Money Matters with Dean Greenberg

Global Tensions, Oil Volatility, How Are You Prepared?

In this episode of The Money Matters Show brought to you by Greenberg Financial Group we dive into the ongoing US and Iran talks and how shifting expectations around those discussions have added volatility to oil markets and rippled across stocks and the broader financial landscape. We discuss how rising and falling oil prices have been impacting different sectors and highlight several companies as we head into a new earnings season. We also break down the latest economic numbers and what they are signaling about the direction of the economy. Most importantly we focus on the importance of planning and why staying proactive instead of reactive during volatile markets and scary headlines is key to long term financial success.
Don’t miss your chance to sign up for our free interactive financial planning workshop, visit https://greenbergfinancial.com/interactive-financial-planning-seminar/ today to secure your spot.
 
If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
 
Disclaimer:
This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.
 
Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Oil Shock & Market Pullbacks: Risk Rising, Opportunities Emerging

In this episode of Money Matters, brought to you by Greenberg Financial Group, we continue our discussion on recent developments in the US Iran conflict and how they are influencing the current market environment.
From our perspective, rising oil prices remain a key factor. Higher energy costs can place pressure on economic growth and have contributed to recent market volatility, with stocks moving off prior highs. We also discuss how these conditions may affect different areas of the market, including sectors that have recently led performance.
At the same time, periods of volatility can lead to changes in valuations. We are seeing some companies trade at levels that are more in line with historical norms compared to earlier in the year. This may create areas worth monitoring for long term investors.
Don’t miss your chance to sign up for our free interactive financial planning workshop, visit https://greenbergfinancial.com/interactive-financial-planning-seminar/ today to secure your spot.
 
If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
 
Disclaimer:
This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.
 
Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Markets Under Pressure: Oil, Inflation, and Opportunity in Uncertain Times

In this episode of Money Matters, we’re diving into what’s really going on right now with the U.S. operation in Iran and how it’s starting to ripple through oil prices and the global economy. We break down why the market has been under pressure lately, what higher energy prices could mean moving forward, and why investors are starting to feel a little uneasy. But it’s not all bad news, we also talk about how some of the best companies in the market are quietly becoming more attractive relative to historical valuations. We’ll walk through inflation, interest rates, and what all of this actually means for your financial plan in plain English. If you want to stay informed, avoid emotional decisions, and understand where real opportunities may be forming, this is an episode you don’t want to miss.
Don’t miss your chance to sign up for our free interactive financial planning workshop, visit https://greenbergfinancial.com/interactive-financial-planning-seminar/ today to secure your spot.
 
If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
 
Disclaimer:
This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.
 
Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Stay the Course: Navigating War, Volatility, and Your Financial Plan

In this episode of Money Matters, brought to you by the Greenberg Financial Group, the full team breaks down the latest developments surrounding the U.S./Iran conflict and the growing pressure it’s placing on the economy and global markets. We explain why staying invested and sticking to your long-term investment philosophy is critical, especially during periods of heightened volatility driven by headlines and emotional reactions. This discussion highlights how abandoning a plan in uncertain times can derail long-term financial goals.
We also dive into the importance of understanding your risk tolerance and how it serves as the foundation of a well-built financial plan. We walk through how investors can better align their portfolios with their comfort level and long-term objectives. Join us as we break down key economic factors including interest rates, corporate performance, and oil prices and what these moving pieces could mean for the future of your portfolio.
Don’t miss your chance to sign up for our free interactive financial planning workshop, visit https://greenbergfinancial.com/interactive-financial-planning-seminar/ today to secure your spot.
 
If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
 
Disclaimer:
This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.
 
Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Oil, War, and Market Volatility: What the U.S. Iran Conflict Means

In this episode of The Money Matters Show, brought to you by Greenberg Financial Group, the team breaks down a turbulent week in the markets as rising tensions between the United States and Iran begin to ripple through the global economy.
One of the biggest drivers of market concern right now is oil. As prices climb amid fears of disruption in the Middle East, investors are paying close attention to the Strait of Hormuz a narrow but critically important passageway through which a significant portion of the world’s oil supply travels. Any threat to this route could have major implications for global energy prices and economic stability.
We discuss how rising oil prices can pressure the broader economy, why the markets reacted negatively this week, and what these developments may signal for investors going forward. At the same time, periods of volatility can also create opportunity. As markets pull back, we explore whether this environment may present a chance to start paying closer attention to high-quality companies that could become more attractive as valuations adjust.
Join us as we break down the geopolitical backdrop, the economic implications, and the key factors investors should be watching in the weeks ahead.
Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.
 
