Please join CEO - Andrew Whalen for our State of The Markets.Andrew Whalen provides a recap of 2020 and an outlook of the New Year 2021.Some important topics that will be discussed during this webinar include:How the Stocks Performed in 2020What drove Market Performance in 2020 The New Presidency and  the effects on the economy Where are we now? Financial Forecast for 2021

Making Cent$ of Wealth

Making Cent$ of Wealth - State of The Markets

CEO, Andrew Whalen and his special guest, tax consultant, Al Whalen as they discuss the new presidency regulations, tax codes, environmental regulations, the Care Act and more. Al will provide important information that will assist you with the upcoming changes this new presidency brings.Andrew will discuss what is called "The Market Bubble” and how that has affected our U.S. Economy since 2010.Please join us for this educational podcast, and we look forward to building your tomorrow, together, today!

Making Cent$ of Wealth - New Presidency New Policies

Please join CEO - Andrew Whalen as he announces the establishment of Whalen Financial as an independent Registered Investment Advisor (RIA) firm!Andrew will provide a brief recap of 2020, discuss the greener policies for the new presidential administration and the innovative decision that led to Whalen Financial becoming an RIA firm in 2021.  We hope you will enjoy the podcast and hear more about the exciting vision that Andrew and the Whalen Financial Team have in store for our clients investments and shaping a new client experience and landscape. Thank you and we look forward to building your tomorrow, together, today!

Making Cent$ of Wealth - Whalen Financial 2021 RIA Vision

Andrew Whalen - CEO   provides an analysis of the upcoming year  - "Outlook 2021: Powering Forward"Some key takeaways in the area  includes:New Economic Expansion for 2021Congress and the effects on the Market2021 U.S. Market Forecasts

Making Cent$ of Wealth - Outlook 2021: Powering Forward

CEO Andrew Whalen shares his views about the upcoming U.S. presidential election and its potential impact on the markets and portfolios. Key points Andrew Whalen addresses during this presentation:1- How this year’s recession may impact election results2- The issues in play and how they may affect the markets3- Consequences of a contested election4- Impact of Political policies on the economy, sectors, and the markets

Making Cent$ of Wealth - Presidential Election 2020 Handbook

During this new episode, CEO, Andrew Whalen talks about disruptive technologies and their impact on the economy and stock market in the coming years. This includes BioTechnology, BlockChain, AI & Robotics, and Cyber Security. Join Andrew today and learn more about this 'disruptive' topic. 

Making Cent$ of Wealth - Disruptive Technology

During this new episode, CEO, Andrew Whalen talks about our emotional behavior and responses - and how they can often negatively affect our short and long term investment decisions.  He will discuss the objectivity that is needed and how to protect yourself  - well...from yourself!  Join Andrew today and learn more about this &apos;emotional&apos; topic. 

Making Cent$ of Wealth - Protect Yourself From Yourself

During this episode, we talk with local real estate agent, Lena Paola. We cover the impact of the pandemic on trends in the housing market, where mortgage rates are heading, and the outlook for home buyers and sellers.​ If you're interested in the current state of the real estate market you'll want to listen to this new episode.

Making Cent$ Of Wealth - The Coronavirus, Real Estate, and You

The coronavirus is a pure negative externality. It initially caused a negative supply shock that was rapidly offset by a negative global aggregate demand shock. Households were then called upon to stay at home and avoid social interactions, which forced them to spend less. If consumers buy less, companies are inclined to produce less. This will have a negative impact on production and will cause massive layoffs.

Making Cent$ of Wealth - The New Normal

Keeping our clients updated and informed about this unprecedented pandemic COVID-19 and its effects in the market. Listen to our nationwide client conference call discussing the current events and the markets.

Making Cent$ of Wealth - COVID-19 CLIENTS CONFERENCE CALL

During this new episode of "Making Cent$ Of Wealth" Andrew Whalen talks about lifetime investing, you may only see a situation like the recent novel coronavirus (COVID-19) a few times.The show where we breakdown complex financial topics and market events into investor-friendly concepts so that you can make better-informed decisions about your financial future, so if it don&apos;t make dollars, it don&apos;t make cent$. 

Making Cent$ of Wealth - 7 Principles of Long-Term Investing

During this episode, Andrew Whalen invites special guests Peter J. Eisenrich & Brett McAvoy from Clark Capital Management Group where they discuss: 2020 Market Outlook Recession Risks or Market Myths?The U.S. economy will continue to grow, and our projection for the S&P 500 in 2020 is 3500. The Federal Reserve will be on hold for the year, with a very high bar to hike rates, and not as high of a bar to cut rates one more time. A weakening U.S. dollar will support international market outperformance, led by emerging markets. 

Making Cent$ of Wealth - 2020 Market Outlook Recession Risks or Market Myths?

On this episode of Making Cent$ of Wealth, Andrew Whalen - CEO reviews the fundamental principles of building wealth by diving into the book "Simple Wealth, Inevitable Wealth" by Nick Murray. 

Making Cent$ of Wealth - Simple Wealth Inevitable Wealth

The countdown begins. Once the clock rolls us into 2020, the tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2020, we can celebrate and look to even better days ahead. But we dare not neglect our fiduciary obligations to the old year.

Making Cent$ of Wealth - 2020 Tax Planning

On this new episode of Making Cent$ of Wealth, CEO - Andrew Whalen welcomes personal friend, longtime client, and former UFC light heavyweight champion Forrest Griffin. Forrest discusses his career as an MMA fighter during and after the UFC, the economics of becoming a UFC fighter, the UFC new business model for the next generation of fighters and how proper planning is key to success.

Making Cent$ of Wealth - Forrest Griffin

Welcome to Making Cents of Wealth with Andrew Whalen, Your Personal CFO. The show where we break down complex financial topics and market events into investor-friendly concepts so that you can make better-informed decisions about your financial future.

hubhopper

Making Cent$ of Wealth

hubhopper