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
This week on Money Matters, Dean and Todd break down a volatile week on Wall Street as the S&P 500 logged one of its biggest weekly declines since April’s tariff drama. Tech and AI stocks led the retreat, with investors questioning whether valuations have run too far, too fast. Meanwhile, the government shutdown has officially become the longest in U.S. history, adding another layer of uncertainty to an already uneasy market. With the Fed divided on a potential December rate cut and the “Goldilocks” economy showing signs of strain, we unpack what it all means for investors heading into the final stretch of corporate earnings. Plus, we discuss key election results across the country and their broader implications. Tune in for clear analysis and practical insight in this information-packed episode of Money Matters, brought to you by Greenberg Financial Group. 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 Money Matters, brought to you by Greenberg Financial Group, we dive into one of the most eventful weeks of the year for investors. Five of the “Magnificent Seven” tech leaders, the companies that have been powering this bull market, reported earnings, and the results did not disappoint. Their strength helped push the S&P 500 and Nasdaq to new all-time highs, even as much of the market lagged behind. We break down the key takeaways from each major report, highlight which companies continue to justify their valuations, and discuss where we may start to see cracks forming beneath the surface. Despite a federal government shutdown, investor sentiment remains surprisingly strong thanks in part to the Federal Reserve finally cutting interest rates this week. Join us as we analyze how the combination of big tech dominance, monetary policy shifts, and political gridlock is shaping market leadership and investor behavior heading into the next quarter. Whether you’re an active trader or a long-term investor, this episode will help you understand what’s really driving market momentum and where the risks may be hiding. 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 Greenberg Financial Group, we cover the latest developments shaping the financial markets. With earnings season in full swing and the government shutdown still unfolding, we break down what investors need to know and how these events may impact portfolios in the weeks ahead. Stay informed and stay ahead—tune in for clear, actionable insights on what’s around the corner. 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 unpack the week’s most influential market stories — from Trump’s latest comments and shifting trade dynamics to fresh signals emerging from the credit markets. Our team cuts through the noise to explain what’s behind the moves, what’s heating up, and what’s cooling off. If you want a clear, insightful take on where the markets stand and what could be next, this action-packed episode is your essential guide. 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
Welcome to this week’s Money Matters Show, where the team tackles a volatile week following record market highs. After a strong run to new all-time levels, stocks pulled back sharply as investors weighed whether it’s time to take profits or stay the course. Tensions with China took center stage after new restrictions on rare earth exports sparked worries across tech and manufacturing sectors. President Trump’s tariff threats added fuel to the fire, shaking markets and raising questions about how trade policy could impact growth heading into year-end. The team unpacks what’s driving this volatility—from shifting global dynamics to evolving expectations around interest rates and earnings—and highlights how these forces are influencing key sectors like energy, technology, and industrials. Wrapping up, they share timely insight on navigating corrections, managing risk, and maintaining perspective when markets pull back from highs.
In this episode of Money Matters, brought to you by Greenberg Financial Group, the full team breaks down the latest moves in the financial markets. With stocks on impressive runs, we explore why trimming back high-flyers can be a smart play and outline strategies to re-gauge your risk tolerance. We also connect the dots on how financial planning ties everything together helping determine the right portfolios for each client. From geopolitics to standout companies, join us for a focused, information-packed discussion designed to keep you informed and prepared. 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 Greenberg Financial Group, the full team dives into the latest financial market developments. We analyze key geopolitical events shaping the global economy and explore how they ripple through industries and markets. To keep you informed, we also break down the week’s top stocks and market movers. Stay prepared, stay informed, and stay ahead with Money Matters. 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 the Money Matters Show, Dean Greenberg is joined by Dave Sherwood, Dylan Greenberg, and Sebastian Borsini for a wide-ranging discussion on the state of today’s markets. Dean shares why he’s feeling “uncomfortably bullish” in an AI-driven investment environment and what that means for investors entering at record highs. The team dives into the Federal Reserve’s latest rate moves, the ripple effects on housing and small caps, and why risk management and financial planning remain essential. They also explore timely themes such as inflation, the rise of quantum computing and nuclear ETFs, and the importance of balanced portfolio allocation. Beyond the numbers, the conversation touches on how social media shapes market sentiment, ongoing freedom of speech debates, and the changing regulatory landscape. Packed with candid commentary and practical takeaways, this episode helps listeners stay grounded and focused amid market volatility and media noise.
This week on Money Matters, brought to you by Greenberg Financial Group, we examine one of the darkest weeks in recent American history. From the tragic stabbing of an innocent woman to the shocking assassination of Charlie Kirk. Dean breaks down the ripple effects across politics, economics, and national sentiment. The full team also reviews the latest stock market action, highlighting which companies stood out with notable price moves. We explain why now is a critical time to consider locking in interest rates, with the Fed signaling more potential cuts ahead, and explore which industries stand to benefit most in a lower-rate environment. As always, we discuss our financial planning process and why preparation matters more than ever in uncertain times. 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 Money Matters, brought to you by Greenberg Financial Group, the whole team is here to break down the latest twists shaping the markets. Ongoing tariff disputes continue to weigh on the global economy, while Google scored a major win in its antitrust battle, keeping Chrome intact and driving its stock to new highs, lifting other tech names with it. The major indices touched fresh all-time highs before pulling back on Friday, as a weaker-than-expected labor report sent interest rates plunging. Even so, stocks managed to finish the week slightly higher. With rates now back to levels not seen in over a year, we examine how housing stocks and other rate-sensitive areas could benefit. We also share how our financial planning process keeps clients positioned to adapt as conditions 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
The markets kicked off the week at all-time highs—then all eyes turned to Nvidia. As the world’s biggest company and the engine of the AI revolution, its earnings shook Wall Street and set the tone for what’s next. On this week’s Money Matters, we break down the winners and losers from earnings season, uncover why certain sectors are moving, and share the financial planning strategies helping our clients stay calm, efficient, and prepared. From guiding business owners to saving big, to keeping investors focused on the long game, we’ll show you how to thrive no matter which way the market swings. 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 Money Matters, brought to you by Greenberg Financial Group, we break down a rollercoaster stretch for investors. Stocks started the week under pressure as profit-taking set in, geopolitical headlines out of Russia and Ukraine cast doubt, and a long-awaited market correction looked like it might finally be here. But just when it seemed the rally was losing steam, Jerome Powell stepped in with a surprise: the Federal Reserve will begin cutting rates next month, with at least one more cut expected before year-end. The result? A Friday surge that erased nearly all of the week’s losses and sent major indices back toward record highs. We’ll unpack what this means for your money, where the opportunities lie in a shifting interest rate environment, and how to stay grounded when volatility tries to shake you off course. 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 squad is back to unpack another record breaking week for the markets. With corporate earnings largely in the rear-view mirror, lower than expected inflation numbers sent stocks soaring as the odds of a September Fed rate cut climbed. The retail consumer is still showing strength, the AI boom narrative remains intact, and now geopolitical optimism enters the mix as Trump meets with Putin in an attempt to end the war in Ukraine. We’ll also share our comprehensive financial planning process and how we’re helping clients navigate any market whether it’s roaring higher, trending sideways, or facing headwinds. From uncovering hidden risks to building resilient strategies, we’ll show you how smart planning can keep your financial goals on track no matter what the headlines say. 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