Welcome to the Mind on My Money podcast presented by Pinnacle Trust.

Hosted by Rebelgrove.com publisher Neil McCradie and Pinnacle Trust financial guru Martin Palomo.

The Mind on My Money podcast tackles the financial questions we're all thinking about.

From paying for college to saving for retirement, from life insurance needs to 401Ks and everything in between.

The goal is to help you take the stress out of financial concerns and give you some tips to

enjoy life while your mind is on your money.

Now here are your hosts, Neil McCready and Martin Paloma.

Welcome to another edition of Mind on My Money presented by Pinnacle.

I'm Bill McCready, Martin Paloma with me here today as well. It is Thursday, January the 13th. Hope you're having a good week. Thank you for making us a part of your week. We appreciate it. I'll tell you real quick, I'm coming to you from the Clark Ford Studios. Clark Ford, excuse me, I had an itch, is in Amory, Mississippi, 662, 257, 1900. Just call the number, ask for Corey Clark. You get a quote on a Ford product you're looking for. If you just need a little car buying advice in this weird car buying market, all the markets are weird. Corey will give you that as well. He wants to be a car guy. He wants to be a truck guy. He'll prove that to you when you make the call 662 257 1900 martin good day welcome into the show and before we get rolling tell the people about what's going on at pinnacle and how they can get in touch with you

yeah man uh good to be back um i know it was just a week ago when we've talked and it feels like i've been all

over the world and back again in the week uh since we talked man and lots of lots of things going on

going on here um you know and we are we're excited for the new year for for pinnacle it kind of

represents a bunch of new a new

things for us um we have we have successfully transitioned we have we have one account that um

you know that is kind of being a straggler that's has a little bit more legal stuff to do with

than anything else so we are for all intentsents and purposes on our way with new technologies, new custodian, and I'm really looking forward to

being back to just working with clients and not having to worry about transitioning a business

too. So, you know, I know it's been, it's kind of been a little bit of a choppy, choppy January.

But it's kind of yo-yo, man. It's like markets go down, markets go up. Some of them are

kind of dislocated from each other if you're looking at the Dow versus the S&P. And that might create

confusion for, you know, for some folks. But, you know, one of the things we

try to focus on, which I've said time and time again, is that, you know, if you get a plan in place

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