A View from the Perch

Parrott Wealth Management
  • 5.0 (4)
  • INVESTING
  • UPDATED WEEKLY

Welcome to a View from the Perch, where we bring you essential insights into financial planning each week. Join us as we discuss a new topic every episode, drawing on the extensive research and experience of The PMW's expert team. Our goal is to empower you with the knowledge you need to confidently navigate your personal financial journey. Please visit our website https://www.planningretirements.com/ to get started on your financial journey today.

  1. 07/15/2024

    Debt Management in a High Interest Environment

    In this week's episode, Market Update: Markets are up because of Powell's dovish remarks. Empowering Education: How to strategize and payoff debt in a high interest rate environment. Faithful Finance: The Lord is our Shepard.

    26 min

  2. 07/01/2024

    Aging Finances

    In this week's episode, Market Update: Markets are split with the S&P and bonds rising, while international and small-cap stocks declining. Empowering Education: How to strategize and plan for your or your loved one's last stage in retirement. Faithful Finance: Paul's advice on caring for the elderly.

    26 min

  3. 06/24/2024

    Alternative Retirement Saving Vehicles

    In this week's episode, Market Update: Markets are split as investors fear weaker than anticipated economic data. Empowering Education: How to save for retirement if you don't have access to a 401k. Faithful Finance: Submit to the Lord your plans.

    26 min

  4. 06/17/2024

    How long do I T-Bill and Chill?

    In this week's episode, Market Update: Markets are mixed with the Fed keeping interest rates level and political concern in France. Empowering Education: How long should I be in the treasury market? When do I switch, if ever? Faithful Finance: The heart of the discerning seeks wisdom.

    30 min

  5. 06/10/2024

    Generating Income in Retirement and the Texas Stock Exchange

    In this week's episode, Market Update: Markets increase with rate news. ECB cut rates and Texas is trying to create its own exchange. Empowering Education: How to generate income in retirement. Faithful Finance: Living a disciplined life.

    29 min

  6. 06/03/2024

    Realizing Gains vs. Losses

    In this week's episode, Market Update: Markets are down because of sticky inflation. Empowering Education: When to realize a loss vs realize a gain. Faithful Finance: Building wealth overtime.

    34 min

  7. 05/28/2024

    Where did all the Bears go?

    In this week's episode, Market Update: Mixed Markets with PPI being hotter than expected. Empowering Education: Where are all the Bears at? Is it good that the majority of analysts are optimistic? Faithful Finance: The Straight and Narrow path is the one that leads to prosperity.

    27 min

  8. 05/20/2024

    Meme Stocks

    In this week's episode, Market Update: With a rekindled belief in rate cuts, markets continue to rise. Empowering Education: Meme Stocks are back. Are they a good investment? Faithful Finance: Money is not bad, greed is.

    29 min
See All (90)

Ratings & Reviews

5
out of 5
4 Ratings

About

Welcome to a View from the Perch, where we bring you essential insights into financial planning each week. Join us as we discuss a new topic every episode, drawing on the extensive research and experience of The PMW's expert team. Our goal is to empower you with the knowledge you need to confidently navigate your personal financial journey. Please visit our website https://www.planningretirements.com/ to get started on your financial journey today.

Information

  • Creator
    Parrott Wealth Management
  • Years Active
    2022 - 2024
  • Episodes
    90
  • Rating
    Clean
  • Copyright
    © Parrott Wealth Management
  • Show Website
    A View from the Perch