A View from the Perch: Recent Episodes
Parrott Wealth Management
A View from the Perch is a podcast covering important financial planning topics. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences.
Parrott Wealth Management is a faith-based, independent, fee-only, fiduciary financial planning and investment management firm serving families and individuals. Our mission is to remove confusion, complexity, and worry from the financial planning and investment management process so you can pursue a life of purpose.
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.
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.
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.
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.
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.
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
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
In this week's episode,
Market Update: Markets turn down with Middle East tensions increasing
Empowering Education: The importance of diversification
Faithful Finance: Wise words from King Solomon
In this week's episode,
Market Update: S&P Struggles with hot inflation and rate cut outlook
Empowering Education: Update on inflation and rate cuts
Faithful Finance: What will remain?
In this week's episode,
Market Update: S&P Struggles with the "No Landing" Scenario
Empowering Education: Backdoor Roth. What is it? How to do it?
Faithful Finance: The importance of consistency
In this week's episode,
Market Update: S&P is off to its hottest start since 2019
Empowering Education: What to do if you incur a windfall. Tips and guidance on how to ensure you make the most of your windfall
Faithful Finance: Being faithful over little leads to being faithful over much
In this week's episode,
Market Update: Chairman Powell alludes to rate cutes and the Market rallies (00:29-09:11)
Empowering Education: How to manage stress stemming from your finances (09:15-30:00)
Faithful Finance: Casting your anxieties on Christ (30:02-35:01)
In this week's episode,
Market Update: Inflation comes in hot, but markets rally
Empowering Education: Spring Cleaning for your finances. Why it is important and how to do it.
Faithful Finance: Parable of the 10 oil lamps
In this week's episode,
Market Update: Powell's march across Congress (00:30-04:45)
Empowering Education: Interview with Ryan Arnold about how to create good practices and disciplines as an early college graduate (04:57-26:58)
In this week's episode,
Market Update: Inflation comes in as expected, markets rally
Empowering Education: Discussing if Nvidia has peaked
Faithful Finance: A Proverb about price
In this week's episode,
Market Update: Inflation comes in hot, bonds sell-off
Empowering Education: Discussing the new Bitcoin ETF
Faithful Finance: A Proverb about generating wealth
In this week's episode,
Market Update: The Magnificent Seven continues to carry the indices
Empowering Education: Discussing the pros and cons of owning illiquid and liquid assets
Faithful Finance: A lesson from Esau and Jacob
On this week's episode,
Markets Update: Stocks cool due to Fed speak but bonds soar
Empowering Education: AI Bubble vs The Dot Com Bubble
Faithful Finance: What the Bible says about AI
On this week's episode,
Markets Update: Markets Rise with Technology and AI
Empowering Education: Strategies for managing debt while balancing investing for your future
Faithful Finance: Solomon's advice of diversification
On this week's episode,
Markets Update: Yields Rise, Market Falls
Empowering Education: Strategies to understand how much risk you are taking and how it can be used to your advantage
Faithful Finance: Being Financial Witnesses
On this week's episode,
Markets Update: S&P positive but growing pessimism (00:28-05:27)
Empowering Education: Strategies to avoid buying a falling knife stock (05:30-19:58)
Faithful Finance: Taking a step back and looking at the source of our financial conflict (20:02-23:20)
Bonus Segment: SEC approves Bitcoin ETF (23:22- 25:50)
On this week's episode,
Markets Update: The Market struggles out the gate (00:28-05:10)
Empowering Education: We discuss if the Market has peaked (05:12-19:32)
Faithful Finance: Godly Contentment (19:37-23:00)
On this week's episode,
Markets Update: The Market Finishes Strong
Empowering Education: Our 2024 Market Outlook
Faithful Finance: Cheerful Giving
On this week's episode,
Markets Update: The Market continues to perform well (00:30-07:36)
Empowering Education: The Gift that Keeps on Giving: Dividend Stocks (07:0-23:08)
Faithful Finance: Overcoming Temptation (20:08-27:40)
On this week's episode,
Markets Update: A Great Month of November & Soft Landing (00:28-07:28)
Empowering Education: Important financial information about buying and selling a home (07:30-20:45)
Faithful Finance: Leave a Legacy (20:47-25:40)
On this week's episode,
Markets Update: Lower Rates in the Near Future? (00:28-07:10)
Empowering Education: Developing a End of Year Financial Checklist (07:14-20:36)
Faithful Finance: Leave a Legacy (20:42-26:15)
On this week's episode,
Markets Update: A Great Month of November & Soft Landing (00:28-05:50)
Empowering Education: Important financial information about buying and selling a home (05:51-21:54)
Faithful Finance: Leave a Legacy (21:59-25:10)
On this week's episode,
Markets Update: Despite Fed speak and declining retail sales, we are up (00:28-04:46)
Empowering Education: How to gift tax efficiently (04:50-21:45)
Faithful Finance: Do not be conformed but transformed (21:53-28:36)
On this week's episode,
Markets Update: Rates drop and Markets take off (00:27-04:02
Empowering Education: How to avoid FOMO in the market (04:04-16:12)
Faithful Finance: How to give faithfully (16:15-20:45)
In this week's episode,
Markets Update: Markets continue to be strong (00:29-05:30)
Empowering Education: How much is enough in retirement? (5:33-20:45)
Faithful Finance: The Parable of the Rich Fool (20:50-26:07)
In this week's episode,
Markets Update: Markets are Red Hot (00:29-03:23)
Empowering Education: The Behavioral Finance on a 5% Fixed Return (3:30-20:46)
Faithful Finance: John 3:30 (20:50-26:40)
In this week's episode,
Markets Update: Markets Mixed & Potential Rally?
