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The Market Moment is an educational finance podcast for the everyday investor.
Episodes
Tuesday Sep 23, 2025
Tuesday Sep 23, 2025
Welcome back to Market Moment! In today’s episode, Matt, Lee, and John tackle one of the most frequently asked retirement planning questions: "How can I lower my taxes in retirement?”
From Roth conversions, RMDs (Required Minimum Distributions), and Social Security timing, to HSA utilization, IRMAA surcharges, and charitable giving (QCDs) — this discussion covers critical tax planning tools for both pre-retirees and younger investors looking to plan ahead.
🔍 Topics Covered:
➡️The benefits of Roth IRAs and Roth 401(k)s
➡️How Roth conversions can create tax-free retirement income
➡️Avoiding surprises with RMDs at age 73 or 75
➡️Understanding IRMAA and Medicare premium increases
➡️Delaying Social Security to maximize lifetime benefits
➡️The importance of having taxable, tax-deferred, and tax-free "buckets"
➡️How HSA accounts can be used tax-free in retirement
➡️Qualified Charitable Distributions (QCDs) after age 70½
💼 Plus, the team touches on how tax laws may shift in the future, the risk of rising tax rates due to the national debt, and why proactive planning — not last-minute scrambling — is key to tax efficiency.
📈 Here is the link to the chart Matt references with historical tax brackets: The Federal Reserve Bank of St. Louis https://fred.stlouisfed.org/graph/?g=jm6o
This Week’s Market Moment Segment:
In the second half, the team explores what could potentially stall the current bull market. They discuss rising inflation, interest rate uncertainty, the softening job market, and global geopolitical risks — as well as reasons for long-term optimism, including AI innovation, corporate earnings, and historical market resilience during past crises.
👍 Like this episode? Subscribe for weekly market insights, financial education, and practical retirement advice.
💬 Send us your questions! TheMarketMoment@mach1fg.com
🍿 Watch Next: https://www.youtube.com/watch?v=tFKMNaz06KQ&t=1s
🎙The Market Moment Podcast! Last week's episode...https://www.youtube.com/watch?v=N-Sp1J0Pqy0
We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram! https://www.instagram.com/themarketmoment/ www.instagram.com/themarketmomemt/
🎙️ About Us: The Market Moment podcast is hosted by financial advisors from Mach 1 Financial Group, a registered investment advisor based in Rogers, Arkansas. We deliver weekly insights into financial planning, retirement strategy, investing, and current market trends.
📢 DISCLAIMER: The hosts of the Market Moment podcast are employees of Mach 1 Financial Group, LLC (“Mach 1”), a registered investment advisor located in Rogers, Arkansas. A copy of Mach 1's current written disclosure brochure is available through the SEC website and at disclosures.mach1fg.com
#RetirementPlanning #TaxStrategies #RothConversion #FinancialPlanning #TaxesInRetirement #SocialSecurity #IRA #RMD #Investing #MarketUpdate #BullMarket #Inflation #MedicareIRMAA #HSA #QualifiedCharitableDistributions #PersonalFinance #WealthManagement
Wednesday Sep 17, 2025
Wednesday Sep 17, 2025
Welcome back to Market Moment! In today’s episode, Matt, Lee, and Isaac tackle one of the most frequently asked retirement planning questions: "When should I claim Social Security benefits?"
If you’re approaching age 60 or older, you’ve likely seen projections, conflicting advice, and heard it all—from "claim early at 62" to "wait until 70 for the biggest payout." Today, we break down how to evaluate your optimal Social Security claiming age based on:
✅ Life expectancy and personal health
✅ Investment portfolio pressure
✅ Income penalties before full retirement age
✅ Emotional and psychological factors
✅ Spousal strategies and survivor benefits
✅ Common myths around Social Security going away
Plus, we share general rules of thumb and how we use financial planning software to tailor decisions to each client’s situation. If you're wondering whether to take benefits early, wait, or plan around your spouse's benefit—this episode is for you.
