65 episodes
Money Matters with Greg Greg Farrall
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- Business
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4.9 • 12 Ratings
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Needing guidance on finances, or just curious about investments? Farrall Wealth has weekly tips to help manage and grow your wealth, just click below to hear previous broadcasts! You can also tune in every Monday at 10:00 a.m. to WVLP Valpo Radio at 103.1 FM to hear Greg Farrall kick off with a market review before diving into financial topics while often interviewing special guests.
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Securities offered through LPL Financial, Member FINRA/SIPC.
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Episode #146: 401(k) Fiduciary Series Episode #3: The Participant Experience and Health of Your Plan
Greg welcomes back Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the third and final episode in a fiduciary series as they discuss how important financial literacy and participant experience are to the overall health of your 401(k) plan. This is the third of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, business owner, or both, you won’t want to miss this episode.
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Episode #145: 401(k) Fiduciary Series Episode 2: Governance, Disclosures an d Participant Experience
Greg welcome Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the second episode as they discuss governance of a plan, fidelity bonds, Annual Disclosures and try to talk about participant experience before time makes them stop. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you
won’t want to miss this episode. -
Episode #144: 401(k) Fiduciary Series Episode 1: Are you a Fiduciary?
Greg welcomes Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin as they discuss what it is to be a fiduciary as a plan sponsor and the risks involved. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you won’t want to miss this episode.
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Episode #143 Update on the Market
Listen in as Greg talks the week in the Markets and wishes all of the awesome Fathers out there a Happy Fathers Day. He is seeing resistance in stocks and thinks an opportunity might be coming for those that have been looking to add to their equity positions. Also, he gives you an update on COVID-19 cases.
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Episode #142: Update on the Markets
Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 7th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky waters
for your investment philosophies and strategies. -
Episode #141: Update on the Markets
Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 6
th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky waters for your investment philosophies and strategies.
Customer Reviews
Love this Podcast
Greg is extremely knowledgeable about the market. Listening to his podcasts leaves me feeling more informed and confident! I highly recommend!
Awesome show
Great advice, really well prepared and good interviews!
Thoughtful Information Greg!
Just listened to College Funding podcast. Great advise for a dad who is having his second kid going to college next year. Thanks for sharing! - Phil