Best Mach 1 Financial Group Podcasts (2025)

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How Can I Lower My Taxes in Retirement? 31:17

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13h ago31:17

31:17

Welcome back to Market Moment! In today’s episode, Matt, Lee, and John tackle one of the most frequently asked retirement planning questions: "How can I lower my taxes in retirement?” From Roth conversions, RMDs (Required Minimum Distributions), and Social Security timing, to HSA utilization, IRMAA surcharges, and charitable giving (QCDs) — this di…

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When Should I Claim Social Security Benefits? 29:22

10d ago29:22

29:22

Welcome back to Market Moment! In today’s episode, Matt, Lee, and Isaac tackle one of the most frequently asked retirement planning questions: "When should I claim Social Security benefits?" If you’re approaching age 60 or older, you’ve likely seen projections, conflicting advice, and heard it all—from "claim early at 62" to "wait until 70 for the …

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How Should I Invest As I Approach Retirement? 23:49

19d ago23:49

23:49

Welcome back to The Market Moment! In this episode, Matt, Lee, and John are answering the question “How should I invest as I approach retirement?” They offer an in-depth, candid discussion about retirement investing strategies and the many variables that go into building a sound financial plan. From risk tolerance to income needs and everything in …

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How Much Money Do I Need to Retire? 26:08

1M ago26:08

26:08

Welcome back to The Market Moment! In this episode, Matt, John, and Eli dive deep into one of the most frequently asked financial planning questions: "How much do I need to retire?" If you're in your 30s, 50s, or approaching retirement, this conversation covers everything from simple retirement math to the complex variables that impact your long-te…

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Answering the Question: "Can I Retire Early?" 25:36

1M ago25:36

25:36

Welcome back to The Market Moment! This week Matt, Lee, and Eli tackle one of the most frequently asked questions they hear from clients and listeners: “Can I retire early?” They break down early retirement planning from both a financial and emotional perspective. Whether you're in your 40s, 50s, or even 60s, this episode will help you define what …

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Unpacking U.S. Household Leverage, the Inflation Report, and a Fed Rate Cut 26:23

1M ago26:23

26:23

Welcome back to The Market Moment with Matt, Lee, and Eli! In this episode, we break down the latest inflation report that came in cooler than expected at 2.7%, what that means for the Federal Reserve's next move, and why the markets are rallying as a result. We dive deep into: What’s behind the inflation drop—and whether it's sustainable Growing c…

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What is the Best Withdrawal Strategy in Retirement? 20:53

2M ago20:53

20:53

Welcome back to The Market Moment! In this episode, Matt, Isaac, and Eli dive deep into one of retirement's most important—and complex—questions: What's the best way to withdraw income from your portfolio? There’s no one-size-fits-all answer, but we break down the four most common withdrawal strategies, explaining how each works, who they may be be…

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Invest Without Fear, Whether the Market’s High or Low 24:31

2M ago24:31

24:31

This week, Matt, John, and Lee unpack several charts exploring the financial consequences of trying to “time the market” or letting personal fears, emotions, and anxiety control your investing. A recent example is what happened in April during the “tariff-talks” and the stockmarket dropped significantly but then also rose back up a week later. 📈 Th…

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Top 10 Things You Should Know About the One Big Beautiful Bill 22:48

2M ago22:48

22:48

This week, Matt, John, and Isaac, dive deep into the groundbreaking "One Big Beautiful Bill" — a sweeping piece of legislation that could reshape your taxes, savings, and financial future. Whether you're a taxpayer, parent, senior, or business owner, these top 10 highlights are essential listening. Here's what's inside the bill (and this episode): …

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Retirement Regrets and Market Updates 28:19

2M ago28:19

28:19

This week, Lee, John, and Eli discuss some of the latest market updates but also dive deeper into the most common retirees’ regrets. Some of the market updates include how tariffs could be impacting the economy, Jerome Powell’s decision to not lower rates, and generally how people seem to feel about the market - generally speaking, good! The conver…

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Mid-Year Financial Check-Up 24:52

3M ago24:52

24:52

This week, John, Eli, and Isaac talk about taking a mid-year financial check-up. This means looking at your finances, maybe even your taxes or tax strategies, any upcoming expenses, your cash on hand, or possibly needing to rebalance, and more. They also discuss the passing of Trump’s Big Beautiful Bill. While there are massive tax and economic imp…

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Climbing the Walls of Worry 25:54

3M ago25:54

25:54

This week, the market has reached all-time highs and Matt, John, and Eli are breaking it down on the podcast. Together, they discuss the market “climbing the walls of worry” with how everything going on politically is full of fear and yet investors are still investing–why is that? They also share each of their perspectives as advisors coming from d…

