18 episodes

Welcome to Making Cents of Wealth ® with Andrew Whalen, Your Personal CFO. The show where we break down complex financial topics and market events into investor-friendly concepts so that you can make better-informed decisions about your financial future.

Making Cent$ of Wealth ‪®‬ Whalen Financial

    • Business
    • 5.0 • 9 Ratings

Welcome to Making Cents of Wealth ® with Andrew Whalen, Your Personal CFO. The show where we break down complex financial topics and market events into investor-friendly concepts so that you can make better-informed decisions about your financial future.

    Making Cent$ of Wealth - State of The Markets

    Making Cent$ of Wealth - State of The Markets

    Please join CEO - Andrew Whalen for our State of The Markets.

    Andrew Whalen provides a recap of 2020 and an outlook of the New Year 2021.
    Some important topics that will be discussed during this webinar include:
    How the Stocks Performed in 2020What drove Market Performance in 2020 The New Presidency and  the effects on the economy Where are we now? Financial Forecast for 2021

    • 46 min
    Making Cent$ of Wealth - New Presidency New Policies

    Making Cent$ of Wealth - New Presidency New Policies

    CEO, Andrew Whalen and his special guest, tax consultant, Al Whalen as they discuss the new presidency regulations, tax codes, environmental regulations, the Care Act and more. Al will provide important information that will assist you with the upcoming changes this new presidency brings.
    Andrew will discuss what is called "The Market Bubble” and how that has affected our U.S. Economy since 2010.
    Please join us for this educational podcast, and we look forward to building your tomorrow, together, today!

    • 46 min
    Making Cent$ of Wealth - Whalen Financial 2021 RIA Vision

    Making Cent$ of Wealth - Whalen Financial 2021 RIA Vision

    Please join CEO - Andrew Whalen as he announces the establishment of Whalen Financial as an independent Registered Investment Advisor (RIA) firm!
    Andrew will provide a brief recap of 2020, discuss the greener policies for the new presidential administration and the innovative decision that led to Whalen Financial becoming an RIA firm in 2021.  We hope you will enjoy the podcast and hear more about the exciting vision that Andrew and the Whalen Financial Team have in store for our clients investments and shaping a new client experience and landscape. 
    Thank you and we look forward to building your tomorrow, together, today!

    • 17 min
    Making Cent$ of Wealth - Outlook 2021: Powering Forward

    Making Cent$ of Wealth - Outlook 2021: Powering Forward

    Andrew Whalen - CEO   provides an analysis of the upcoming year  - "Outlook 2021: Powering Forward"
    Some key takeaways in the area  includes:
    New Economic Expansion for 2021Congress and the effects on the Market2021 U.S. Market Forecasts

    • 33 min
    Making Cent$ of Wealth - Presidential Election 2020 Handbook

    Making Cent$ of Wealth - Presidential Election 2020 Handbook

    CEO Andrew Whalen shares his views about the upcoming U.S. presidential election and its potential impact on the markets and portfolios. Key points Andrew Whalen addresses during this presentation:
    1- How this year’s recession may impact election results
    2- The issues in play and how they may affect the markets
    3- Consequences of a contested election
    4- Impact of Political policies on the economy, sectors, and the markets

    • 46 min
    Making Cent$ of Wealth - Disruptive Technology

    Making Cent$ of Wealth - Disruptive Technology

    During this new episode, CEO, Andrew Whalen talks about disruptive technologies and their impact on the economy and stock market in the coming years. This includes BioTechnology, BlockChain, AI & Robotics, and Cyber Security. Join Andrew today and learn more about this 'disruptive' topic. 

    • 38 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

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