🔍 Also in this episode:
We dive into recent headlines including Donald Trump's proposal to reduce financial reporting from quarterly to twice a year, and what that could mean for investors, transparency, and long-term investing.
We also explore the controversial concept of 24/7 stock trading, the impact on markets, investor psychology, advisors, and why this shift might not be as exciting as it sounds.
🧠 Key Topics Covered:
-When to claim Social Security benefits
-Financial planning considerations for retirees
-Trump's proposal: Semi-annual vs. quarterly earnings reports
-The future of 24/7 trading on the NYSE
-Market volatility and global market influence
-Emotional and strategic considerations for retirement
👍 Like this episode? Subscribe for weekly market insights, financial education, and practical retirement advice. 💬 Send us your questions! TheMarketMoment@mach1fg.com
🍿 Watch Next: https://www.youtube.com/watch?v=V4EkYJeQQqw
🎙The Market Moment Podcast! Last week's episode...https://www.youtube.com/watch?v=m9qzllpFPO8&t=727s
We're on Facebook!
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Give us a follow on Instagram!
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www.instagram.com/themarketmomemt/
🎙️ About Us:
The Market Moment podcast is hosted by financial advisors from Mach 1 Financial Group, a registered investment advisor based in Rogers, Arkansas. We deliver weekly insights into financial planning, retirement strategy, investing, and current market trends.
📢 DISCLAIMER:
The hosts of the Market Moment podcast are employees of Mach 1 Financial Group, LLC (“Mach 1”), a registered investment advisor located in Rogers, Arkansas. A copy of Mach 1's current written disclosure brochure is available through the SEC website and at disclosures.mach1fg.com
.
#SocialSecurity #RetirementPlanning #FinancialAdvice #MarketNews #Investing #StockMarket #TrumpNews #247Trading #Mach1Financial #MarketMomentPodcast #PersonalFinance #RetirementStrategy #EarningsReports #FinancialLiteracy
Tuesday Sep 09, 2025
Tuesday Sep 09, 2025
Welcome back to The Market Moment! In this episode, Matt, Lee, and John are answering the question “How should I invest as I approach retirement?” They offer an in-depth, candid discussion about retirement investing strategies and the many variables that go into building a sound financial plan. From risk tolerance to income needs and everything in between, the hosts break down what investors should consider in the crucial years leading up to—and immediately following—retirement, also known as the “retirement red zone.”
🧠 Topics discussed include:
-Why investment strategy near retirement isn’t one-size-fits-all
-Misconceptions around target date funds
-The importance of knowing your “number”— the return needed to meet your goals
-How flexibility, planning, and real-life risk tolerance impact long-term success
-Why being overly aggressive near retirement can derail plans
-Common mistakes people make with portfolio allocation in their 50s and 60s
📈 The hosts also break down the latest Federal Reserve developments, including:
-The likelihood of a rate cut (25 or 50 basis points?)
-How the market might react
-Why Fed policy could significantly impact retirees and conservative investors
-What shifting labor markets, AI, and underemployment trends may signal about the broader economy.
Whether the listener is nearing retirement, already retired, or planning ahead, this episode is packed with actionable insight and down-to-earth financial wisdom—plus the casual banter and humor that Market Moment listeners have come to enjoy.
🔔 Join the growing Market Moment community by clicking that subscribe button on YouTube!
👍 Don’t forget to Like, Subscribe, and Share! Comments and questions are always welcome!
💬 Send us your questions! TheMarketMoment@mach1fg.com
🍿 Watch Next: https://www.youtube.com/watch?v=V4EkYJeQQqw 🎙The Market Moment Podcast!
