All Episodes
Financial Focus Radio Show — 193 episodes
Rules-Based Investing, Preparing for Financial Incapacity, Roth or Traditional? (5.9.26)
Retirement Withdrawal Sequencing, Backdoor Roth Contributions, Gifting, and More! (5.2.26)
Best-Of (4.18.26)
Consolidating Your Investments, Turning your Portfolio into a Paycheck, DAF's (4.11.26)
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)
Bond Allocations, Beware the Average Advisor, Mistakes Investors are Making Now (3.14.26)
Defensive Stock Investing, Asset Allocation in Retirement, Estate Planning (3.7.26)
Preparing for Cognitive Decline, What You Can Learn From a 1099, Estate Planning Pitfalls (2.28.26)
Small Cap Value Stocks, Passing the Torch, and Three Things That Really Matter (2.21.26)
Mid-Cap Stocks, Donor Advised Funds, Financial Planning, and more! (2.14.26)
Diversification is Working, Blue-Chip Renaissance, Hidden Risks in Bonds (2.7.26)
Sequence of Returns Risk, Avoiding RMD Mistakes, Rebalancing in a Lofty Market (1.31.26)
Consolidation, More on Muni-Bonds, Earn More on Your Cash (1.24.26)
Financial Advice Conflicts, What to do with CD Cash, Be Proactive About Handing off the Reins (1.17.26)
Long Degeneracy, Backdoor Roth Contributions, Turning a Portfolio Into A Paycheck (1.10.26)
Investing Lessons from 2025, What NOT to Own, 2026 Investment Ideas (1.3.26)
2025 In Review, 6 Steps to Improve Your Investment Returns, and More! (12.27.25)
Financial Focus Radio (12.13.25)
Year-End Checklist, Stocks vs. Social Security, International Stocks (12.6.25)
Your Portfolio Risk Gap, Emails, and More! (11.29.25)
Your Portfolio in a Recession, Managing an Inheritance, Bond-O-Rama (11.22.25)
Asset Allocation in an Expensive Market, Capital Gains Distributions, Year-End, and Low Vol (11.15.25)
Small Cap Value Stocks, Liquidity + Tax Efficiency, Populism and the Markets (11.8.25)
Insurance Isn't an Investment, Estate Planning, and The Global Portfolio (11.1.25)
Delay Social Security (Please), International Developed Markets, Be Proactive While Aging (10.25.25)
Cracks in Private Markets, Qualified Charitable Distributions, and Q&A (10.18.25)
Simplifying Your Financial Life, Semiliquid Funds, Municipal Bonds (10.11.25)
Best-Of (10.4.25)
Diversification is Working, Revenue Sharing, Withdrawal Rates (9.26.25)
Rate Cuts and Your Money, Sequence of Returns Risk, Being Too Conservative (9.20.25)
Lower Short Term Rates, Portfolio Weightings Guide, Tax-Loss Harvesting (9.13.25)
Picking a 529 Plan, Direct Indexing, Corporate Bonds, and Investing Myths (9.6.25)
Portfolio Construction 101, Oregon Estate Tax, Estate Planning Playbook (8.30.25)
Bond Market Opportunities, Catch-Up Secrets, and International Stocks (8.23.25)
Active vs. Passive Investing, Emergency Funds, Whole Life Insurance (8.16.25)
Rules-Based Investing, Muni-Bonds, and A Hierarchy for Retirement Savings (8.9.25)
Optimizing Returns on Cash, Relationship Managers, What to Know about Dividends (8.2.25)
Bond Accounts, Total Return Investing, Consolidation, and Inheritance Guidelines (7.26.25)
The New 4% Rule, To Cut or Not to Cut, Summer Reading List (7.19.2025)
Tax-Efficient Investing, Annuities, Accessing Lump Sums From IRA's (7.12.25)
Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)
Municipal Bonds, Long Term Care Insurance Premium Increases, Managing an Inheritance (6.28.25)
Private Markets, Diversifying from the Dollar, Consolidating Accounts (6.20.25)
Not All Investment Accounts Are Created Equal, Corporate Bonds, Delaying Social Security (6.14.25)
Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)
Why Deficits Matter, Municipal Bonds, Estate Planning Pitfalls (5.31.25)
Making Your Portfolio a Paycheck, Conflicts of Interest, Starting the Estate Planning Talk (5.24.25)
Tribute to the Oracle of Omaha, Donor Advised Funds, Asset Classes you Shouldn't Own (5.17.25)
Best-Of (5.10.25)
Why Your Bonds Aren't Working, Social Security "Bridge", Publicly Traded REIT's (5.3.25)
Best-Of (4.26.2025)
529 Changes, How to Stay Invested, Emergency Funds (4.19.25)
RMD Options, Beneficiary Roadmap (Part II), and Playing Defense (4.12.25)
