WealthWise Moment: Recent Episodes
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WealthWise Moments hosted by Loreen Gilbert, President of WealthWise Financial Services, is an on-air program of two-minute segments. These easy-to-digest snapshots are designed to educate listeners in financial, wealth and business topics we encounter in today’s world. The listener will be informed and enlightened with topics such as leasing vs buying a new, investing in art, and preparing for retirement travel.
The start of earnings season, inflation and layoffs in financial institutions are some of the topics covered today.
Computer chips, the labor market, the airline industry, and end of year contributions are just a few of the topics covered today.
Important info coming from the FED, and from Janet Yellin, as well as the threat of a rail strike, and the implications of that.
Loreen talks about Black Friday expectations, the rise of the US dollar possibly slowing down, retirement accounts, and the gratitude vs. greed investor.
Yet another interest rate hike from the FED, strong employment numbers, and Twitter are some of the subjects Loreen discusses today
Consumer spending, consumer confidence, U.K. economic troubles, and how they affect American investors, and disappointing 3Q report from Google are just part of the conversation today.
The day after the market dropped by 1200 points, we are fortunate to speak with Loreen about what might happen next. about
Loreen is in studio for this MOST informative conversation about the economy and investments.
Loreen covers the FED, and the importance of what they SAY, being as important as what they DO. She also guides us through the process of preparing a family for the future, as the cost of raising a child from birth through high school has skyrocketed to over $300, 000...And most importantly...we talk WATER.
Loreen discusses the market fluctuations, and what the moves from the FED is having on them. Twitter, and the cybersecurity whistleblower, new home sales plunging last month, and the concern about that, and the student loan forgiveness expected today.
On this episode of WealthWise Moment, Loreen discusses inflation expectations and how to manage them.
Loreen discusses consumer sentiment, and its affect on earnings season. ISM & IHS numbers, and what they mean, as well as the mid year outlook scheduled for August 24.
Home sales, new home prices, cybersecurity, an explanation of the "wall of worry", inflation and the FED...Loreen covers it all, including, the process of investing with WealthWise Financial, and the care they take with that investment.
It's earnings season, and Loreen discusses expectations and momentum. We also discuss the report of inflation soaring by 9.1% in June compared to a year ago. We also learn about I Bonds, consumer vs. investor realities, and discuss the ugly breakup of Elon Musk & Twitter.
Are we in a recession?...If so, how long will it last?...What can investors do? Loreen answers those questions and talks about S&P 500 worst first half in 50 years.
Loreen discusses the FED's expected interest rate hike, and gives us the origin of "Bull" and "Bear" market in our financial language.
Loreen discusses investor weariness, possible changes to how we trade, consumer credit surging by $38 billion in April, and answers the question of whether it's time for a windfall profits tax on big oil.
Loreen discusses home prices continuing to surge, job numbers, inflation, and what we can expect in the future. Recession possibilities, and finding opportunities in municipal bonds taking a hit.
The Bear Market, notes from the FED B of A's study of market managers and the disconnect between consumer sentiment and spending
Loreen discusses the extremely bearish May, and the choices investors make during a Bear Market in general...and the dollar is worth more than ever before. Warren Buffet dropping Wells Fargo for reputational reasons, and the concerns over at Wal-Mart and Target.
With the rise of inflation seeming to have leveled last month, Loreen discusses whether inflation has hit its peak...she also explains why the everything rally is now the everything sell-off...and what's going on with crude prices, and what's going wrong with Peloton.
Loreen discusses the FED's important raising of interest rates today, as well as volatility in the market, and what she's been seeing in the economy.
Loreen discusses a possible recession in 2023, inflation, and the DOW dropping 800 points yesterday. She also touches on the Elon Musk purchase of Twitter.
Loreen discusses the possibility of a recession, Elon Musk and the "poison Pill" Twitter has set as an obstacle to his purchase, and the markets.
With the fist quarter over, earning season is now underway. Loreen talks about the prospect of a recession being farther out, or less severe than some think. She also talked about the importance of pet insurance.
Loreen answers the question of how close the possibility of recession is...discusses the markets, a takeover bid from Jet-Blue to purchase Spirit airlines...and discusses Elon Musk's possible end game in his purchase of 9.2% of Twitter.
