July 21 2014

Money Matters 07-12-2014

 In the first hour, Dave discusses market history and a tendency to stray from our basic understanding of investing. In the second hour, Dave asserts the importance of moving away from the noise of the "doomsday bloggers" and owning the great corporations of the world.

For links mentioned, visit www.petsofinancial.com.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
Listen Now:


July 10 2014

Money Matters 07-05-2014

In the first hour, listen to a replay of Dave's interview with Paul Hatfield about The Generosity Revolution. In the second hour, Dave talks about fear overwhelming optimism over the Dow at 17,000.

For links mentioned, visit www.petsofinancial.com.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
Listen Now:


Money Matters 06-28-2014

 In the first hour, Dave reconciles bad economic news headlines with record stock market highs. In the second hour he shares The Income Story emphasizing the need to be concerned about inflation, taxes, and health care.

For links mentioned, visit www.petsofinancial.com.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
Listen Now:


June 26 2014

Money Matters 06-21-2014

Dave is back from the Morningstar conference in Chicago and has timely information to share with his listeners.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.

Listen Now:


June 24 2014

Money Matters - Special Edition - Dave Petso interviews Paul Hatfield of The Pursuit 06-14-2014

Dave interviews Paul Hatfield, lead pastor at The Pursuit and author of The Generosity Revolution about making giving part of a healthy financial plan.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.

Listen Now:


June 19 2014

Money Matters 06-14-2014

In the first hour, Dave interviews Paul Hatfield, lead pastor at The Pursuit and author of The Generosity Revolution about making giving part of a healthy financial plan.  In the second hour, he's live, taking calls and discussing a response to his annuity conversation from last week.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
Listen Now:


June 10 2014

Money Matters 06-07-2014

Dave starts out talking about the market's current all time highs. Next, heexplains the problems with equity indexed annuities.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.

Listen Now:


June 3 2014

Money Matters 05-31-2014

Dave starts by joking about a currency meltdown doomsday website. In his education segment, he addresses the idea of using stocks for income.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.

Listen Now:


May 29 2014

Money Matters 05-24-2014

Dave shares the details of his trip to Washington, D.C., where he represented Independent Broker Dealers and advocated for small investors.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
Listen Now:


May 20 2014

Money Matters 05-17-2014

Jennifer Stone and Tom Brown offer great ideas on spring cleaning your personal finances. 

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.

Listen Now:


« Previous entries ·