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Market Moment Podcast

Market Moment Podcast

320 episodes — Page 6 of 7

Ep 233Ep 62: Hedging, Market Changes, & Concentrated Stock Risk with David Lee and Jay Pestrichelli

Today on the podcast David is joined by Jay Pestrichelli, Co-Founder and CEO of ZEGA Financial. In this episode, we discuss the importance of hedging your investment portfolio, how the market is changing, and how to address concentrated stock risk.

Aug 5, 202123 min

Ep 232Ep 61: Pros and Cons of a 401(k) Rollover

Today Matt, Mike, and David discuss the pros and cons of rolling over your 401(k).

Jul 29, 202124 min

Ep 231Ep 60: Phishing (not Fishing)

Today on the Mach 1 Market moment Mike and David discuss the dangers of phishing. Report a phishing email here: [email protected] Report a phishing text here: 7726 Report also to the Federal Trade Commission here: https://reportfraud.ftc.gov/#/ If you believe your information has been compromised, go to https://www.identitytheft.gov/#/

Jul 22, 202116 min

Ep 230Ep 59: Faith and Finance with Dr. Nick Floyd

We are excited to welcome Dr. Nick Floyd to the podcast this week! Nick is the Senior Pastor of Cross Church Northwest Arkansas. Today we dive into how our faith and our finances are connected, and we learn more about how to be good stewards of all that God has given us.

Jul 15, 202130 min

Ep 229Ep 58: Communism, Capitalism, and Societies In-Between with David Chapman

Today on the Mach 1 Market Moment we are joined by local history teacher David Chapman. We discuss the history of money and the types of societies that deal with money such as communism, fascism, capitalism, and more!

Jul 8, 202140 min

Ep 228Ep 57: Generosity, Grandkids, & Getting Out of Debt with Mike Frost

Today's episode is part 3 of our Meet the Advisors series! Today we sit down with our VP and Financial Advisor Mike Frost to discuss generosity, grandkids, and getting out of debt.

Jul 1, 202116 min

Ep 227Ep. 56: Sports, Stewardship, & Staying Humble with Matt Walters

This is part 2 of our Meet the Advisors series. In today's episode we sit down with our Senior VP and Financial Advisor Matt Walters. We discuss his experience as a collegiate athlete, how his background has impacted his approach to finances, and some sound advice from his dad.

Jun 24, 202120 min

Ep 226Ep 55: From Flying to Finance with David Lee

Today on the podcast our Founder & CEO David Lee is flying solo! We talk all things flying, finance, family, and more on this episode of the Mach 1 Market Moment.

Jun 17, 202121 min

Ep 225Current Events: Interest Rates, Child Tax Credits, & Cryptocurrency

Today David and Matt will be discussing current events regarding interest rates, child tax credits, cryptocurrency, and more!

Jun 10, 202126 min

Ep 224Alternative Investment Options

Today we will be discussing alternative investment options including real estate investment trusts.

Jun 3, 202120 min

Ep 223Where to Stash Cash

Today we are discussing where to stash cash and how to keep it safe. Mach-1 Financial Group, Inc. (“Mach-1”) is an SEC Registered Investment Adviser located in Bentonville, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. For full disclosures please see https:// mach-1financial dot com /disclosures/

May 27, 202119 min

Ep 222Inflation and How to Handle It

Today we are discussing all about inflation & what you might want to do about it.

May 22, 202125 min

Ep 221Capital Gains Tax, Stepped-Up Basis & More.

Today we are discussing how all of the above relate to your estate tax on inheritances.

May 20, 202122 min

Ep 220The Non-Financial Aspects of Retirement

Today we are discussing all the items that you should consider planning for, thinking about and praying about that are not related to your finances during retirement.

May 13, 202120 min

Ep 2195 Different Types of Investing Risks - Part 2

Today we are following up from last weeks episode and discussing a few more of the most common risks that you may want to be aware of when investing.

May 6, 202119 min

Ep 2185 Different Types of Investing Risks - Part 1

Today we are discussing some of the most common risks that you may want to be aware of when investing.

Apr 28, 202119 min

Ep 217Impact on Death of a Spouse

Today we are talking about "what happens in the event of death" on your finances.

Apr 15, 202120 min

Ep 2167 Tips & Ideas On How To Spring Clean Your Finances

Apr 8, 202126 min

Ep 215Potential Changes In The Tax Laws

Today we are discussing capital gains taxes, the step up basis, and the potential impact on inflation.

Apr 1, 202126 min

Ep 214Consumer Spending & Demographics - Where Is The Market Headed?

Today we are discussing where the current market may be headed.

Mar 25, 202123 min

Ep 213The New Stimulus Package

Today we discuss the 1.9 trillion dollar stimulus package. We talk about what is in it, what is not in it & what is in it for you.

Mar 18, 202119 min

Ep 212Where Do We Go From Here?

Today we will be discussing what things look like, post-pandemic. We start by discussing where we've been and where we've come from.

