Your 401k, a classic car collection, quantitative easing and the rising cost of your fast food burger all seem like wildly different topics. And yet somehow, they all end up hitting your checking account one way or another. <i>It's All Money</i> draws the throughline for investing, sales, taxes, business stories, economics and day-to-day spending. Every episode is designed for you to walk away at the end with 1 useful tip to increase your financial confidence, even if (actually especially if) you knew very little about the topic at the start.<br /><br />Because ultimately, <i>It's All Money</i>.<br /><br />It's All Money is powered by Sonoma Wealth. The show is hosted by Sonoma Wealth Managing Principal Daren Blonski, CFP® AIF® and Marketing Director Dano Weir. Sonoma Wealth is the private wealth arm of Fermata Advisors. Fermata's holistic financial services also includes Fermata 401k and Fermata Tax. Fermata is headquartered in Sonoma, California with offices across Northern California in Santa Rosa, San Rafael, Auburn and Chico.
It's All Money
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Your 401k, a classic car collection, quantitative easing and the rising cost of your fast food burger all seem like wildly different topics. And yet somehow, they all end up hitting your checking account one way or another. <i>It's All Money</i> draws the throughline for investing, sales, taxes, business stories, economics and day-to-day spending. Every episode is designed for you to walk away at the end with 1 useful tip to increase your financial confidence, even if (actually especially if) you knew very little about the topic at the start.<br /><br />Because ultimately, <i>It's All Money</i>.<br /><br />It's All Money is powered by Sonoma Wealth. The show is hosted by Sonoma Wealth Managing Principal Daren Blonski, CFP® AIF® and Marketing Director Dano Weir. Sonoma Wealth is the private wealth arm of Fermata Advisors. Fermata's holistic financial services also includes Fermata 401k and Fermata Tax. Fermata is headquartered in Sonoma, California with offices across Northern California in Santa Rosa, San Rafael, Auburn and Chico.
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6/28/2024
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Recent Episodes
June 19, 2026
How The New Fed Chair Could Change Your Mortgage Rate
Kevin Warsh is the new Fed chair, and real estate buyers (and sellers) want to know what that means for mortgage rates. In his first Fed Meeting this week, rates held, with 9 governors indicating a potential increase this year. Sonoma Wealth Marketing Director Dan Weir and Advisor Clay Dunkle sit down with Linda Zaiss, VP of Mortgage Lending at Rate in Napa with 26 years at the closing table for a deep dive on interest rate scenarios: <br />• How the bond market, not just the Fed, drives what you pay on your home loan. <br />• The tricky pickle that the Fed currently finds itself in between rates and inflation. <br />• The counterintuitive reason high interest rates can actually help buyers. <br />Whether you're buying, refinancing, or just watching the numbers, you'll get our take on rates in the latest episode of It's All Money. <br /> <br />Learn more about Linda Zaiss, VP of Mortgage Lending at Rate in Napa: <a href="https://www.rate.com/loan-officers/linda-zaiss-8991" target="_blank" rel="noreferrer noopener">https://www.rate.com/loan-officers/linda-zaiss-8991</a> <br />https://www.instagram.com/lindazaiss/ <br /> <br />Book your Wealth Analysis right here: <a href="https://sonomawealthadvisors.com/book-your-wealth-analysis" target="_blank" rel="noreferrer noopener">https://sonomawealthadvisors.com/book-your-wealth-analysis</a> <br /> <br />References: https://www.npr.org/2026/06/17/nx-s1-5860084/fed-chief-warsh-first-fomc-meeting <br />_______________________________________ <br />Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. <br />The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. <br />Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. <br />Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance. <br />
June 11, 2026
Trump Accounts vs 529 vs Custodial Roth: Which Wins for Your Grandkids
Last summer Congress created a brand new savings vehicle for minors called the “Trump Account” or 530A account. For families building generational wealth, the rules might not be what you'd expect. In the latest episode of our podcast It’s All Money, we're stacking it head-to-head against 529 accounts and the Custodial Roths to show you which one could win for your grandkids, your estate plan, and your tax bill. Marketing Director Dano Weir and Managing Principal Daren Blonski examine: <br /><ul><li>The functional steps needed for your grandkids to potentially receive a one-time investment $1000 from the fed or $250 from the Dell Family. </li></ul><br /><ul><li>Why gift tax, Roth conversions and state tax could cause headaches for high-net worth families with Trump Accounts. </li></ul><br /><ul><li>The overall benefits