All episodes
Market Segment: Platinum-Locks and the Soaring Market: Navigating Uncharted Highs
Ways to Generate Tax-Free Income in Retirement
Market Segment: Inflation, Stocks, and Economic Indicators
Developing Investment Trends: Reshoring, AI, Real Estate, and Energy
Market Segment: Deciphering Economic Signals & the Fed's Rate Strategy
Financial Bootcamp 2024: Unlocking Your Earned Government Benefits and Medicare Insights
Market Segment: Understanding the S&P 500's Surge and Its Impact
Financial Bootcamp 2024: Avoiding Some Key Financial Landmines in 2024
Market Segment: Understanding January 2024 Interest Rates, Indices, and Inflation
Financial Bootcamp 2024: Navigating New Tax Laws and Strategies for Your Financial Future
Market Segment: Decoding Economic Indicators & Market Trends for January 2024
Financial Bootcamp 2024: The Basics of Saving for Retirement
Market Segment: Reflecting on 2023 and Forecasting the 2024 Market
Market Segment: Inflation Trends, Job Reports, and the Surprising Impact of GLP-1 Drugs
RMD Strategies Unveiled: Effective Tax Planning for Retirement Savings
Smart Money Moves: Tax-Saving Strategies Before Year-End
Market Segment: Financial Forecast: Navigating Market Highs and Lows for 2024
7 Financial Questions to Ask Your Parents About Their End-of-Life Plans
Market Segment: Is Inflation Cooling Down?
What You Need to Know Before You Make Your Social Security Decisions
Market Segment: Consumer Spending During the Holidays
Exit Strategies for Business Owners Ready to Sell Their Business
Market Segment: Analyzing a Positive Week on Wall Street
5 Tricks Financial Advisors Are Using That Could Cost You Money
Market Segment: Will There Be Another Black Monday?
Ways to Help Protect Your Retirement Savings from Inflation
Market Segment: Navigating Market Volatility – The Impact of Treasury Yields and Global Events
Interviews with BAWAR and Wellahead.co
New Rules Can Cause Big Tax Bills on Inherited Retirement Plans
Market Segment: Why Are Yields Rising?
Do You Need Life Insurance in Retirement?
Market Segment: Market Volatility & the Government Shutdown Impact
What to Do If You’re Being Forced to Retire
Market Segment: Will the Resumption of Student Loan Payments Affect the Economy?
Saving Taxes on Your Required Minimum Distribution
Market Segment: Goldilocks on Wall Street
Market Segment: Three Major Takeaways from the 2023 Jackson Hole Symposium
What to Do When Your Spouse Passes Away
Estate Planning Tips for Car Collectors
Market Segment: Analyzing the Stock Market Cooldown
Market Segment: Why Did Stocks Drop Recently?
The First 100 Days of Darkness of Your Retirement
5 Things You Need to Know About Your 401(k) When You Leave Your Job
Market Segment: Was This the Last Rate Hike from the Fed?
Protecting Yourself from Higher Taxes on the Horizon
The Heart of Earnings Season
Market Segment: The Current Market and Immaculate Disinflation
Navigating the Retirement Danger Zone
Is the 4% Rule Still a Good Strategy?
The Labor Market Remains Resilient
Celebrating the Freedom to Retire
What’s Happened to the Market Since February 2023?
Protecting Your Best Furry Friend with Pet Insurance
Is Inflation Under Control?
Answering the “When” Questions of Retirement
How Will the Fed’s Pause Play Out on the Market?
How Does the Debt Ceiling Deal Affect the Market?
A Look at the Big Three Economic Reports: Job Ads, ISM Manufacturing, and ISM Services Index
Market Segment: What Happens If There Is No Debt Ceiling Deal?
Is the Fed Done Hiking Rates for 2023?
Market Segment: Will the Markets See a Soft Landing or a Hard Landing?
How to Reboot Your 401(k)
Five Financial Tips to Empower Women Investors
Market Segment: Bulls versus Bears
Are You Ready for Retirement? 34 Key Points to Consider
Market Segment: The Fed Hiked Rates...Again
Market Segment: Bank Bailouts Averted a Catastrophe
Estate Planning 101: What You Need to Know
Market Segment: Rising Rates and Bank Failures: What Happened with Silicon Valley Bank?
Rising Rates and Bank Failures: Our Playbook for This Type of Environment
What to Do With Your Pension When You Retire
Market Segment: U.S. Stocks Trading Higher, Regaining Some Lost Ground
What SOR Risk Is and How to Lower It
Market Segment: Inflation Pressure Not Decreasing
Market Segment: Positive Trend in Consumer Spending So Far in 2023
Can the market rally continue?
Fight Still On
How You Could Have More Control Over Your Taxes Than You Might Think
Market Segment: Strong Market Performance & Employment Numbers
3 Retirement Pitfalls to Avoid
Are We Going to Get a Soft Landing From the Fed?
Business Owner or Senior Leadership? Tips for Keeping Your Company Healthy in 2023
Breaking Down Key Highlights of the Secure Act 2.0
Market Report: Stocks Continue Positive Start in 2023 and Inflation Pressures Lower
Bootcamp Series: How to Save More Money and Get Ready for Retirement in 2023
Market Segment: Positive Week after Jobs Report
Market Segment: Most Difficult Year for Stocks Since 2008
Retirement 101 Christmas Special
Market Segment: Christmas Time Rally
How to Prepare for a Recession
Market Segment: Evidence That Inflation is Going DOWN
Market Segment: Are More Interest Rate Hikes on the Way?
Market Segment: Is the Fed Pivoting?
Reflecting on the Three Keys to the Bottom
Will Inflation Come Down Faster Than the Market Expects?
Tips for Staying Safe During the Holiday Season
5 Common Mistakes Federal Government Employees Make With Their Thrift Savings Plan
Stocks Surge After October Consumer Price Index Rose Less Than Expectations
7 Questions to Ask Your Parents About Their Finances and Estate Plan
3 Events That Rocked the Rally