Money Matters with Dean Greenberg

On this episode of Money Matters, brought to you by the Greenberg Financial Group, we go beyond the headlines and take a deeper look at how real financial planning comes together. Along with our usual breakdown of current market activity, key stocks, and major industries, we walk through our Risk Analyzer tool and explain how understanding risk plays a critical role in building a long-term financial plan. Whether you’re focused on growing your portfolio, protecting what you’ve built, or simply trying to make sense of today’s markets, this episode highlights how disciplined planning and thoughtful risk management can help keep your strategy aligned with your goals. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at [email protected]

A new year brings new opportunities and new risks. In this episode of Money Matters, we kick off 2026 with a clear, practical breakdown of what investors need to know right now. We dive into the upcoming earnings season and the key catalysts that could move markets over the next several months. We also highlight the stocks that have already come out of the gate strong this year and discuss what that early momentum could mean going forward. As always, we tie it all back to what matters most: having a real financial plan. We walk through our planning process and explain why starting or updating your financial plan now can help you stay prepared, confident, and focused no matter what the markets throw your way in 2026. Whether you’re actively investing or just trying to make smarter financial decisions this year, this episode will help you start 2026 informed and intentional. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at [email protected]

In this episode of Money Matters, brought to you by the Greenberg Financial Group, we break down the latest developments in the AI revolution and what they signal as we move toward 2026 after a strong close to 2025. We discuss where AI adoption, innovation, and investment trends appear to be headed and what that could mean for markets, businesses, and long-term investors. As always, we walk through our financial planning process and explain why having a clear, well-structured plan is critical during periods of rapid change and uncertainty. We also provide a practical 2026 outlook to help you stay informed, confident, and prepared as we enter the new year. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at [email protected]

In this end of the year edition of Money Matters, the Greenberg Financial Group wraps up the highs, the surprises, and the lessons that shaped the year in money. We break down what actually mattered in the markets, the financial moves that paid off (and the ones that didn’t), and the habits that made the biggest difference for long-term success. With a mix of perspective, practical takeaways, and a look ahead to what’s coming next, this episode is equal parts reflection and reset, designed to help you close the year smarter and head into the new one with confidence. Don’t miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at [email protected]

In this episode of Money Matters, brought to you by the Greenberg Financial Group, we break down the latest developments shaping global financial markets and the geopolitical landscape as we head toward year-end. After another strong year for risk assets, we discuss the signs of end-of-year market rotation and what it may be signaling as investors begin positioning for 2026. We also take a step back to explain our financial planning process and why having a clear, disciplined plan is essential not just as you approach retirement, but throughout every stage of it.