Money Matters with Dean Greenberg

This week on Money Matters, hosts Dave Sherwood, Todd Glick Jr., and Sebastian Borsini bring you a timely Independence Day edition focused on the latest market developments and financial planning insights. As markets reach new highs, we’ll discuss the factors behind the rally — including “Trumptimism,” solid corporate earnings, and recent trade changes such as new tariffs on Vietnam impacting companies like Nike, Lululemon, and Apple.We’ll cover important topics like Apple’s moves in AI, the ongoing challenges in the solar sector, and standout stock performances from Robinhood and Coinbase. The team will also address the risks of chasing quick gains in today’s market, review recent bank stress test results, and share practical advice to help you manage your finances over the holiday weekend.

This week on the Money Matter Show, Dave Sherwood, Todd Glick Jr., and Sebastian Borsini unpack the market’s record highs fueled by “Trumptimism,” despite global unrest. From Apple, Tesla, and Nvidia’s latest moves to Roth 401ks, FOMO investing, and Tucson’s real estate scene, the team covers what matters most to investors. Plus, a look at AI’s impact on the S&P 500 and why Visa and Mastercard are eyeing stablecoins. Tune in for sharp insights, smart planning tips, and a touch of Tucson flavor—only from Greenberg Financial Group.

Dean kicks off this episode of Money Matters with a look at the growing influence of major tech players like Amazon, Google, Apple, and Meta, and why some investors are starting to ease off risk without abandoning the market. He also unpacks how global headlines—from Middle East tensions to U.S. immigration policy and rising energy costs—are impacting markets at home.The rest of the Money Matter crew—David, Dylan, Todd, and Sebastian— jump in for a roundtable. They tackle the latest market numbers, the cultural shift around U.S. holidays, debates over solar energy and rare earth minerals, and the ever-growing influence of major data centers and tech developments right in Arizona. Plus, they break down the nuances of Medicare choices, discuss the big moves in transportation and electric vehicles.

In this week’s episode of Money Matters, brought to you by Greenberg Financial Group, we break down a dramatic week in the markets—where geopolitical tensions collided with economic optimism.The biggest headline? A major escalation in the Middle East, as Israel launched targeted strikes on Iran’s nuclear facilities, taking out senior military leaders. The result: oil prices spiked, risk assets pulled back, and safe havens like gold and Treasuries saw a surge. Investors are now on edge heading into the weekend.Earlier in the week, markets were buoyed by encouraging inflation data and renewed cooperation between the U.S. and China, pushing stocks back near all-time highs—until Friday’s events reversed that momentum. We walk you through the full picture.In this episode:Market reaction to the Israel-Iran conflict and what it could mean for energy, defense, and safe-haven assetsKey company earnings and which names are most vulnerable to global instabilityA clear, simple explainer on Bitcoin and stablecoins — what they are, how they work, and whether they deserve a place in your portfolioA breakdown of Project Stargate — a massive AI data center buildout in Texas — and the infrastructure plays investors should be watchingIf you’re looking to understand what just happened, what’s likely to happen next, and how to position smartly through it all — this episode delivers.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 Contact@Greenbergfinancial.com

This week on The Money Matters Show, the team delves deep into the latest headlines, including the market’s reaction to the Musk-Trump fallout, the continued evolution of rare earth minerals and their geopolitical significance, and how international tensions and trade tariffs could shape the U.S. economic outlook.    Key Takeaways:Optimism in Uncertainty: Despite volatile weeks and headline shocks (think: Trump-Musk drama, tariff talks, and Tesla’s rollercoaster), the panel agreed that positive economic signals—like stronger-than-expected job reports and market resilience—point to potential all-time highs ahead. Domestic Focus Matters: With transparency and predictability concerns in international markets (especially China), our group emphasized the importance of U.S. investments for stability. “You don’t need to search the world for opportunities”—there’s plenty of growth and innovation right here at home.Adapting to the Future: From the evolving auto and rare earth minerals industries to the surge of AI and technology, the need to adapt is more important than ever. Whether it’s electric vehicles, green energy, or new delivery methods (drones, anyone?), staying informed and flexible is key to investing success.

As the summer heat rolls in, so do fresh headlines with major market implications. In this episode, we break down the latest twists in global trade policy—from Trump’s temporary pause on EU tariffs to rising tensions with China—and what that could mean for your portfolio. We’ll also dissect the earnings from giants like NVIDIA and Costco to see what’s under the hood of this market rally (or is it just a mirage?). Plus, we share how our tailored financial planning process helps cut through the noise and match clients with the right vehicles for long-term success. Whether you’re a seasoned investor or just trying to keep your financial footing, this episode packs the insight you need to stay one step ahead.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 Contact@Greenbergfinancial.com

Welcome to another episode of the Money Matter Show! On this special Memorial Day weekend edition, hosts Dave Sherwood, Dylan Greenberg, Todd Glick, and Sebastian Borsini dive into another eventful week in the world of finance, markets, and economic policy. This week, the team breaks down some of the hottest headlines influencing the markets: market whiplash from renewed trade tariffs, drama on Capitol Hill, and the far-reaching implications of the new “Big Beautiful Bill” rattling both investors and lawmakers alike.

In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down the powerful market rebound that’s pushed the S&P 500 back into positive territory for the year—now more than 20% off the April lows. After a volatile stretch, a key driver has emerged: the pause on U.S./China tariffs. We dive into which sectors and companies have benefited most from this rally, explore how long the momentum could last, and ask the big questions: Is a recession still on the horizon? Are prices going to rise even more?We also highlight how our financial planning process has helped our clients stay calm during turbulence—and even seize opportunities when stocks go on sale. Don’t miss this timely look at what’s driving markets and how to stay positioned for what’s next.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 Contact@Greenbergfinancial.com

In this week’s episode of The Money Matters Show, brought to you by Greenberg Financial Group, we break down the latest shake-ups in the financial world. Former President Trump unveiled a new U.S.-U.K. trade deal framework and floated the idea of lowering tariffs on China by 80% to reignite stalled negotiations. We explore how his trade policies have reshaped the U.S. and global economies, and what this means for markets moving forward.We also dive into the latest earnings season, which gave stocks a much-needed support zone and why that could matter for your portfolio. Plus, the Fed held off on cutting rates this week, but we share when we think rate cuts are coming, and how that could inject momentum into a cooling economy.As always, we discuss why a custom financial plan is more important than ever. Don’t just ride the market waves, learn how to navigate them. Take advantage of our free financial planning services today!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 Contact@Greenbergfinancial.com

Dean dives into the current state of the markets, exploring why stocks continue to climb despite uncertain economic headlines and global tensions. The team discusses pressing topics like tax strategies, the true impact of government spending, Social Security reform, and how the everyday investor can navigate periods of volatility.You'll hear conversations about the challenges facing the middle class, why budgeting is as crucial for households as it is for governments, and the importance of living within your means.Later in the episode, the team welcomes Matt Kaufman from Calamos to shed light on innovative structured protection products and alternatives to traditional annuities, offering listeners new ways to manage risk and secure their portfolios.