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Rising Tensions in the Middle East, Tariffs, and Rate Cuts 26:31

3M ago26:31

26:31

This week, Matt, Isaac, and John are tackling three major headlines from the finance world: tariffs, The Fed being pressured to lower rates, and whether or not the rising tensions in the Middle East is having an impact on the markets. Matt is a bit surprised the markets haven’t changed at all since the Israeli strikes on Iran, while Isaac is not su…

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If You're Thinking About Retirement, Answer These Questions 29:17

4M ago29:17

29:17

This week, Matt, Isaac, and John are taking a break from this week’s headlines to focus on questions you need to answer before retirement. Too many people make the mistake of retiring before sitting down and planning their retirement! Avoid massive financial mistakes by asking: - What are my monthly expenses? - What are some upcoming expenses to pl…

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Our National Debt, Tariff Drama, Rate Cuts, and the Younger Investor 29:29

4M ago29:29

29:29

This week, Lee, John, and Isaac discuss a variety of topics such as the constant uncertain tariff situation, the data pointing against the U.S. heading into a recession, and importantly the issue of our nation’s debt crisis. The guys also talk about the generational differences with investing. What will happen to this next generation of investors i…

1
You Can't Predict the Market 21:13

4M ago21:13

21:13

This week, Lee, John, and Isaac sit down in the studio to unpack some major issues and how (and if) they impact the American consumer: tariffs and student debt. John makes the argument that tariffs and all the drama going on in the stock market is not impacting the majority of Americans. John and Isaac recently went on vacations at different points…

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Discussing Current Market Trends with Meera Pandit from J.P. Morgan 28:14

4M ago28:14

28:14

This week, Matt and Lee invited Meera Pandit of J.P. Morgan on the podcast to dive deep into current market trends. Meeta is an Executive Director and a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Meera is responsible for delivering timely market and economic insights to institutional and retai…

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There Are Always Risks - Which Kind Do You Want? 31:11

5M ago31:11

31:11

This week, Matt, Lee, and Eli explore the different kinds of risks associated with investing. Whether you’re a new investor just learning the basics or close to retirement, this is a great episode to refresh your memory on risks. 🍿 Watch Next: 5 Ways 401ks Make Millionaires https://youtu.be/tiwJm4MJ77c 🎙The Market Moment Podcast! Last week's episod…

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Are We Technically in a Recession Now? 17:08

5M ago17:08

17:08

This week, Matt, John, and Isaac discuss the recent GDP Q2 data, debating whether or not the United States has officially entered a recession. They also discuss whether rates should be cut and John predicts a rate cut may happen in June. A few of the highlights include: The United States GDP is negative from the first quarter, which is the first ti…

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Inflation and the Unpredictable Markets 30:14

5M ago30:14

30:14

This week, Matt, John, and Lee discuss how the economy and the stock market aren’t the same thing. Even though things are possibly not going well in our economy with a looming recession and high inflation, this doesn’t always correlate to a poor performing stock market. The stock market can be a predictor or react to what’s happening in the economy…

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Is Jerome Powell Doing a Good Job? 34:01

5M ago34:01

34:01

This week, Matt, John, and Eli discuss the Fed, its role in the United States economy and government, Trump’s recent comments about Jerome Powell the Chair of the Federal Reserve, Trump’s 100 days in office, recessions across history, and our recent stock market volatility. The three debate on the Fed’s performance, if they’ve gotten better over ti…

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Tariff Talk Triggers the Markets 26:01

6M ago26:01

26:01

In this episode of The Market Moment, financial advisors Matt, Lee, and John dive into the latest tariff announcements and the surge in stock market volatility. What do these developments mean for your investments? The team unpacks the key headlines, market reactions, and what savvy investors should be doing right now. 📉 Here’s what you’ll learn: H…

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The Tariff War’s Impact on the Market 26:27

6M ago26:27

26:27

This week Lee, John, and Isaac dive deep into the recent market downturns, the ongoing recession rumors, and the evolving tariff war that’s shaking up global economies. 🍿 Watch Next: Market Volatility - Should We Be Worried? https://youtu.be/640_4efY-vQ?si=IhsR5D6-Lx0ocwsO 🎙The Market Moment Podcast! Last week's episode... Will Tariffs Help Our Eco…

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Stay Calm Through Market Volatility 24:17

6M ago24:17

24:17

In this episode Matt, John, and Lee dive deep into the recent economic downturns and ongoing concerns about tariffs.They explore how these fluctuations are actually a natural part of the investment landscape and why market ups and downs shouldn't cause panic. While it’s easy to get overwhelmed during times of volatility, they break down the importa…

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Will Tariffs Help Our Economy? 21:25

