It's All Money
de 707 Media
Dernier épisode
Are We In An AI Bubble? 10 Charts Claude Picked
Are We In An AI Bubble? 10 Charts Claude Picked
À propos de ce podcast
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. It's All Money 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.
Because ultimately, It's All Money.
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.
Épisodes
Les 20 épisodes les plus récents sur 44
- Are We In An AI Bubble? 10 Charts Claude Picked · 39 minWhat happens when you hand a year of market slide decks to an AI and ask it to analyze if we're in an AI bubble? Sonoma Wealth Marketing Director Dano Weir did exactly that…
- Inside Impact100 Sonoma: The Women's Giving Circle Changing Sonoma Valley · 36 min"The women have taken over It's All Money!" - Jackie Egidio, 2026 On a special episode of It's All Money, Sonoma Wealth COO Jackie Egidio and Financial Advisor Shelby Wirick dive…
- Social Security at 62 vs 70: What to Know Before You Claim · 43 minWould you take $20 now or $40 in a week? Deciding when to claim Social Security can feel like the same test, with far more money on the line. Sonoma Wealth Managing Principal…
- $145 Trillion Is BORING? - Bonds Explained · 42 min · Saison 3 Épisode 39The global bond market is nearly three times the size of the US stock market, yet many don't know how it actually works. Sonoma Wealth Managing Principal Chris Sipes joins…
- Roth Conversion vs RMD: What Every High Earner Needs to Know Before Age 73 · 28 min · Saison 3 Épisode 38Roth Conversion vs RMD: What Every High Earner Needs to Know Before Age 73 Your RMD isn't just a withdrawal — it's the IRS setting off a chain reaction that can spike your…
- Retro Games Earn Returns? The Entrepreneurial Success Of Nostalgia Alley · 1 h 2 min · Saison 3 Épisode 37If you had $55,000 cash, buying 10 unopened boxes of used video games probably wouldn't be the first investment you'd choose. But when you're Jason and Rebecca Moorhouse of…
- Detailing Into Dollars: How One Sonoma Couple Keeps Millions In Assets Sparkling · 37 min · Saison 3 Épisode 36Protecting millions in luxury automobiles and millions in real estate takes two qualities- precision and trust. We are excited to share the entrepreneurial stories of Ivan…
- How The New Fed Chair Could Change Your Mortgage Rate · 25 min · Saison 3 Épisode 35Kevin 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…
- Trump Accounts vs 529 vs Custodial Roth: Which Could Win for Your Grandkids · 34 min · Saison 3 Épisode 34Last 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…
- BONUS Episode - Behind the Firm: Jackie Egidio on Running Sonoma Wealth Advisors · 34 minOur 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 It's All…
- Inside A Century In The Ag Business With Serres Ranch · 40 min · Saison 3 Épisode 33Wine, blueberries and construction- chances are you’ve experienced Serres Ranch in the last 100 years in Sonoma County. A Farm Bureau Farm Family Of The Year, the Serres family…
- Are Taxes Crushing Your Gains? · 54 min · Saison 3 Épisode 32Most households treat taxes as a seasonal exercise in document collection. Meaningful wealth preservation demands something fundamentally different- proactive, year-round tax…
- What The Marine Corps Taught Me About Finance · 35 min · Saison 3 Épisode 31Physical fitness, crisply-made beds, chopping with high knees and precise execution are foundational principles that could get you through basic training in the United States…
- Saving Torched Data With DriveSavers · 36 min · Saison 3 Épisode 30It's a Digital Age, no, it's a Cloud Digital Age, no no, it's an AI,Cloud, Digital Age where everything is saved forever and lives in your pocket, anytime you want. Until it…
- 10 Ways To Avoid The Inheritor’s Dilemma · 57 min · Saison 3 Épisode 29Kicking off season 3 of It's All Money with a special double-episode answering what seems like an obvious question- is inheriting money a good thing? Well...maybe. In the next 20…
- How The Glen Ellen Star Won 12 Straight Michelin Bib’s · 1 h 3 min · Saison 2 Épisode 28Following an unbelievable 12th straight Michelin Bib Gourmand award, host Dano Weir had to track down Chef Ari Weiswasser and Managing Partner Spencer Waite of the Glen Ellen…
- What The Gold?! · 1 h 9 min · Saison 2 Épisode 27It’s one of the oldest "stocks" ever...GOLD. It’s over though, right? That’s the late-night TV infomercial stuff? Your grandpa had it in a safe but you’re living in the future…
- Crypto Goes Legit? · 20 min · Saison 2 Épisode 26First came seashells, then gold, then paper, and now, hold your breath, crypto. That last one is hard to swallow because of it's mysterious, scandalous, and in one case truly…
- 8 Secrets Learned Retiring Thousands · 38 min · Saison 2 Épisode 25(00:00:00) 8 Secrets Learned Retiring Thousands (00:02:16) Don’t retire away, retire to something (00:06:19) The go-go years, the slo-Go years, and the no-go years (00:11:40)…
- From The Ritz To Cotati: The Amazing Business Story Of Acme Burger · 44 min · Saison 2 Épisode 24It’s 2025! Every business is Robots! Franchises! CORPORATE! ...then how is an upstart local restaurant with humans expanding from 1 to 5 locations in under 6 years? Through a…
