Moore Financial Talk

In this episode, we break down why a well-structured roadmap is the ultimate defense against market volatility and unexpected life changes. We explore the psychological benefits of setting clear financial goals and how a proactive strategy can transform your relationship with money.

In this episode of Moore Financial Talk, we break down the Income-Related Monthly Adjustment Amount (IRMAA) and why it matters for Medicare recipients. Joined by Becky Swansburg, we explore how your income can affect premiums and what triggers these additional costs. Tune in to learn strategies to better plan ahead and potentially minimize IRMAA’s impact on your retirement finances.

In this episode, we break down the mid-March market correction that has spot gold consolidating near $5,100 and Bitcoin testing support in the $70,000 range. We explore how surging oil prices and a hawkish shift in Federal Reserve expectations are creating headwinds for both asset classes, despite ongoing geopolitical tensions in the Middle East.

In this episode, we break down the mechanics of employer matching contributions to ensure you aren't leaving free money on the table. We explore the critical differences between traditional and Roth 401(k) options to help you determine which tax advantage aligns with your long-term retirement goals. Finally, our experts share actionable strategies for rebalancing your portfolio to maintain your desired risk level in a volatile market.

In this episode, Senior Portfolio Manager Keith Gangl breaks down the recent market volatility and identifies which sectors are showing unexpected resilience. He provides a deep dive into current inflationary trends, offering a professional perspective on how shifting interest rates might impact your long-term investment strategy. The discussion wraps up with actionable insights on portfolio rebalancing to help listeners navigate the complexities of the current economic landscape.

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

During this episode, we’ll examine some of the things you need to know about retiring early.

During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.

Are you relying on luck or a strategy? We break down the essential steps to build real, lasting wealth, focusing on smart debt management, maximizing tax-advantaged accounts, and escaping the trap of lifestyle creep. Tune in to transform your financial goals into a detailed and executable plan for financial freedom.

Anticipation for further Fed easing has the fixed-income market buzzing—but where are the safest and most profitable opportunities in bonds right now? We welcome Kyle Bergacker to analyze the impact of "Moore" potential rate cuts and discuss what this means for investors moving out of high-yield cash products. Kyle details the tactical shifts he is making across portfolio duration and credit quality to maximize income and price appreciation in a rapidly evolving rate environment.

With Annual Enrollment Period approaching, Medicare expert Norm Kuk joins us to break down the critical choices facing retirees, including the major differences between Medicare Advantage and Medigap plans. He explains how to evaluate the long-term financial risks of each option, from network restrictions to out-of-pocket maximums, and why the "free" plan often comes with a hidden cost. Don't risk a costly mistake: this episode provides a clear, timely roadmap to selecting the best coverage for your unique health and budget needs.

During this show, we’ll look at Social Security from two important angles: Whether you should file early given the program’s somewhat uncertain future and how a possible 24% Social Security cut could impact retirement as soon as 2032.

Join us for a market update and outlook with special guest Keith Gangl, a seasoned portfolio manager with over 20 years of experience. We'll break down the latest market movements, analyze key economic indicators, and discuss strategies to help you navigate a volatile landscape. Don't miss this in-depth conversation to gain valuable insights for your investment portfolio.

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

In this special episode, we're joined by Becky Swansburg, CEO of Stonewood Financial and a leading expert on legislative risk in retirement. We'll break down the biggest takeaways from the latest tax bill and explain how the new provisions will impact your financial planning. Tune in to learn how to navigate these changes and position your investments for a more secure financial future.

In this episode Ryan welcomes best selling author David McKnight. David is one of the nations premiere experts on taxes, the national debt and financial planning. His bestselling book The Power of Zero has sold more than 400,000 copies. He talks about how to plan for a tax free retirement and more.

Tyler Ellegard, a portfolio manager with Gradient Financial Group joins to dive into the rapidly evolving world of digital payments. We'll explore how innovations like AI and blockchain are reshaping transactions, making them faster, more secure, and accessible globally. Tune in to understand the future of your money and how these technological advancements could impact your financial landscape.

The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren’t?

Ryan welcomes Gradient Investments senior portfolio manager Keith Gangl. Keith breaks down the latest inflation data and what it means for your investment strategy. He offers his expert analysis on the recent market volatility, highlighting potential opportunities and pitfalls for long-term investors. Finally, Keith shares key insights on sector rotation and how to position your portfolio for the remainder of the year.

Ryan welcomes Gradient Investments senior portfolio manager Keith Gangl. Keith breaks down the latest inflation data and what it means for your investment strategy. He offers his expert analysis on the recent market volatility, highlighting potential opportunities and pitfalls for long-term investors. Finally, Keith shares key insights on sector rotation and how to position your portfolio for the remainder of the year.

During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.

During this episode, we’re going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.

During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.

During this show, we’re going to look at five possible Social Security steps for couples as well as basic Social Security elements that everyone should know.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.

In this episode we introduce our host, Ryan Moore and talk about the financial strategies and tips that we'll be covering each week on the show!