6M ago21:25

21:25

This week, John and Isaac dive into the latest tariff updates and explore how these changes are impacting global market movements. They break down the market shifts and explain why the US economy is so critical to the global financial landscape. While the political and economic landscapes are shifting, they both agree the important thing is to have…

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Tesla Stock Drop and Fed's Next Move 25:54

6M ago25:54

25:54

This week on The Market Moment, Matt, John, and Eli break down the latest stock market trends such as Tesla’s massive drop and an increased interest in international investing. The guys also ponder the electric car company’s future and why investing internationally is so appealing right now. As always, they encourage portfolio diversification becau…

1
Market Volatility Returns - Should We Be Worried? 28:05

7M ago28:05

28:05

The stock market has increased in volatility due to political uncertainty among other factors, and it can have some investors worried and potentially making risky decisions in an attempt to feel “in control.” Matt, Lee, and John break down the recent market trends, looking across various metrics and discussing whether or not investors should be wor…

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Does the U.S. Economy Depend on the Rich? 26:47

7M ago26:47

26:47

On this week's episode of the Market Moment, Eli, Matt, and Lee discuss which economic class drives the U.S. economy most. The guys also discuss taxes on the top percent of earners in America and review Warren Buffett's latest letter to shareholders. We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL Give us a…

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No Cents is Common Sense 25:55

8M ago25:55

25:55

On this week's episode of the Market Moment podcast, John, Matt, and Lee discuss President Trump's proposition to remove the copper penny from circulating in the U.S. Plus, the guys discuss the best places to live in retirement. Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact…

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The Trump Tariffs 25:23

8M ago25:23

25:23

In this week's episode of The Market Moment, Eli, Matt, and John discuss President Trump's latest announcement surrounding tariffs with Canada, Mexico, and China. They also discuss some of the latest tax code change propositions, and their takes on who will win Super Bowl LIX. Mach-1 Financial Group, LLC ("Mach-1") is a registered investment advise…

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DeepSeek is Making Waves: This Week's Tech Selloff Explained 23:48

8M ago23:48

23:48

This week on the Market Moment podcast, Eli, Matt, and John are sitting down to recap this week's biggest story in the markets. DeepSeek, a Chinese artificial intelligence company made waves in the tech stock sector on Monday and AI companies are feeling the ramifications. Tune in to hear the guys' thoughts on how this could affect the market in th…

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New President: What's Next for Investors? 25:33

8M ago25:33

25:33

On this week's episode of the Market Moment podcast, Lee, John, and special guest Isaac, identify a frequently asked question by their clients... "What impact will the new administration have on investors?". The guys give their takes on what impact a new president really has on the market. Plus, they give their predictions for the NFC and AFC Champ…

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Are Bonds Back? 25:28

9M ago25:28

25:28

This week on the Market Moment, Eli returns and joins Matt and Lee for a conversation on bonds - are they returning as an important piece of a diversified portfolio? Listen to this week's episode to hear their takes!By Mach 1 Financial Group

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New Year. New Goals | Our Resolutions for 2025 21:24

9M ago21:24

21:24

😎Join the growing Market Moment community by clicking that subscribe button! We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL Give us a follow on Instagram! https://www.instagram.com/themarketmoment/ Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may o…

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Strategically Giving More to Charity and Less in Taxes 22:53

10M ago22:53

22:53

This week, Matt and John dive into charity giving statistics to uncover that a surprisingly small percentage of people's income goes to charity... They also explore various tax planning strategies to both help your retirement and help give more generously! We strongly believe in the power of giving and investing in the next generation. Thanks for j…

1
End of Year Planning 15:54

10M ago15:54

15:54

This week, Matt, John, and Lee are talking about end of year planning! Set yourself up for success in the New Year by taking some of the steps they list in this episode. Don't wait! 💬 Send us your questions about end of year planning for your finances with this email: [email protected] 🍿 Watch Next: Eli's latest Data Brief... • How Warren…

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Inflation is Down & the Russell 2000 is Up 17:10

10M ago17:10

17:10

Inflation has been a topic of discussion on the show for a long time but in this episode Matt, Lee, and John examine how drastic the difference between the cost of a Thanksgiving dinner for ten people across the years... Luckily, this year is a tiny bit less than it was at the height of inflation, which was 2022. Matt, Lee, and John also discuss th…

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Social Security Concerns & IRS Contribution Limits 24:44

10M ago24:44

24:44

Are you concerned about social security going away? Looking for the best ways to plan for retirement? On this week's episode of The Market Moment, Matt, John, and Lee break down the future of social security (their predictions) and the updated 2025 contribution limits for various retirement plans like Roths and 401ks. 💬 Send us your comments and qu…

