Smart Investing with Brent & Chase Wilsey

International Business Machines Corporation (IBM), Starbucks (SBUX), Ford Motor Company (F), Live Nation Entertainment, Inc. (LYV)

• Has Cathie Wood’s fame come to an end? After riding Tesla and other hot tech stocks in 2020, Wood predicted a strong 20% return in 2021 for her flagship fund ARKK. That was not the case as the fund lost over 23% in 2021 and is down nearly 9% to start 2022.
• Labor Force Participation
• Boston Beer Company
• The 10-year note hit 1.8% Friday morning

Stocks Discussed:

• International Business Machines Corporation (IBM) 
• Starbucks (SBUX)
• Ford Motor Company (F)
• Live Nation Entertainment, Inc. (LYV)

Real Estate, Stock Market and Bond Market

Small Business Lawsuits, Gifting Stocks

• Small business lawsuits
• PPL Stock
• Harrison Johnson, CFP speaks about gifting stocks this holiday season

Jobs Report and CFP® Harrison Johnson: Power of Tax Deferred Growth

• The jobs report looked like a big disappointment this morning with payrolls increasing just 210,000, far below the estimate of 573,000. There were however some bright spots in areas that could help ease the inflation concerns. 
• Harrison Johnson, CFP®: Power of Tax Deferred Growth

Options, Oil Reserves, Peloton, Inflation & Price of Oil

On today's episode:

• Uh oh! Shocking news about the close for this year. What happened? Is it time to panic?
• What are less experienced investors using their options on? Why is this a bad idea?
• President Biden is going to release 50 million barrels from the US Strategic Petroleum Reserve. Is this going to effect gasoline or oil pricing?
• Peloton (PTON) crashed on their stocks. We have the latest information on that.
• Harrison Johnson calls in to talk about income problem vs. tax problem.
• Good news on the inflation front. What is it?
• We take your calls and analyze the stocks that you want to talk about.

CFP® Harrison Johnson: Umbrella Insurance

On today's episode:

• The Staples Center is getting a name change.  What do we think about it?
• Big conglomerates are breaking up their companies. What does this mean for our economy?
• Harrison Johnson calls in to discuss about umbrella insurance. What is that and how can it effect you?
• Elon Musk is in the financial news again (no one is surprised though). What did he say that can make many investors worry right now?
• We talk about the stocks that you call in or comment on our Facebook page and want us to analyze.

Rivian (RIVN)

Get ready for a very informative episode today!

• Rivian (RIVN) is in the financial news. Good news? Bad news? Find out!
• People are quitting jobs at a record for this last month. How will this effect our economy?
• We analyze the stocks that you call in and want to talk about.

Zillow (ZG) and Tax Consequences On Moving: Part 2

We got a very informative show for you today.

• Employment numbers are out. What are they looking like now? Any positives? Any negatives to look out for?
• There could be some issues with 5G towers and signals that could be alarming for investors. We discuss the latest information on that.
• Bad news for the Zillow stock.
• We are about to hit a record on stock buybacks. What does this mean for investors?
• Harrison Johnson calls in to talk about "Tax Consequences On Moving: Part 2!"
• As always, we analyze and discuss about the stocks that you call in and want to talk about.

San Diego County Treasurer-Tax Collector, Dan McAllister discuss the Tax Collection Process

A jam pack show today!

• Labor shortage is causing problems in many sectors of the economy. Who is being effected the most?
• The deficit for the fiscal year ending on September 30th just came out. How much was it? What does this mean for our economy?
• Tesla will supply Hertz with 1000 rental cars. How is this effecting Tesla's stock?
• San Diego County Treasurer-Tax Collector, Dan McAllister, joins the show to discuss the tax collection process. Where does this money go?
• Harrison Johnson calls in to talk about the tax consequences of moving.
• We also take your calls and talk about the stocks that you want analyzed by us.

Retail Sales, Tesla, & Amazon

• The National Retail Federation is predicting a new all-time record for Halloween spending which will reach $10.1 billion this year. The previous record was 9.1 billion in 2017. However, there could be a problem.
• Tesla continues to improve on revenue and earnings. Record revenue was reported at $13.8 billion which delivered a $1.6 billion third-quarter profit for the company. 
• Amazon announces they will be hiring 150,000 workers on a temporary basis for the holiday season. The starting wage at Amazon is $18 an hour and they say that these employees will be eligible for sign on bonuses and hourly bonuses as well. 

Harrison Johnson, CFP: Details of Life Insurance

On this episode of the Smart Investing Show:

• We talk about the importance of the Fighters' Fight Foundation and Breast Cancer Awareness Month. Please help however you can by going to https://www.fightersfightfoundation.com/.
• Retail sales went up better than the expectations. Where is this all coming from?
• JOLTs report looking pretty good still. What do we predict from the upcoming reports?
• Gas prices are growing higher and higher in California. Where is this money going and supposed to go?
• Port of Los Angeles had a huge update this week. What was it? How is it effecting our economy?
• PPI was released. A new record was hit. What record is that?
• Harrison Johnson calls in to discuss the details of life insurance.
• We take your questions and stocks that you want analyzed.

