Money Matters with Dean Greenberg

In this episode of Money Matters, we’re diving into what’s really going on right now with the U.S. operation in Iran and how it’s starting to ripple through oil prices and the global economy. We break down why the market has been under pressure lately, what higher energy prices could mean moving forward, and why investors are starting to feel a little uneasy. But it’s not all bad news, we also talk about how some of the best companies in the market are quietly becoming more attractive relative to historical valuations. We’ll walk through inflation, interest rates, and what all of this actually means for your financial plan in plain English. If you want to stay informed, avoid emotional decisions, and understand where real opportunities may be forming, this is an episode you don’t want to miss. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit https://greenbergfinancial.com/interactive-financial-planning-seminar/ today to secure your spot.   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

In this episode of Money Matters, brought to you by the Greenberg Financial Group, the full team breaks down the latest developments surrounding the U.S./Iran conflict and the growing pressure it’s placing on the economy and global markets. We explain why staying invested and sticking to your long-term investment philosophy is critical, especially during periods of heightened volatility driven by headlines and emotional reactions. This discussion highlights how abandoning a plan in uncertain times can derail long-term financial goals. We also dive into the importance of understanding your risk tolerance and how it serves as the foundation of a well-built financial plan. We walk through how investors can better align their portfolios with their comfort level and long-term objectives. Join us as we break down key economic factors including interest rates, corporate performance, and oil prices and what these moving pieces could mean for the future of your portfolio. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit https://greenbergfinancial.com/interactive-financial-planning-seminar/ today to secure your spot.   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

In this episode of The Money Matters Show, brought to you by Greenberg Financial Group, the team breaks down a turbulent week in the markets as rising tensions between the United States and Iran begin to ripple through the global economy. One of the biggest drivers of market concern right now is oil. As prices climb amid fears of disruption in the Middle East, investors are paying close attention to the Strait of Hormuz a narrow but critically important passageway through which a significant portion of the world’s oil supply travels. Any threat to this route could have major implications for global energy prices and economic stability. We discuss how rising oil prices can pressure the broader economy, why the markets reacted negatively this week, and what these developments may signal for investors going forward. At the same time, periods of volatility can also create opportunity. As markets pull back, we explore whether this environment may present a chance to start paying closer attention to high-quality companies that could become more attractive as valuations adjust. Join us as we break down the geopolitical backdrop, the economic implications, and the key factors investors should be watching in the weeks ahead. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

This week on The Money Matters Show, the full team from Greenberg Financial Group sits down to unpack a turbulent stretch in the markets as the United States and Iran conflict has injected a fresh wave of uncertainty into the global economy. One of the biggest storylines developing is the surge in oil prices. With crude climbing and a move toward $100 per barrel becoming increasingly realistic, we discuss how higher energy costs could begin to weigh on consumers, businesses, and ultimately the stock market. But the conversation goes deeper than just the headlines. We explore the underlying forces in today’s markets that many investors may not fully see, from macroeconomic pressures to shifting investor sentiment and the ripple effects geopolitical conflicts can have across global financial systems. In an environment where events across the world can quickly reshape markets, staying informed and thinking ahead is more important than ever. Join us as we break down what happened this week, what it could mean moving forward, and how investors can stay prepared in an ever-changing financial landscape. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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.

In this episode of Money Matters, brought to you by the Greenberg Financial Group, the team breaks down a volatile end to February as markets experienced their worst monthly decline since March 2025. While the drop was relatively modest, it reflects a shift in investor sentiment as uncertainty continues to build. Corporate earnings this quarter remained strong, but investors have become increasingly cautious amid mounting macroeconomic concerns and rising geopolitical tensions. The recent escalation between the United States and Iran has added another layer of uncertainty to global markets, with oil prices surging and investors moving toward safer assets as the conflict intensifies. In this episode, the team walks through the key forces shaping the market right now from earnings and economic data to geopolitical risks and energy prices. We break down what’s happening across different sectors and what investors should be watching as volatility returns. In a world where markets can shift quickly, staying informed and prepared is more important than ever. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

