In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean Greenberg, Dave Sherwood, Todd Glick Jr. and Sebastian Borsini close the books on August with the indexes near highs and the calendar turning to September.
Dean opens with the thing that gets him going every time. So many people say they are doing retirement planning, and he cannot stand the phrase. Retirement is the end of something. You spent forty years working for your money. He wants to talk about what happens when your money finally starts working for you, and why so many people who can afford to enjoy that are too afraid to.
Then there is NVIDIA. The quarter was enormous. The stock popped, never made a new high, and gave it back by Friday. The team pulls that apart from a few angles, including the part where a chipmaker quietly turned into a lender, what higher yields are doing to the price of growth, and whether the receivables number deserves a second look.
The data center conversation gets lively. Sebastian brings a town of 8,600 in Washington that now hosts thirty of them and just built itself a new aquatic center, new roads, a new high school stadium. Dean has thoughts on what Tucson turned down and the reason it gave. Dave tracks the software names that AI was supposed to bury and somehow did not.
Hailey Glick joins to introduce G&G Tax Advisors, and this segment might be worth actual money to you. Arizona has four separate tax credit buckets most people never touch. Dollar for dollar against your state liability, up to roughly $5,600 if you are married, and you have until April to use them. Todd admits on air he has been leaving them on the table. If you are doing your own return, you may be too.
Also in this hour, a forty year mortgage with a thousand dollars down and what the catch might be, why waiting for the housing market to crash keeps costing people houses, the Meta settlement and the odd way the market reacted, why nobody wants to buy shoes, and Dave's fun fact on the hidden ocean sitting underneath Tucson.
Our next quarterly seminar is Friday, October 30th at La Paloma Country Club, 11:30 to 2. Sign up on the Resources tab at GreenbergFinancial.com.
And the financial plan is genuinely free. No cost, no obligation, yours to keep whether you ever become a client or not.
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.
