Brad Lineberger, CFP, and Matt Callahan, CFP, recap all the wild market swings in Q1 of 2025 and use that data to predict what may happen for the rest of the year and 2026. What markets are hot? What futures have cooled? They provide valuable insights.

👉 Ready to create a stress-free retirement? Schedule a FREE intro call with us here: 🤝 ⁠⁠https://7ym2vglvi6z.typeform.com/SeasideWealth⁠⁠

Website: ⁠⁠https://seasidewealth.com/⁠⁠

Questions for Brad? brad@seasidewealth.com

Questions for Matt? matt@seasidewealth.com

Give us a call: (760) 730-8120

Show Notes:

Market Correction Definition

2025 Papal Conclave

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Seaside Wealth Management, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Seaside Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Seaside Wealth Management, Inc. unless a client service agreement is in place

While it may cause anxiety, taking some time to plan over 30 years of your life can have huge rewards for you and your family. Brad Lineberger, CFP, and Matt Callahan, CFP, discuss the rewards of retirement planning.

👉 Ready to create a stress-free retirement? Schedule a FREE intro call with us here: 🤝 ⁠https://7ym2vglvi6z.typeform.com/SeasideWealth⁠

Website: ⁠https://seasidewealth.com/⁠

Questions for Brad? brad@seasidewealth.com

Questions for Matt? matt@seasidewealth.com

Give us a call: (760) 730-8120

Show Notes:

Flag Football: https://nflflag.com/

Marriage Officiant

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Seaside Wealth Management, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Seaside Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Seaside Wealth Management, Inc. unless a client service agreement is in place

Tariffs are here and causing volatility in the market. Brad Lineberger, CFP® & Matt Callahan, CFP®, discuss how they're helping their clients during this uncertain time. Welcome to the Fishbowl! A fun and friendly conversation on all things finance for folks who are retired and getting ready for retirement.

👉 Ready to create a stress-free retirement? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealth

Website: https://seasidewealth.com/

Questions for Brad? brad@seasidewealth.com

Questions for Matt? matt@seasidewealth.com

Give us a call: (760) 730-8120

Show Notes:

Tariff Definition

Why is President Trump Using Tariffs? White House Statement

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Seaside Wealth Management, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Seaside Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Seaside Wealth Management, Inc. unless a client service agreement is in place