October 13, 2025Episode 1110 min
#11 - One Big Beautiful Bill Act
Brad and Brandon breakdown what you need to know about the new One Big Beautiful Bill Act.
Episodes
11
Latest episode
Oct 2025
Language
EN-US
About the show
The Money Morning Quarterback Podcast isn't just about sound financial planning. It is a show designed to cut through the complex nature of the financial services industry. Brad Katz and Brandon Pergola will take you on a journey to "lift up the hood" on certain scenarios and financial products to provide listeners with their own thoughts on whether certain investment products might be for them. If you think financial planning is a one size fits all industry... Brad and Brandon might have something to say about that! Registered Representatives offering securities through Cetera Advisors, LLC, a registered broker/dealer. Member: FINRA / SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity. 155 Passaic Avenue, Suite 310, Fairfield, NJ 07004.
Listen to episodes
July 15, 2025Episode 1027 min
#10 - WTF!? 2.0
Brad and Brandon talk current market environment and what has happened since WTF 1.0
April 10, 2025Episode 928 min
#9 - WTF!? Current Market Volatility
Brad and Brandon try to make sense of the current market environment and volatility. Are we in a correction? Recession? Bear Market? What should investors do next?
April 7, 2025Episode 842 min
#8 - Getting to Know Series w/ Ginny Capicchioni
Continuing the "Getting to Know You" series of the podcast, Brad and Brandon sit down with colleague Ginny Capicchioni to discuss her journey and career milestones, including her most recent Gold Medal victory as Head Coach for Team USA Women's Box Lacrosse.
November 4, 2024Episode 750 min
#7 - Getting to Know Series w/ Brandon Pergola
Continuing the "Getting to Know You" series of the podcast, Brad sits down with fellow co-host Brandon Pergola to discuss his career journey and how he got started in the financial services industry.
September 2, 2024Episode 652 min
#6 - Getting to Know You series w/ Brad Katz
In the first ever "Getting to Know You" series of the podcast, Brandon sits down with fellow co-host & Founder of Lifelong Investments, Brad Katz to discuss how he got started in this profession and his journey in the financial services industry.
August 6, 2024Episode 51 hr 1 min
#5 - 401k Plans
Brandon & Brad talk with Craig Castner, Partner of Altigro Retirement Services who provides much needed insight on the Qualified/Retirement Plan landscape.
May 13, 2024Episode 456 min
#4 - Elder Law Planning
Brandon & Brad invite Eric Goldberg, Managing Member of NJ Elder Law Center at Goldberg Law Group to discuss the hot topic of Elder Law Planning.
February 26, 2024Episode 345 min
#3 - Interest Rates
Brad and Brandon discuss current interest rate environment
January 8, 2024Episode 125 min
#2 - Structured Notes
Brandon & Brad invite Len Fox, Vice President of Structured Products at First Trust to discuss Structured Notes and the basics on how this type of product works.
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