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. 19h ago

    Noise, Nerves, and Numbers: Inside a Week That Surprised Everybody

    In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean Greenberg opens with a market that spent one week terrifying everybody and the next week going up six days in a row. Same headlines, same war, same worries about AI spending. He explains why almost all of it is noise, and why letting that noise decide when you buy and sell is exactly how people end up buying high and selling low. Then Dave, Todd, and Dylan get into what actually drove the move, and it was earnings. Growth across these companies came in near 50% year over year when the street was looking for 20%. We talk about why the memory names sold off anyway, why value has quietly had such a strong year, and the odd standoff where the CEOs sitting on the real numbers keep saying spend more while investors keep saying stop. Somebody is wrong. Todd also explains AI agents in a way you will actually remember, with a desk, a pile of Post-it notes, and a filing cabinet underneath. That one picture tells you which parts of the computer this whole build out is going to need next, and it is not the part everybody talks about. There is more on the jobs report that came in negative and somehow cheered everyone up, copper setting an all time high, gold's big week, Bitcoin as a read on liquidity, and the quiet story of what Japan's interest rates have to do with ours. We spend real time on SpaceX too, since it is the one we get asked about more than anything else, and Dave shares a couple of simple observations he has picked up over the years about when a stock is telling you something and when it is just sitting there. Dean makes his case on Trump accounts as well, and why a grandparent putting in a little each year could be the most valuable thing they ever do for a grandchild. We close with seasonality heading into September and October and an honest conversation about risk tolerance, because the time to find out how much risk you can really live with is not while everything is going straight up. Plus a Tucson fun fact about the year the city decided it needed its very own time zone. If you have never had a real financial plan built for you, we will build one at no cost, whether or not you ever do business with us. 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. Aug 3

    A Hedge Fund Blowup, the Downtown Tucson Shooting, and Why We Plan for Lifestyle Instead of Retirement

    In this episode of Money Matters, brought to you by The Greenberg Financial Group, we unpack one of the strangest weeks the market has handed us in a while. The Dow dropped 1,000 points on Wednesday and took it all back over the next two days, and if you only checked your account on Friday you would think nothing happened at all. The Fed got the blame in the headlines, but the real story was a 25 year old former OpenAI employee whose hedge fund was up roughly 1,500% in two years, ran four times leverage into the memory and data center trade, and got picked apart by other funds once his book became visible. A $40 billion valuation became an $8 billion sale to Citadel. We walk through how forced selling moves an entire market, and why the lesson is not about being right but about staying solvent long enough to find out. Dean opens the show on volatility and why selling into weakness leaves you with the hardest question in investing, which is when you plan to get back in. He also lays out something that separates how we work from most firms. We do not plan for your retirement. We plan for your lifestyle changes, whether that means a $40,000 family vacation every year, a remodel, more travel, or simply never stopping work at all. He walks through what that planning actually covers, from Social Security timing to Medicare costs to how much you can spend each year without running out, and why we hand you the completed plan for free whether or not you ever do business with us. We also get into the capital expenditure fear that has dominated the tape. Meta's free cash flow collapsed and the stock got clobbered 10% despite revenue up 28%. Google went negative on free cash flow for the first time in its history. Then Amazon reported and its CEO talked openly about the profitability of data centers, and suddenly Google popped 7% on Friday. Every hyperscaler CEO is saying go, and investors keep saying stop, which means somebody is wrong. We look at Apple's 9% drop on a memory shortage that is now showing up in laptop and iPad prices, Microsoft's 24.6% month, the buyback restriction lifting at the end of 2026, and why the 30 year Treasury at a 19 year high and mortgage rates at 6.66% may matter more to this market than any earnings report. The second hour takes a different turn. Dean brings in attorney Mike Story, who represents Tucson police officers through their unions and responded at 2:30 in the morning to the mass shooting outside Empire Pizza in downtown Tucson. Mike walks through what actually happened that night, why a single shot from a seven year veteran ended the threat without endangering the crowd behind the gunman, and the question that officer asked him first. Am I going to prison for this. We talk about the shooter's prior gun offense, how that case was handled, what a 30% smaller police force means for a downtown everybody says they want to save, and what it would take to bring it back. We close with SpaceX heading into its first earnings report and the insider lockup expiring days later with 35% of the float sold short, energy leading all S&P sectors with XLE up 35% on the year, an options based income strategy that Todd and Dylan have been researching directly with the portfolio managers for its 60/40 tax treatment, and why Trump accounts may be the most powerful generational wealth tool available to a grandparent right now. Plus a Tucson fun fact about how the University of Arizona ended up here in 1885 because our representative showed up late. Our next free interactive financial planning seminar is Friday, August 21st from 11:30 to 2:00 at La Paloma Country Club. Lunch is included and you will see our full financial planning process start to finish. Register 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.

  3. Jul 27

    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.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

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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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