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
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!
Monday Oct 21, 2024
Monday Oct 21, 2024
It’s that time of year. Don’t just click on last year’s options - take a closer look. Also note higher contribution limits, especially if age 60 - 63!
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 Oct 03, 2024
Thursday Oct 03, 2024
This episode provides a market update through September 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!
Monday Sep 23, 2024
Monday Sep 23, 2024
After 8.7% for 2023 and 3.2% for 2024, the SS inflation adjustment for 2025 is expected to be around 2.5%; finalized on October 10.
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 Sep 03, 2024
Tuesday Sep 03, 2024
This episode provides a market update through August 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!
Friday Aug 16, 2024
Friday Aug 16, 2024
Here are some financial tips to add to your “packing list” as you head off to college. Want to learn more about withdrawing funds from your 529 Plan, covering the cost of college, establishing a Power of Attorney for your child, and more? Head over to my recent blog post!
Interested in learning more about our firm?
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