Loreen describes the effect the sanctions on Russia might have on their economy, and what uncertainty is doing to OUR markets
Loreen discusses the Ukrainian invasion, and its effect on the markets, both domestically, and internationally. We also cover what's happening with Macy's and Kohl's, and hear great news about end of year IRA contributions.
Loreen talks about the possible invasion of the Ukraine, what it’s doing to European markets, and how it might affect US markets. She also discusses the FED’s 1/2 point rate hike, and the now 7 planned hikes for the year. We ask her to explain the difference between this time, and the similar situation in 2001. We also get her thoughts on personal finance.
Loreen discusses inflation, and answers the question of whether we'll ever see 2% inflation again. She also covers the story of Peloton, and what happened to them. And, guides us through how the biggest chip deal in history fell apart.
Loreen guides us through tax season, discusses what happens when fear drives the market, and answers the question of why certain sectors of the economy seem to be underperforming.
Loreen talks about the highly anticipated announcement from the FED today, the volatility on the market, and how the potential conflict in the Ukraine might affect oil prices.
She also discusses what investors can do during this volatile moment in the markets.
Loreen discusses last week’s market selloff, and retail sales dipping in December, but overall, 2021 being a good year for the economy. She also answered questions about the price of oil, Federal guidelines for mergers, and stunning news about the percentage of Americans able to absorb a $1000 dollar emergency.
Just minutes after the Consumer Price Index numbers came out, Loreen talked about the jump in inflation, and the implications to investors. She also talks about the outlook for the year.
Just moments before the inauguration of our 46th President, Loreen gives us market reaction, and expectations of the coming months.
Loreen discusses the market moving forward, as we see a new Democratic controlled Congress. We also ask what the first 3 quarters will look like, if vaccination numbers and expectations are not met.
Today we learn what indicators to look for to determine early consumer confidence, as most of the country slowly reopens. We also discuss the soaring numbers from the DOW the last couple of days, and whether or not we’re creating a bubble certain to burst. We also ask Loreen about “economic morality” in the wake of HERTZ laying off thousands, and handing millions in bonuses to executives, before filing for bankruptcy. As always, a comprehensive look at the economy with an expert we trust implicitly.
The economic recovery can be complicated, so we turn to an expert. Tackling a wide range of economic issues, including the FED Chair and Treasury Secretary facing Senate questions this week, Loreen steers us through the minutia that is our economy. A clear, comprehensive, sometimes sobering look at the long road back.
It’s so important to have a grasp on the economy, and to understand how things can directly, or indirectly affect each of us. Economic expert Loreen Gilbert helps us wade through the the intricacies of today’s economy. We discuss the unemployment numbers, a new 3 trillion dollar aid package, consumer spending, the outlook for the next 2 quarters, and the importance of emerging markets. It’s an informative and comprehensive look at the economy at this very moment.
Helping us unclutter the financial picture, economic expert Loreen Gilbert discusses the Fed’s purchase of debt, including junk bonds, the expected numbers for Friday’s jobs report, and the food supply chain. We also discuss the many companies filing for bankruptcy, and the relative safety of the municipal bond market.
On the day of the largest quarterly drop in GDP in the past 12 years, Loreen calls in to help us make sense of it, and to help us wrap our heads around what may be as much as a 40% drop in the 2nd quarter. She also helps us navigate the PPP for small businesses, and the reasons billion dollar companies were qualifying for assistance. That, the FED, and so much more…A thorough examination of the economy.
On the morning the Senate approved an additional 310 billion dollars for the Paycheck Protection Program, economic expert, Loreen Gilbert helps us sift through the minutia of the bill. We also discuss the feeding frenzy that took place with the initial aid package, that was hollowed out in only 2 weeks…in many cases by large, cash rich companies receiving government assistance. We talk about how the virus has personally affected her, both physically and economically. We cover oil bottoming out, and we ask if it is in fact too early to open up? An informative and timely conversation.