Empowering Education: The Resurrection of the 60/40 Model
Faithful Finance: Proverbs 3:5-6
In this week's episode,
Markets Update: Rate Watch & Fed Speak
Empowering Education: Faith and Finance. How to faithfully manage your finances.
Intriguing Issues: Netflix's Big Week
In this week's episode,
Markets Update: Hot PPI and CPI, but Fed speak keeps the market at bay.
Empowering Education: What does "Higher for Longer" actually mean? Is it such a bad thing?
Intriguing Issues: Israel Conflict & NASA Psyche
In this week's episode,
Markets Update: Will there be a Q4 Rally?
Empowering Education: American's Spending Like There Is No Tomorrow?
Intriguing Issues: Student Loans & Utah's NIL Deal
In this week's episode,
Markets Update: A "Hawkish" Pause causing concern for investors (00:27-07:28)
Empowering Education: Will the zero-fee ETF be the norm? If so, is it truly everything it seems to be? (07:30-19:15)
Intriguing Issues: Disney's Pivot & Higher for Longer (19:16-28:37)
In this week's episode,
Markets Update: CPI comes in hot and Markets are mixed (00:27-08:57)
Empowering Education: Are 24-hour Option trading viable? (09:00-24:30)
Intriguing Issues: UAW Strike & Mitt Romney Announcement (24:40-30:20)
In this week's episode,
Markets Update: Markets get Skittish because of Inflation (00:32-07:53)
Empowering Education: Parallels of Success on the Field and in Finances (07:56-20:24)
Intriguing Issues: China bans iPhone for Government Officials (22:17-29:01)
In this week's episode,
Markets Update: Why is the Market up? (00:29-06:31)
Empowering Education: The Schwab Merger (06:35-19:25)
Intriguing Issues: College Football Returns & The Great Resignation is Over (19:27-24:30)
In this week's episode,
Markets Update: Nvidia carries the Market (00:30-04:34)
Empowering Education: Warren Buffet and Michael Burry's Strategies (04:38-24:05)
Intriguing Issues: Russian Plane Crash & The Ice Rush (24:10-32:00)
In this week's episode,
Markets Update: Markets continue to trend Down
Empowering Education: Are We in an A.I. Bubble?
Intriguing Issues: ESPN's deal with Penn
In this week's episode,
Markets Update: Fitch's Downgrade causes a Selloff
Empowering Education: The Lost Decade
Intriguing Issues: What is next for Shopping Malls?
In this week's episode,
Markets Update: The Dow with a 13-day Winning Streak?
Empowering Education: Common Bond Misconceptions
Intriguing Issues: Woman's World Cup & Spotify's Price Increase
In this week's episode,
Markets Update: Inflation below 3%?
Empowering Education: The Power of Financial Literacy
Intriguing Issues: Inflation and Amazon Prime Day
In this week's episode,
Markets Update: Back to the Fed Holding Pattern.
Empowering Education: The Magnificent Seven Stocks: Growth vs. Value
Intriguing Issues: Threads and Student Loans
n this week's episode,
Markets Update: Market's halfway point
Empowering Education: Your Financial Summer Checklist
Intriguing Issues: Wagner Group Rebellion & Costco's Crackdown
In this week's episode,
Markets Update: A June Pause and the Yield Curve Flattening?
Empowering Education: The Future of Emerging Markets. Is BRIC no more?
Intriguing Issues: The Canadian Wildfires & The Apple Vision Pro
In this week's episode,
Markets Update: Debt Limit Bill Passed and China's Struggles
Empowering Education: Spencer's Experience of the Markets so far...
