Payne Points of Wealth

It's episode 140 and the market has gained 10% in two weeks. We're going to talk about how emotional investing can be. Also, have investors missed the boat on long-term bonds? The market is pricing in rate cuts for next year. On the Tipping Point, we discuss how overconfidence and ego can ruin your financial independence plan with our guest and colleague, Aaron Dessen, Certified Financial Planner.™ Join us for this episode of Payne Points of Wealth.

It's episode 139. This week we talk about how timing the market is impossible and the importance of a balanced portfolio that includes high-quality bonds and dividends that increase over time to reach your goals. On the Tipping Point, we discuss where couples can go wrong regarding some important financial decisions, with our guest and colleague, Frankie Lagrotteria, Financial Advisor. Join us for this episode of Payne Points of Wealth.

It's episode 137 and earnings season is off to a great start, we'll talk about it. We’ll also discuss why now is a great time to buy stocks and longer-term bonds. It’s the best time ever to not sit in cash. Also, are we getting the soft landing the Fed talked about? On the Tipping Point, we go over some of most scandalous financial planning mistakes we’ve seen and how you can avoid them. Join us for this episode of Payne Points of Wealth.

In this episode we talk with Marianna Moliver, she is a super lawyer as voted by Super Lawyers magazine in the areas of estate planning and probate. Marianna has her own practice, Moliver Law and she has great insights and experience in the world of estate planning. It's a topic we get a lot of questions about. Estate planning is something that no one likes to do, but we know it's extremely important. Some of the other topics discussed in this episode are the market's reaction to chances rates could go higher, jobs and the economy, why equities are the best hedge against inflation long term, and more. Join us for this episode of Payne Points of Wealth.

This week the 3 Paynes talk shop with fellow wealth manager, Adam Johnson, founder of the Bullseye Brief newsletter. Previously, Adam anchored on Bloomberg Television, interviewing CEOs, heads of state, and prominent investors. He has decades of investing experience at Wall Street firms. If you watch Fox Business, you’ve probably seen Ryan and Adam discussing the market with Maria Bartiromo. Some of the other topics discussed in this episode are inflation, the Fed, how robotics are improving productivity and company margins, why the media loves negativity, oil prices, the psychology of investing, and more! Join us for this episode of Payne Points of Wealth.

It’s Episode 134 and we're seeing positive signs in the latest jobs report, inflation numbers, and earnings estimates. On the Tipping Point, we’re going to talk about short-term decision-making, and how it can be extremely detrimental to your long-term financial goals. Join us for this episode of Payne Points of Wealth.

It’s Episode 133 and Fed Chair Jay Powell has spoken. He says inflation is still too high and they’re prepared to raise interest rates further. Is this economy ready to fall off a cliff? Are they going to keep raising interest rates and tightening financial conditions? Well, we’re going to give you our two cents. On The Tipping Point, we’re going to talk about concentrated stock risk, the perils of owning individual stocks, and why it may derail your entire financial life. Our colleague and certified financial planner, Aaron Dessen joins us.

It’s Episode 132 and economic data is really good, and from our perspective, it’s good news. We’re going to tell you why we like the economy right now. We’re going to talk about the market action. The market’s been selling off as we’re getting to the dog days of summer here. On The Tipping Point, we will talk about your financial planning for the fall. Summer’s coming to an end. Things are getting real. Are you financially fit to get ready for the rest of the year?

It's Episode 131 and we have a very special guest on the show to speak about the labor market. Everyone knows the labor market's been hot and will continue to be. We have Eric Sigurdson on today. He co-leads the Chief Information Officers Practice at Russell Reynolds Associates. He has spent the last 30 years recruiting and placing senior execs in the IT space and is really on the pulse of what's happening in the job market, the tech market specifically. On The Tipping Point, we're going to talk about some of our true and tried investment philosophies that you can apply to your financial freedom independence plan.

It's episode 130, Payne Points of Wealth, and the rally continues to broaden. We're seeing energy stocks, financial stocks, small-cap stocks, and emerging markets, really starting to move as tech has started to slow down and cool off a little bit. Is this a real rotation in the market? Do you need to reposition your portfolio? And on the Tipping Point, we're going to talk about your financial health, how it's very similar to your physical health, and the kind of checkups you need to make sure you're on your path to financial independence.

It’s Episode 129 and markets continue to chug along. The Dow having its best streak since 1987 as money continues to pile into this market. Economic data still coming in well, pretty good. Inflation numbers continue to come down. The Fed could be done with its interest rate policy. They may stop raising interest rates. We’re going to give you our viewpoint. On The Tipping Point, we’re going to talk about cash management. Interest rates have gone up a lot. Are you making the right decisions with your money right now?

