Emily Wood
CFP and Principal at Grimes and Company. Offers financial planning advice, portfolio management strategies, and guidance on navigating market volatility.
Best podcasts with Emily Wood
Ranked by the Snipd community
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.
May 9, 2025 • 41min
Tariffs Were the Earthquake…The Trade Tsunami is the Trouble | Rise UP!
In this insightful discussion, Ben Wallace, a seasoned research director and portfolio manager, teams up with Emily Wood, a principal and certified financial planner, to analyze the implications of recent U.S. trade deals in the wake of tariffs. They explore the potential for avoiding recession and dissect market reactions. Emily shares pivotal strategies for managing liquidity amidst volatility and highlights the impact of working moms on financial stability. Ben emphasizes the importance of historical trends in predicting market movements, setting the stage for a looming trade tsunami.
