Greenberg Financial Group, Dave and Todd break down the latest in the financial markets and around the world. We kick things off with a little fun around the World Cup and the power of sport to bring people together from every corner of the globe, along with the quiet love for America that so much of the world has held onto longer than the headlines would ever let on. From there it is back to the AI revolution, because the story keeps shifting every single week. We walk through the companies driving it forward and why some are showing far more real value than others right now, and what that is telling us about where things could be headed next. Then we get into something that does not get nearly enough attention, knowing when to play defense. For some folks there comes a point when the goal quietly shifts from return on your money to return of your money, and that one change rewrites the entire strategy. We talk through the tools that come into play when protecting what you have built becomes the priority, from annuities to treasuries, and walk through the options and the tradeoffs that come with each. And it all comes back to the same place, which is why a financial plan matters so much. A plan is what shows you how every one of these pieces actually fits together for your situation, and that is exactly the kind of clarity the free financial plan we offer is built to bring, whether you become a client or not. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

  6. Jun 22

    Oil Falls, Earnings Season Nears, and the AI Revolution Rolls On

    In this episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down the ongoing tensions and the deals taking shape between the US and Iran, and why that has sent oil tumbling back down toward normal levels. We talk through how that drop is already giving the economy some breathing room, and why cheaper oil tends to work its way through almost everything else over time. That ties straight into earnings season, which is right around the corner. We get into how lower oil could ease costs for a lot of companies as they head into reporting, and why this is one of the bigger reasons there is real anticipation that inflation could start cooling as those savings ripple through industry after industry. As always, we keep you up to date on the AI revolution, because the story seems to shift every single week. We go through the various industries and companies in the middle of it all, where things have been heading, and the trends we are watching most closely right now to help make sense of the bigger picture. It is an information-packed episode, and we close it out with a couple of planning strategies that can help take your finances to the next level. This is the kind of complete, coordinated planning that sets us apart, and it all starts with the free financial plan we offer to everyone, whether you become a client or not. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

  7. Jun 15

    Stocks Bounce Back and a Deal Inches Closer, What's Next?

    In this episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down a strong week in the markets. Stocks bounced back, and most of the attention is on the Middle East, where talks aimed at ending the Iran conflict look closer than they have at any point so far. We walk through where those negotiations stand, why a deal would take a major weight off this market, and how it could change the tone heading into the back half of the year. We also dig into oil, which has been cooling off and taking some of the pressure off everything else along with it. Lower oil tends to ripple straight through to inflation, to the consumer, and to sentiment, and we talk through what that easing could mean for where the economy and the markets head next. From there we come back to the plan, because weeks like this are exactly why our clients are not the ones calling in a panic. They are not reacting to every headline, because they already know what they own and why they own it. That is the whole point of the planning we do, and it is what lets you watch a noisy week with a clear head. We close on the planning itself, and the strategies most people never realize are even on the table. We get into being smarter about taxable dividends, how a Credit Access Line can fit into the bigger picture, and when Roth conversions actually make sense once you run the numbers. This is the complete, coordinated planning that not everyone does, the full-service shop that looks at the whole picture instead of just an account balance, and it is a big part of what sets us apart. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

  8. Jun 8

    Tech's Worst Day of the Year, Why the Headlines Don't Tell the Whole Story

    In this episode of Money Matters, brought to you by Greenberg Financial Group, the team digs into the sharp and violent market pullback that marked the worst day of the year for tech stocks so far. It felt dramatic, and the headlines certainly made it sound that way, but we explain why those headlines can be misleading. Even after the drop, the markets are still well higher for the year, and a little perspective goes a long way right now. We talk through how investors can think about volatility like this without getting swept up in the fear of the moment, and why a sharp move in the market looks very different depending on whether you are zoomed in on a single day or zoomed out on the bigger picture. And that ties directly into our financial planning process, because this is exactly why our clients are not the ones calling in a panic when the headlines turn red. They are not reacting, because they know they have a plan. That peace of mind is the whole point, and it is what allows you to look at a turbulent day with a clear head rather than a racing one. We are also joined by a special guest to dig into the Credit Access Line, or CAL, and why these lines are more popular than ever right now. It is one of those tools that remains surprisingly underutilized and misunderstood, and we break down how it works and why so many people are using it as a way to, in a sense, become their own bank. If you have never explored how a CAL fits into a broader financial picture, this is a conversation worth tuning in for. We also dive into the AI disruption playing out across industries right now, and the technological advancements you will want to know about to stay on the cutting edge of where things are heading next. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

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Ratings & Reviews

3.7
out of 5
3 Ratings

About

Join Dean and the Greenberg Financial Group team, along with special guests, as they break down how markets react to the latest economic shifts and geopolitical events. Stay informed, gain perspective, and be part of the conversation, send your questions to contact@greenbergfinancial.com

Information

  • Creator
    Greenberg Financial Group
  • Years Active
    2022 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    Money Matters with Dean Greenberg

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