Last week's episode...https://www.youtube.com/watch?v=0FIqTBh5Zp0&t=1s
We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
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🧾 Disclosure The hosts of the Market Moment Podcast are employees of Mach 1 Financial Group. Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Aug 26, 2025
Tuesday Aug 26, 2025
Welcome back to The Market Moment! In this episode, Matt, John, and Eli dive deep into one of the most frequently asked financial planning questions: "How much do I need to retire?" If you're in your 30s, 50s, or approaching retirement, this conversation covers everything from simple retirement math to the complex variables that impact your long-term financial security.
We break down how to estimate your retirement number using the 4% rule, why that method is often flawed, and what to consider instead. You'll also learn the importance of understanding your expenses, asset location (Roth vs Traditional), taxes in retirement, inflation, health care costs, and legacy planning.
Plus, we wrap up with a timely market moment update following the Federal Reserve’s Jackson Hole meeting, including insights from industry experts like Bill Gross and Ryan Detrick on interest rates, the bond market, and what that could mean for mortgage rates, borrowing, and your investment strategy.
🧠 Topics Covered:
- Retirement Planning Strategies
- How to Calculate Retirement Needs
- The 4% Rule: Pros and Cons
- Roth IRA vs Traditional 401(k) Withdrawals
- Inflation, Health Care, and Longevity Risk
- Market Trends Post-Jackson Hole Fed Meeting
- Bond Market Insights & Fed Funds Rate Outlook
- Mortgage Rate Expectations vs Reality
- Generational Shifts in Retirement Goals
💡 Whether you're asking “Can I retire at 55?” or “How much should I have saved by 40?”, this episode breaks down the numbers and the why behind the math.
📌 Resources Mentioned:
- Retirement Rule of Thumb: 4% Rule
- 10x Income Savings Guideline
- Jackson Hole Federal Reserve Recap
- Commentary from Bill Gross & Ryan Detrick
👍 If you found this episode helpful:
✔️ Like the video
✔️ Subscribe for weekly financial insights
Also check out our YouTube Channel and subscribe for weekly videos! https://www.youtube.com/@TheMarketMoment
🎙️ Hosted by the advisors at Mach 1 Financial Group
📍 Registered Investment Advisor | Rogers, Arkansas
🔎 Disclosure Brochure: https://disclosures.mach1fg.com
• How to Avoid Investor's Greatest Fear: The... 
/ themarketmoment www.instagram.com/themarketmomemt/Wednesday Aug 20, 2025
Wednesday Aug 20, 2025
• How to Avoid Investor's Greatest Fear: The... • Unpacking U.S. Household Leverage, the Inf... / themarketmoment www.instagram.com/themarketmomemt/ Monday Aug 18, 2025
Monday Aug 18, 2025
Welcome back to The Market Moment with Matt, Lee, and Eli! In this episode, we break down the latest inflation report that came in cooler than expected at 2.7%, what that means for the Federal Reserve's next move, and why the markets are rallying as a result.
We dive deep into:
- What’s behind the inflation drop—and whether it's sustainable
- Growing consensus around Fed rate cuts this September
- The massive shift in the housing market, as renter households surge
- Surprising strength in consumer balance sheets despite economic fears
- The growing concentration in the S&P 500 and what it means for investors
- Why companies like NVIDIA, Walmart, and Apple are shaping the future—and the risks of assuming growth will continue at current rates
- The overlooked reality of today’s so-called “weak consumer”
Plus, we talk about data centers, commercial real estate shifts, and the evolving power dynamics between mega-cap companies and their competitors.
📊 Whether you’re an investor, market follower, or just curious about what’s happening in the economy, this episode connects the dots between key economic trends and how they’re showing up in the market.
Sources sited (charts):
https://x.com/PeterMallouk/status/1954892053785063492
https://x.com/MikeZaccardi/status/1954610383349567850
https://x.com/EricFinnigan/status/1955022915902029842
👉 Like, subscribe, and drop a comment with your thoughts or questions! We’d love to hear from you.
💬 Send us your questions! TheMarketMoment@mach1fg.com
🎧 Subscribe to the Market Moment podcast for more weekly market breakdowns and real-world financial insights.
