Episodios

  • Understanding Risk Tolerance - The Foundation of Investment Planning

    Understanding Risk Tolerance - The Foundation of Investment Planning
    May 4 2025
    In this episode, we delve into the crucial concept of risk tolerance and why understanding your comfort level with potential losses is the bedrock of any sound investment strategy. We'll explore the spectrum of risk profiles, from conservative to aggressive, and provide practical tools to help you accurately assess where you fall. Discover how aligning your investment choices with your risk tolerance can lead to greater financial peace of mind and ultimately increase your chances of achieving your long-term goals.
    Más Menos
    Menos de 1 minuto
  • Too Good to Be True? It's Probably a Scam

    Too Good to Be True? It's Probably a Scam
    Apr 27 2025
    Ever heard of an investment opportunity that promised unbelievable returns with zero risk? This week, we dive into the murky world of financial scams, dissecting common red flags and sharing real-life stories of those who learned the hard way. Before you jump at that "can't miss" deal, tune in to learn how to protect your hard-earned money from schemes that are, indeed, too good to be true.
    Más Menos
    Menos de 1 minuto
  • Must-Know Financial Lessons | Financial Literacy Month Special

    Must-Know Financial Lessons | Financial Literacy Month Special
    Apr 20 2025
    In this Financial Literacy Month special, we highlight the absolute must-know financial lessons that everyone should understand to build a solid foundation. We break down essential concepts, from budgeting and saving to understanding debt and the basics of investing, in clear and actionable terms. Tune in to empower yourself with the fundamental financial knowledge needed for a secure future.
    Más Menos
    Menos de 1 minuto
  • Market Update and Outlook with Keith Gangl

    Market Update and Outlook with Keith Gangl
    Apr 13 2025
    Cory welcomes Gradient Investments senior portfolio manager Keith Gangl. They discuss what's happening in the market and strategies for the future.
    Más Menos
    Menos de 1 minuto
  • Important Social Security Updates and April 2025 Deadline Alerts

    Important Social Security Updates and April 2025 Deadline Alerts
    Apr 6 2025
    In this episode, we break down critical Social Security updates, including potential benefit adjustments and eligibility changes. We'll also highlight the looming April 2025 deadlines for specific claiming strategies, ensuring you don't miss out on maximizing your benefits. Finally, we provide actionable steps to prepare for these changes and make informed decisions about your retirement income.
    Más Menos
    Menos de 1 minuto
  • Key Financial Indicators You’re Ready to Retire

    Key Financial Indicators You’re Ready to Retire
    Mar 30 2025
    In this episode, we dive deep into the crucial financial indicators that signal you're truly prepared for retirement. We'll explore beyond just your savings balance, examining metrics like sustainable withdrawal rates, debt-to-income ratios, and projected healthcare costs. Finally, we'll provide actionable steps to assess your own readiness and make informed decisions about your financial future.
    Más Menos
    Menos de 1 minuto
  • Thinking about Downsizing?

    Thinking about Downsizing?
    Mar 23 2025
    In this episode, we delve into the emotional and financial considerations of downsizing your home. We'll explore strategies for maximizing your return on your current property and minimizing the stress of transitioning to a smaller space. Finally, we'll discuss how to strategically reinvest your newfound capital for long-term financial security.
    Más Menos
    Menos de 1 minuto
  • Tariffs, Tensions, and Your Money with Keith Gangl

    Tariffs, Tensions, and Your Money with Keith Gangl
    Mar 16 2025
    In this episode, Keith Gangl from Gradient Investments breaks down the complex interplay between global tariffs and geopolitical tensions. He explains how these factors directly impact market volatility and provides strategies for navigating the uncertain financial landscape. Learn how to protect your portfolio and make informed decisions amidst escalating international pressures.
    Más Menos
    Menos de 1 minuto
adbl_web_global_use_to_activate_webcro805_stickypopup