Mar 11, 202123 min

Ep 211Credit Scores

Today on the podcast we are going to be talking about credit scores. Why you would want to do anything with it, how to find your credit score and key information on what a credit score actually is.

Mar 4, 202118 min

Ep 210Identity Theft

Today we discuss some of the statistics, who is at risk, and ways that you can prevent identity theft.

Mar 2, 202120 min

Ep 209Potential Impact of the New Tax Plan

Today we are discussing what the new tax plan may entail and the proposed changes.

Feb 18, 202123 min

Ep 208Goal Setting Update

Today we are doing a review of podcast #31 - "Goal Setting". Where are you at on your 2021 goals?

Feb 11, 202120 min

Ep 207GameStop Stock & Donor Advised Funds

Today on the podcast we discuss donor advised funds, as well as talk about 'what's been doing on with GameStop stock'?

Feb 4, 202123 min

Ep 206Charitable Remainder Trusts

Today we are discussing Charitable Remainder Trusts. What are CRT's and what benefits might there be?

Jan 28, 202115 min

Ep 205Bitcoin

Today on the podcast, we discuss what the cryptocurrency bitcoin is. Should you invest in it and how can you use it?

Jan 21, 202124 min

Ep 204Current Events

Today on the podcast we are talking about current events and 'what's in the news'.

Jan 14, 202124 min

Ep 203Creating Goals for 2021

Today we are discussing goals or resolutions that you may want to think about incorporating in your plan for 2021.

Dec 31, 202026 min

Ep 202Mental Health & The Holidays

Today we talking with a Susan Goss, a Licensed Professional Counselor & Marriage and Family Therapist about Mental Health & the holidays.

Dec 17, 202029 min

Ep 201Topics You May Want To Review With Your Loved Ones

Today we are discussing topics that you may or may not want to discuss with your loved ones when you get together for the holidays.

Dec 10, 202023 min

Ep 200Year-End Financial Moves.

Today on the podcast we discuss what you should consider getting accomplished before the end of the year.

Dec 3, 202025 min

Ep 199Health Savings Accounts

Today we are talking about Health Savings Accounts (HSA). We discuss what an HSA is, what the benefits are & how you can utilize it.

Nov 26, 202019 min

Ep 198What does the future look like in regards to COVID-19?

Today we are given an update by Dr. Stephen Goss, MD of Mercy Northwest Arkansas in regards to the current pandemic.

Nov 19, 202027 min

Ep 197Mach 1 Retirement Flight Plan

Today we discuss the Mach 1 Retirement Flight Plan and the 4 steps to help you feel confident in your financial future.

Nov 12, 202025 min

Ep 196City of Bella Vista Update

Today we have a special guest on the show - Mayor Peter Christie of Bella Vista - giving an update on the city, how it has done throughout this pandemic & talking us through the plans for the future.

Nov 5, 202023 min

Ep 195Medicare

Today we discuss everything you’ll ever want to know about Medicare. Your options, things to look out for & much more with Will Corporon from Corporon Insurance & Financial Services.

Oct 29, 202043 min

Ep 194Mortgages

Today we discuss mortgages - refinances, home equity loans, reverse mortgages & everything in between with podcast guest, Chad Hartsfield - Branch Manager of Rock Mortgage.

Oct 22, 202024 min

Ep 193Life Insurance

Today we will be discussing life insurance. Who needs it, how much they may need, & what type they may need.

Oct 8, 202031 min

Ep 192Roth IRA’s, Roth 401(k)’s & Roth Conversions

Today on the podcast we discussion the details and benefits of everything ‘Roth’ & if it may be right for you.

Oct 1, 202030 min

Ep 191Taxes & Finances

Today we have a special guest - a local CPA - that helps answer the most common tax questions asked - and the mistakes that often come up when someone does taxes themselves.

Sep 24, 202026 min

Ep 190Recent Market Events

Today we are talking about market volatility & recent market events.

Sep 17, 202027 min

Ep 189Hot Topic: Real Estate

Today's podcast is all about the current real estate market, specifically in NW Arkansas.

Sep 10, 202027 min

Ep 188Moms & Money

Today's podcast is for all the moms. We have Kelly Stamps from Kelly's Korner Blog as our guest as we discuss ways moms can financially plan for the future.

Sep 3, 202026 min

Ep 187College Planning

Today's podcast is for parents of future bound college students and the importance of money management.

Aug 27, 202024 min

Ep 186Current Events

We are reviewing a variety of current topics and events on the podcast today.

Aug 20, 202022 min

Ep 185Key Steps To Take If You’ve Been Displaced.

We understand that there is a lot of concern about “what’s going to happen next”, so we go over what you should do, if this has happened to you.

Aug 13, 202022 min

Ep 184Financial Legal Matters

Today we have a legal expert - Lisa Kelley Gibbs - as a guest. She discusses wills, trusts, contracts & mediation with us.

Aug 6, 202026 min