Money Matters with Dean Greenberg

Hosted by Greenberg Financial Group

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100

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Jun 2026

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About the show

Join Dean and the Greenberg Financial Group team, along with special guests, as they break down how markets react to the latest economic shifts and geopolitical events. Stay informed, gain perspective, and be part of the conversation, send your questions to contact@greenbergfinancial.com

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June 15, 20261 hr 37 min

Stocks Bounce Back and a Deal Inches Closer, What's Next?

In this episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down a strong week in the markets. Stocks bounced back, and most of the attention is on the Middle East, where talks aimed at ending the Iran conflict look closer than they have at any point so far. We walk through where those negotiations stand, why a deal would take a major weight off this market, and how it could change the tone heading into the back half of the year. We also dig into oil, which has been cooling off and taking some of the pressure off everything else along with it. Lower oil tends to ripple straight through to inflation, to the consumer, and to sentiment, and we talk through what that easing could mean for where the economy and the markets head next. From there we come back to the plan, because weeks like this are exactly why our clients are not the ones calling in a panic. They are not reacting to every headline, because they already know what they own and why they own it. That is the whole point of the planning we do, and it is what lets you watch a noisy week with a clear head. We close on the planning itself, and the strategies most people never realize are even on the table. We get into being smarter about taxable dividends, how a Credit Access Line can fit into the bigger picture, and when Roth conversions actually make sense once you run the numbers. This is the complete, coordinated planning that not everyone does, the full-service shop that looks at the whole picture instead of just an account balance, and it is a big part of what sets us apart. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. 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.

June 8, 20261 hr 35 min

Tech's Worst Day of the Year, Why the Headlines Don't Tell the Whole Story

In this episode of Money Matters, brought to you by Greenberg Financial Group, the team digs into the sharp and violent market pullback that marked the worst day of the year for tech stocks so far. It felt dramatic, and the headlines certainly made it sound that way, but we explain why those headlines can be misleading. Even after the drop, the markets are still well higher for the year, and a little perspective goes a long way right now. We talk through how investors can think about volatility like this without getting swept up in the fear of the moment, and why a sharp move in the market looks very different depending on whether you are zoomed in on a single day or zoomed out on the bigger picture. And that ties directly into our financial planning process, because this is exactly why our clients are not the ones calling in a panic when the headlines turn red. They are not reacting, because they know they have a plan. That peace of mind is the whole point, and it is what allows you to look at a turbulent day with a clear head rather than a racing one. We are also joined by a special guest to dig into the Credit Access Line, or CAL, and why these lines are more popular than ever right now. It is one of those tools that remains surprisingly underutilized and misunderstood, and we break down how it works and why so many people are using it as a way to, in a sense, become their own bank. If you have never explored how a CAL fits into a broader financial picture, this is a conversation worth tuning in for. We also dive into the AI disruption playing out across industries right now, and the technological advancements you will want to know about to stay on the cutting edge of where things are heading next. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. 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.

June 1, 20261 hr 35 min

The Market Is Moving Fast. Here's How to Keep Your Head on Straight

In this episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down the latest moves in the financial markets as the major indexes continue to push to new all-time highs. The market is evolving faster than most people can keep up with, and we do our best to keep our listeners on the cutting edge of it all. We get into the parts of the market that have been moving like never before, from memory stocks ripping higher, to the emerging story around quantum computing, to the continued surge in the AI space. A lot of investors are having a hard time understanding what is actually driving these moves, and we walk through what we are seeing, why it is happening, and what it could mean as the next chapter of this technology cycle plays out. We also spend meaningful time on the financial plan, because in a world that runs on headlines, it is easier than ever to make reactive decisions. And reactive decisions, more often than not, are the ones that create real financial pain. A plan changes that. It gives you a framework to lean on when the news cycle is doing its best to shake you, and it is the single biggest reason our clients can stay calm and stay invested when others cannot. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. 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.

May 26, 20261 hr 36 min

Straight Talk From Around the Globe - Plus the Market Moves Everyone's Watching

Dean Greenberg is back from a month traveling the globe, and he came home with stories that don't match what you're hearing on the news. In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean opens up about the conversations he had everywhere from Europe to Africa to the Mediterranean, what dozens of people across a dozen countries actually told him about America, about Trump, about Iran, and about where they think the world is heading. Some of it might surprise you. He also breaks down why this market keeps climbing in the face of everything thrown at it, why he believes we are still in the early innings of the AI revolution, and the names and sectors he is watching most closely right now. From energy and water as the hidden backbone of the AI buildout, to why forward earnings tell a very different story than the headlines, Dean shares how he is thinking about opportunity, risk, and the discipline it takes to not get greedy when everyone else is. Then the team picks things up with a Memorial Day reflection, a look at our upcoming seminars, and an important conversation for younger investors about why you cannot count on Social Security being there and how to start building your own pension today, no matter how much you have to begin with. It is a candid, wide-ranging 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 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.

May 18, 20261 hr 35 min

New Highs, Hotter Inflation, and the AI Revolution Keeps Charging

In this episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down a fascinating week in the markets. The Nasdaq and S&P new all-time highs early in the week before pulling back on Friday after Trump's trip to China ended with less than what analysts had hoped for. We walk through what came out of those talks, why Taiwan remains the real sticking point behind the scenes, and what a potential visit from Xi later this year could mean for trade. We also dig into the two big pressures hanging over this market, rising oil prices and rising interest rates. The 30 year crossed 5.1% for the first time in over a year, and inflation came in hotter than expected, with both CPI and PPI hitting their highest levels in years. We talk through what this means for the new Fed chair, why cutting rates right now is easier said than done, and why the producer price index is the one worth watching most closely. From there, we spend real time on the AI revolution, because the numbers just keep getting bigger. Anthropic raised 30 billion dollars at a 900 billion dollar valuation, SpaceX and OpenAI are both pushing toward trillion dollar territory, and Nvidia, Lumentum, and Vertiv all hit new all-time highs as the broader AI ecosystem continues to expand. We close with a meaningful conversation around financial planning, including a real client example where the summary plan document completely changed their retirement timeline, why in-service rollovers matter, how to think about which buckets of money to pull from first in retirement, and when Roth conversions actually make sense once you factor in things like IRMA. 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.

