Money Matters 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

Money Matters with Dean Greenberg is a news podcast hosted by Dean Greenberg, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Dean Greenberg hosts Money Matters with Dean Greenberg, a news show with 100 episodes published.

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  Money Matters with Dean Greenberg

  All-Time Highs, Record Margins, and the Data Center Hoax

  Aug 17, 20261h 36m

  In this episode of Money Matters, brought to you by the Greenberg Financial Group, Dean opens with a warning for a week when everything feels good. The S&P has traveled from about 7,300 to 7,800 in two weeks on news that has not really changed, and his point is not that it ends tomorrow. It is that you should not forget how you felt a week and a half ago. From there he gets into why he believes AI is the beginning of what computers were to our economy rather than another dot com, what a shrinking workforce has to do with all of it, why the IRS and our air traffic control systems are still running on technology built decades ago, and why Chandler, Gilbert and Mesa keep growing while Tucson keeps saying no. Then Dave, Sebastian, Dylan and Todd pick up the number that got their attention. Net profit margin for the S&P 500 came in at 16.9 percent, the highest in history, and Todd explains what that actually means using a lemonade stand that costs 30 dollars to run. The market hit its third straight week higher with all time highs on the S&P, the Russell 2000 and the equal weighted S&P, and the VIX sat at a low for the year. Dave's word for it is complacency, right as we head into the eight weeks that have historically been the toughest stretch of the calendar. The guys also dig into Berkshire's latest 13F, where Google is now the third largest position at roughly 38 billion dollars, alongside a return to Delta and a move into home builders, which has Dave remembering when Buffett said he would never buy technology because he did not understand it. And there is a real conversation about who to believe, starting with the analyst who went on CNBC and said oil would hit 200 dollars if the Strait of Hormuz stayed closed for 30 days. It never got over about 120. The takeaway from the table is to take the headlines with a grain of salt and do your own homework. Sebastian brings the story of Richland Parish, Louisiana, where Meta built a 10 billion dollar data center in an economically challenged part of the country. Sales tax revenue went from 21.3 million dollars last year to 65.3 million this year, some teachers there are in line for bonuses, and meanwhile New York became the first state to put a moratorium on building them. Plus a Tucson fun fact about three miles of Prohibition tunnels under downtown that city officials will not talk about, what Prohibition has to do with the fact that you pay income tax, and the 86 year old client who now wants her statements texted to her. The last stretch turns personal. The average car payment in America is now 785 dollars a month, more than double Dave's first mortgage payment, and that opens the door to Roth conversions, including the cases where they do not make sense, along with IRMAA and the charitable giving strategy a nonprofit board member had never heard of. Every one of those questions gets answered inside the financial plan we build free for anyone who asks, whether you ever become a client or not. Our next seminar is this Friday, August 21st from 11:30 to 2 at La Paloma Country Club, lunch included, and we still have a few seats open. 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.

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  Money Matters with Dean Greenberg

  Noise, Nerves, and Numbers: Inside a Week That Surprised Everybody

  Aug 10, 20261h 36m

  In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean Greenberg opens with a market that spent one week terrifying everybody and the next week going up six days in a row. Same headlines, same war, same worries about AI spending. He explains why almost all of it is noise, and why letting that noise decide when you buy and sell is exactly how people end up buying high and selling low. Then Dave, Todd, and Dylan get into what actually drove the move, and it was earnings. Growth across these companies came in near 50% year over year when the street was looking for 20%. We talk about why the memory names sold off anyway, why value has quietly had such a strong year, and the odd standoff where the CEOs sitting on the real numbers keep saying spend more while investors keep saying stop. Somebody is wrong. Todd also explains AI agents in a way you will actually remember, with a desk, a pile of Post-it notes, and a filing cabinet underneath. That one picture tells you which parts of the computer this whole build out is going to need next, and it is not the part everybody talks about. There is more on the jobs report that came in negative and somehow cheered everyone up, copper setting an all time high, gold's big week, Bitcoin as a read on liquidity, and the quiet story of what Japan's interest rates have to do with ours. We spend real time on SpaceX too, since it is the one we get asked about more than anything else, and Dave shares a couple of simple observations he has picked up over the years about when a stock is telling you something and when it is just sitting there. Dean makes his case on Trump accounts as well, and why a grandparent putting in a little each year could be the most valuable thing they ever do for a grandchild. We close with seasonality heading into September and October and an honest conversation about risk tolerance, because the time to find out how much risk you can really live with is not while everything is going straight up. Plus a Tucson fun fact about the year the city decided it needed its very own time zone. If you have never had a real financial plan built for you, we will build one at no cost, whether or not you ever do business with us. 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.