Intriguing Issues: Debt Ceiling Passing & House Prices Continue to Rise
In this week's episode,
Markets Update: Debt Limit Concerns continue to increase
Empowering Education: Behavioral Finance
Intriguing Issues: Baylor's new Cubs & Disney's Cancelled Project
In this week's episode,
Markets Update: Debt Limit Concerns continue to keep markets flat
Empowering Education: T-Bills vs Stocks
Intriguing Issues: EU reverses its decision on Activision and the future of Tipping
In this week's episode,
Markets Update: The Debt Limit Concerns
Empowering Education: All Things Estate Planning
Intriguing Issues: Robin Hood's 24/7 Trading and Google's AI Progress
In this week's episode,
Markets Update: The Fed Raises Interest Rates and a Hawkish Pause?
Empowering Education: Risk, Risk, Risk.
Intriguing Issues: Chegg's A.I. problem and the Kentucky Derby
In this week's episode,
Markets Update: The Debt Ceiling and Corporate Earnings
Empowering Education: Checklist for Retirement
Intriguing Issues: Likewise & Consumer Sentiment for the Summer
In this week's episode,
Markets Update: Stocks were up but Bonds were down
Empowering Education: The 60/40 Model
Intriguing Issues: The Return of Bundling & SpaceX's Starship Flight
In this week's episode,
Markets Update: Inflation cools but recession looming?
Empowering Education: The Big 5 Tech Stocks
Intriguing Issues: The decrease in the I Bond rate
In this week's episode,
Markets Update: All eyes on the Feds
Empowering Education: Why Invest in International Stocks?
Intriguing Issues: Google's Supercomputer & Pitch Count in Baseball
In this week's episode,
Markets Update: Equities Up and Bonds Down
Empowering Education: All things Indices
Intriguing Issues: Apple Pay Latter
In this week's episode,
Markets Update: The Fed raises rates .25%
Empowering Education: The power of staying invested, even during difficult times.
Intriguing Issues: Google Trends & Google's AI.
In this week's episode,
Markets Update: The Fallout of SVB and the banking industry.
Empowering Education: A breakdown of the SVB crisis.
Intriguing Issues: Mint Mobile & The 2-Year Treasury Yield Drop.
In this week's episode,
Markets Update: The Market reacts to Powell's Comments.
Empowering Education: Everything you need to know about the Student Loan case in the Supreme Court.
Intriguing Issues: T-Bill and Chill & International Women's Day.
In this week's episode,
Markets Update: The waiting game.
Empowering Education: Everything you need to know about 403(b)s.
Intriguing Issues: America's Happiest Cities & The Longevity Economy.
In this week's episode,
Markets Update: The Market benign reaction.
Empowering Education: Everything you need to know about SMAs.
Intriguing Issues: Reddit's IPO & The Earthquake in Turkey.
In this week's episode,
Markets Update: Impact of the Job Market report.
Empowering Education: The impact of Secure 2.0 for your retirement accounts.
Intriguing Issues: The "Weather" Balloon & The Austin Ice Storm.
In this week's episode,
Markets Update: Markets are off to a hot start.
Empowering Education: What is the difference between a bond and a bond fund?
Intriguing Issues: Google's Lawsuit & Rains in California.
On this week's episode, we talk to our former intern Ryan Arnold. Ryan is currently attending Trinity University and majoring in finance. He has some great insight and first-hand experience on how to invest as a young person. Enjoy!
In this week's episode,
Markets Update: New Year, Better Market? Maybe...
Empowering Education: What Happens When Interest Rates Decrease?
Intriguing Issues: The Future of EV & Kevin McCarthy.
In this week's episode,
Markets Update: Have the markets already discounted a recession?
Empowering Education: The benefits of having and reviewing a Financial Plan.
Intriguing Issues: The Secure Act 2.0 & Southwest Airlines Cancellations.
In this week's episode,
Markets Update: The market reacts to Chairman Powell's comments
Empowering Education: Soft Landing, what it is, and why you should care.
Intriguing Issues: The future of A.I. & FTX's CEO Arrested
In this week's episode,
Markets Update: Santa Claus Rally or did the Grinch steal Christmas?
Empowering Education: When, Why, and How you should take your Pension Payment
Intriguing Issues: Meta-Verse party disaster and Brittney Griner return home.
In this week's episode,
Markets Update: Powell's Dovish tone?
Empowering Education: High level overview of Social Security.
Intriguing Issues: The future of theatrical releases and crypto's continual downfall.
In this week's episode,
Markets Update: The good news continues?