If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
 
Disclaimer:
This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.
 
Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Oil, War, and Wall Street: Navigating a Week of Rising Global Tensions

This week on The Money Matters Show, the full team from Greenberg Financial Group sits down to unpack a turbulent stretch in the markets as the United States and Iran conflict has injected a fresh wave of uncertainty into the global economy.
One of the biggest storylines developing is the surge in oil prices. With crude climbing and a move toward $100 per barrel becoming increasingly realistic, we discuss how higher energy costs could begin to weigh on consumers, businesses, and ultimately the stock market.
But the conversation goes deeper than just the headlines. We explore the underlying forces in today’s markets that many investors may not fully see, from macroeconomic pressures to shifting investor sentiment and the ripple effects geopolitical conflicts can have across global financial systems.
In an environment where events across the world can quickly reshape markets, staying informed and thinking ahead is more important than ever. Join us as we break down what happened this week, what it could mean moving forward, and how investors can stay prepared in an ever-changing financial landscape.
Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.
 
If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
 
Disclaimer:
This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.
 
Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Markets on Edge: Strong Earnings, Rising Tensions

In this episode of Money Matters, brought to you by the Greenberg Financial Group, the team breaks down a volatile end to February as markets experienced their worst monthly decline since March 2025. While the drop was relatively modest, it reflects a shift in investor sentiment as uncertainty continues to build.
Corporate earnings this quarter remained strong, but investors have become increasingly cautious amid mounting macroeconomic concerns and rising geopolitical tensions. The recent escalation between the United States and Iran has added another layer of uncertainty to global markets, with oil prices surging and investors moving toward safer assets as the conflict intensifies.
In this episode, the team walks through the key forces shaping the market right now from earnings and economic data to geopolitical risks and energy prices. We break down what’s happening across different sectors and what investors should be watching as volatility returns. In a world where markets can shift quickly, staying informed and prepared is more important than ever.
Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.
 
If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
 
Disclaimer:
This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.
 
Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Red Flags or Green Lights? Tariffs Overturned, NVIDIA Earnings Ahead, and a Shifting Market Landscape

In this week’s Money Matters, brought to you by Greenberg Financial Group, the full team is back as markets face what could be a real inflection point.
We break down the Supreme Court’s decision impacting Trump’s tariffs and what it could mean for inflation, global trade, and the broader economy under Donald Trump’s policies. Then we wrap up earnings season and look ahead to next week’s highly anticipated report from NVIDIA, a single earnings release that could sway markets given its massive role in the AI-driven rally.
With economic signals changing fast, we cut through the noise to explain what actually matters, what may be shifting beneath the surface, and how investors can stay grounded during uncertainty. If you’re trying to make sense of today’s markets and where things might be headed, this is an episode you won’t want to miss.
Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.
 
If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

AI Hype vs. Market Reality: Where Investors Are Finding Opportunity

In this week’s episode of Money Matters, brought to you by the Greenberg Financial Group, the entire team is back to break down the latest developments shaping today’s markets.
We dive into how the AI narrative continues to disrupt multiple sectors, especially software, and discuss how long this powerful trend may last, along with the companies leading the charge in this rapidly evolving space. But while AI dominates the headlines, we explore a surprising shift beneath the surface: equal-weighted S&P 500 performance and value stocks are leading the market to start the year. This signals a move toward more balanced equity allocations as investors rotate into overlooked value opportunities.
Join us as we unpack what this change in market leadership could mean for your portfolio, why diversification matters more than ever, and how disciplined financial planning helps investors stay positioned, no matter what trend comes next. Also, Listen to the end for some savvy tax talk from our tax partner Alexandria Estrada!
Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.
 
If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

Money Matters: Staying Market-Ready & Why Financial Planning Matters More Than Ever

In this episode of Money Matters, Dave and Dean break down the latest developments in the financial markets and share seasoned insight on how to stay prepared, no matter what the economy throws your way.
We also take a deeper dive into Greenberg Financial Group’s financial planning process, explaining why having a clear plan is one of the most important steps investors can take and why so many people still overlook it. From managing risk and navigating market volatility to building long-term strategies for every stage of life, we share practical financial planning knowledge designed to help listeners gain clarity and confidence in their financial future.
Whether you’re just starting out, building wealth, or preparing for retirement, this episode delivers valuable perspective to help you stay informed, proactive, and financially ready.
Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.
 
If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com