Quarter Over Quarter
Welcome to Quarter Over Quarter, the podcast presented by Moran Wealth Management®. Each episode, your hosts, Tom Moran and Don Drury unpack timely perspectives on wealth for those focused on building, preserving, or enjoying it. Welcome to the show!
Episodes
12 episodes
12. Can the Market Rally Continue Despite High Valuations?
Markets are entering a stretch where optimism feels justified, but valuations warrant careful consideration. Earnings have been strong, growth has held up, and momentum has continued to support prices, even as multiples sit above long-term aver...
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28:05
11. Looking Back at 2025: Lessons Learned and How 2026 Is Shaping Up
At first glance, 2025 looks clean. Broad markets finished the year with solid gains and a headline return that may feel reassuring. But once you move past the surface, the year tells a more complicated story. Leadership stayed narrow, rotations...
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31:34
10. Thinking About Taxes at Different Life Stages
Taxes shape the way wealth grows, transfers, and is managed over time. This episode outlines planning concepts that may help individuals make more informed decisions from early career through retirement, including how different account types, c...
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32:15
9. The Modern Inflation Playbook for Long-Term Investors
Inflation has returned to center stage, influencing interest rates and long-term portfolio design. In this conversation, Don Drury and Tom Moran, AIF®, sit down with Charlie Chesebrough, CFA, Moran Wealth’s Managing Director, to discuss how inf...
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28:52
8. Do You Really Need a Financial Advisor?
The right financial team can help make decisions clearer and make every plan more intentional.In this conversation, Tom Moran, AIF®, and Don Drury talk with Corey Grant, CFP®, ChFC®, about what helps define a strong advisory relationship...
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24:12
7. Philanthropy 101: Making Your Wealth Work for Others
Philanthropy carries weight when it’s tied to something personal. It’s not just a financial decision but a way to pass on values, create connection, and shape a story that continues beyond your lifetime.In this episode of Quarter Over Qu...
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31:57
6. Getting Social Security Right: When to Claim and Why Timing Matters
Social Security may sound straightforward, but when it comes time to claim, the math, the timing, and the tax impact can get surprisingly complex.In this episode, Tom Moran and Don Drury sit down with Aaron Simpson, CFP®, CLU®, ChFC®, RI...
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23:58
5. Are We Riding Momentum or Building a Bubble?
This conversation opens with a simple question: how much of today’s market strength is grounded in reality? Don Drury and Tom Moran, AIF, welcome Tyler Hardt, CFA, Chief Portfolio Manager at Moran Wealth Management®, to examine the ...
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33:16
4. Investing Across the Decades: From 20s to Retirement
Your 20s may call for bold moves in equities. By your 40s and 50s, stability often takes priority with bonds, value stocks, and retirement accounts. Along the way, alternatives and college savings enter the picture.In this episode of Qua...
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17:47
3. Unlocking the World of Alternatives: Private Credit & Equity Explained
Alternatives are gaining attention, but they’re not always well understood. In this episode of Quarter Over Quarter, Chelsea Ganey, CFA, Chief Strategy Officer at Moran Wealth, joins the team to share her perspective on private credit and priva...
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29:07
2. Florida Residency: What It Means for Retirement
Retirement planning is rarely straightforward. Between rising costs of living, shifting market conditions, and the simple question of where you want to spend your later years, there are countless factors that shape the future of your finances.<...
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26:43