Mar 09 2025 96 mins
Welcome to Money Matters, brought to you by the Greenberg Financial Group! In this episode, we dive into the latest market volatility as investors react to uncertainty surrounding Trump's tariff decisions. With the stock market experiencing its worst week in months, we break down what’s driving the sell-off and what it means for your portfolio.
But that’s not all—we also share key financial planning strategies, including how we’ve helped clients maximize their philanthropic giving through efficient tax and investment tactics like Roth conversions. Plus, we cover the latest company-specific news impacting various industries so you can stay informed and prepared for what’s ahead.
Join us for expert insights and practical financial tips, and don’t forget to schedule your free financial plan with us to see how we can help you navigate these uncertain times. Tune in now!
If you would like to contact us to learn more about our firm and our process call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at [email protected]
But that’s not all—we also share key financial planning strategies, including how we’ve helped clients maximize their philanthropic giving through efficient tax and investment tactics like Roth conversions. Plus, we cover the latest company-specific news impacting various industries so you can stay informed and prepared for what’s ahead.
Join us for expert insights and practical financial tips, and don’t forget to schedule your free financial plan with us to see how we can help you navigate these uncertain times. Tune in now!
If you would like to contact us to learn more about our firm and our process call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at [email protected]