Episodios

  • Markets and Bonds with Tyler Ellegard

    Markets and Bonds with Tyler Ellegard
    Nov 17 2024
    Tyler Ellegard, portfolio manager at Gradient Investments, joins us to discuss the current state of the bond market. We'll delve into the impact of rising interest rates on fixed-income investments and explore strategies for navigating this dynamic environment. Tyler will also share his insights on the outlook for the broader economy and its implications for investors.
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  • Interest Rates and Investments with Tyler Ellegard

    Interest Rates and Investments with Tyler Ellegard
    Nov 10 2024
    In this episode, we dive deep into the complex relationship between interest rates and investments. Tyler Ellegard, a seasoned portfolio manager at Gradient Investments, shares his insights on how rising interest rates impact various asset classes, from stocks to bonds and more. We also explore strategies to navigate this dynamic environment and protect your portfolio.
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  • Your Guide to Enhanced Planning

    Your Guide to Enhanced Planning
    Oct 13 2024
    In this episode, we dive deep into the world of enhanced planning strategies. Discover how you can optimize your financial future through personalized advice and tailored solutions. From retirement planning to estate management, we'll explore the tools and techniques that can help you achieve your financial goals with confidence.
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  • Moving Up Your Retirement Date

    Moving Up Your Retirement Date
    Sep 29 2024
    During this show, we’ll look at steps you can take if you want to move your retirement date up. We’ll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.
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  • More Retirement Account Strategies

    More Retirement Account Strategies
    Sep 22 2024
    In this episode we discuss more strategies and options for 401(k)s and other retirement accounts to help make sure you're doing everything right.
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  • Rollover or Stay Put?

    Rollover or Stay Put?
    Sep 15 2024
    Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.
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  • Preparing Your Finances for Fall

    Preparing Your Finances for Fall
    Sep 8 2024
    As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.
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  • Taxes may rise soon, here’s what to do…

    Taxes may rise soon, here’s what to do…
    Aug 18 2024
    During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.
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