Wealth Vision 20/20 Podcast

Today’s episode is called “Short Term Noise, Long Term Signal” where we discuss the latest economic data for unemployment, GDP, and Inflation and what it means as we close out this year, tailwinds that should help growth in 2026 stemming from new tax legislation, and AI bubble talk that I hope we can put to rest once and for all,  along with our prediction for how the markets will end 2026. Will this be the 4th year in a row of double digit returns, or is a pause in the cards?

Today’s episode is called “Santa & the Federal Reserve” where we discuss the intense focus on the Fed and whether they will lower interest rates despite limited information caused by the government shutdown, will Jay Powell soon learn who his replacement will be 5 months before his term expires, and how is the market poised as Santa decides if we were naughty or nice and if we deserve a Santa Clause rally to end the year. And lastly, we’ll point out planning items to keep in mind as 2025 comes to a close.

Today’s episode is called “Shutdowns, Filibusters and all things Dysfunctional” where we take a deep dive into Government shutdowns and why modern day politicians have no desire to change that, a little known mistake made in 1806 that enabled all of this chaos, and what the stock market thinks of it all……… Is it just me, or does this feel more like hostage negotiations than budget battles, with the American people as the hostages?

Today’s episode is called “Up, Up and Away” where we discuss breaking the standoff of high interest rate policy, what it means to have our first rate cut for 2025 and what’s likely next, the stock market's ascent to an all time high along with what that tells us, and the question on everyone’s mind, is Ai a bubble about to burst or just a boom that has legs?

Today’s episode is called “The Turning Point” where we discuss the interest rate path being telegraphed by The Fed, the shaky link between tariffs and inflation, and the stock markets belief that the bull market is strong and vibrant. With all of the turmoil surrounding hypersensitive politics, are we missing the forest from the trees?

Today’s episode is called “The Powell Paradox” where we discuss the economic numbers, where we stand on inflation as well as tariffs and the browbeating by the President for Powell to lower interest rates. Could we be witnessing the phenomenon called Reactancy Bias, where the more you are pressured the less likely you are to take a certain course of action even if it’s the right thing to do?

Today’s episode is called “Bombs away!” where we discuss the action taken by the US to cripple Iran’s nuclear program, a quick history of how we got there, and the internal tension between Islamic nations dating back to 632AD. With recent events coming to a boiling point we’ve just altered the course of history. But is that for the better or the worse?

Today’s episode is called “Oh Jay…..wake up!” where we discuss the fluctuations of GDP from imports reacting to tariffs, the progress on inflation and the idea that the Fed may be sacrificing the good for the perfect, and the market recovery that looks a lot like the baby brother of the Covid correction. With a policy lag of up to 9 months, is it high time that the Fed do something to prepare for 2026 or wait until it starts raining and then go find some umbrellas. 

Today’s episode is called “Wired for Panic” — where we unpack how your brain, emotions, and even your biology can sabotage rational decision-making… especially when it comes to money.

We’ll look at how ancient fear circuits like the amygdala still run the show, how chronic stress reshapes the part of your brain that controls memory and logic, and why negative news doesn’t just inform you — it rewires you.

We’ll also revisit some classic behavioral experiments that reveal just how easy it is to manipulate perception… and how all of this plays out in markets and client portfolios today.

If you’ve ever felt like you knew better but still acted out of fear — this episode is for you.

Today’s episode is called “Tariffs, Tantrums and the Crocodile Brain” where we discuss the newly released tariffs on 90 countries, the markets reaction to this new order, potential interest rate outcomes as the Fed monitors the situation, and what to do and not do in these situations.