Email us your questions at TheMarketMoment@mach1fg.com
#investing #inflation #stockmarket
Did you catch last week’s episode? https://www.youtube.com/watch?v=l3Nyvo0R538
Wanna learn more from Eli? Check out his series Data Brief! https://www.youtube.com/watch?v=eIK3-byJFb4
Tuesday Aug 05, 2025
Tuesday Aug 05, 2025
Welcome back to The Market Moment! In this episode, Matt, Isaac, and Eli dive deep into one of retirement's most important—and complex—questions: What's the best way to withdraw income from your portfolio?
There’s no one-size-fits-all answer, but we break down the four most common withdrawal strategies, explaining how each works, who they may be best for, and the pros and cons you need to consider before choosing one:
📌 4% Withdrawal Rule – The classic starting point, but is it still relevant today?
📌 Flexible Spending Strategy – How adaptable budgeting could help (or hurt) your retirement peace of mind.
📌 Bucket Strategy – A visual and tactical approach that segments your money for short-, mid-, and long-term needs.
📌 Guardrail Strategy – For the spreadsheet-savvy planner who wants a dynamic, rules-based income plan.
Along the way, we discuss real-world challenges, from market volatility to managing fixed vs. discretionary spending, and why knowing your monthly expenses and reducing debt (like paying off your home) are crucial for retirement success.
✅ Whether you're 10 years out or just about to retire, this episode is packed with valuable insights to help you build a withdrawal strategy that fits your life.
👉 Don’t forget to like, comment, and subscribe for more insights from the guys on The Market Moment.
📢 Share this with your tax-savvy friends and family!
💬 Let us know your thoughts! Also, please comment or email us your questions. We hope to answer your questions and respond to your comments in an upcoming episode!
Email us your questions at TheMarketMoment@mach1fg.com
🚨Don’t forget to watch Eli’s breakdown of the “O.B.B.B.” on Data Brief… https://www.youtube.com/watch?v=R0YkvuMUC_g&t=5s
#investing #retirement #stockmarket
Wednesday Jul 30, 2025
Wednesday Jul 30, 2025
This week, Matt, John, and Lee unpack several charts exploring the financial consequences of trying to “time the market” or letting personal fears, emotions, and anxiety control your investing. A recent example is what happened in April during the “tariff-talks” and the stockmarket dropped significantly but then also rose back up a week later.
📈 This episode is a must-watch for anyone planning their financial future.
👉 Don’t forget to like, comment, and subscribe for more insights from the guys on The Market Moment.
📢 Share this with your tax-savvy friends and family!
💬 Let us know your thoughts! Also, please comment or email us your questions. We hope to answer your questions and respond to your comments in an upcoming episode!
Email us your questions at TheMarketMoment@mach1fg.com
🚨Don’t forget to watch Eli’s breakdown of the “O.B.B.B.” on Data Brief… https://www.youtube.com/watch?v=R0YkvuMUC_g&t=5s
#investing #retirement #stockmarket
Monday Jul 28, 2025
Monday Jul 28, 2025
This week, Matt, John, and Isaac, dive deep into the groundbreaking "One Big Beautiful Bill" — a sweeping piece of legislation that could reshape your taxes, savings, and financial future. Whether you're a taxpayer, parent, senior, or business owner, these top 10 highlights are essential listening.
Here's what's inside the bill (and this episode):
1️⃣ Individual Income Tax Rates Made Permanent – The TCJA tax brackets (10%-37%) are now here to stay.
2️⃣ Higher Standard Deduction Made Permanent – $31,500 for joint filers, $15,750 for singles starting 2025.
3️⃣ Estate & Gift Tax Exemptions Increased – Up to $30M for couples, inflation-adjusted.
4️⃣ SALT Deduction Cap Raised – Increased to $40,000 in 2025 with phaseouts and future reductions.
