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  • Money Talk

    Money Talk
    2026/10/18
    The Money Docs: Inflation moving higher 10-year yield pulling back Gold experiences selling pressure NASDAQ tech stocks see a sell off And market-wide volatility All of this was seen over the last week – Chuck will help sort it all out Despite everything happening, seemingly, all at once – are there still opportunities for investors out there? Remember – markets are always looking ahead – 6 months – 12 months – perhaps longer AI opportunities will reach beyond the tech sector (ie chip manufacturers) but not every AI company will survive Are we still teetering on the edge of a recession? Recovery often starts happening when the headlines are still bad In Tracy’s Tid Bits – The Retirement Wealth Illusion Plus, listener questions from TheMoneyDocs.com

    See omnystudio.com/listener for privacy information.
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    49 分
  • Money Talk

    Money Talk
    2026/10/11
    The Money Docs: Wall Street reminded us this past week how quickly investors can change their minds One question led to a sell off – Chuck explains what went on in the tech sector Investors need to look past the headlines It’s not just about the technology, it’s about what AI has the ability to do across multiple sectors Not all of the players in AI will be winners – so how can investors manage the risk while still getting involved in the opportunities? On Thursday (10/8) the Treasury Department held an auction on 30 year bonds – and demand was solid – Chuck explains that this means In Tracy’s Tid Bits – October means…insurance check-up time Plus, listener questions from TheMoneyDocs.com

    See omnystudio.com/listener for privacy information.
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    49 分
  • Money Talk

    Money Talk
    2026/10/04
    The Money Docs: The September jobs report showed 29K jobs added – well short of the 88K expected – BUT – this is good news and Chuck will explain why The bond market is as tough as Chuck’s seen it in almost 20 years – he’ll compare the conditions then and now There are NO GUARANTEES – but – opportunities are out there for investors even in volatile conditions What do you need your money to do for you? That is the most important answer investors need to have before making any decisions or moves Watch those market “tells” Chuck talks about – they’re still out there Stocks are also sending important messages – Chuck helps decipher them In Tracy’s Tid Bits: your financial 4th quarter comeback plan Plus, listener questions from TheMoneyDocs.com

    See omnystudio.com/listener for privacy information.
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    49 分
  • Money Talk

    Money Talk
    2026/09/27
    The Money Docs: The 10 year treasury rose to over 5% this past week – Chuck watches this carefully – what does the jump in rate mean? Why has the stock market held up as well as it has? With all the pressures on the markets – stocks have not suffered Oil isn’t the whole story on the 10 year going above 5% The US government and corporations are competing for some of the same investment dollars – this means there are more choices for investors to place their money Foreign investors are still buying – just not as consistently Could the bond market be on the edge of sending troubling signals? In Tracy’s Tid Bits – Retirement FOMO Plus, listener questions from TheMoneyDocs.com

    See omnystudio.com/listener for privacy information.
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    49 分
  • Money Talk

    Money Talk
    2026/09/20
    The Money Docs: “I have socks that are older than you!” – Chuck and Tracy share a funny story about the newest member of The CFG Team The Fed raised interest rates a quarter of a percentage point this week – the benchmark rate is now at 4% Chuck unpacks why the move was made and what’s changed for The Fed since earlier in the year Energy/oil and the conflict with Iran is the current driver of inflation Prior to the Iran conflict, where were we? Chuck reminds us and tells us how expectations have changed Chuck says volatility is still a good buying opportunity for long-term investors In Tracy’s Tid Bits – The Big 4-0. What it’s meant to be 40 through the decades Plus, listener questions from TheMoneyDocs.com

    See omnystudio.com/listener for privacy information.
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    49 分
  • Money Talk

    Money Talk
    2026/09/13
    The Money Docs: You didn’t ask for it – but you still got it – VOLATILITY BUT…that doesn’t mean there’s something wrong with the economy Oil prices are high and inflation remains stubborn – that’s putting The Fed in a difficult position Energy is putting pressure on inflation (Iran) Bond yields are moving higher – Chuck explains what’s happening Periods like this may be a time to put money to work in the market Opportunity often comes with uncertainty In Tracy’s Tid Bits – you’re thinking of buying a home out of state and making it a rental, here are 5 things you need to think about Plus, listener questions from TheMoneyDocs.com

    See omnystudio.com/listener for privacy information.
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    49 分
  • Money Talk

    Money Talk
    2026/09/08
    The Money Docs: Jobs report issued this past week was a shocker – it blew away the estimates Unemployment rate at 4.1% Chuck tells us the other surprises the job report revealed So, what does it all mean? Chuck explains Good news could be bad news with the latest jobs report – especially when it comes to The Fed and interest rates Watch that 10 year treasury! Chuck reminds us what it’s important Real estate and housing are showing signs of slowing In Tracy’s Tid Bits – new scams to watch for without becoming suspicious of everything Plus, listener questions from TheMoneyDocs.com

    See omnystudio.com/listener for privacy information.
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    50 分
  • Money Talk

    Money Talk
    2026/08/30
    The Money Docs:

    A mistake people make with Roth conversions – Chuck unpacks a recent Yahoo Finance article

    When does a Roth conversion make sense?

    What are the potential consequences of a Roth conversion?

    Who should you consult before making a decision on a Roth conversion?

    When’s the last time you checked the beneficiaries on all your accounts?

    In Tracy’s Tid Bits – some of the funniest (and worst) financial advice out there and the nuggets of truth you can find in that advice

    Plus, listener questions from TheMoneyDocs.com

    See omnystudio.com/listener for privacy information.
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    50 分