A View from the Perch

Welcome to a View from the Perch, where we bring you essential insights into financial planning each week. Join us as we discuss a new topic every episode, drawing on the extensive research and experience of The PMW's expert team. Our goal is to empower you with the knowledge you need to confidently navigate your personal financial journey. Please visit our website https://www.planningretirements.com/ to get started on your financial journey today.

Debt Management in a High Interest Environment

In this week's episode, Market Update: Markets are up because of Powell's dovish remarks. Empowering Education: How to strategize and payoff debt in a high interest rate environment. Faithful Finance: The Lord is our Shepard.

07-15
25:43

Aging Finances

In this week's episode, Market Update: Markets are split with the S&P and bonds rising, while international and small-cap stocks declining. Empowering Education: How to strategize and plan for your or your loved one's last stage in retirement. Faithful Finance: Paul's advice on caring for the elderly.

07-01
25:55

Alternative Retirement Saving Vehicles

In this week's episode, Market Update: Markets are split as investors fear weaker than anticipated economic data. Empowering Education: How to save for retirement if you don't have access to a 401k. Faithful Finance: Submit to the Lord your plans.

06-24
25:55

How long do I T-Bill and Chill?

In this week's episode, Market Update: Markets are mixed with the Fed keeping interest rates level and political concern in France. Empowering Education: How long should I be in the treasury market? When do I switch, if ever? Faithful Finance: The heart of the discerning seeks wisdom.

06-17
29:50

Generating Income in Retirement and the Texas Stock Exchange

In this week's episode, Market Update: Markets increase with rate news. ECB cut rates and Texas is trying to create its own exchange. Empowering Education: How to generate income in retirement. Faithful Finance: Living a disciplined life.

06-10
29:11

Realizing Gains vs. Losses

In this week's episode, Market Update: Markets are down because of sticky inflation. Empowering Education: When to realize a loss vs realize a gain. Faithful Finance: Building wealth overtime.

06-03
33:32

Where did all the Bears go?

In this week's episode, Market Update: Mixed Markets with PPI being hotter than expected. Empowering Education: Where are all the Bears at? Is it good that the majority of analysts are optimistic? Faithful Finance: The Straight and Narrow path is the one that leads to prosperity.

05-28
26:49

Meme Stocks

In this week's episode, Market Update: With a rekindled belief in rate cuts, markets continue to rise. Empowering Education: Meme Stocks are back. Are they a good investment? Faithful Finance: Money is not bad, greed is.

05-20
28:43

Sell in May & Go Away?

In this week's episode, Market Update: Markets are up with weaker-than-expected job numbers and a news week. Empowering Education: Sell in May and go away? Does it really work? Faithful Finance: Sign Seeking

05-13
23:04

Growth vs. Value

In this week's episode, Market Update: Markets turn down with rates continuing to rise Empowering Education: The ultimate debate: Growth vs. Value Faithful Finance: Count the Cost

04-29
32:42

Why Diversify

In this week's episode, Market Update: Markets turn down with Middle East tensions increasing Empowering Education: The importance of diversification Faithful Finance: Wise words from King Solomon

04-22
29:30

Inflation and Interest Rates

In this week's episode, Market Update: S&P Struggles with hot inflation and rate cut outlook Empowering Education: Update on inflation and rate cuts Faithful Finance: What will remain?

04-15
30:11

The Backdoor Roth

In this week's episode, Market Update: S&P Struggles with the "No Landing" Scenario Empowering Education: Backdoor Roth. What is it? How to do it? Faithful Finance: The importance of consistency

04-08
30:11

What to do with a Windfall

In this week's episode, Market Update: S&P is off to its hottest start since 2019 Empowering Education: What to do if you incur a windfall. Tips and guidance on how to ensure you make the most of your windfall Faithful Finance: Being faithful over little leads to being faithful over much

04-01
30:22

Financial Stress Management

In this week's episode, Market Update: Chairman Powell alludes to rate cutes and the Market rallies (00:29-09:11) Empowering Education: How to manage stress stemming from your finances (09:15-30:00) Faithful Finance: Casting your anxieties on Christ (30:02-35:01)

03-25
37:52

Financial Spring Cleaning

In this week's episode, Market Update: Inflation comes in hot, but markets rally Empowering Education: Spring Cleaning for your finances. Why it is important and how to do it. Faithful Finance: Parable of the 10 oil lamps

03-18
29:55

Creating Financial Success Young ft. Ryan Arnold

In this week's episode, Market Update: Powell's march across Congress (00:30-04:45) Empowering Education: Interview with Ryan Arnold about how to create good practices and disciplines as an early college graduate (04:57-26:58)

03-11
27:04

Has Nvidia gone too far?

In this week's episode, Market Update: Inflation comes in as expected, markets rally Empowering Education: Discussing if Nvidia has peaked Faithful Finance: A Proverb about price

03-04
24:44

The Bitcoin ETF

In this week's episode, Market Update: Inflation comes in hot, bonds sell-off Empowering Education: Discussing the new Bitcoin ETF Faithful Finance: A Proverb about generating wealth

02-20
27:49

Liquid vs Illiquid Assets

In this week's episode, Market Update: The Magnificent Seven continues to carry the indices Empowering Education: Discussing the pros and cons of owning illiquid and liquid assets Faithful Finance: A lesson from Esau and Jacob

02-12
28:47

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