5️⃣ New Senior Tax Deduction – $6,000 for those 65+ with moderate incomes (2025–2028).
6️⃣ Tip Income Deduction – Deduct up to $25,000 in tip income (phases out at higher incomes).
7️⃣ Overtime Tax Break – Deduct OT pay: $25K (married) / $12.5K (single), 2025–2028.
8️⃣ Car Loan Interest Deductible – For U.S.-assembled vehicles, up to $10K interest deductible.
9️⃣ Child Tax Credit Boosted – Increased to $2,200 in 2026 and made permanent.
🔟 Trump Accounts for Kids – New children’s savings account, with $5K annual contribution + $1K federal kickstart for newborns (2025–2028).
📈 This episode is a must-watch for anyone planning their financial future.
👉 Don’t forget to like, comment, and subscribe for more insights from the guys on The Market Moment.
📢 Share this with your tax-savvy friends and family!
💬 Let us know your thoughts! Also, please comment or email us your questions. We hope to answer your questions and respond to your comments in an upcoming episode!
🚨Don’t forget to watch Eli’s breakdown on Data Brief… https://www.youtube.com/watch?v=R0YkvuMUC_g&t=5s
We're on Facebook!
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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Jul 15, 2025
Tuesday Jul 15, 2025
This week, Lee, John, and Eli discuss some of the latest market updates but also dive deeper into the most common retirees’ regrets. Some of the market updates include how tariffs could be impacting the economy, Jerome Powell’s decision to not lower rates, and generally how people seem to feel about the market - generally speaking, good!
The conversation pivots to a practical conversation about retirees’ regrets. Eli, John, and Lee have sat down with numerous clients over the years and have found these to be some of the biggest regrets:
-Not starting to save for retirement sooner
-Not meeting with a financial advisor sooner
-Not prioritizing health, to be able to enjoy retirement
-Not spending money or sharing it while you can
-Not knowing what to do during retirement
Are you preparing for retirement or are you retired? Is this helpful or can you relate to these regrets? Let us know your thoughts! Also, please comment or email us your questions. We hope to answer your questions and respond to your comments in an upcoming episode! But next week, we plan to tackle the One Big Beautiful Bill and the changes which could impact you.
Email us your questions at TheMarketMoment@mach1fg.com
Tuesday Jul 08, 2025
Tuesday Jul 08, 2025
This week, John, Eli, and Isaac talk about taking a mid-year financial check-up. This means looking at your finances, maybe even your taxes or tax strategies, any upcoming expenses, your cash on hand, or possibly needing to rebalance, and more. They also discuss the passing of Trump’s Big Beautiful Bill. While there are massive tax and economic implications, the guys don’t have enough time to dive into it deeply in this episode. Eli, however, is preparing a Data Brief video on the subject as it pertains to retirees.
Please comment or email us your questions. We hope to answer your questions and respond to your comments in an upcoming episode!
Email us your questions at TheMarketMoment@mach1fg.com
Watch Next: The Retirement Red Zone: https://youtu.be/BGyQ5XXRsv0
The Market Moment Podcast! Last week's episode... Climbing the Walls of Worry https://youtu.be/dNL-3ndTt_w
Join the growing Market Moment community by clicking that subscribe button!
We're on Facebook!
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Give us a follow on Instagram!
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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Wednesday Jul 02, 2025
Wednesday Jul 02, 2025
This week, the market has reached all-time highs and Matt, John, and Eli are breaking it down on the podcast. Together, they discuss the market “climbing the walls of worry” with how everything going on politically is full of fear and yet investors are still investing–why is that?
They also share each of their perspectives as advisors coming from different eras of investing. John, the oldest on the panel, was well into his career during the 2008 financial crisis. Matt, however, was just starting when the crisis happened. And Eli, the youngest, never truly experienced the financial crisis, at least not as an investor or advisor. The three of them share different perspectives, given their different experiences as investors and advisors, on how to handle the current market. Will something like 2008 happen again? And how do investors need to navigate this or prepare for it? Please comment or email us your questions. We hope to answer your questions and respond to your comments in an upcoming episode!
