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

The latest funding status of Social Security and Medicare is available.  Yes, the programs will be around when you retire, but benefits may be reduced.  Here is a financial overview of these programs in a Q&A format.

#55 - Market Update 4/30/2024

Thursday May 02, 2024

Thursday May 02, 2024

This episode provides a market update through April 30 2024!

Thursday Apr 25, 2024

Before tossing your 2023 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2024 return.

#53 - Market Update 3/31/2024

Thursday Apr 04, 2024

Thursday Apr 04, 2024

This episode provides a market update through March 31 2024!

Tuesday Mar 26, 2024

I provide some last minute tax-planning moves for the 2023 tax year and a quick summary of key tax documents needed for your accountant. 

#51 - Market Update 2/29/2024

Tuesday Mar 05, 2024

Tuesday Mar 05, 2024

This episode provides a market update through February 29 2024!

#50 - Inflation Update

Tuesday Feb 27, 2024

Tuesday Feb 27, 2024

Inflation has been heading lower, but the Fed needs to see more. The bond and equity markets are watching closely. 

Friday Feb 02, 2024

This episode provides a market update through January 31 2024!

Wednesday Jan 24, 2024

Do you recall the attention SECURE Act 2.0 received in early 2023?  Here is a refresher on the 2023 changes and new features effective for 2024.
 

Friday Jan 05, 2024

This episode provides a market update through December 31 2023!

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