Down-Market Survival Guide, Common Investor Mistakes during Sell-Offs, Beneficiary Roadmap (4.5.25)
Best-Of (3.29.25)
How Not to Invest, Turning a Portfolio Into a Paycheck, Delaying Social Security (3.22.25)
How to Stay Invested, Asset Allocation is Working, HSA's, and More! (3.15.25)
Markets in Turmoil, Steak Dinners and Your ETF's, Diversification Rides Again (3.8.25)
Howard Marks on Bubble Watch, International Stocks, Rebalancing, and Common Retirement Myths (3.1.25)
Private Equity: Caveat Emptor, Finding the Right Trustee, Diversifying Concentrated Stock (2.22.25)
Safe Withdrawal Rates, Investing at a Bank, Gifting, and Large Cap Stocks (2.15.25)
Conflicts of Interest, IRA Mistakes to Avoid, Return to Normal Yield Curve (2.8.25)
Places to Never Invest, This Time Isn't Different, Creating an Income Plan (2.1.25)
Risk-on, The Demise of International Investing, and Fund Selection (1.25.24)
Sources of Investment Return (Selling Yield), Time to do something about Bonds, and Insurance "Investments" (1.18.25)
Bond Bombs in Your Portfolio, 2025 Retirement Changes, Saving More in 2025 (1.11.25)
2024 Year-End and Best-Of (1.4.2025)
2024 Year-End Recap, Private Investments Invading your Portfolio, and Book Recommendations (12.28.24)
Investment Lessons from 2024, Don't Die with an Annuity, and Conflicts of Interest (12.14.24)
Faux CFP Value-Adds, Case for Low Volatility Stocks, and Year-End Money Deadlines (12.7.24)
Cash on the Sidelines, Charitable Strategies for Retirees, and Asset Classes NOT to Own (11.30.24)
Rising Rates Amidst Fed Cutting, Emails, and More (11.23.24)
Capital Gains Distributions List, When to File for Social Security, and What's your Number? (11.16.24)
Making your Portfolio a Paycheck, ETF's, Account Consolidation, and Year-End (11.9.24)
Tax Alpha, Bond Market Risks, and Health Savings Accounts (11.2.24)
Target Date and LifeCycle Funds, Portfolio Construction Building Blocks, Annuity Sales Explode (10.26.24)
Election Year History, Equity Income Investing, Secure Act 2.0 Changes (10.19.24)
Why You Own What You Own, One Partner Handling the Finances, Short Term Bonds (10.12.24)
Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)
Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)
What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)
More on the Annuity Tax Bomb, Donor Advised Funds, and LOTS of emails! (9.14.24)
Best-Of (9.7.24)
Small Caps, How to Combat Recency Bias, Lessons Learned from the Last Correction (8.31.24)
Annuities: The Last Big Surprise, Lessons Learned From the Last Correction, RMD Options (8.24.24)
Gold Bugs, Bad Employer-Sponsored Plans, Bonds, and Three Investment Fallacies (8.17.24)
Putting Volatility in Perspective, Low-Vol Stocks, ETF's, and Tons of Emails (8.10.24)
Best-Of (7.27.24)
The Importance of Asset Allocation, Election Year Mistakes, Delaying Social Security (8.3.24)
Portfolio Construction Building Blocks, Small-Caps, 529 Plan Flexibility (7.20.24)
Our Three Most Commonly Seen Toxic Investments, HSA's, Brokered CD's, and Secure Act 2.0 (7.13.24)
Mid-Cap Stocks, Why You Own the Wrong Bonds, Donor Advised Funds (7.6.24)
Mid-Year Portfolio Check-Up, Investing in Gold, Wills vs. Trusts, and 401k Contributions (6.29.24)
Seven Lessons from Jack Bogle, Election Year Markets Data, and Low-Vol Stocks (6.22.24)
Consolidating Investment Accounts, How to Get Cash Invested, Advisor-Sold "Alternatives" (6.15.24)
Bonds When Inflation Won't Die, Health Savings Accounts, Relationship Managers as Advisors (6.8.24)
Delaying Social Security, Common Portfolio Mistakes, and Donor Advised Funds (6.1.24)
Our Favorite Low-Vol ETF, Retirement Plans for Small Business Owners, and Listener Emails (5.28.24)
Bill Gross on Total Return Bond Funds, Whole vs. Term Life, and Lump Sum vs. Dollar-Cost Averaging (5.11/5.18.24)
Direct Indexing, Tax-Efficient Investing, and Bonds 101 (5.4.24)
Proprietary Investments and Revenue Sharing, "Exclusive Investments", and Commodities as a Durable Allocation (4.27.24)
Dividend Investing, Securities-Based Lending, and Portfolio Construction for Retirees (4.20.24)
Latest Market Update, Higher For Longer and Longer, Cross-Selling and Proprietary Funds (4.13.24)
