RHP Market Talk Episode 44 dives into the essential role of financial planning in achieving long-term success, emphasizing that it is not exclusive to the wealthy. Natalie Picha, Partner and CXO, and Matt Berti, CFP®, CPWA® Associate Wealth Advisor, discuss misconceptions surrounding planning, emotional barriers clients face, and strategies that can transform one's financial future.

• Importance of combining financial planning with investment strategies
• Financial planning as an accessible resource for everyone, not just the wealthy
• Good money habits and their impact on financial health
• Emotional challenges people face when engaging in financial planning
• Commonly overlooked financial strategies worth exploring
• Continuous planning as an evolving process rather than a single event
• The importance of a trusted advisor-client relationship
• Preview of upcoming episodes focused on the emotional aspects of financial planning

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Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.

Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.

https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

Discover the surprising twists of the financial markets as we kick off 2025 with an essential conversation featuring Natalie Picha, Partner and CXO, and Glenn Royal, Partner and CIO.

Explore why the market is defying expectations with rising interest rates despite Federal Reserve cuts and how a new administration's policies could shake things up. We'll dissect the recent end-of-year sell-off and early January market movements, all in the context of inflation and high valuations. With "America First" tariffs and potential new tariff policies on the horizon, we promise valuable insights into their possible impact on inflation and market stability.

Plus, learn why bonds are shining as a cheaper alternative in a richly valued market, offering you a potential safe haven.

Send us a text

Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.

Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.

https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

What drives the markets: politics or the economy?

In Episode 24 of RHP Market Talk, Natalie Picha, Chief Experience Officer, and Glenn Royal, CFP®, Chief Investment Officer, discuss the recent election results and the changes they will bring.

What implications do these changes have for tariffs, cryptocurrency, and the bond markets?

Send us a text

Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.

Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.

https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530