Skip to main content

The firm was started over 30 years ago by our Managing Director, Ed Newton.

Now, Ed is sharing his years of expertise with a wider audience. This podcast is perfect for do-it-yourselfers who want to stay current on changing statuses in the world of investing and retirement.

When you’re ready for help managing your financial life, contact us at

November 11, 2021 in Podcast

Podcast Episode 12: Should I Pay Off My Debt or Invest?

Elizabeth Newton enters the Money Management Podcast to answer the age-old question: should I pay off my debt or start investing? Finding the answer to this question depends on your…
Read More
November 12, 2020 in Podcast

Podcast Episode 11: Post-election 2020 Strategies for Success

Now that the 2020 elections are fading into the rearview mirror, what do smart investors need to be thinking about? With all of the lingering uncertainty, it can feel like…
Read More
September 23, 2020 in Podcast

Podcast Episode 10: Data Watch – Housing Market Recovery

While we don't usually record a podcast for every new piece of financial market data we come across, this one seemed especially important. Existing home sales rose in August for…
Read More
September 9, 2020 in Podcast

Podcast Episode 9: Election 2020 – Part 2

This is part 2 of a podcast called "Election 2020". In part 1 of this podcast, we looked at the economy and tax policy under a Trump or Biden presidency.…
Read More
September 1, 2020 in Podcast

Podcast Episode 8: Election 2020 – Part 1

The elections matter to all of us, as citizens and investors. Presidential election results drive policies that help shape our economy, the markets, and our lives, so it's important to…
Read More
July 9, 2020 in Podcast

Podcast Episode 7: The Economy and the Virus

Not since the 1960s and '70s has the United States experienced social upheaval like we are experiencing today. Between protests, political polarization, and a virus that's creating an acceptance of…
Read More
June 5, 2020 in Podcast

Podcast Episode 6: An Analysis of the Coronavirus Lockdown Experiment

In this episode, Ed reviews precautions that were taken due to Coronavirus and goes through some important stats showing the progress of our country since the beginning of the COVID-19…
Read More
May 21, 2020 in Podcast

Podcast Episode 5: 2020’s Financial Outlook

In this installment of the Money Management podcast, Ed goes over some updates to 2020's financial outlook. It's been a few weeks since we've uploaded a podcast, so we're updating…
Read More
March 30, 2020 in Podcast

Podcast Episode 4: The CARES Act and How It Affects You

In this installment of the Money Management podcast, Ed breaks down what you need to know about The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law…
Read More
February 19, 2020 in Podcast

Podcast Episode 3: How Much Do I Need to Save for Retirement?

In this installment of the Money Management podcast, Ed addresses a very common question- 'how much should I save for retirement?'. The answer, as always, is that it depends. Age,…
Read More
January 15, 2020 in Podcast

Podcast Episode 2: Tax Law Changes that Affect Investors and What 2019 Stock Market Returns Tell Us About 2020

In the second episode of the Money Management podcast, Ed talks about the most recent tax law changes affecting investors that you should look out for (0:27). He also spends…
Read More
December 13, 2019 in Podcast

Podcast Episode 1: Thankfulness and The End of The Decade | Required Minimum Distributions (RMD) | 401K Contribution Limits

In this maiden voyage of my Money Management podcast I put things into context to help you understand where we are as we close out the 2nd decade of the…
Read More