Episodios

  • Market and Economy Update with Keith Gangl from GI

    Market and Economy Update with Keith Gangl from GI
    Apr 11 2026
    In this episode, we sit down for a timely market and economic update with Keith Gangl from Gradient Investments. We break down recent market trends, key economic indicators, and what they could mean for investors moving forward. If you want a clearer picture of where things stand today and what to watch next, this conversation offers practical, easy-to-follow insights.
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  • Risk-Proofing Your Retirement: How to Protect What You’ve Built

    Risk-Proofing Your Retirement: How to Protect What You’ve Built
    Mar 22 2026
    In this episode, we break down the critical shift from wealth accumulation to wealth preservation as you approach your golden years. We explore actionable strategies to shield your portfolio from market volatility, including the "bucket strategy" and the importance of guaranteed income streams. Tune in to learn how to identify the hidden risks that could derail your lifestyle and how to build a defensive plan that keeps your future secure.
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  • 10 Habits for a Successful Retirement

    10 Habits for a Successful Retirement
    Mar 15 2026
    In this episode, we break down the foundational behaviors that separate a secure retirement from an uncertain one. From automating your savings to mastering the psychology of spending, we explore how small, consistent shifts in your daily routine can lead to long-term financial freedom. Tune in to discover actionable strategies you can implement today to ensure your golden years are both stable and fulfilling.
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  • Market Update with Lisa Schreiber

    Market Update with Lisa Schreiber
    Mar 8 2026
    Lisa Schreiber, Associate Portfolio Manager at Gradient Investments, dives into the latest volatility metrics to explain why current market swings are more standard than they seem. We break down the surprising resilience in tech sectors and what the latest inflation data actually means for your portfolio strategy. Tune in for actionable insights that help you cut through the noise and stay focused on your long-term financial goals.
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  • Tax Preparation vs. Tax Planning: Why One Is Backward-Looking and the Other Builds Wealth

    Tax Preparation vs. Tax Planning: Why One Is Backward-Looking and the Other Builds Wealth
    Mar 1 2026
    Most taxpayers treat April 15th as a finish line, but focusing solely on historical data means you’re missing the chance to influence your future bottom line. This episode breaks down the critical differences between reactive tax preparation and proactive tax planning, illustrating how one records the past while the other actively engineers wealth. Tune in to learn how shifting your mindset from compliance to strategy can save you thousands in unnecessary lifetime tax hits.
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  • More Retirement Advice to Avoid!

    More Retirement Advice to Avoid!
    Feb 15 2026
    In this episode, we pull back the curtain on "guaranteed" investment schemes that often prioritize high commissions over your long-term security. We break down the math to show how hidden fees and inflation can quietly erode a nest egg that looks safe on paper. Finally, our hosts share specific red flags to watch for during your next consultation so you can protect your hard-earned savings from predatory advice.
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  • Avoiding Bad Retirement Advice Part 2

    Avoiding Bad Retirement Advice Part 2
    Feb 1 2026
    In this second installment, Jason and Tony continue their deep dive into the red flags of the financial industry, highlighting how to spot "too good to be true" promises that often lead to disaster. We expose the common pitfalls of high-commission products and the misleading sales tactics that frequently target retirees during times of market uncertainty. Tune in to learn how to vet potential advisors and ensure the guidance you receive is truly in your best interest rather than just a payday for someone else.
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  • The Worst Retirement Advice People Still Follow

    The Worst Retirement Advice People Still Follow
    Jan 18 2026
    In this episode, we pull back the curtain on the dangerous "rules of thumb" and outdated myths that continue to derail retirement plans today. We debunk common but costly tips. Tune in to learn how to replace this generic advice with a modernized, personalized strategy that accounts for the unique economic realities of 2026.
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