All episodes
The Impact of Tech Earnings and Algorithmic Trading, Chat GPT, & The ‘Are You Ready for Retirement’ Quiz
Market Seasonality, Tech Stock Concentration, & RIA vs Broker
Tech Dominance Continues, Small Cap Surges, & Investor Psychology
AI’s Impact on the Markets, Q2 Reflections, & 5 Things Every Portfolio Should Have
Tech Sector Dominance, Apple’s Resurgence, & Retiree Spending Rules
Investor Sentiment, Market Participation, & Equity Index Annuities
Unpredictability in the Market, Unknown Factors, & The Best Investment Advice Ever
Fluctuations in the Market, The Upcoming Personal Consumption Expenditures Index & The 10 Myths of Retirement Planning
Economic Reports Impact on the Markets, A Cooling of Inflation, & Are You Ready for Retirement Quiz
Friday’s Big Gains, The Future of Apple, & RIA vs. Broker
A Stressed Housing Market, An Upcoming Election, & Investor Psychology
Inflation’s Bite, the Consumer Price Index & 5 Things Every Retirement Portfolio Should Have
The Fed Speaks, Consequences for the Markets & Retiree Spending Rules
Economic Indicators, The Personal Consumption Expenditures Index & Equity Index Annuities
Market Milestones, Federal Reserve Forecasts & Best Investment Advice Ever
Another Case of the Fridays, Interest Rate Cuts & The 10 Myths of Retirement Planning
Balancing Risk and Reward, The 5% Rule of Investment & The ‘Are You Ready for Retirement’ Quiz
Contradictory Fed-Speak, Annualized Returns & RIA vs. Broker
Economic Data, Shallow Recession Talk & Investor Psychology
Historic Valuations, Moving Averages & Five Things Every Portfolio Should Have
Meta’s Classic Short Squeeze, Congressional Testimony & Retiree Spending Rules
Interest Rate Cuts, The ‘Magnificent 6’ & All About Equity Index Annuities
Housing Market Stats, Treasury Yields & The Best Investment Advice Ever
The Bitcoin Casino, An SEC Social Hack & 10 Myths of Retirement Planning
A 2023 Recap, The 90 Days That Made the Dow & A Quiz on Retirement Readiness
Nothing to See Here, Market Drivers & RIA vs. Broker
A Something Burger, When Doves Fly & Understanding Investor Psychology
A Big Nothing Burger, Technical Weeds & The U6 Unemployment Report
The Tech Growth Engine, An Impressive November & 5 Things Every Portfolio Should Have
A Market Microcosm, A Rip-Your-Face-Off Rally & Retiree Spending Rules to Know
A No-Landing Scenario, Weak Market Fundamentals & Understanding the Dangers of Equity Index Annuities
Earnings Season, Muted Market Reactions & A Primer on 401(k) Rollovers
A JOLTS Report Jolt, Continued Perversion of the Markets & 401(k) Rollovers
Algorithms, Interest Rates, 0 DTE Options & The Best Investment Advice Ever
The September Slog, Apple in China & 401(k) Rollovers
Performance Differentials, Active Asset Management & 10 Myths of Retirement Planning
A Continued Summer Correction, The Fed Meeting & An ‘Are You Ready for Retirement’ Quiz
The Dog Days of Summer, Bond Yields, Economic Indicators & RIA vs. Broker
Summer Malaise, Forthcoming Fed-Speak & Investor Psychology
Market Burn-Off, Earnings Outlooks & What Wall Street Won’t Tell You
A Narrowly Missed Record, Algorithmic Trading & 5 Things Every Portfolio Should Have
The Week of the Rotation, Earnings Reports & Retiree Spending Rules
No Recession in Sight, Distorted Economic Indicators & Equity Indexed Annuities
Ain’t No Fun ‘Til The Fed is Done, The ADP Jobs Report & The Best Investment Advice Ever
The June Swoon, Profit-Taking in the AI Halo & 10 Myths of Retirement Planning
A Triple Witching Day, Increased Volume & An ‘Are You Ready for Retirement’ Quiz
The $64,000 Question, Talking Heads & RIA vs. Broker
A Brief History of NASDAQ, Utilizing Undervalued Stocks, & Investor Psychology
The AI Steam Engine, Investor FOMO & What Wall Street Won’t Tell You