Email us your questions atTheMarketMoment@mach1fg.com
🍿 Watch Next: 5 Psychological Risks to Avoid in Investing: https://youtu.be/5FGd-wZp38E
🎙The Market Moment Podcast! Last week's episode... If You're Thinking About Retiring, Answer These Questions FIRST: https://youtu.be/t_e0uPzyI0s
😎Join the growing Market Moment community by clicking that subscribe button!
We're on Facebook!
https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram!
https://www.instagram.com/themarketmoment/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Jun 17, 2025
Tuesday Jun 17, 2025
This week, Matt, Isaac, and John are tackling three major headlines from the finance world: tariffs, The Fed being pressured to lower rates, and whether or not the rising tensions in the Middle East is having an impact on the markets.
Matt is a bit surprised the markets haven’t changed at all since the Israeli strikes on Iran, while Isaac is not surprised at all. John is relieved and hopes peace can be settled with the U.S. acting as a mediator. Perhaps good can come from the situation. The tariff drama may finally be coming to an end as more deals are going to paper, and hopefully this all leads to more production in the U.S.
And finally, Trump has been publicly calling out The Fed chairman, Jerome Powell, and demanding rates be cut. This leads the three hosts into a discussion on whether or not a rate cut should take place or maybe the Fed should simply let the economy work itself out.
We hope to answer your questions and respond to your comments in an upcoming episode!
💬 Email us your questions at TheMarketMoment@mach1fg.com
🍿 Watch Next: 5 Psychological Risks to Avoid in Investing: https://youtu.be/5FGd-wZp38E
🎙The Market Moment Podcast! Last week's episode... If You're Thinking About Retiring, Answer These Questions FIRST: https://youtu.be/t_e0uPzyI0s
😎Join the growing Market Moment community by clicking that subscribe button!
We're on Facebook!
https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram!
https://www.instagram.com/themarketmoment/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Jun 10, 2025
Tuesday Jun 10, 2025
This week, Matt, Isaac, and John are taking a break from this week’s headlines to focus on questions you need to answer before retirement. Too many people make the mistake of retiring before sitting down and planning their retirement! Avoid massive financial mistakes by asking:
- What are my monthly expenses?
- What are some upcoming expenses to plan for? (Car purchases, vacations, etc.)
- What will my income source(s) be?
- Do I need an estate plan?
- What is my risk tolerance?
- Do I want to leave a legacy?
💬 Comment below a question or comment so we can react to them in the next episode!
🍿 Watch Next: 5 Risks to Avoid In Investing https://youtu.be/5FGd-wZp38E
🎙The Market Moment Podcast! Last week's episode... https://youtu.be/BiFiLeI_hpA
😎Join the growing Market Moment community by clicking that subscribe button!
We're on Facebook!
https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram!
https://www.instagram.com/themarketmoment/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Monday Jun 09, 2025
Monday Jun 09, 2025
This week, Lee, John, and Isaac discuss a variety of topics such as the constant uncertain tariff situation, the data pointing against the U.S. heading into a recession, and importantly the issue of our nation’s debt crisis. The guys also talk about the generational differences with investing. What will happen to this next generation of investors if and when a crash does happen?
With inflation so low, and the economy doing seemingly well, will the Fed finally cut rates? They are meeting in June, July, and September, and Lee, John, and Isaac all have different opinions on when a cut could take place.
What are your thoughts? Let us know!
Email us your questions at TheMarketMoment@mach1fg.com
🍿 Watch Next: https://youtu.be/5FGd-wZp38E
🎙The Market Moment Podcast! Last week's episode... https://youtu.be/KGorRmBGQCU
😎Join the growing Market Moment community by clicking that subscribe button!
