Financial Focus Radio Show

This week's show covers our rules-based investing framework, preparing for financial incapacity, short-term investment grade bonds, and the roth vs. traditional debate!

This week's show covers the sequencing of retirement withdrawals, municipal bonds, backdoor Roth contributions, gifting, and lots more!

This week's show includes a new market update and best-of content while our radio producer is on vacation.

This week's show covers consolidating your investments, how to turn your portfolio into a paycheck, donor advised funds, and more!

This week's show covers investing myths costing you money, the rotation into value stocks, what your 1099 can tell you, annuities, gifting, and more!

This week's show covers Iran War market volatility in perspective, tax-free municipal bonds, asset location in investment accounts, and more!

This week's show covers mistakes investors are making right now, asset allocation (rate agnostic bond allocations), rules-based rebalancing, and lots of emails!

This week's show covers how you should be thinking about asset allocation in retirement, defensive stock investing, five estate planning considerations, and more!

This week's show covers AI's future and indexing, estate planning pitfalls to avoid, what you can learn from your 1099 form, and lots more!

This week's episode covers Small Cap Value Stocks, the three things that really matter (investment management, estate planning, and taxes), and more!

This week's show covers mid-cap stocks, donor advised funds, why financial plans are (mostly) a waste, and lots of listener questions!

This week's show covers the recent outperformance of diversified portfolios, the blue-chip renaissance, hidden risks in bonds, and lots more!

This week's show covers sequence of returns risk in early retirement, avoiding RMD mistakes, rebalancing your portfolio in a lofty market, and lots more!

This week's show covers investment account consolidation, more about municipal bonds, earning more on your cash, and lots of listener questions!

This week's show covers conflicts of interest in the financial advice space, what to do with cash in CD's, and discusses being proactive about planning for your own decline.

This week's show covers "long degeneracy" that has replaced traditional investing, backdoor roth contributions, ETF's vs. mutual funds, and turning your portfolio into a paycheck.

This week's show covers investing lessons from 2025, 1099's, what NOT to own, and ideas for 2026!  Happy New Year.  

This week's show covers 2025 in detailed review, includes six steps to improve your investment returns, emails, and more!

Catch Tyler solo on this week's show, then we're taking a bit of a holiday break before returning on December 27th with new content.  

This week's show goes over our year-end financial checklist, international developed market investing, stocks vs. social security, and lots of listener questions!

This week's show is slightly abbreviated due to the Thanksgiving Holiday.  We cover the gap between investors' perception of how they are invested and their actual allocation, emails, and more!

This week's show covers what happens to portfolio components during a recession, lots on bonds, managing an inheritance, and lots more!

This week's show covers asset allocation in an expensive market, rules-based inesting, low-volatility stocks, 2025 capital gains distribtions, and more!

This week's show covers populism and the markets, what we value most: liquidity and tax efficiency, small-cap value stocks, emails, and more!

This week's show covers lessons from the global portfolio weights, muni bonds, insurance isn't an investment (Kyle Busch!), and more...

This week's show covers delaying Social Security filing, being proactive about aging and declining capacity, how to earn more tax-advantaged income, and more!

This weeks show covers lots of listener emails and call-ins, reasons to care about private markets even if you don't own the asset class, QCD's, and more!

This week's show covers scenarios showing why account consolidation matters, municipal bonds, semi-liquid (interval) funds, municipal bonds, HSA's vs. FSA's, and more!

This week's show features best-of content, we'll be back next week.

This week's episode covers the recent outperformance of diversified portfolios, withdrawal rates, conflicts of interest within the advisory business, and lots more!

This week's show covers what Fed rate cuts mean for your money, the problems with being too conservative, sequence of returns risk, and account consolidation.

This week's show covers what to do with lower short-term rates, tax-loss harvesting, portfolio weightings, gifting, emails, and more!

This week's show covers investing myths that are holding you back, corporate bonds, indexing, what to do with your 401k, and lots of user emails!

This week's show is heavy on the estate planning content, discusses the foundational building blocks of portfolio construction, and delves into the current situation at the Fed.

This week's show covers the evolving landscape in fixed income, international developed market stocks, delaying Social Security, and over 50 catch-up secrets for saving.

This weeks show covers the active vs. passive debate, why whole life insurance isn't an investment, Donor Advised Funds, and a lot of emails!

This week's show covers municipal bonds, rules-based investing, a hierarchy for retirement savings, and lots more!

This week's show covers optimizing return on your cash, what you should know about dividends, relationship managers, and tons of emails!

This week's show covers managed bond accounts, sources of returns, what to do with inherited accounts, and lots of emails!

This week's show covers Bill Bengen's new research on the 4% Rule, the latest inflation report introducing even more ambiguity to the direction of interest rates, our summer reading list, and more!

This week's show covers tax-efficient investing, annuities, accessing lump sums from retirement accounts, and how much exposure you should have to international stocks.

This week's show covers direct indexing, a walkthrough on how to buy T-bills, estate planning, and more!

This week's show covers the long overdue return of municipal bonds, managing an inheritance, how to deal with long term care, and more!

This week's show covers private markets, how to diversify away from the US Dollar, portfolio rebalancing for retirees, consolidating investment accounts, and more!

This week's show covers which accounts your beneficiaries would rather inherit, corporate bonds, how to delay early filing of Social Security, and more!

This week's show covers budget deficits and the bond market, international developed market stocks, the modern 529 plan, and more!

This week's show covers why fiscal budget deficits matter, municipal bonds, estate planning pitfalls, and lots of emails! 

This week's show covers how to turn your portfolio into a paycheck, financial advisor conflicts of interest, starting the estate planning talk, and more!

This week's show includes a Warren Buffett tribute, beneficiary roadmap, Donor Advised Funds, and asset classes you own but shouldn't. 

Our producer Tim is on vacation this week, please enjoy some best-of content, and we'll be back with a new show next week!