Investing for Mid-career Accumulators, Safe Money Options, Living Trusts (4.6.24)
Market Update, A Tribute to Daniel Kahneman, and Best-Of (3.30.24)
Investing in an Election Year, How Much you Need to Retire, Life Insurance, and Rebalancing (3.23.24)
Higher for (Even) Longer, Small Cap Value Stocks, Estate Planning Checklist (3.16.24)
ETF's 101, College Savings Options, and Estate Planning Galore (3.11.24)
How to Build Your Investment Portfolio, Common IRA Mistakes, and Investment Automation (3.2.24)
Asset Location for Pre-Retirees, Retirement Math, Rollovers Made Simple, and Examine your Index (2.24.24)
How to Create a Retirement Paycheck, The Ideal Withdrawal Rate, and Learning from your 1099 (2.17.24)
ETF's vs. Mutual Funds, Your Financial Advisor's Value Proposition, Public vs. Non-Traded REITS (2.10.24)
Easy Money, Investment Account Consolidation, and Rules-Based Investing (1.27.24)
Investing Themes for 2024, Bond Volatility, and Taxable Account Investments (1.20.24)
Financial Focus Radio January 13th, 2023
Financial Focus Radio January 6th, 2024
Financial Focus Radio December 30th, 2023
Financial Focus Radio December 23rd, 2023
Financial Focus Radio December 16th, 2023
Financial Focus Radio December 9th, 2023
Financial Focus Radio December 2nd, 2023
Financial Focus Radio November 25th, 2023
Financial Focus Radio November 18th, 2023
Financial Focus Radio November 11th, 2023
Financial Focus Radio November 4th, 2023
Financial Focus Radio October 28th, 2023
Financial Focus Radio October 21st, 2023
Financial Focus Radio October 14th, 2023
Financial Focus Radio October 7th, 2023
Financial Focus Radio September 30th, 2023
Financial Focus Radio September 23rd, 2023
Financial Focus Radio September 16th, 2023
Financial Focus Radio September 9th, 2023
Financial Focus Radio September 2nd, 2023
Financial Focus Radio August 26th, 2023
Financial Focus Radio August 19th, 2023
Financial Focus Radio August 12th, 2023
Financial Focus Radio August 5th, 2023
Financial Focus Radio July 29th, 2023
Financial Focus Radio July 22nd, 2023
Financial Focus Radio July 15th, 2023
Financial Focus Radio July 8th, 2023
Financial Focus Radio July 1st, 2023
Financial Focus Radio June 24th, 2023
Financial Focus Radio June 17th, 2023
Financial Focus Radio June 10th, 2023
Financial Focus Radio June 3rd, 2023
Financial Focus Radio May 27th, 2023
Financial Focus Radio May 20th, 2023
Financial Focus Radio May 13th, 2023
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Financial Focus Radio April 29th, 2023
Financial Focus Radio April 22nd, 2023
Financial Focus Radio April 15th, 2023
Financial Focus Radio April 8th, 2023
Financial Focus Radio April 1st, 2023
Financial Focus Radio March 25th, 2023
Financial Focus Radio March 18th, 2023
Financial Focus Radio March 11th, 2023
Financial Focus Radio March 4th, 2023
Financial Focus Radio February 25th, 2023
Financial Focus Radio February 18th, 2023
Financial Focus Radio February 11th, 2023
Financial Focus Radio February 4th, 2023
Financial Focus Radio January 28th, 2023
Financial Focus Radio January 21st, 2023
Financial Focus Radio January 14th, 2023
Financial Focus Radio January 7th, 2023
Financial Focus Radio December 31st, 2022
Financial Focus Radio December 24th, 2022
Financial Focus Radio December 17th, 2022
Financial Focus Radio December 10th, 2022
Financial Focus Radio December 3rd, 2022
Financial Focus Radio November 26th, 2022
Financial Focus Radio November 19th, 2022
Financial Focus Radio November 12th, 2022
Financial Focus Radio November 5th, 2022
Financial Focus Radio October 29th, 2022
Financial Focus Radio October 22nd, 2022
Financial Focus Radio October 15th, 2022
Financial Focus Radio October 8th, 2022
Financial Focus Radio October 1st, 2022
Financial Focus Radio September 24th, 2022
Financial Focus Radio September 17th, 2022
Financial Focus Radio September 10th, 2022
Financial Focus Radio September 3rd, 2022
Financial Focus Radio August 27th, 2022
Financial Focus Radio August 20th, 2022
Financial Focus Radio August 13th, 2022
Financial Focus Radio August 6th, 2022
Financial Focus Radio July 30th, 2022
Financial Focus Radio July 23rd, 2022