In this week’s Money Matters, brought to you by Greenberg Financial Group, the full team is back as markets face what could be a real inflection point. We break down the Supreme Court’s decision impacting Trump’s tariffs and what it could mean for inflation, global trade, and the broader economy under Donald Trump’s policies. Then we wrap up earnings season and look ahead to next week’s highly anticipated report from NVIDIA, a single earnings release that could sway markets given its massive role in the AI-driven rally. With economic signals changing fast, we cut through the noise to explain what actually matters, what may be shifting beneath the surface, and how investors can stay grounded during uncertainty. If you’re trying to make sense of today’s markets and where things might be headed, this is an episode you won’t want to miss. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

In this week’s episode of Money Matters, brought to you by the Greenberg Financial Group, the entire team is back to break down the latest developments shaping today’s markets. We dive into how the AI narrative continues to disrupt multiple sectors, especially software, and discuss how long this powerful trend may last, along with the companies leading the charge in this rapidly evolving space. But while AI dominates the headlines, we explore a surprising shift beneath the surface: equal-weighted S&P 500 performance and value stocks are leading the market to start the year. This signals a move toward more balanced equity allocations as investors rotate into overlooked value opportunities. Join us as we unpack what this change in market leadership could mean for your portfolio, why diversification matters more than ever, and how disciplined financial planning helps investors stay positioned, no matter what trend comes next. Also, Listen to the end for some savvy tax talk from our tax partner Alexandria Estrada! Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

In this episode of Money Matters, Dave and Dean break down the latest developments in the financial markets and share seasoned insight on how to stay prepared, no matter what the economy throws your way. We also take a deeper dive into Greenberg Financial Group’s financial planning process, explaining why having a clear plan is one of the most important steps investors can take and why so many people still overlook it. From managing risk and navigating market volatility to building long-term strategies for every stage of life, we share practical financial planning knowledge designed to help listeners gain clarity and confidence in their financial future. Whether you’re just starting out, building wealth, or preparing for retirement, this episode delivers valuable perspective to help you stay informed, proactive, and financially ready. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down how the month wrapped up for stocks and why the January Effect matters more than many investors realize. We review a major wave of earnings reports from some of the market’s biggest companies and what those results are signaling about economic momentum. We also discuss recent geopolitical developments that are driving market uncertainty and fueling sharp moves across asset classes. From erratic trading in commodities like gold and silver to heightened volatility across equities and bonds, we explain what’s happening, why it matters, and how to stay prepared as markets continue to shift. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot. 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

In this week’s episode of Money Matters, we review how major sectors of the economy started the year and what last week’s market action revealed about underlying strength and weakness across equities, rates, and risk assets. We discuss a volatile trading environment driven by headline risk and geopolitical uncertainty, including renewed political developments that contributed to sharp, short-term market swings. We also take a step back to explain why periods like this reinforce the importance of understanding risk tolerance and portfolio alignment. Volatility is a normal part of investing, but reacting emotionally can be costly without a clear strategy in place. As always, we tie the conversation back to our financial planning process and why we offer complimentary financial planning, so investors can make informed, disciplined decisions regardless of market noise. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

On this episode of Money Matters, brought to you by the Greenberg Financial Group, we go beyond the headlines and take a deeper look at how real financial planning comes together. Along with our usual breakdown of current market activity, key stocks, and major industries, we walk through our Risk Analyzer tool and explain how understanding risk plays a critical role in building a long-term financial plan. Whether you’re focused on growing your portfolio, protecting what you’ve built, or simply trying to make sense of today’s markets, this episode highlights how disciplined planning and thoughtful risk management can help keep your strategy aligned with your goals. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

A new year brings new opportunities and new risks. In this episode of Money Matters, we kick off 2026 with a clear, practical breakdown of what investors need to know right now. We dive into the upcoming earnings season and the key catalysts that could move markets over the next several months. We also highlight the stocks that have already come out of the gate strong this year and discuss what that early momentum could mean going forward. As always, we tie it all back to what matters most: having a real financial plan. We walk through our planning process and explain why starting or updating your financial plan now can help you stay prepared, confident, and focused no matter what the markets throw your way in 2026. Whether you’re actively investing or just trying to make smarter financial decisions this year, this episode will help you start 2026 informed and intentional. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot. 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