On the morning we learned the retail market has taken an 8.7% dive in March, Loreen Gilbert gives us a dissection of the economic impact of the COVID-19 virus. Everything from what to expect the April numbers to look like, to bracing for the unemployment numbers later this week. We also discuss the latest report from the IMF, retirement plans, how long a financial recovery might take, and how devastating a 2nd financial shutdown would be, if we open up too soon. A financial report that addresses all Americans.
At a time when having facts and well researched information is invaluable, we are fortunate to speak with Loreen Gilbert, CIMA, AIF, CRC, CLTC, President of Wealthwise Financial Services. An informative and necessary conversation covering a wide variety of financial questions many of us have regarding our families, businesses, and investments.
Loreen gives us the latest on the bi-partisan relief package, and the negotiations taking place in order to pass it. She also explains how investors might move from 2020’s “safe Bet” growth stocks, and confidently move into value stocks for 2021. We also look at two companies headed in very different directions, TESLA and EXXON. We discuss navigating economic and market risks through a tactical investment philosophy, and really important year end strategies.
A very informative conversation with Loreen about the fast approaching Dec 26 deadline for relief to keep the pandemic jobless program, rent protections, and the deferred student loan program afloat. We also learn about some year end strategies that she recommends for each of us, as well as Nasdaq’s diversity push for corporate America. After revealing exiting news about tech stocks, She also helps Ed craft a strategy for his hypothetical “vaccination incentive” idea.
Loreen explains why with COVID-19 numbers skyrocketing, the slowest job growth since the recovery began, and new unemployment claims remaining steady, the markets remain bullish. She also addresses our debt, and answers my question of now, maybe being the perfect time to ADD to it with worthy goals, since interest rates are so low. We also discuss her year end strategies for investors, as well as the latest news from TESLA & Airbnb.
Loreen explains the gamechanger economic effects that Pfizer’s announced vaccine early results could yield. And, as the market looks beyond Covid-19, what does the future look like for companies like ZOOM and NETFLIX…”stay at home” companies. The conversation also includes market rotation, and her invaluable suggestions of how to recognize and avoid online scams.
The morning after election day steers the conversation toward the future, both near and far for investors, and what to expect for the economy with either candidate occupying the Oval Office. A can’t miss, informative conversation with the President / CEO of WealthWise Financial Services, Loreen Gilbert.
With the major three tech companies, Twitter, Facebook and Google, defending Sec 230 today before Congress, WealthWise CEO Loreen Gilbert discusses the economic impacts as well as Q3 earnings forecast.
Loreen Gilbert joins the show this week to discuss the financial impacts of the Presidential Election, the housing market, and the implications of the Antitrust laws on the markets.
Loreen Gilbert, President and CEO of WealthWise Financial Services, discusses the current economy in this week's episode of WealthWise Moment.
Loreen Gilbert, President and CEO of WealthWise Financial Services, discusses the current economy in this week's episode of WealthWise Moment.
Loreen Gilbert, President and CEO of WealthWise Financial Services, discusses the current economy in this week's episode of WealthWise Moment.
Loreen Gilbert, President and CEO of WealthWise Financial Services, discusses the current economy in this week's episode of WealthWise Moment.
Loreen Gilbert, President and CEO of WealthWise Financial Services, discusses the current economy in this week's episode of WealthWise Moment.
Loreen Gilbert, President and CEO of WealthWise Financial Services, discusses the current economy in this week's episode of WealthWise Moment.
It’s Earning season, Loreen explains what the 2nd quarter numbers reflect. We discuss the impasse in the negotiations for the next relief package, BP investing billions of dollars into green energy, The T-Mobile – Sprint merger, and answer the question, what went wrong with Sprint? Loreen talks about the Kodak loan from the US Govt., and the spectacular rise in stock, as well as the possibilities of insider trading. She also addresses my question of whether or not that is the government picking winners & losers, and indulges a question of mine, whether it’s the street equivalent of a loan shark loaning money to pay bills, but that money is used to gamble? Also, we get great insight into combining life insurance & charitable donations.
July 29, 2020Coronavirus, Podcast16:38Plays: 0Downloads: 0
WealthWise Financial’s President / CEO talks about the Fed’s lending program extended through Sept. We also discuss the 765 million dollar government loan to KODAK to produce chemicals for generic drugs. We ask her what she expects to see tomorrow, when the 2nd quarter GDP numbers are announced. And we ask the question; Can the BIG 4 tech giants be broken up like ‘Ma Bell?
