Money Matters Radio Podcast with Dean Greenberg

About Money Matters Radio Podcast with Dean Greenberg

Join Dean and the Greenberg Financial Group team, along with special guests, as they break down how markets react to the latest economic shifts and geopolitical events. Stay informed, gain perspective, and be part of the conversation, send your questions to contact@greenbergfinancial.com

Publisher

Greenberg Financial Group

Category

business · news

Language

en

Explicit

No

First episode

20 Feb 2022

Latest episode

19 Oct 2026

Latest episodes

242 episodes in the feed.

1. 

   19 Oct 2026

   The AI Debt Scare, a Rotation Into Value, and the Year-End Deadline You Can’t Afford to Miss

   In this episode of Money Matters, brought to you by Greenberg Financial Group in Tucson, Dean opens with an argument worth hearing if you own anything in the memory space. Micron has been a cyclical stock his entire career, and he explains why he thinks that’s changed, using the human brain to make the case. He also gets into the Chinese chip headlines that keep rattling the group, what the Fed does next, and where Social Security has to go over the next twenty years. From there Dave, Dylan and Sebastian break down the NASDAQ’s worst week in roughly 18 months. It wasn’t a run for cash. The Dow and the equal weighted S&P both finished higher, so money moved around instead of leaving the market. What spooked investors was credit. CoreWeave is at the center of it, down about 80% from its high with its bonds trading at eighty cents on the dollar, and we walk through why Jensen Huang’s comments on CNBC mattered so much. We also make the case that we’ve seen this movie twice already this year. The SaaSpocalypse was supposed to sink Salesforce, AI was supposed to replace cybersecurity, and both groups came back. We also cover hot inflation numbers that somehow sent interest rates lower, Taiwan Semi falling despite 41% revenue growth, NVIDIA announcing the largest buyback in history, and Apple hitting a new all time high on its foldable iPhone. The back half is all about year end planning. We cover the December 31st deadline for required minimum distributions, how qualified charitable distributions let you give straight from your IRA without it becoming taxable income, the 3.6% Social Security increase coming in January, and the 401k super catch up for savers between 60 and 63 that most people don’t know about. Dylan also shows how our what if tool answers the questions keeping people up at night, like what happens if I retire at 62 instead of 65. Plus a Tucson fun fact about a seed vault on River Road. Our next free interactive financial planning seminar is Friday, October 30th at 11:30 at La Paloma Country Club, and only about twenty spots remain. Register at www.GreenbergFinancial.com or give us a call. If you’ve been thinking about taking us up on the free financial plan, this is the kind of clarity it brings. 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 Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The 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. The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only. A professional advisor should be consulted before implementing any of the options presented. Greenberg Financial Group 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.

2. 

   12 Oct 2026

   Why Stocks Keep Setting Records While Rates Rise, Plus New Tax Breaks for Seniors Over 65