May 11, 20261 hr 35 min

Wall Street vs. Main Street: Why Markets Are Ripping While Sentiment Stays Sour

In this episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down the latest moving pieces of the economy and what they mean for investors right now. Despite the ongoing war and a steady drumbeat of negative headlines, markets continue to rip to new all-time highs, and we dig into why that disconnect between Main Street sentiment and Wall Street performance is so wide right now. A big part of that answer is earnings. Companies have been posting blow out numbers, and we walk through what those results are actually telling us about the state of the economy, the strength of corporate America, and the staying power of this market run. It is one thing to talk about momentum, it is another to see it backed up by hard numbers, and the latest earnings season has delivered in a big way. From there, we get into the AI revolution and why this is no longer a story about hype or future potential. The money is showing up in the financials, the spending is real, and the markets are responding because of it. We walk through the different parts of the ecosystem ushering in this revolution, from the chipmakers and infrastructure providers to the software companies, the energy demand it is creating, and the businesses quietly putting AI to work in ways that are already changing how they operate. It is a fascinating moment to be paying attention, and we want our listeners to stay on the cutting edge of where this is all heading. It was an action packed episode covering what is happening right now and what could be coming next, and we don't want YOU to miss any of it. 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.

May 4, 20261 hr 35 min

From Fear of War to All-Time Highs: Why Discipline Wins Again

In this episode of Money Matters, brought to you by Greenberg Financial Group, the team digs into what has quietly become one of the strongest runs the market has seen in years. April turned out to be the best month for stocks since 2020, and yet many investors do not even realize it because their last monthly statement showed red. It is a perfect example of how quickly the narrative can shift, and why long-term planning matters far more than short-term reactions. We start with the latest developments out of Iran and how shifting diplomatic signals have been moving markets in a meaningful way. Oil has come off its highs, fears around key shipping routes have eased, and equities have responded with real conviction. We talk through what is actually driving the rally, how these geopolitical developments ripple across different sectors, and why moments like this are such a powerful reminder that staying the course almost always beats reacting to the headline of the day. From there, we spend some time on the AI revolution. There is so much happening in this space right now, and we walk through several of the most interesting use cases already being developed so our listeners can stay on the cutting edge of where the technology is going and what it could mean for markets, industries, and everyday life in the years ahead. We also revisit our free financial planning process, which has helped hundreds of our clients gain real clarity and peace of mind. Many come in worried about whether they are on track, and a good number leave realizing they actually have more flexibility than they thought, sometimes even room to spend a little more in retirement than they had been allowing themselves. Those are some of our favorite conversations to have. We also briefly look at some of the safer product options available for more conservative investors, highlighting solutions in that space for clients who prioritize stability and predictability in their plan. 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.

April 27, 20261 hr 35 min

From Chaos to New Highs: Why Your Plan Was Right All Along

In this episode of Money Matters, brought to you by Greenberg Financial Group, the team digs into what has been a remarkable run in the markets. Diplomatic signals between the U.S. and Iran have been shifting, and markets have noticed in a big way. Oil prices have pulled back as fears around key shipping routes have eased, and stocks have climbed hard on the back of renewed optimism around global stability. We get into what is actually driving this surge, how these kinds of geopolitical developments ripple through different sectors, and why moments like this are such a good reminder of why discipline matters more than reaction. It is easy to make emotional decisions when headlines are moving fast. It is a lot harder to stay the course. But the investors who do tend to be glad they did. We also get into some of the companies and industries being directly impacted by all of this, including some facts and dynamics that do not always make the front page but are absolutely worth knowing heading into earnings season. 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.

April 19, 20261 hr 36 min

Markets Surge on Peace Signals: What Happens Next?

In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down the powerful market rally sparked by improving diplomatic signals between the U.S. and Iran. As tensions ease and discussions shift toward cooperation, markets have responded swiftly, oil prices dropping sharply after announcements that key shipping routes remain open, while stocks climb on renewed global optimism. We explain what’s really driving this surge, how geopolitical developments impact different sectors, and why moments like this highlight the importance of staying disciplined as an investor. Rather than reacting emotionally to headlines, this episode reinforces the value of sticking to a well-structured financial plan built for long-term success. You’ll also hear compelling insights and lesser-known facts about major industries and companies that are directly affected by these rapid changes. With so much shifting in such a short time, this is a timely, information-packed episode designed to help you think clearly, act strategically, and stay ahead. 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.

April 13, 20261 hr 36 min

Global Tensions, Oil Volatility, How Are You Prepared?

In this episode of The Money Matters Show brought to you by Greenberg Financial Group we dive into the ongoing US and Iran talks and how shifting expectations around those discussions have added volatility to oil markets and rippled across stocks and the broader financial landscape. We discuss how rising and falling oil prices have been impacting different sectors and highlight several companies as we head into a new earnings season. We also break down the latest economic numbers and what they are signaling about the direction of the economy. Most importantly we focus on the importance of planning and why staying proactive instead of reactive during volatile markets and scary headlines is key to long term financial success. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit https://greenbergfinancial.com/interactive-financial-planning-seminar/ 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 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.