Markets move fast. Headlines move faster. Each month, Andrew Whalen is joined by Luke Perry, Portfolio Manager at Whalen Financial, to cut through the noise and walk through what actually matters for people approaching or living in retirement.
This is the same straightforward analysis Andrew and Luke share with Whalen Financial clients every month, opened up to friends, family, and anyone who wants a clearer view of what is happening in the markets.
What every briefing covers
Where markets are right now, and what is driving the action
The latest read on inflation, interest rates, and Federal Reserve policy
The economic data points that matter (and the ones that do not)
How current conditions connect to retirement income planning
Live Q&A with Andrew and Luke
Pre-retirees, retirees, and anyone with serious money on the line who wants to understand the "why" behind the headlines rather than react to them.
Andrew Whalen is the founder and CEO of Whalen Financial, an SEC-registered investment advisory firm based in Las Vegas. He is the creator of the Retirement Money Prism, a framework for organizing retirement assets by purpose rather than life stage, and his work has been published in Kiplinger.
Luke Perry is Portfolio Manager at Whalen Financial. He leads investment research and portfolio construction for client accounts and co-authors the Whalen Financial Research Substack, where the team publishes ongoing market commentary.
Markets move fast. Headlines move faster. Each month, Andrew Whalen sits down to cut through the noise and walk through what actually matters for people approaching or living in retirement.
This is the same straightforward analysis Andrew shares with Whalen Financial clients every month, opened up to friends, family, and anyone who wants a clearer view of what is happening in the markets.