of teaching investing to kids at an early age and potential downstream upside for their future in retirement. </li></ul><br />As with all our podcasts, we approach these real-life finance topics (that can cross in to politics) with practicality. We assess the financial aspects and share our perspective on how they may or may not fit in a client’s life. We hope you enjoy the episode. <br /><br />Book your Wealth Analysis right here: <a href="https://sonomawealthadvisors.com/book-your-wealth-analysis" target="_blank" rel="noreferrer noopener">https://sonomawealthadvisors.com/book-your-wealth-analysis</a> <br /><br /><a href="https://youtu.be/5QFZ47FGNDQ" target="_blank" rel="noreferrer noopener">Full episode video on our YouTube channel</a><br /><br />References: <br /><a href="https://www.congress.gov/crs-product/R48910" target="_blank" rel="noreferrer noopener">https://www.congress.gov/crs-product/R48910</a> <br /><a href="https://www.irs.gov/newsroom/treasury-irs-issue-guidance-on-trump-accounts-established-under-the-working-families-tax-cuts-notice-announces-upcoming-regulations" target="_blank" rel="noreferrer noopener">https://www.irs.gov/newsroom/treasury-irs-issue-guidance-on-trump-accounts-established-under-the-working-families-tax-cuts-notice-announces-upcoming-regulations</a> <br /><a href="https://www.federalregister.gov/documents/2026/03/09/2026-04533/trump-accounts" target="_blank" rel="noreferrer noopener">https://www.federalregister.gov/documents/2026/03/09/2026-04533/trump-accounts</a> <br /><a href="https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title26-section530A&num=0&edition=prelim" target="_blank" rel="noreferrer noopener">https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title26-section530A&num=0&edition=prelim</a> <br /><a href="https://www.whitehouse.gov/wp-content/uploads/2025/03/Trump-Accounts-Give-the-Next-Generation-a-Jump-Start-on-Saving.pdf" target="_blank" rel="noreferrer noopener">https://www.whitehouse.gov/wp-content/uploads/2025/03/Trump-Accounts-Give-the-Next-Generation-a-Jump-Start-on-Saving.pdf</a> <br /><a href="https://www.investor.gov/introduction-investing/investing-basics/investment-accounts/tax-advantaged-accounts/trump-accounts" target="_blank" rel="noreferrer noopener">https://www.investor.gov/introduction-investing/investing-basics/investment-accounts/tax-advantaged-accounts/trump-accounts</a> <br /> <br /><a href="https://www.schwab.com/learn/story/trump-accounts" target="_blank" rel="noreferrer noopener">https://www.schwab.com/learn/story/trump-accounts</a> <br /><a href="https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/what-to-know-about-new-trump-accounts-for-kids.html" target="_blank" rel="noreferrer noopener">https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/what-to-know-about-new-trump-accounts-for-kids.html</a> <br /><a href="https://www.fidelity.com/learning-center/personal-finance/trump-accounts-big-beautiful-bill" target="_blank" rel="noreferrer noopener">https://www.fidelity.com/learning-center/personal-finance/trump-accounts-big-beautiful-bill</a> <br /><a...
May 20, 2026
BONUS Episode - Behind the Firm: Jackie Egidio on Running Sonoma Wealth Advisors
Our Sonoma Wealth Chief Operating Officer Jackie Egidio recently joined the Beyond the Vines podcast with Amy Ahlers, and we're sharing the audio here as a bonus for <i>It's All Money</i> listeners! What's it really like running a financial firm with 12 advisors, thousands of clients and $1 billion Assets Under Management? Listen and find out: <br /><ul><li>The financial planning conversations every business owner and professional should be having.</li><li>Why it's ok to feel overwhelmed if you've never worked with an advisor before.</li><li>The importance of working with a fiduciary.</li><li>How our team delivers comprehensive wealth management behind the scenes.</li></ul>The full video episode is available above from the <a href="https://youtu.be/2kFfAkhPIxI?si=1um1U5MZNXPslWgu" target="_blank" rel="noreferrer noopener">Beyond The Vines YouTube Page</a>. <br /><br />Find more Beyond The Vines audio here:<br /><a href="https://podcasts.apple.com/us/podcast/beyond-the-vines/id1710013894" target="_blank" rel="noreferrer noopener">Apple Podcasts</a><br /><a href="https://open.spotify.com/show/3Rrj3STpq5NMIBxQLBXEHK?si=d67874834f2044ba" target="_blank" rel="noreferrer noopener">Spotify</a> <br /><br />Learn more about Amy Ahlers at LivXplore Real Estate in Petaluma <a href="https://amyahlersrealestate.com/about" target="_blank" rel="noreferrer noopener">here on amyahlersrealestate.com</a><br /><br />We hope you enjoyed this bonus podcast episode.<br /><br />
37 total episodes available
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Daren Blonski
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Clay Dunkle CFP®
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This podcast is available on 2 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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