
Emily Wood
Head of Financial Planning at Grimes & Company and a CFP; provides financial-planning guidance on debt management, mortgages, retirement accounts, and practical investor advice.
Top 3 podcasts with Emily Wood
Ranked by the Snipd community

14 snips
Sep 5, 2025 • 50min
Are Rate Cuts Now a Confirmed Fact? | Rise UP!
Join Kevin Grimes, CEO of Grimes & Company, and Emily Wood, Wealth Manager, as they dissect critical market shifts this week. They explore the impact of rising global bond yields and Trump’s tariffs facing legal hurdles. The duo discusses signs of a cooling labor market and its implications for potential Fed rate cuts. Emily also offers strategies for younger generations navigating economic uncertainties, while Kevin shares insights into balancing investments with personal expenses amid an increasingly gloomy economic outlook.

5 snips
Jun 20, 2025 • 37min
War & Tariffs Knock At Market’s Door | Rise UP!
Ben Wallace, a CFA and Research Director at Grimes, and Emily Wood, a CFP and Principal at Grimes, dive into the latest economic turmoil. They discuss how geopolitical tensions, particularly the Israel-Iran conflict, could impact markets. The duo addresses the Federal Reserve's recent decisions, concerns about stagflation, and the implications of the Genius Act on stablecoins. They also share crucial insights on managing retirement amidst potential risks to Social Security, advocating for strategic financial planning to weather market volatility.

4 snips
Sep 19, 2025 • 37min
Fed’s 25 bps Cut Explained: Investing, Debt & Housing Insights | Rise UP!
Emily Wood, Head of Financial Planning at Grimes & Company, and Matt Morse, Chief Equity Strategist at Grimes & Company, dive into the Fed's recent 25 basis point rate cut. They explore how this move impacts interest rates and the housing market. The duo also discusses the ongoing AI boom, examining its valuations and potential risks for investors. Additionally, they share strategies for managing debt while investing, addressing student loans and credit cards. Their practical insights help listeners navigate today’s financial landscape.