In this episode of Money Matters, brought to you by the Greenberg Financial Group, we break down the latest developments in the AI revolution and what they signal as we move toward 2026 after a strong close to 2025. We discuss where AI adoption, innovation, and investment trends appear to be headed and what that could mean for markets, businesses, and long-term investors. As always, we walk through our financial planning process and explain why having a clear, well-structured plan is critical during periods of rapid change and uncertainty. We also provide a practical 2026 outlook to help you stay informed, confident, and prepared as we enter the new year. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

In this end of the year edition of Money Matters, the Greenberg Financial Group wraps up the highs, the surprises, and the lessons that shaped the year in money. We break down what actually mattered in the markets, the financial moves that paid off (and the ones that didn’t), and the habits that made the biggest difference for long-term success. With a mix of perspective, practical takeaways, and a look ahead to what’s coming next, this episode is equal parts reflection and reset, designed to help you close the year smarter and head into the new one with confidence. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

In this episode of Money Matters, brought to you by the Greenberg Financial Group, we break down the latest developments shaping global financial markets and the geopolitical landscape as we head toward year-end. After another strong year for risk assets, we discuss the signs of end-of-year market rotation and what it may be signaling as investors begin positioning for 2026. We also take a step back to explain our financial planning process and why having a clear, disciplined plan is essential not just as you approach retirement, but throughout every stage of it.

In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down the shifting narrative around the AI revolution. After months of relentless optimism, investors are starting to question the neck-breaking pace of data center buildouts, rising debt levels, and whether many AI-focused companies are simply overvalued or just too early. These concerns have sparked a market pullback and a notable rotation of capital across sectors. We walk through the full story behind the selloff, explain why higher leverage in AI infrastructure is suddenly in focus, and identify exactly where investors moved their money this week. If you want to understand what’s really driving today’s volatility and how the AI trade is evolving beyond the hype this is an episode you won’t want to miss. 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

In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down the latest developments shaping the financial markets as we approach year-end. It’s been one of the most volatile years in recent memory, and that uncertainty is still driving major moves across stocks, rates, and the broader economy. We highlight what’s behind the recent swings, what investors should be watching in the final weeks of the year, and how these shifts may impact portfolios heading into 2026. Stay informed, stay prepared, and stay ahead with our clear, timely insights into a fast-moving market landscape.

In this week’s episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down the sharp rebound in stocks during the holiday-shortened week. After a tough start to the month, major indices staged an impressive recovery, pulling back toward even as strong momentum returned to the markets. We examine the catalysts behind this surge from economic data to shifting investor sentiment and discuss the broader geopolitical developments affecting markets here at home and across the globe. With tensions, elections, and global trade dynamics shaping economic outlooks, we explore what investors should watch heading into the final stretch of the year. Join us for an engaging, thoughtful, and professional deep dive into the forces moving today’s markets—and what they may mean for the road ahead. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

In this episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down the latest developments in the financial markets as earnings season wraps up and investors search for the next catalyst. November has emerged as the weakest month for stocks since April, and we analyze whether this pullback signals a deeper trend or an opportunity for a potential rebound. We also examine the growing debate around a possible December rate cut and how shifting expectations from the Federal Reserve are influencing recent market movements. With uncertainty building, understanding the forces driving sentiment is more important than ever. Stay informed and prepared as we explore what’s happening now and what may be coming next for the markets. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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  

In this episode of Money Matters, brought to you by Greenberg Financial Group, the full team is back to break down a volatile week that felt far worse than the final numbers suggest. Despite the turbulence, the major indices ended with only modest moves, yet the late-week selling has reignited fear across the market. We examine why investors are suddenly questioning whether the Federal Reserve will deliver the long-anticipated rate cut next month, and how a delay could add further pressure to equities. The team also looks ahead to next week’s pivotal moment: Nvidia’s earnings. With AI driving so much of today’s market narrative, this report will offer critical insight into whether the momentum behind the AI revolution is still surging or starting to cool. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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