The Financial Translator
Kirk Kreikemeier, CFP® and Principal Advisor of Pebble Valley Wealth Management, gives his guidance and opinion on financial, market, and economic topics to help listeners move from confusion to confidence. Visit our website at pvwealthmgt.com.
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Episodes
7 days ago
7 days ago
Here are the documents accountant is looking for – and yes still time to impact 2024 tax year.
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this topic.
Interested in learning more about our firm? Click here to schedule a call!
Monday Mar 03, 2025
Monday Mar 03, 2025
This episode provides a market update through February 28, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
Tuesday Feb 25, 2025
Tuesday Feb 25, 2025
Here is a financial framework for those starting their first job – and a refresher for others already working.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast.
Interested in learning more about our firm? Click here to schedule a call!
Tuesday Feb 04, 2025
Tuesday Feb 04, 2025
This episode provides a market update through January 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
Thursday Jan 23, 2025
Thursday Jan 23, 2025
Here are a few new features effective in 2025 from SECURE Act 2.0. Also note Social Security Fairness Act passed in early January.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast.
Interested in learning more about our firm? Click here to schedule a call!
Tuesday Jan 07, 2025
Tuesday Jan 07, 2025
This episode provides a market update through December 31, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
Monday Dec 16, 2024
Monday Dec 16, 2024
Here is my traditional holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in but also remember to recognize and encourage this energy year-round but without "measuring you by the yardstick of my own years."
Happy Holidays!
Interested in learning more about our firm? Click here to schedule a call!
Tuesday Dec 03, 2024
Tuesday Dec 03, 2024
This episode provides a market update through November 30, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
Friday Nov 22, 2024
Friday Nov 22, 2024
Not all tax planning moves can wait until next spring. Here are some moves to consider now.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast.
Interested in learning more about our firm? Click here to schedule a call!
Tuesday Nov 05, 2024
Tuesday Nov 05, 2024
This episode provides a market update through October 31, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!