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  Money Matters with Dean Greenberg

  A Hedge Fund Blowup, the Downtown Tucson Shooting, and Why We Plan for Lifestyle Instead of Retirement

  Aug 3, 20261h 37m

  In this episode of Money Matters, brought to you by The Greenberg Financial Group, we unpack one of the strangest weeks the market has handed us in a while. The Dow dropped 1,000 points on Wednesday and took it all back over the next two days, and if you only checked your account on Friday you would think nothing happened at all. The Fed got the blame in the headlines, but the real story was a 25 year old former OpenAI employee whose hedge fund was up roughly 1,500% in two years, ran four times leverage into the memory and data center trade, and got picked apart by other funds once his book became visible. A $40 billion valuation became an $8 billion sale to Citadel. We walk through how forced selling moves an entire market, and why the lesson is not about being right but about staying solvent long enough to find out. Dean opens the show on volatility and why selling into weakness leaves you with the hardest question in investing, which is when you plan to get back in. He also lays out something that separates how we work from most firms. We do not plan for your retirement. We plan for your lifestyle changes, whether that means a $40,000 family vacation every year, a remodel, more travel, or simply never stopping work at all. He walks through what that planning actually covers, from Social Security timing to Medicare costs to how much you can spend each year without running out, and why we hand you the completed plan for free whether or not you ever do business with us. We also get into the capital expenditure fear that has dominated the tape. Meta's free cash flow collapsed and the stock got clobbered 10% despite revenue up 28%. Google went negative on free cash flow for the first time in its history. Then Amazon reported and its CEO talked openly about the profitability of data centers, and suddenly Google popped 7% on Friday. Every hyperscaler CEO is saying go, and investors keep saying stop, which means somebody is wrong. We look at Apple's 9% drop on a memory shortage that is now showing up in laptop and iPad prices, Microsoft's 24.6% month, the buyback restriction lifting at the end of 2026, and why the 30 year Treasury at a 19 year high and mortgage rates at 6.66% may matter more to this market than any earnings report. The second hour takes a different turn. Dean brings in attorney Mike Story, who represents Tucson police officers through their unions and responded at 2:30 in the morning to the mass shooting outside Empire Pizza in downtown Tucson. Mike walks through what actually happened that night, why a single shot from a seven year veteran ended the threat without endangering the crowd behind the gunman, and the question that officer asked him first. Am I going to prison for this. We talk about the shooter's prior gun offense, how that case was handled, what a 30% smaller police force means for a downtown everybody says they want to save, and what it would take to bring it back. We close with SpaceX heading into its first earnings report and the insider lockup expiring days later with 35% of the float sold short, energy leading all S&P sectors with XLE up 35% on the year, an options based income strategy that Todd and Dylan have been researching directly with the portfolio managers for its 60/40 tax treatment, and why Trump accounts may be the most powerful generational wealth tool available to a grandparent right now. Plus a Tucson fun fact about how the University of Arizona ended up here in 1885 because our representative showed up late. Our next free interactive financial planning seminar is Friday, August 21st from 11:30 to 2:00 at La Paloma Country Club. Lunch is included and you will see our full financial planning process start to finish. Register at www.GreenbergFinancial.com under the resource tab. If you have 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.