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The Election is Over & Fed is Rate-Cutting! What Does This Mean? 26:11

11M ago26:11

26:11

The election is finally over! Matt, Lee, and John are relieved the election is over and they can talk about something else... but first, they do need to go over how these results could change the market and economy, and the Fed's recent news to cut interest rates once again. A few key take-aways from the hosts are that the stock market cares about …

1
Answering YOUR Comments & Questions About the Market! 27:16

11M ago27:16

27:16

This is a special episode of the Market Moment! Matt, Lee, and John are answering YOUR questions, comments, and analyzing the responses from a recent Market Moment survey. We like to hear from you which is why we sent out a survey (hopefully you had a chance to fill it out!) asking how you felt about the economy, politics with the stock market, and…

1
Policies the Market Cares About (Taxes, Tariffs, Green Energy, and More!) 26:34

11M ago26:34

26:34

This election is super polarizing and one of the biggest questions Matt, Lee, and John receive as financial advisors is “How will this change the markets?” Luckily, historical data shows that whoever is in office, whether they’re Republican or Democrat, doesn’t make a huge difference... However, policy does matter. Policies like tax changes, tariff…

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Election, Bears, Bulls, and Uncertainty 31:57

11M ago31:57

31:57

The biggest question Matt, Lee, and John receive is how this year's big election will impact the market. In this episode, they break down some data behind election years and the market's performance, both leading up to November 5th and for the rest of the year. They also discuss how small-caps perform during this time. This leads them into a discus…

1
Fed Rate Cuts Aftermath & Inflation Numbers 26:57

12M ago26:57

26:57

In this episode, one of the questions comes from John "If our economy is going strong, why cut rates?" Matt, Lee, and John talk all about the aftermath of the recent rate cuts from the Federal Reserve by looking at historical data and how it could impact the markets. Plus they discuss recent inflation numbers - what's up and what's down, from car i…

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Talking Short-Term Rates and the Fed with AJ Nobile from J. P. Morgan 28:11

12M ago28:11

28:11

Joining Matt and Lee on the podcast today is a very special guest from J. P. Morgan: AJ Nobile, CFA. He is an executive director and an investment specialist at JPMAM within the Global Liquidity business. His entire career has been at J. P. Morgan, starting with an internship years ago. Today, he talks with Matt and Lee about short-term rates, mone…

1
Navigating an Uncertain Market (Are You a Bear or a Bull?) 29:24

12M ago29:24

29:24

Today on Tuesday, October 1st, the news broke that strikes are taking place along the East and Gulf Coast... and these strikes could cost billions, undoubtedly impacting the economy, the market, and of course--you, the average consumer. It looks like food prices and car parts are going to be most impacted. There is also an upcoming, heated, polariz…

1
Will We Have a Soft Landing? 23:33

1y ago23:33

23:33

The Fed recently lowered interest rates but what does this mean for the market and our economy? Does this mean we're in for a "soft landing" as they say? Or, could things keep getting worse? Matt, John, and Lee discuss a variety of factors impacting our markets and the American consumer... such as the wars overseas, the US debt crisis, and much mor…

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Why Tax Planning Matters 22:22

1y ago22:22

22:22

The Fed is thinking about cutting rates but Lee feels like rates don't need to come down as much as people think... Amazon is putting Walgreens and CVS out of business, telling people to come back into the office (among other businesses), and the main topic of today's episode: tax planning. Matt stresses how important it is for your financial futur…

1
5% Mortgages on the Horizon? 18:13

1y ago18:13

18:13

Are 5% mortgages on the horizon? Sure, it's not as fantastic as the 2%-3% we saw during the pandemic but it is MUCH BETTER than 6%, 7%, or 8%! With a 5% mortgage, more people may be willing to sell their current homes because their new home purchase won't be as steep. Plus, if more people put their homes on the market, this opens the supply which w…

1
The Yield Curve is Uninverted! 33:17

1y ago33:17

33:17

Join Matt, John, and Eli as they discuss today's news that the yield curve has uninverted! They explain what that means and how it impacts the market throughout this episode. 💬 Comment below how you feel about the uninverted yield curve! 🍿 Watch Next: Data Brief by Eli Freeman! https://www.youtube.com/watch?v=tYEgVOxkIHI 🎙The Market Moment Podcast!…

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Harris Proposes Taxing Unrealized Capital Gains and More... 33:25

1y ago33:25

33:25

Things get heated in today's episode as Matt, Lee, and John discuss the Harris' tax proposal she's campaigning with... Vice President Kamala Harris proposes higher income taxes, corporate taxes, capital gains, and taxing unrealized capital gains as well... and all of this tax-talk has the guys asking "Are we being taxed into oblivion?" As John poin…