Payne Points of Wealth

Important questions about Estate Planning with Marianna Moliver - Ep. 136

In this episode we talk with Marianna Moliver, she is a super lawyer as voted by Super Lawyers magazine in the areas of estate planning and probate. Marianna has her own practice, Moliver Law and she has great insights and experience in the world of estate planning. It's a topic we get a lot of questions about. Estate planning is something that no one likes to do, but we know it's extremely important. 

Some of the other topics discussed in this episode are the market's reaction to chances rates could go higher, jobs and the economy, why equities are the best hedge against inflation long term, and more. Join us for this episode of Payne Points of Wealth. 

Are robots taking over? Ep. 135

This week the 3 Paynes talk shop with fellow wealth manager, Adam Johnson, founder of the Bullseye Brief newsletter. Previously, Adam anchored on Bloomberg Television, interviewing CEOs, heads of state, and prominent investors. He has decades of investing experience at Wall Street firms. If you watch Fox Business, you’ve probably seen Ryan and Adam discussing the market with Maria Bartiromo.

Some of the other topics discussed in this episode are inflation, the Fed, how robotics are improving productivity and company margins, why the media loves negativity, oil prices, the psychology of investing, and more! Join us for this episode of Payne Points of Wealth.

Goldilocks jobs report? Episode 134

It’s Episode 134 and we're seeing positive signs in the latest jobs report, inflation numbers, and earnings estimates. 

On the Tipping Point, we’re going to talk about short-term decision-making, and how it can be extremely detrimental to your long-term financial goals. Join us for this episode of Payne Points of Wealth. 

Will the Fed break the economy? Ep#133

It’s Episode 133 and Fed Chair Jay Powell has spoken. He says inflation is still too high and they’re prepared to raise interest rates further. Is this economy ready to fall off a cliff? Are they going to keep raising interest rates and tightening financial conditions? Well, we’re going to give you our two cents.

On The Tipping Point, we’re going to talk about concentrated stock risk, the perils of owning individual stocks, and why it may derail your entire financial life. Our colleague and certified financial planner, Aaron Dessen joins us.

Summer Sell-Off. Buying opportunity or recession warning? Ep#132

It’s Episode 132 and economic data is really good, and from our perspective, it’s good news. We’re going to tell you why we like the economy right now. We’re going to talk about the market action. The market’s been selling off as we’re getting to the dog days of summer here.

On The Tipping Point, we will talk about your financial planning for the fall. Summer’s coming to an end. Things are getting real. Are you financially fit to get ready for the rest of the year?

Back to the office? Is work from home ending or here to stay? With Eric Sigurdson

It's Episode 131 and we have a very special guest on the show to speak about the labor market. Everyone knows the labor market's been hot and will continue to be. We have Eric Sigurdson on today. He co-leads the Chief Information Officers Practice at Russell Reynolds Associates. He has spent the last 30 years recruiting and placing senior execs in the IT space and is really on the pulse of what's happening in the job market, the tech market specifically.

On The Tipping Point, we're going to talk about some of our true and tried investment philosophies that you can apply to your financial freedom independence plan.

Creative destruction is real. Remember the BlackBerry?

It's episode 130, Payne Points of Wealth, and the rally continues to broaden. We're seeing energy stocks, financial stocks, small-cap stocks, and emerging markets, really starting to move as tech has started to slow down and cool off a little bit. Is this a real rotation in the market? Do you need to reposition your portfolio?

And on the Tipping Point, we're going to talk about your financial health, how it's very similar to your physical health, and the kind of checkups you need to make sure you're on your path to financial independence.  

What are you doing with your cash?

It’s Episode 129 and markets continue to chug along. The Dow having its best streak since 1987 as money continues to pile into this market. Economic data still coming in well, pretty good. Inflation numbers continue to come down. The Fed could be done with its interest rate policy. They may stop raising interest rates. We’re going to give you our viewpoint.

On The Tipping Point, we’re going to talk about cash management. Interest rates have gone up a lot. Are you making the right decisions with your money right now?

Big banks beat expectations

It’s Episode 128 and earnings season is upon us. Bank stocks came out with better-than-expected earnings which is good for stock prices. Tech stocks are still melting up. Is this melt-up going to continue? Can this rally sustain itself throughout the rest of the year? How should you position your portfolio? We're going to answer all those questions. And the economy, everyone's talking about it from hard landing to soft landing. Remarkable. They must have been listening to our podcast because we've talked about a soft landing for a long time. We're going to get into the weeds when it comes to the economy, what you should be thinking about right now.

On the Tipping Point, we're going to talk about the cookie-cutter approach. Wall Street loves to sell you a cookie-cutter financial plan. Do you have one? How do you fix it so you're ready for your financial independence? 

What’s really in your portfolio?

It’s Episode 127 and the economic data just keeps coming in better than better. We literally had inflation dropping faster than anyone anticipated. Bank earnings came in better than expected. The numbers look good. Employment is strong. This week we have our colleague and Certified Financial Planner™, Courtney Garcia, We’re going to talk about what pitfalls may lie ahead in the economy, what you have to watch out for, and the mistakes you might be making that you need to adjust given where the economy is.

On The Tipping Point, we’re going to talk about paralysis by analysis. There are a lot of things stopping you from making the right financial decisions on your path to financial independence.