NASDAQ Rising, The S&P 500 Equal Weight Index & 5 Things Every Retirement Portfolio Should Have
Debt Ceiling Drama, AI Fear-Mongering & Retiree Spending Rules
More Regional Bank Drama, Short Selling Concerns & The Dangers of EIAs
A Perplexing Market, Examining Relative Strength & The Best Investment Advice Ever
A Snoozer of a Week, The Market Cha-Cha & 10 Myths of Retirement Planning
Inflation News, Banking Shifts, Quantitative Tightening & A Retirement Readiness Quiz
Q1 in Review, A Possible Reflex Rally & Registered Investment Advisor vs. Broker
The Attack of the Yellen, A Credit Contraction & Investor Psychology
More on Regional and Super-Regional Banks, Unnecessary Fear-Mongering & What Wall Street Won’t Tell You
Interest Rate Fantasies, A Bank Failure & 5 Things Every Retirement Portfolio Should Have
No New Bull Market Yet, Moving Averages & Retiree Spending Rules
The Bears Are Mauling & The Dangers of Equity Indexed Annuities
The Fed Invents ‘Supercore Inflation’ & The Best Investment Advice Ever
Still Stuck in a Trading Range & 10 Myths of Retirement Planning
An Unsustainable NASDAQ, Confusing Fed Verbiage & Your Retirement Readiness Quiz
Why All the Buying, A Fed in the 9th Inning & RIA vs. Broker
Caught in a Trading Range, an Earnings Salad & Investor Psychology
Fed Up with the Fed, Silver Linings from 2022 & What Wall Street Won’t Tell You
The First Trading Days of 2023, An Attack of the Fridays & 5 Things Every Portfolio Should Have
Putting 2022 in the Rearview & Retiree Spending Rules
Market Algorithms, Coal in the Stocking & 10 Myths of Retirement Planning
Approaching the Bear, No Santa Claus Rally This Year & A Retirement Readiness Quiz
Back in Trading Range & The Best Investment Advice Ever
An Emotional Market, a Davidson Cap Anniversary & Equity Indexed Annuities
Digesting the Elephant One Bite at a Time & Understanding RIAs vs. Brokers
The Dogs of the Dow are Biting & Investor Psychology
Friday Gains, Fed-Speak & What Wall Street Won’t Tell You
A Wild Reversal, Tax-Loss Harvesting & 5 Things Every Portfolio Should Have
A Short Covering Rally, Lower Unemployment & Retiree Spending Rules
How September Ruined the Quarter & 10 Myths of Retirement Planning
TINA is Dead, the Bear Market Continues & How to Know You’re Retirement Ready
The Chickens Are Coming Home to Roost & The Best Investment Advice Ever
A Short Trading Week, a Churning Market & Fed-Speak That Won’t Quit
The Word of the Week is ‘Pain’ & The Skinny On Equity Indexed Annuities
A Rollover on the Summer Rally & What Wall Street Won’t Tell You
Pre-Pandemic Unemployment, A Perversion of the Markets & RIA vs. Broker
The Prime Rib of Earnings, Another Fed Meeting & Investor Psychology
Stop Calling the Bottom & 5 Things Every Portfolio Should Have
Friday Optimism, Fed Cause and Effect, & Retiree Spending Rules
A Bit of Relief in This ‘Grizzly’ Market & 10 Myths of Retirement Planning
A Brutal Second Quarter, Playing Defense & How To Know You’re Ready for Retirement
A Tranquilizer Dart for the Bear & The Best Investment Advice Ever
A Big, Hairy, Smelly Bear, Base Case Predictions & Equity Index Annuities
The Continued ‘Market Cha-Cha’, CPI Numbers & Registered Investment Advisor vs. Broker
‘No Fun Until the Fed’s Done’ & Understanding Investor Psychology
A Rally to Break the Downward Trend & Lower Rates Take High Toll on Retirement
A Tough Week with a Ray of Sunshine & Five Things Every Portfolio Should Have
Fed Transparency, Somber Numbers & Retiree Spending Rules
No Rest for the (Market) Weary & 10 Myths of Retirement Planning
Low Closes, Potential Capitulations & The ‘Are You Ready for Retirement?’ Quiz
Attack of the Fed Governors’ Rhetoric & The Best Investment Advice Ever