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A View from the Perch

A View from the Perch

Hosted by Parrott Wealth Management

BusinessInvestingInterviews guests

Episodes

90

Latest episode

Jul 2024

Language

EN

About the show

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.

Listen to episodes

60 recent
July 15, 202425 min

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.

July 1, 202425 min

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.

June 24, 202425 min

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.

June 17, 202429 min

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.

June 10, 202429 min

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.

June 3, 202433 min

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.

May 28, 202426 min

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.

May 20, 202428 min

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.

May 13, 202423 min

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

April 29, 202432 min

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

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