WealthWise Finanacial’s President & CEO talks about the tensions with China, and what effect that will have on the market. She also breaks down the EU rescue package, and discusses the ripe market for investors.
WealthWise Financial Services President & CEO, Loreen Gilbert joins us to work through this last, very busy week in our economy.
President and CEO of WealthWise Financial Services Loreen Gilbert checks in to explain the new, lowered ceiling for for the next round of stimulus payments to Americans. We also discuss the FED’s push to extend unemployment benefits, which expire at the end of July. She also tackles the thing we all wonder out loud; With the soaring of Venmo, PayPal, and Square, is cash a thing of the past? Is this the year that Black Friday dies? And why does it seem as if Deutsche Bank is involved with every seedy person, and shady deal in the world, as they were fined, yet again.
WealthWise Financial’s Founder & President joins us for an in depth conversation about the Senate’s decision to extend the application period for PPP, and the remaining 134 billion dollars. She breaks down global, national, and local economic ramifications of these past 4 months of COVID-19.
WealthWise Financial Services Founder and President, Loreen Gilbert talks about the global economy, what the IMF is reporting for June, the rising price of gold, and the dropping price of oil. All of that, and more. She always adds clarity to the picture.
Financial voice of clarity, Loreen Gilbert checks in to talk about the dramatic economic disparity between blacks & whites in America. A disparity that encompasses wealth, income, unemployment, and healthcare. We ask her how our economy can better represent blacks, and what might a FIRST step look like? Loreen also explains why it might take as long as 10 years for the economy to recover, and why the stock market has remained steady during these last several days of unrest across the country.
WealthWise Financial Services Founder & President Loreen Gilbert discusses the 17% jump in retail sales, and whether consumers will keep that confidence, or whether the numbers will nosedive once again. We also talk about the prediction by some, that the S&P will crumble over the next month, and if the option of buying stocks on the part of the FED is on the table.
The last quarter saw almost a 19% drop in average 401K balance, Loreen helps us understand how to evaluate our 401K’s. We also discuss why bond markets are so cautious, the discrepancy in the unemployment numbers released, and her expectations of the FED’s announcement later today.
Loreen discusses the massive national spending for Halloween and how you can save a few bucks.
Loreen Gilbert talks about the differences between travel insurance and medical evacuation options on this WealthWise Moment.
In this weeks WealthWise Moment, Loreen provides an insight on what’s to come for the 2019 Markets.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on Business Succession Techniques.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on Business Succession Planning.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on The Year of the Pig.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on Roth Conversions.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on improving your net worth.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on social security.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on hiring a financial advisor.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on retirement healthcare planning.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on differentiating noise from fundamentals in the markets.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on the Equifax breach.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on social security.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on ESG investing.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on fashion budgeting.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on travel finances.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on student loan debt.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on student loan debt.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on financial tips for recent graduates.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on paying off your home mortgage.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on paying off your home mortgage.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on investing in a timeshare.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on purchasing food.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on purchasing wine.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on purchasing artwork.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on retirement savings.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on retirement savings.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on planning for children’s financial success.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on retirement savings.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on planning for teen’s financial success.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on planning for children’s financial success.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on buying a yacht or plane with smarts.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on building your dream home.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on credit scores.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on 5 of the top 10 financial mistakes men tend to make.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on 5 of the top 10 financial mistakes men tend to make.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on 5 of the top 10 financial mistakes business owners tend to make.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on 5 of the top 10 financial mistakes business owners tend to make.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on 5 of the top 10 financial mistakes women tend to make.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers someWealthWisdom on 5 of the top 10 financial mistakes women tend to make.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on gratuity.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on retirement planning.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on financially-responsible pet-pampering.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on Robo Advising.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on financial resolutions in the new year.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on college funds.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on relocation.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on long-term care insurance.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on finance in relationships.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom for business owners.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on charitable giving.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on Roth IRAs.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on retirement travel.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on investment-grade art.
In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on buying or leasing new or used cars.