In this 17 minute podcast, Barry hosts special guest Matt Wright from Principal. Matt and Barry discuss the latest update on the federal Debt Ceiling debate and how it might affect the markets going forward; in addition, Barry invites Matt to provide an introduction to annuities and how they might benefit retired clients looking for guaranteed income from their investment portfolios.
Episode 2022-4 In this 35-minute Podcast of “Your Financial Journey” titled “From the Mailbox” Barry Tate discusses various topics from the financial world our listeners have inquired about over the last few weeks. In the first several minutes, Barry discusses his take on the Cryptocurrency craze and specifically recent events surrounding the FTX crypto-exchange bankruptcy. Second, the large investment firm Blackrock has experienced political backlash from several “Red-State” politicians regarding its perceived aggressive stance on...
Episode Number 2022-3 So far, 2022 has been a challenging year for investors as the S&P is down 17.9% through July 20th. Continued high inflation coupled with rising interest rates have investors extremely concerned about where the economy and their investments are headed. In this episode of “Your Financial Journey” Barry (interviewee) discusses how investors should view the markets and what steps they to take to prepare for the future. This article or material was...
Episode Number 2022-2 So far, the financial markets have had an incredibly volatile 2022. Through April 29th, the S&P 500 was down 14.5% and the tech-laden NASDAQ had dropped over 22%. With concerns about inflation and interest rates causing the word “recession” to be mentioned more than casually in the financial news, how should investors put recent market volatility in perspective? Listen to Viaggio Wealth’s CEO Barry Tate as he discusses how investors can deal...
Episode Number 2022-1 As 2022 has started with continued uncertainty surrounding inflation, the expected rise in interest rates, and geopolitical concerns between Russia and Ukraine, the financial markets have been more volatile than usual. What can investors expect to see as we head further into 2022? Barry Tate, the CEO of Viaggio Wealth discusses key considerations and issues that investors may face in 2022 and how they can respond accordingly. This article or material was...
Episode Number 2021-8 In this episode of Your Financial Journey, Viaggio Wealth Partners CEO Barry Tate discusses six key things everyone can do to help toward their financial success. This article or material was written or produced prior to the LPL Registered Representative’s association with LPL Financial. The opinions expressed in this material do not necessarily reflect the views of LPL Financial.
Episode Number 2021-7 In this episode of Your Financial Journey, Viaggio Wealth Partners CEO Barry Tate interviews special guest attorney Michell Bradie on what everyone should do to nail down a proper estate plan for their family. This article or material was written or produced prior to the LPL Registered Representative’s association with LPL Financial. The opinions expressed in this material do not necessarily reflect the views of LPL Financial. Michell Bradie is not affiliated...
Episode Number 2021-6 As we approach the $28.4 trillion U. S. government "debt ceiling", a lot of media attention is focused on Congress and its political strife. Barry discusses the debt ceiling issue and puts long-term investing in perspective. This article or material was written or produced prior to the LPL Registered Representative’s association with LPL Financial. These views are those of the author, not of the broker-dealer or its affiliates. This material contains an...
Episode number 2021-5 Why is there so much attention paid to "earnings season"? In this episode of "Your Financial Journey", Barry discusses why earnings are so important to the equity markets and the financial media. This article or material was written or produced prior to the LPL Registered Representative’s association with LPL Financial. These views are those of the author, not of the broker-dealer or its affiliates. This material contains an assessment of the market...
Episode number 2021-4 What exactly is inflation and why should we as consumers and investors be concerned about it? In this episode, Barry reviews the concept and reality of inflation and how investors should view their portfolios through the lens of inflation. This article or material was written or produced prior to the LPL Registered Representative’s association with LPL Financial. These views are those of the author, not of the broker-dealer or its affiliates. This...
Episode number 2021-3 How can we all be better savers, investors and improve our financial knowledge? Barry discusses simple steps investors can take to improve their overall knowledge of financial topics. This article or material was written or produced prior to the LPL Registered Representative’s association with LPL Financial. These views are those of the author, not of the broker-dealer or its affiliates. This material contains an assessment of the market and economic environment at...
Episode number 2021-2 Barry reviews "Meme" stock mania, what happened with GameStop stock as a result, and what smart investors should do. This article or material was written or produced prior to the LPL Registered Representative’s association with LPL Financial. These views are those of the author, not of the broker-dealer or its affiliates. This material contains an assessment of the market and economic environment at a specific point in time and is not intended...
