Episodios

  • Tariffs and Markets

    Tariffs and Markets
    May 3 2025
    In this episode we break down what's going on with the tariffs, the markets and what you can do to weather the ups and downs.
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  • Market Update with Keith Gangl

    Market Update with Keith Gangl
    Apr 26 2025
    In this episode we welcome Gradient Investments senior portfolio manager Keith Gangl to talk about the current market situation and where we might be headed, as well as solid strategies to deal with volatility.
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  • Social Security Updates & April 2025 Deadline Alerts

    Social Security Updates & April 2025 Deadline Alerts
    Apr 19 2025
    In this episode we talk about the changes and updates to Social Security and what they could mean for you.
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  • Growth with Guardrails - Smarter Ways to Invest

    Growth with Guardrails - Smarter Ways to Invest
    Apr 12 2025
    Explore how to pursue investment growth while implementing crucial "guardrails" to manage risk and protect your portfolio. We delve into smarter investment strategies that balance potential returns with downside protection, such as diversification, asset allocation, and risk management techniques. Learn how to build a resilient portfolio that aims for growth without unnecessary exposure to market volatility and potential losses.
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  • How Much Do You Really Need to Retire Comfortably

    How Much Do You Really Need to Retire Comfortably
    Apr 5 2025
    In this episode, we delve into the often-misunderstood question of retirement savings, exploring beyond the common rules of thumb to uncover personalized calculations. We'll break down essential factors like inflation, healthcare costs, and desired lifestyle to provide a realistic roadmap for your financial future. Finally, we'll discuss actionable strategies to bridge any potential gaps and ensure a comfortable and stress-free retirement.
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  • Navigating Financial Decisions After Losing a Loved One

    Navigating Financial Decisions After Losing a Loved One
    Mar 22 2025
    In this episode, we delve into the complex landscape of financial decisions that arise after the loss of a loved one, covering everything from estate settlements to managing inherited assets. We'll discuss practical steps for navigating probate, understanding tax implications, and making informed choices about investments and debt. Join us for a compassionate conversation on how to honor your loved one's legacy while securing your financial future.
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  • Market Volatility and Recession Worries: Why My Clients Aren't Concerned

    Market Volatility and Recession Worries: Why My Clients Aren't Concerned
    Mar 15 2025
    In this episode, we dissect the recent market swings and persistent recession anxieties, revealing the strategies we employ to help our clients maintain composure. We'll explore how a long-term, diversified approach, coupled with proactive risk management, allows them to navigate uncertainty without panic. Finally, we'll share actionable insights for listeners to build a resilient portfolio that withstands market turbulence.
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  • Maximizing Retirement Contributions in 2025

    Maximizing Retirement Contributions in 2025
    Mar 8 2025
    In this episode, we delve into the updated contribution limits for retirement accounts in 2025, providing actionable strategies to maximize your savings. We'll break down the nuances of 401(k)s, IRAs, and other retirement vehicles, highlighting key changes and potential tax advantages. Learn how to optimize your contributions and build a robust retirement nest egg for a secure future.
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