The Debt Ceiling and Its Impact on the US Economy
Brendan discusses the debt ceiling, its history, and its impact on the US economy.
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- Apr 27
- 6 min
How to Maximize Your Social Security Benefits
Brendan discusses the crucial topic of when to take Social Security, focusing on what influences the decision based on your birth year.
- Mar 30
- 5 min
What Waymark Can Do for You in April, 2023
Waymark can review your filed tax return with you to break down your taxes in a way that makes it easier to understand.
- Mar 27
- 9 min
Get to Know Brendan
On this Coffee with Brendan, the tables are turned and Brandon interviews Brendan!
- Feb 28
- 3 min
How Can Waymark Help You in March 2023?
Preparing for tax time can be a daunting task, so let Waymark help make your tax preparation easier.
- Feb 24
- 8 min
Get to Know Brandon
Most of you already know Brandon quite well, but he’s still got a few surprises up his sleeve! Watch his interview to learn more about him.
- Feb 7
- 7 min
Get to Know Hanifa
Watch Hanifa’s interview with Brendan and learn everything from her professional background to which TV shows she’s currently binge-watching
- Jan 26
- 7 min
LPL’s 2023 Market Forecast
Brendan shares LPL’s 2023 Market Forecast—along with a healthy dose of skepticism and comparison of last year's forecast.
- Jan 14
- 9 min
What You Need to Know about the NEW Secure Act 2.0
Secure Act 2.0 was passed on December 29th, 2022, and it contains many changes to retirement account rules.
- Dec 28, 2022
- 7 min
New Year’s Resolutions: WDYWFY?!
It’s New Year’s resolution time, and Brendan has a unique way of choosing them called WDYWFY, aka “What Do You Want For Yourself?"
- Dec 2, 2022
- 4 min
Why Do December 13th & 14th Matter?
The next time the Fed will decide on interest rates is December 14, 2022. What they do will likely have a significant effect on the market.
- Nov 18, 2022
- 7 min
A Refresher and Update on Series I Bonds
Brendan reviews how I Bonds work, what they’re currently paying, and why they’re still a relatively attractive investment vehicle.
- Oct 28, 2022
- 6 min
Are You Smarter Than a Fifth Grader?
Once you understand this simple mathematical concept it becomes obvious why staying invested has historically been a good move.
- Oct 14, 2022
- 8 min
A Tale of Two Wolves
When we spend much of our time consuming that negative news, it begins to affect our mood and our emotions.
- Sep 30, 2022
- 7 min
Is Now the Right Time to Get Out of the Market?
Brendan responds to a trending question, “How do I time the market?”
- Sep 16, 2022
- 8 min
What We Know About Student Loan Debt Relief (So Far)
In this video, Brendan goes over what he feels are the most important parts of this proposed relief plan that you need to consider.
- Aug 31, 2022
- 6 min
3 Reasons for the Recent Market Recovery
The stock market steadily declined during the first half of this year, but in the last couple of months, it has bounced back a bit. In this
- Aug 19, 2022
- 6 min
Turn a Summer Job into Roth IRA Savings
Learn about the benefits teens and young adults may reap from investing some of their summer earnings in a Roth IRA.
- Aug 5, 2022
- 6 min
Tips for Having a Magical Time at Disney
Planning a trip to Disney soon? It’s the world’s most magical place, but if you don’t go prepared, you’ll spend your vacation fighting...
- Jul 1, 2022
- 8 min
What is a Recession?
In this episode of Coffee with Brendan, he explains how inflation can lead to a recession and what you can expect if we do experience one.
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