General Motors (GM), Red Rock Resorts (RRR), Vishay Intertechnology (VSH) and Harrison Johnson, CFP: Refinancing before Retirement

We got a jam pack show for you guys today. Check it out!

Discussed Topics/Stocks:

• General Motors (GM)
• Red Rock Resorts (RRR)
• Vishay Intertechnology (VSH)
• Harrison Johnson, CFP: Refinancing before Retirement

Bonanza Creek Energy (BCEI), Bank of Nova Scotia (BNS), Amyris Inc. (AMRS), Harrison Johnson, CFP: Changes that are coming to Roth accounts

On this episode of the Smart Investing Show:

• The stock market went down pretty hard. Is this something that we should panic about? Is it better in China possibly?
• Was watching a movie at AMC really worth it?
• Harrison Johnson calls in changes that are coming to Roth accounts.
• We analyze that stocks that you want to talk about.

Microsoft (MSFT) and Harrison Johnson, CFP®: Income writer & their relationship with Annuities

Today on the Smart Investing show:

• Natural gas prices skyrocketed since the new presidency. What can we expect from this?
• Microsoft did something crazy with their stocks. What is it and why you shouldn't fall for it?
• Retail sales increased last month. What does this mean for our economy?
• The latest news on the inflation rate.
• The latest news on the real estate market.
• Harrison Johnson calls in to discuss income writers and their relationship with annuities.
• We analyze the stocks that you want to talk about.

Harrison Johnson, CFP: What to do with your Annuity

On today's episode:

• The market is bad... but good as well? How is this?
• Bond investors should probably worry about what "Bond King" Bill Gross recently said. Why?
• JOLTs report a record in job openings. What do we see in this? How will this impact our economy?
• Harrison Johnson calls in to discuss what to do with your annuity. 
• We take your calls and Facebook comments on the stocks and financial questions that you want to talk about.

Jobs Report, SPAC, Real Estate, Screen Time, California, Nursing Jobs, & Consumer Confidence

This week on the Smart Investing Show:

• The Jobs Report is out. What is going on?
• SPACs are stacking up many lawsuits. How is this effecting investors?
• A look back at the craziness of the real estate market last year. What were the results? Will this craziness continue? How is this effecting our economy?
• China did something that can effect a certain industry's finances. Which industry are we talking about?
• Harrison Johnson calls in to discuss what are the right reasons to refinance.
• We also take your calls and Facebook comments on the stocks that you want us to analyze and give our unbiased, no strings attached, fundamental opinions on.

Inflation, Fed Update, Employee Shortage, Woke, Charity, Unemployment, Samsung, & Eviction

U.S. Fed Chair Jerome Powell gave a wait-and-see speech that reassured some investors for the economy up ahead. However, there are many downfalls to his speech. We analyze to see what they are.

Baby Boomers have reportedly been retiring more than what was originally expected. Why and how will this effect the stock market?

We talk about the Taiwan semi-conductors and how it ties into inflation.

49% of U.S. households donated to charity which is a decrease from last year. Why?

What does the unemployment rate look like in each state?

 

Harrison Johnson calls in to explain the difference between tax filing and tax planning.

 

We also take a look about the stocks you want to talk about.

Crocs (CROX), Amazon (AMZN), T-Mobile (TMUS), Harrison Johnson, CFP: When you should Retire

Tons of information on today's episode of Smart Investing. Is it time to invest in Crocs? Amazon is opening department stores. How will that effect their stocks? T-Mobile has been hacked over the week. How is that going to effect their stocks?

 

Harrison Johnson calls in to talk about when you should retire.

 

We also take your calls, emails, and Facebook comments and look at the stocks that you want to talk about.

Politics, Pull-Back, Inflation Again, Paying Off Debt, Federal Debt, Union Politics, Business Credit, GE, & Job Openings

Chase is back today with Brent on the Smart Investing Show. Today, they talk about the Fighter's Fight Foundation, bad news coming from the Producer Price Index, and how politics are causing investors to be confused on what to invest in.

 

 Harrison Johnson calls in to talk about HELOCs and how that fits into financial planning.

 

Also on today's show, Graham Bloem calls in to talk about Shelter to Soldier, a non-profit organization that rescues dogs and trains them to be service dogs for military men and women in need.

 

As always, Brent and Chase take your calls and Facebook comments to talk about the stocks and financial questions that you want analyzed and given an unbiased, no strings attached, opinion.

HarrisonJohnson, CFP: How Social Security Benefits Are Calculated

On today's episode, we analyze the recent jobs report and a slow down on US's population growth and how does that effect our economy. We also take a look at the IPO of Charles Schwab.

 

Harrison Johnson calls in to talk about how social security benefits are calculated.

 

Also, economist Kelly Cunningham calls in to talk about what is going on in the economy in the state of California.

 

As always, we analyze the stocks and financial questions that you ask us on Facebook or call in with.