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  Money Matters with Dean Greenberg

  When Good News Is Bad News, New Tax Deductions, and the Case for Trump Accounts

  Jul 27, 20261h 37m

  In this episode of Money Matters, brought to you by Greenberg Financial Group in Tucson, Dean opens the show with three straight down weeks behind us and a market that has decided every headline is bad news. Google reported negative free cash flow for the first time in company history, investors headed for the exits, and the hyperscalers took it on the chin for spending money on the one thing everybody agrees is the future. We get into why capital expenditure became the fear trade, what $794 billion in projected 2026 spending across Amazon, Alphabet, Microsoft, Meta and SpaceX is actually telling us, and why not one CEO in the industry is calling a top. Dean spends his monologue on volatility and self-knowledge, which is really the same conversation. Memory chips, Intel's foundry buildout in Phoenix, the hyperscalers that keep getting punished for building, and the question every investor has to answer honestly before choosing a portfolio. Where is your stomach on this. He also walks through how ETFs can give you exposure to a volatile group with a smoother ride, and why diversification and risk tolerance still do more work than any single call. From there Dave, Todd, Dylan and Sebastian dig into a week where good news kept getting read backwards. Oracle hit a 52 week low right after signing a ten year, $8 billion Department of Defense contract. Intel posted its biggest revenue jump in 15 years and closed lower anyway. Meanwhile the quiet story of the year keeps going, with the equal weighted S&P 500 running ahead of the headline indexes while everyone watches the chips. We also look at what railroads and shippers like CSX are saying about the real economy, and why a 55 year low in unemployment claims is doing more to hold up interest rates than anything else. The back half is all planning. Hailey Glick joins us to walk through the deductions showing up on 2025 returns under the One Big Beautiful Bill, including no tax on tips up to $25,000, the overtime rules almost everyone gets wrong, the enhanced senior deduction for filers over 65, and the new car loan interest deduction that landed on its own Schedule 1A. Most of these phase out by income and most of them expire after 2028, which is exactly why we spend the rest of the segment on Roth conversions. We share a real client story about an 85 year old living in Belgium where the conversion math came down to two countries' current tax rates rather than a guess about future policy, because guessing is not a strategy. We also open up Trump accounts and what compounding actually looks like for a newborn, including the $1,000 government seed for children born 2025 through 2028, why any child under 18 can have one, and the Roth conversion opportunity waiting at age 18. Plus a Tucson fun fact about a street that is not a street and not an avenue either. Our next free interactive financial planning seminar is Friday, August 21st at La Paloma Country Club. Lunch is on us and you will see exactly what our planning process looks like, start to finish. Sign up at www.GreenbergFinancial.com under the resource tab. If you have 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.

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  Money Matters with Dean Greenberg

  The "Chip" Wreck, New Team Member, and the Early Innings of AI

  Jul 20, 20261h 34m

  In this episode of Money Matters, brought to you by Greenberg Financial Group, Dave, Todd, and Dylan run the show while the rest of the team is traveling, breaking down a rough week where the chip stocks led the market lower. We get into what Dave dubbed the "chip wreck," with the semiconductor group dipping into bear market territory for the month, and why we look at that kind of volatility as part of the territory when an entire industry is going through price discovery rather than a reason to abandon good companies. We talk through the names in the middle of it, from Micron and SanDisk to Taiwan Semi's blowout earnings and its plan to pour another $100 billion into Phoenix, and why we still believe the demand story for AI is only getting started. We also dig into some encouraging news on inflation, with both CPI and PPI posting their biggest monthly drops in years as lower oil worked its way through, even as tensions in the Strait of Hormuz pushed crude back up sharply on the week. And we spend real time on the shift at the top of the market, with Apple retaking the largest company crown from Nvidia, and what that rotation is telling us. The back half of the show is all about planning, and the levers that actually matter in retirement. We walk through Roth conversions and the sweet spot in your early sixties, why QCDs are the underappreciated cousin of tax planning, how RMDs work and when to take them, and why owning individual bonds, treasuries, and fee-based annuities can serve the more conservative saver who wants off the rollercoaster. It all ties back to our fiduciary, fee-based, financial-planning-first approach, and the difference between being a true advisor and just a money manager. We are also thrilled to introduce the newest member of the Greenberg Financial team, Hailey Glick, who is helping us build out an in-house tax practice launching in 2027. It is the next step in Dean's vision of a true family office, everything you need under one roof, and we get into how bringing tax planning alongside investments, estate work, and financial planning lets us look at your whole picture over decades rather than one filing season at a time. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. 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.

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