A View from the Perch

In this week's episode, Markets Update: Inflation still running hot? Empowering Education: What to do with your debt in a high inflation and rate environment. Intriguing Issues: The future of Crypto Regulation & Patagonia's Owner. 

In this week's episode, Markets Update: Fall out from Jackson Hole (00:28-04:43), Intriguing Issues: The future of EV Stocks & Student Loan Forgiveness (04:45-14:28), Flip or Flop: PayPal & Lululemon (14:33-19:45), Empowering Education: What to do with your 401(k) (19:50-31:01).

In this week's episode, Markets Update: Powell's announcement prediction (00:29-02:34), Intriguing Issues: Business Districts in a Post-Covid World & Your Home's Valuation (02:38-12:04), Flip or Flop: Zoom & Boeing (12:06-20:52), Empowering Education: Meme Stocks (20:55-28:57).

A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing what is financial planning? We go in depth answering some of the basics about when you should start to use a financial plan and who it is meant for. Later in the podcast we dive deeper into different types of stratagies within the financial plan to help increase successfulness, how much a plan costs, how to learn more about the ins and outs of financial planning, how a financial plan can help be prepared for emergencies, and how Parrott Wealth Management focuses on customer service in order to provide trust and comfort to our clients during the planning process.

A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing the different income strategies. We go in depth answering some of the basics about how continue to receive a form of income in retirement in order to improve the success of the financial plan. Later in the podcast we dive deeper into different types of income strategies in retirement and while working, how to receive an annuity, how to use money to make money, how to turn a retirement hobby into a source of income, and how Parrott Wealth Management could help someone receive more income through their holdings.

A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing the difference between Stocks, ETFs, and Mutual Funds. We go in depth answering some of the basics about what each one is and some of the things that should be considered when investing into each asset. Later in the podcast we dive deeper into more difficult questions that cover why you would pick one over the other, how to properly diversify, how they are taxed, what PWM invests in, and how actively you should manage your portfolio.

A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing College Savings. We go in depth answering some of the basics of how to save for college and some of the things that should be considered when deciding which savings plan to pursue. Later in the podcast we dive deeper into more specific questions that cover what are the best savings plans, how the money can be spent by the beneficiary, what happens if the beneficiary doesn't attend college, how much needs to be saved, where to get a college savings plan, and how you should allocate your holdings in a college savings plan.

A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences.

This week we are discussing a Roth IRA Vs. a Traditional IRA. We go in depth answering some of the basics about how each IRA functions and how they should be invested into. Later in the podcast we dive deeper into more difficult questions that cover clauses or small details regarding the IRA's and how we would handle those situations and make decisions to better manage an IRA account.