Empowering Education: How to give this holiday season.
Intriguing Issues: The death of comedy & Bob Iger's return.
In this week's episode,
Markets Update: Good news for three weeks in a row?
Empowering Education: The defense for the 60/40 Model.
Intriguing Issues: The future of Real Estate and the FTX Crisis.
In this week's episode,
Markets Update: Have the tides turned?
Empowering Education: Mergers and Acquisitions.
Intriguing Issues: Google slows hiring and the lettuce wins!
In this week's episode,
Markets Update: The Market reacts to the UK's decision.
Empowering Education: Are Value Stocks back?
Intriguing Issues: I Bonds and Pickle Ball.
In this week's episode,
Markets Update: Relief Rally or the start of a Bull Market? (00:29-03:34)
Empowering Education: What is diversification, and how does it reduce risk? (03:37-15:13)
Intriguing Issues: OPEC decision and the latest on Twitter. (15:17-24:20)
In this week's episode,
Markets Update: The battle between recovery and recession.
Empowering Education: Why stay invested during tumultuous times? What does it mean to "buy and hold"?
Intriguing Issues: The new age of advertising and Albert Pujols' journey to 700 home runs.
In this week's episode, Markets Update: Are we at a bottom, or are there more woes to come?
Empowering Education: How can you take advantage of rising interest rates and excess cash in this market? U.S. Treasuries.
Intriguing Issues: How do companies in this day and age "pass on" inflation to the consumer?/Remembering the Queen.
In this week's episode, Markets Update: Inflation still running hot? Empowering Education: What to do with your debt in a high inflation and rate environment. Intriguing Issues: The future of Crypto Regulation & Patagonia's Owner.
In this week's episode, Markets Update: Fall out from Jackson Hole (00:28-04:43), Intriguing Issues: The future of EV Stocks & Student Loan Forgiveness (04:45-14:28), Flip or Flop: PayPal & Lululemon (14:33-19:45), Empowering Education: What to do with your 401(k) (19:50-31:01).
In this week's episode, Markets Update: Powell's announcement prediction (00:29-02:34), Intriguing Issues: Business Districts in a Post-Covid World & Your Home's Valuation (02:38-12:04), Flip or Flop: Zoom & Boeing (12:06-20:52), Empowering Education: Meme Stocks (20:55-28:57).
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing what is financial planning? We go in depth answering some of the basics about when you should start to use a financial plan and who it is meant for. Later in the podcast we dive deeper into different types of stratagies within the financial plan to help increase successfulness, how much a plan costs, how to learn more about the ins and outs of financial planning, how a financial plan can help be prepared for emergencies, and how Parrott Wealth Management focuses on customer service in order to provide trust and comfort to our clients during the planning process.
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing the different income strategies. We go in depth answering some of the basics about how continue to receive a form of income in retirement in order to improve the success of the financial plan. Later in the podcast we dive deeper into different types of income strategies in retirement and while working, how to receive an annuity, how to use money to make money, how to turn a retirement hobby into a source of income, and how Parrott Wealth Management could help someone receive more income through their holdings.
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing the difference between Stocks, ETFs, and Mutual Funds. We go in depth answering some of the basics about what each one is and some of the things that should be considered when investing into each asset. Later in the podcast we dive deeper into more difficult questions that cover why you would pick one over the other, how to properly diversify, how they are taxed, what PWM invests in, and how actively you should manage your portfolio.
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing College Savings. We go in depth answering some of the basics of how to save for college and some of the things that should be considered when deciding which savings plan to pursue. Later in the podcast we dive deeper into more specific questions that cover what are the best savings plans, how the money can be spent by the beneficiary, what happens if the beneficiary doesn't attend college, how much needs to be saved, where to get a college savings plan, and how you should allocate your holdings in a college savings plan.
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing Inflation. We go in depth answering some of the basics about what Inflation is and some of the things that should be considered when investing. Later in the podcast we dive deeper into more difficult questions that cover what is currently going on with inflation, why it is so high right now, who it is effecting, what we are doing to counteract it, and how the government plans to bring it down.
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing a ESG's. We go in depth answering some of the basics about what an ESG is and whether or not they should be considered when investing. Later in the podcast we dive deeper into more difficult questions that cover the morality of surrounding ESG's and some of the controversial grey areas surrounding ESG's.
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences.
This week we are discussing a Roth IRA Vs. a Traditional IRA. We go in depth answering some of the basics about how each IRA functions and how they should be invested into. Later in the podcast we dive deeper into more difficult questions that cover clauses or small details regarding the IRA's and how we would handle those situations and make decisions to better manage an IRA account.