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Title
1

Care Planning: Financial Strategies for Disability, Special Needs, & Elder Care

2

Planning for Inflation: What You Can, and Can’t, Control

3

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

4

Investing through Uncertainty: Our Perspective on the Iran Conflict and Markets

5

A New Chapter for Financial Perspectives with Gretchen Muller

6

How Tax Strategy Fits into Your Financial Plan

7

Market Volatility in 2026: Don’t Let Headlines Drive Your Financial Plan

8

Cybersecurity in 2026: Phishing, AI, Deepfakes, & IoT

9

Year-End Giving Checklist: Make Every Gift More Intentional

10

Why Market Highs Aren't a Reason for Worry

11

2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions

12

OBBBA Explained: What the 2025 Tax Bill Might Mean for You

13

AI Explained: Hype vs. Reality | A Conversation with Stephen de Man, Dimensional Fund Advisors

14

2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations

15

5 Market Downturns and the Surprising Lessons We Learned

16

How Much Income Do I Need in Retirement?

17

"Am I Ok" Income Planning & Portfolio Preparedness

18

Tariffs, Turmoil, and Market Decline

19

The Troubles with Tariffs

20

What Moves the Market? A Conversation with Vanguard

21

What if Inflation Isn't Quite Done?

22

The Intersection of Finance & Life Well-Being: A Conversation with Best-Selling Author, Professor Meir Statman

23

Transform Your Holidays: Giving Stories & Family Activities

24

Two Ideas for Year-End Tax Savings

25

What Are You Waiting For?

26

Understanding Mortgage Rates: A Conversation with Todd Smith of Bank Iowa

27

Understanding ETFs and Factor Investing with Blackrock's Bob Hum

28

Why We're Having Wrong Thoughts About the Election

29

Are You Getting the Top 4% of the Market?

30

Advisor Spotlight: Stacie Neussendorfer

31

ROMO: Regret Over Missing Out

32

Whenever Possible, Don't Do Dumb Things

33

What's Up (or Down) with the Bonds?

34

Is Investing a Science Project?

35

The Market: The Original AI

36

3 Reasons to Own Foreign Stocks ... Now!

37

A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek

38

March: Predictable Madness and Markets

39

2024 Looks as Uncertain as Ever

40

Basketball, Movies, and the Transformed Investor

41

Advisor Spotlight: Ryne Oller

42

Is a Bitcoin ETF a Fit for Your Plan?

43

Compound the Growth of Your 2024 Plans

44

The "Gift" You Shouldn't Open: Predictions

45

That's Not What I Expected!

46

Financial Perspectives: The Podcast - A Concise and Informative Guide to Finance, Markets, and the Economy