Rock Martin Wealth Podcast

Marty Urbanowicz, CFP®, EA and Tyler Zavala, CFP®, EA
  • 5.0 (3)
  • Investing

The Rock Martin Wealth Podcast is dedicated to empowering listeners with the knowledge and insights needed to reduce fear and make informed financial decisions. With topics ranging from investment management to tax planning, our mission is to provide you with sound, accessible information that demystifies the world of personal finance, helping you to navigate your financial journey with confidence.

Episodes

  1. 03/06/2025

    Inflation Fears, DOGE, and Gambling Tax

    In episode 5 of the Rock Martin Wealth Podcast we give our thoughts on renewed inflation fears, DOGE, the Federal Reserve, and the market's recent activity.  We also cover a tax planning topic that many should be aware of - gambling income and losses. Show links: Citigroup Economic Surprise Index Truflation Michigan 1-year Inflation Expectations Federal Reserve Earnings Remittances Disclosures: The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.Stock investing includes risks, including fluctuating prices and loss of principal.​ Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities. Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.​

    32 min

  2. 01/18/2025

    2025 Market Outlook

    Visit our blog for a more detailed breakdown of our 2025 outlook: https://www.rockmartinwealth.com/blog/2025-market-outlook

    23 min

  3. 05/14/2024

    US Dollar Dominance

    Join us as we explore how the dollar's status influences global economics, impacts international trade, and shapes investment strategies. We discuss the historical context, current trends, and future outlook of the dollar's dominance, providing actionable insights for high net worth individuals and keen investors looking to understand the broader financial landscape. Tune in to gain a comprehensive understanding of the U.S. dollar's pivotal role and how it affects your investment decisions.

    28 min

  4. 04/29/2024

    A Good Time to Buy Stocks?

    A discussion on our financial system and the importance of investing to protect purchasing power over time. Disclosures: Stock investing includes risks, including fluctuating prices and loss of principal.​ Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.

    29 min

  5. 03/15/2024

    Hiring a Financial Advisor

    How would an advisor choose an advisor? Join Marty and Tyler as they discuss what they would look for when deciding to hire a financial advisor.

    43 min
  • 5 Episodes

Ratings & Reviews

5
out of 5
3 Ratings

About

The Rock Martin Wealth Podcast is dedicated to empowering listeners with the knowledge and insights needed to reduce fear and make informed financial decisions. With topics ranging from investment management to tax planning, our mission is to provide you with sound, accessible information that demystifies the world of personal finance, helping you to navigate your financial journey with confidence.

Information

  • Creator
    Marty Urbanowicz, CFP®, EA and Tyler Zavala, CFP®, EA
  • Years Active
    2024 - 2025
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © Marty Urbanowicz, CFP®, EA and Tyler Zavala, CFP®, EA
  • Show Website
    Rock Martin Wealth Podcast