Money Matters with Greg

Money Matters with Greg

By Greg FarrallBusiness
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Money Matters with Greg episodes

  • Episode 149: Long Term Care: What is it and how can you plan for it?

    Greg Farrall, CEO and Owner of Farrall Wealth and recent advisor to Farrall Wealth, Brett Lemmons, discusses the past and future of the long-term care industry and how you and your family might be able to qualify for a policy that could help you and your family save your wealth in the future. 

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.  

    28 min
  • Money Matters with Greg: What we got right and wrong in 2024

    Greg is back! Been too long.  Welcome back to our CEO and Founder, Greg Farrall, for his insight on the past year and the four pillars he and his team are watching for 2025. Listen to this 30-minute video he produces for his Money Matters with Greg podcast, found wherever you pod, and also 103.1 FM WVLP in Valparaiso, Indiana.

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.  

    32 min
  • Episode #146: 401(k) Fiduciary Series Episode #3: The Participant Experience and Health of Your Plan
    Greg welcomes back Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the third and final episode in a fiduciary series as they discuss how important financial literacy and participant experience are to the overall health of your 401(k) plan. This is the third of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, business owner, or both, you won’t want to miss this episode.

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.  

    23 min
  • Episode #145: 401(k) Fiduciary Series Episode 2: Governance, Disclosures an d Participant Experience
    Greg welcome Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the second episode as they discuss governance of a plan, fidelity bonds, Annual Disclosures and try to talk about participant experience before time makes them stop. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, youwon’t want to miss this episode.

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.  

    33 min
  • Episode #144: 401(k) Fiduciary Series Episode 1: Are you a Fiduciary?
    Greg welcomes Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin as they discuss what it is to be a fiduciary as a plan sponsor and the risks involved. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you won’t want to miss this episode.

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.  

    18 min
  • Episode #143 Update on the Market
    Listen in as Greg talks the week in the Markets and wishes all of the awesome Fathers out there a Happy Fathers Day. He is seeing resistance in stocks and thinks an opportunity might be coming for those that have been looking to add to their equity positions. Also, he gives you an update on COVID-19 cases.

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.  

    10 min
  • Episode #142: Update on the Markets
    Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 7th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky watersfor your investment philosophies and strategies.

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.  

    15 min
  • Episode #141: Update on the Markets
    Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 6th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky waters for your investment philosophies and strategies.

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.  

    9 min
  • Episode #136: Money Matters with Greg FirstLight Home Care
    Listen and watch as Greg interviews frontline heroes and Owner of FirstLight Home Care, Jim Alex, and Vice President of Operations, Mary Joe Jaime. They tell stories about how their clients are affected byCOVID-19 and what their industry is doing to prevent the virus. Thanks to them and all of the frontlineworkers doing amazing things daily. Check out more about what they do and how they might be able to help you, your parents or grandparents here: https://www.firstlighthomecare.com/home-healthcarevalparaiso/

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.  

    23 min
  • Episode# 135: Talking PPP and CARES Act with Laciak Accountancy Group
    What is better than getting free advice from a certified public accountant? Getting free advice from four of them! Greg interviews Joe Laciak, Geoff Laciak, Brian Laciak and Michelle Gonzalez from Laciak Accountancy Group. They are all extremely busy in these hectic times, so it was great to have them on the show. They give us all some great advice. Listen in to hear about the nuts and bolts of PPP and the CARES ACT. You can also find them at www.laciak.com

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.  

    19 min

About Money Matters with Greg

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Needing guidance on finances, or just curious about investments? Join CEO and Owner of Farrall Wealth, Greg Farrall, as he dives into all things relating to money and often interviews interesting…