It’s Episode 128 and earnings season is upon us. Bank stocks came out with better-than-expected earnings which is good for stock prices. Tech stocks are still melting up. Is this melt-up going to continue? Can this rally sustain itself throughout the rest of the year? How should you position your portfolio? We're going to answer all those questions. And the economy, everyone's talking about it from hard landing to soft landing. Remarkable. They must have been listening to our podcast because we've talked about a soft landing for a long time. We're going to get into the weeds when it comes to the economy, what you should be thinking about right now. On the Tipping Point, we're going to talk about the cookie-cutter approach. Wall Street loves to sell you a cookie-cutter financial plan. Do you have one? How do you fix it so you're ready for your financial independence?

It’s Episode 127 and the economic data just keeps coming in better than better. We literally had inflation dropping faster than anyone anticipated. Bank earnings came in better than expected. The numbers look good. Employment is strong. This week we have our colleague and Certified Financial Planner™, Courtney Garcia, We’re going to talk about what pitfalls may lie ahead in the economy, what you have to watch out for, and the mistakes you might be making that you need to adjust given where the economy is. On The Tipping Point, we’re going to talk about paralysis by analysis. There are a lot of things stopping you from making the right financial decisions on your path to financial independence.

It's Episode 126 and the concentration of stocks in the S&P 500 continues to climb. In fact, 7 stocks account for 27% of the index. Which begs the question, how diversified are you if you own the S&P 500? We're going to talk about that today. We're going to talk about this fantastic economy that just won't fall off a cliff no matter what they tell you. We're going to talk about some of the economic data that's come out, and what it means for the rest of the year. On The Tipping Point, we have a very special guest, our colleague Frankie Lagrotteria. We're going to discuss a lot of different questions you may have right now about how your investment portfolio is positioned. We have some pro tips.

It’s Episode 125 and Apple now is at $3 trillion. As the stock market continues to heat up, economic data continue to come in better than expected. The Roaring Twenties, we’ve been talking about, they’re here. So we’re going to talk about the momentum the market has, what we see in the economy like we do every week, and some of the bigger signals that things are going to get even better than they are today. On The Tipping Point, we’re going to talk about cyber fraud. We’ve got our friend Keith Tessler telling you how you protect yourself against one of the biggest issues in America today, money being stolen from your account. And we have our colleague Frankie Lagrotteria on the show.

It’s Episode 124 and disbelief is the mother of all bull markets. We hit a recent high this past week in the S&P 500, piercing above where the index was last August on a lot of really good news. Inflation coming down a lot over the course of the last couple of months. We see the Fed making a decision to pause on interest rates. China is stimulating its economy as it’s been slightly slower than was expected on the reopening. So a lot going on, a lot of questions about what’s going to happen for the rest of the year. Is it highly likely we’re going to go into recession, not going into recession? And does this bull market have legs? On The Tipping Point, we’re going to talk about the long game. When you’re investing your money, trying to get financially independent, you got to think long term, not short term.

It’s Episode 123 and we are in a classic bull market. The market’s been climbing the wall of worry all the way since October. Meanwhile, the Fed finally skips, pauses, stops raising interest rates. I’m not sure if they’ll raise again, but we know inflation continues to come down, dropping like a rock. Meanwhile, wages continue to stay strong as unemployment stays at record lows. Folks, this doesn’t look like a recession. We’ve got two special guests today. We have our colleague, certified financial planner at Payne Capital Management, and contributor on CNBC, Courtney Garcia. And we’ve got Steve Forbes today talking about his life, his view of the markets and the economy.

It's Episode 122 and it's official, we're in a new booming bull market. The S&P 500 is up over 20% since last October as the economy continues to improve. Inflation coming down. The job market remains strong yet wages are growing at a slower pace. It's almost like a Goldilocks scenario – we will give you our 2 cents. We're past the debt ceiling now we're looking into the future. Bob and I are going to read the tea leaves and tell you exactly what we think is going to happen in the economy. On The Tipping Point, we're going to talk about those gray areas that you have to make decisions on when it comes to your financial independence and you've got to make the right decision. We're going to help you make the right decision.

It’s Episode 121 and the economy continues to remain strong. The jobs market continues to surprise everyone with a hot jobs number. This past week and inflation continues to come down. Every naysayer out there is still skeptical of what kind of condition the economy is in. You know how we feel. We’re optimistic, but we’re going to talk about it today. On The Tipping Point, we’re going to talk about picking your financial independence date. When can you stop working, and live off your portfolio? What do you need to be thinking about? Join us for this episode of Payne Points of Wealth.