   In this episode of Money Matters, brought to you by Greenberg Financial Group in Tucson, Dave and Todd hold down the fort while Dean is in San Diego coaching the University of Arizona lacrosse team and Dylan takes Sebastian to his first SEC game in Kentucky. They dig into something Dave says he has not seen in his career. The S&P 500 and the NASDAQ both set new all time highs in the same week the ten year Treasury hit a 24 year high, and the technical oscillator was reading oversold at the top. Rising rates are supposed to work against stocks, so we get into why this market has been able to shrug that off, how multiple compression is quietly squeezing price to earnings ratios across the board even for NVIDIA, and why earnings growth has been doing all the heavy lifting. The more useful conversation for anyone near retirement is what high rates do to the math. When you can lock in north of five percent on long duration, the old four percent withdrawal rule starts looking like a relic of a three percent world. Todd walks through why we built the four percent rule the way we did, what a 60/40 portfolio actually generates in this environment, and how our strategic income model keeps five years of your spending in bonds so we never have to sell equities at the bottom to pay you. Dave shares what he told a client in a planning meeting last week, which is that this may be one of the more forgiving moments in decades to be stepping into retirement. Haley Glick joins us for the tax segment and untangles one of the most confusing calculations in the code, which is how much of your Social Security actually gets taxed. She explains provisional income, the thresholds where zero, fifty and eighty five percent of your benefit gets pulled into your taxable income, and why Congress built it that way in the first place. We walk through a real client with a small pension and thirty thousand in Social Security who owes nothing on that benefit, and how the One Big Beautiful Bill stacks a new six thousand dollar deduction per person over 65 on top of an already enlarged standard deduction. She also gets into what she keeps finding when she reviews returns prepared elsewhere, and why the phrase it is a write off has cost people more money than it has saved them. On the market side we cover Micron reporting the biggest quarter in its 48 year history with revenue up roughly 380% from a year ago and guidance calling for an even bigger one, Marvell taking orders into 2031, and why memory is on its way to being treated like a utility. We get into the SpaceX spectrum deal that knocked ten to fifteen percent off Verizon, AT&T and T-Mobile in a single session while the cell tower stocks rallied, and why Dave changed his mind about what satellite service can actually replace. There is also Apple falling five percent on iPhone 18 order cuts right before the Duo launch, Cisco quietly becoming the top Dow stock of the year, nuclear names popping on the Meta and Constellation deal and a $34 billion government loan to Vistra, and a line item in NVIDIA’s filing about who owes them money that is worth watching. Plus Costco’s September numbers and a real disagreement about whether its membership base is aging out or aging in, Brian Niccol running Starbucks from Manhattan Beach while rumors swirl about Chipotle, a record low 54% of American adults who drink at all and what that does to restaurant margins, and a Tucson fun fact about how a University of Arizona lab helped NASA pick where to land on the moon. Our next free interactive financial planning seminar is Friday, October 30th from 11:30 to 2:00 at La Paloma Country Club. It is already about half full. Lunch is included, Haley will be there for tax questions, and you will see our full planning process and risk analysis start to finish. Register at www.GreenbergFinancial.com under the resource tab or give us a call. If you have been thinking about taking us up on the free financial plan, this

3. 

   5 Oct 2026

   October Surprises, a Bond Market Problem, and Why a Big Tax Refund Means You Overpaid

   In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean Greenberg, Dave Sherwood, Dylan Greenberg, Todd Glick Jr. and Sebastian Borsini sit down after a September that looked very different depending on where you checked. Big tech carried the Nasdaq to a gain while the equal weighted S&P 500 slipped about 5%, and we talk through why that gap matters, what history says about October's reputation, and why staying measured into the midterm elections can make more sense than chasing the next headline. Dean also shares his long view on the AI data center build out and his ideas for putting Social Security and Medicare on firmer footing for the next generation. From there we get into the interest rate story that keeps pressuring the broader market, why the Fed only controls the overnight rate and not your mortgage, and why individual bonds with set maturity dates can behave very differently from bond funds when rates rise. We also cover Micron's earnings and its shift toward long term contracts, NVIDIA's record buyback, Nike's rough year, the latest from the auto makers, and a Tucson fun fact about how A Mountain got its letter. Hailey Glick from G&G Tax Advisors joins us to explain why a big refund is really an interest free loan to the IRS, how tax brackets actually work, why withholding often changes in retirement, and what to keep in mind on required minimum distributions, qualified charitable distributions and estimated payments before the year runs out. We also share a note from a new client about the care she received from Todd and Sebastian, and invite you to our next financial planning workshop on October 30 at La Paloma Country Club, from 11:30 to 2. Want to see how all of this fits your own situation? Ask us about a free personalized financial plan. 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 Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The 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. The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only. A professional advisor should be consulted before implementing any of the options presented. Greenberg Financial Group 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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

419,108,275

Score snapshot 15 Sept 2025

Apple Podcasts (US)

3.7 / 5

3 ratings

Podcast Authority Score: 76 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

94

Social presence

0

YouTube

93

Engagement

51

Contact Money Matters Radio Podcast with Dean Greenberg

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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