Money Matters with Dean Greenberg

January volatility & Earnings Season: What the Markets Are Telling Us

In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down how the month wrapped up for stocks and why the January Effect matters more than many investors realize. We review a major wave of earnings reports from some of the market’s biggest companies and what those results are signaling about economic momentum. We also discuss recent geopolitical developments that are driving market uncertainty and fueling sharp moves across asset classes. From erratic trading in commodities like gold and silver to heightened volatility across equities and bonds, we explain what’s happening, why it matters, and how to stay prepared as markets continue to shift.
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

Markets Under Pressure: Sector Performance, Volatility, and the Value of a Plan

In this week’s episode of Money Matters, we review how major sectors of the economy started the year and what last week’s market action revealed about underlying strength and weakness across equities, rates, and risk assets. We discuss a volatile trading environment driven by headline risk and geopolitical uncertainty, including renewed political developments that contributed to sharp, short-term market swings.
We also take a step back to explain why periods like this reinforce the importance of understanding risk tolerance and portfolio alignment. Volatility is a normal part of investing, but reacting emotionally can be costly without a clear strategy in place. As always, we tie the conversation back to our financial planning process and why we offer complimentary financial planning, so investors can make informed, disciplined decisions regardless of market noise.
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

Markets, Risk, and Building a Smarter Financial Plan

On this episode of Money Matters, brought to you by the Greenberg Financial Group, we go beyond the headlines and take a deeper look at how real financial planning comes together. Along with our usual breakdown of current market activity, key stocks, and major industries, we walk through our Risk Analyzer tool and explain how understanding risk plays a critical role in building a long-term financial plan.
Whether you’re focused on growing your portfolio, protecting what you’ve built, or simply trying to make sense of today’s markets, this episode highlights how disciplined planning and thoughtful risk management can help keep your strategy aligned with your goals.
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

Starting 2026 Strong - Markets, Momentum, and Planning

A new year brings new opportunities and new risks. In this episode of Money Matters, we kick off 2026 with a clear, practical breakdown of what investors need to know right now.
We dive into the upcoming earnings season and the key catalysts that could move markets over the next several months. We also highlight the stocks that have already come out of the gate strong this year and discuss what that early momentum could mean going forward.
As always, we tie it all back to what matters most: having a real financial plan. We walk through our planning process and explain why starting or updating your financial plan now can help you stay prepared, confident, and focused no matter what the markets throw your way in 2026.
Whether you’re actively investing or just trying to make smarter financial decisions this year, this episode will help you start 2026 informed and intentional.
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, Markets, and the Road to 2026: Preparing Your Financial Plan for What’s Next

In this episode of Money Matters, brought to you by the Greenberg Financial Group, we break down the latest developments in the AI revolution and what they signal as we move toward 2026 after a strong close to 2025. We discuss where AI adoption, innovation, and investment trends appear to be headed and what that could mean for markets, businesses, and long-term investors. As always, we walk through our financial planning process and explain why having a clear, well-structured plan is critical during periods of rapid change and uncertainty. We also provide a practical 2026 outlook to help you stay informed, confident, and prepared as we enter the new year.
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: Year-End Wins, Lessons, and What’s Next

In this end of the year edition of Money Matters, the Greenberg Financial Group wraps up the highs, the surprises, and the lessons that shaped the year in money. We break down what actually mattered in the markets, the financial moves that paid off (and the ones that didn’t), and the habits that made the biggest difference for long-term success. With a mix of perspective, practical takeaways, and a look ahead to what’s coming next, this episode is equal parts reflection and reset, designed to help you close the year smarter and head into the new one with confidence.
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: Strong Markets, Shifting Power, and What Comes Next

In this episode of Money Matters, brought to you by the Greenberg Financial Group, we break down the latest developments shaping global financial markets and the geopolitical landscape as we head toward year-end. After another strong year for risk assets, we discuss the signs of end-of-year market rotation and what it may be signaling as investors begin positioning for 2026. We also take a step back to explain our financial planning process and why having a clear, disciplined plan is essential not just as you approach retirement, but throughout every stage of it.

AI Reality Check: Data Centers, Debt, and the Great Market Rotation

In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down the shifting narrative around the AI revolution. After months of relentless optimism, investors are starting to question the neck-breaking pace of data center buildouts, rising debt levels, and whether many AI-focused companies are simply overvalued or just too early.
These concerns have sparked a market pullback and a notable rotation of capital across sectors. We walk through the full story behind the selloff, explain why higher leverage in AI infrastructure is suddenly in focus, and identify exactly where investors moved their money this week.
If you want to understand what’s really driving today’s volatility and how the AI trade is evolving beyond the hype this is an episode you won’t want to miss.
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

Year-End Market Turbulence: What Investors Must Know Now

In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down the latest developments shaping the financial markets as we approach year-end. It’s been one of the most volatile years in recent memory, and that uncertainty is still driving major moves across stocks, rates, and the broader economy.
We highlight what’s behind the recent swings, what investors should be watching in the final weeks of the year, and how these shifts may impact portfolios heading into 2026. Stay informed, stay prepared, and stay ahead with our clear, timely insights into a fast-moving market landscape.

Money Matters: Market Rebound, Global Pressures, and What Comes Next

In this week’s episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down the sharp rebound in stocks during the holiday-shortened week. After a tough start to the month, major indices staged an impressive recovery, pulling back toward even as strong momentum returned to the markets.
We examine the catalysts behind this surge from economic data to shifting investor sentiment and discuss the broader geopolitical developments affecting markets here at home and across the globe. With tensions, elections, and global trade dynamics shaping economic outlooks, we explore what investors should watch heading into the final stretch of the year.
Join us for an engaging, thoughtful, and professional deep dive into the forces moving today’s markets—and what they may mean for the road 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