A View from the Perch
A View from the Perch
Parrott Wealth Management
A View from the Perch is a podcast covering important financial planning topics. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. Parrott Wealth Management is a faith-based, independent, fee-only, fiduciary financial planning and investment management firm serving families and individuals. Our mission is to remove confusion, complexity, and worry from the financial planning and investment management process so you can pursue a life of purpose.
What should I do with my excess cash?
In this week's episode, Markets Update: Are we at a bottom, or are there more woes to come? Empowering Education: How can you take advantage of rising interest rates and excess cash in this market? U.S. Treasuries. Intriguing Issues: How do companies in this day and age "pass on" inflation to the consumer?/Remembering the Queen.
Sep 26, 2022
28 min
What should I do with my debt?
In this week's episode, Markets Update: Inflation still running hot? Empowering Education: What to do with your debt in a high inflation and rate environment. Intriguing Issues: The future of Crypto Regulation & Patagonia's Owner. 
Sep 19, 2022
26 min
9/5/2022
In this week's episode, Markets Update: Fall out from Jackson Hole (00:28-04:43), Intriguing Issues: The future of EV Stocks & Student Loan Forgiveness (04:45-14:28), Flip or Flop: PayPal & Lululemon (14:33-19:45), Empowering Education: What to do with your 401(k) (19:50-31:01).
Sep 5, 2022
32 min
8/29/2022
In this week's episode, Markets Update: Powell's announcement prediction (00:29-02:34), Intriguing Issues: Business Districts in a Post-Covid World & Your Home's Valuation (02:38-12:04), Flip or Flop: Zoom & Boeing (12:06-20:52), Empowering Education: Meme Stocks (20:55-28:57).
Aug 29, 2022
29 min
What is Financial Planning?
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing what is financial planning? We go in depth answering some of the basics about when you should start to use a financial plan and who it is meant for. Later in the podcast we dive deeper into different types of stratagies within the financial plan to help increase successfulness, how much a plan costs, how to learn more about the ins and outs of financial planning, how a financial plan can help be prepared for emergencies, and how Parrott Wealth Management focuses on customer service in order to provide trust and comfort to our clients during the planning process.
Jul 25, 2022
19 min
Income Strategies
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing the different income strategies. We go in depth answering some of the basics about how continue to receive a form of income in retirement in order to improve the success of the financial plan. Later in the podcast we dive deeper into different types of income strategies in retirement and while working, how to receive an annuity, how to use money to make money, how to turn a retirement hobby into a source of income, and how Parrott Wealth Management could help someone receive more income through their holdings.
Jul 18, 2022
29 min
Stocks, ETFs, and Mutual Funds
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing the difference between Stocks, ETFs, and Mutual Funds. We go in depth answering some of the basics about what each one is and some of the things that should be considered when investing into each asset. Later in the podcast we dive deeper into more difficult questions that cover why you would pick one over the other, how to properly diversify, how they are taxed, what PWM invests in, and how actively you should manage your portfolio.
Jul 11, 2022
27 min
How to Plan and Save for College
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing College Savings. We go in depth answering some of the basics of how to save for college and some of the things that should be considered when deciding which savings plan to pursue. Later in the podcast we dive deeper into more specific questions that cover what are the best savings plans, how the money can be spent by the beneficiary, what happens if the beneficiary doesn't attend college, how much needs to be saved, where to get a college savings plan, and how you should allocate your holdings in a college savings plan.
Jul 5, 2022
24 min
What's "Up" with Inflation?
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing Inflation. We go in depth answering some of the basics about what Inflation is and some of the things that should be considered when investing. Later in the podcast we dive deeper into more difficult questions that cover what is currently going on with inflation, why it is so high right now, who it is effecting, what we are doing to counteract it, and how the government plans to bring it down.
Jun 27, 2022
23 min
What is ESG?
A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing a ESG's. We go in depth answering some of the basics about what an ESG is and whether or not they should be considered when investing. Later in the podcast we dive deeper into more difficult questions that cover the morality of surrounding ESG's and some of the controversial grey areas surrounding ESG's.
Jun 13, 2022
23 min
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