We're on Facebook!
https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram!
https://www.instagram.com/themarketmoment/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday May 27, 2025
Tuesday May 27, 2025
This week, Lee, John, and Isaac sit down in the studio to unpack some major issues and how (and if) they impact the American consumer: tariffs and student debt. John makes the argument that tariffs and all the drama going on in the stock market is not impacting the majority of Americans. John and Isaac recently went on vacations at different points across the United States, and both saw an unphased economy.
However, the national debt and average consumer debt is at all time highs, and that is going to impact people’s pockets. Lee is outraged at the cost of college tuition year after year and the extreme student debt many young people are facing. If people are paying loans instead of spending their money in the market, how will this impact the economy? Overall, everyone agrees that with all the ups and downs, no one can predict what will happen next…
🍿 Watch Next: There Are Always Risks - What Kind Do You Want? https://youtu.be/qxp1hPtUIww
🎙The Market Moment Podcast! Last week's episode... Discussing Current Market Trends with Meera Pandit from J.P. Morgan: https://youtu.be/fBft5c-PtYM
😎Join the growing Market Moment community by clicking that subscribe button!
We're on Facebook!
https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at disclosures.mach1fg.com
Tuesday May 20, 2025
Tuesday May 20, 2025
This week, Matt and Lee invited Meera Pandit of J.P. Morgan on the podcast to dive deep into current market trends. Meeta is an Executive Director and a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Meera is responsible for delivering timely market and economic insights to institutional and retail clients and conducting research on the global economy and capital markets. She is a contributor to publications such as the Guide to the Markets and is frequently a guest on Yahoo! Finance, CNBC, CNN, and other outlets--and the special guest today!
Together, they impact current market trends, recent volatility, and major risk factors in investing. Thanks for joining this conversation! Don’t forget to leave your questions in the comments.
Tuesday May 13, 2025
Tuesday May 13, 2025
This week, Matt, Lee, and Eli explore the different kinds of risks associated with investing. Whether you’re a new investor just learning the basics or close to retirement, this is a great episode to refresh your memory on risks.
🍿 Watch Next: 5 Ways 401ks Make Millionaires https://youtu.be/tiwJm4MJ77c
🎙The Market Moment Podcast! Last week's episode... https://youtu.be/tiwJm4MJ77c
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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday May 06, 2025
Tuesday May 06, 2025
This week, Matt, John, and Isaac discuss the recent GDP Q2 data, debating whether or not the United States has officially entered a recession. They also discuss whether rates should be cut and John predicts a rate cut may happen in June.
A few of the highlights include:
- The United States GDP is negative from the first quarter, which is the first time since 2022. If this trend continues another quarter, it is classified as a recession.
- A lot of commercial real estate loans operate on 5-7 year terms (instead of a typical mortgage of 15 or 30 years) which means a lot of those terms could be renewing soon under these new rates (no longer the very low 2020 ones) which could have a big impact. In general, rates are high and impacting businesses and individuals.
- Rates may be high but they also feel high because of the lengthy period of time when they were extremely low.
- Warren Buffet is retiring and Berkshire Hathaway unlike any other stock
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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Wednesday Apr 30, 2025
Wednesday Apr 30, 2025
This week, Matt, John, and Lee discuss how the economy and the stock market aren’t the same thing. Even though things are possibly not going well in our economy with a looming recession and high inflation, this doesn’t always correlate to a poor performing stock market. The stock market can be a predictor or react to what’s happening in the economy but they are two separate beasts.
They also discuss how severe the inflation has been, which has dramatically impacted the cost of living. Even if inflation goes down, the damage is essentially done and Americans will have to adapt to the new costs and hope wages will rise to keep up. Tariffs are one people’s minds but there are other factors at play, primarily the uncertainty in this new administration. The market’s volatility reminds us all the importance of diversification in our portfolios!
Podcast Matt References: https://www.youtube.com/watch?v=182ckTL2KBA
#inflation #economy #investing