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Episode | Date |
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Iran Israel Conflict, The Fed, and Financial Wellness
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Jun 22, 2025 |
Opportunities in Treasuries? How about some TIPS?
|
Jun 15, 2025 |
Navigating Financial Uncertainty: How Americans Are Adapting Their Spending Habits
|
Jun 08, 2025 |
Tax Bill Update & Ancient Wisdom for Modern Investors
|
Jun 01, 2025 |
Market Recovery & Realistic Expectations
|
May 25, 2025 |
Key Themes For Your Investment Portfolio In 2025
|
May 11, 2025 |
Actions to take when the market is down (4-27-2025)
|
May 04, 2025 |
What to Know & What to Do
|
May 04, 2025 |
Chasing Double Digit Returns: How Often Does It Really Happen?
|
Apr 20, 2025 |
How Investors Should Think About Tariffs
|
Apr 13, 2025 |
The Week of "L's" Long Term Care, Liberation, Losses
|
Apr 06, 2025 |
Annuities and When They Could Make Sense
|
Mar 30, 2025 |
What to Focus on During Times of Market Volatility
|
Mar 23, 2025 |
Washington and Wall Street
|
Mar 16, 2025 |
Rocky Week in the Markets
|
Mar 11, 2025 |
Avoiding a "Family Feud"
|
Mar 02, 2025 |
Diversification Cycles & Market Updates
|
Feb 24, 2025 |
For Valentines Week, Inflation, tariffs … not a lot to love
|
Feb 16, 2025 |
Trade War 2.0 and Timeless Investing Lessons
|
Feb 09, 2025 |
Long Term Care Risks & Interest Rate Woes
|
Feb 02, 2025 |
How to Handle Market Volatility
|
Jan 26, 2025 |
Inflation, and 2025 Financial Planning Goals
|
Jan 19, 2025 |
Market Outlook for 2025
|
Jan 12, 2025 |
New Year, New Rules
|
Jan 05, 2025 |
Market Updates To End 2024
|
Dec 29, 2024 |
Fed Decision & Past Holiday Gifts
|
Dec 22, 2024 |
Currency & Tax Saving Strategies
|
Dec 15, 2024 |
Market Themes Over the Last 25 Years & Inflation
|
Dec 08, 2024 |
Tariff Talks
|
Dec 01, 2024 |
Savings Vehicles & Market Updates
|
Nov 24, 2024 |
More Election Aftermath & More Volatility
|
Nov 17, 2024 |
Election Results, Charitable Giving, and the Markets Under Trump
|
Nov 10, 2024 |
Market News & Year-End Tax Updates
|
Nov 06, 2024 |
Market News & The Psychology of Money
|
Oct 27, 2024 |
Michael Antonelli Recap & Market News
|
Oct 20, 2024 |
Shifting Gears in Retirement
|
Oct 13, 2024 |
Financial Considerations When a Spouse Receives Bad Health News
|
Oct 06, 2024 |
Market News & Mutual Funds
|
Sep 29, 2024 |
Investor "Hang ups"
|
Sep 22, 2024 |
Markets, Presidential Debate, & Special Needs Planning
|
Sep 15, 2024 |
Potential Tax Changes from Washington & Annuities
|
Sep 08, 2024 |
Labor Day Market Updates
|
Sep 01, 2024 |
The Fed & Market Updates
|
Aug 25, 2024 |
Growth Fears, Economic Data, and More Market Volatility
|
Aug 18, 2024 |
Market Volatility and the SECURE Act
|
Aug 11, 2024 |
A Fed Cut?
|
Aug 04, 2024 |
Market Volatility and the Presidential Race
|
Jul 28, 2024 |
Important IRS, Social Security & Market Updates
|
Jul 21, 2024 |
Finding Ways to Reduce Taxes from Your Portfolio
|
Jul 14, 2024 |
Money Paradoxes
|
Jul 07, 2024 |
Market News & Donor Advised Funds
|
Jun 30, 2024 |
Earnings, Market Sentiment, and Global Rates
|
Jun 23, 2024 |
When to Claim Social Security & IRA Distributions
|
Jun 16, 2024 |
Digging in on Donor Advised Funds
|
Jun 09, 2024 |
Estate Planning Tips & Banking Changes
|
Jun 02, 2024 |
Business Owners and the Consumer
|
May 26, 2024 |
All-time highs: Should I be worried?
|
May 19, 2024 |
Market News & Financial Considerations for Mom
|
May 12, 2024 |
5 More Surprising Financial Facts with Kurt Carlson and Brian Koble
|
May 05, 2024 |
Important IRS update on Inherited SECURE Act IRAs
|
Apr 28, 2024 |
Recessions and Market Corrections
|
Apr 21, 2024 |
Surprise Financial Tips with Brian Koble and Kurt Carlson
|
Apr 14, 2024 |
Stats & Facts with Ray and Jim
|
Apr 07, 2024 |
Retirement Secrets and the Math of Roth Conversions
|
Mar 31, 2024 |
The Fed, Market Breadth & A Potential Estate Tax Sunset
|
Mar 24, 2024 |
Tax Tips and Target Date Funds
|
Mar 17, 2024 |
March 10 with Jim and Jayme Meredith
|
Mar 10, 2024 |
Tricks of the Financial Media
|
Mar 03, 2024 |
February 25 with Tyler Vallano
|
Feb 25, 2024 |
2024: The Year of Elections Across the Globe
|
Feb 18, 2024 |
Benefits of Recommitting to Your New Years Resolutions
|
Feb 11, 2024 |
Important Lessons Learned in 2023
|
Feb 04, 2024 |
Let’s Review Upcoming Tax Changes
|
Jan 28, 2024 |
Recession-phobia – Do You Have It?
|
Jan 21, 2024 |
How and Why to Plan for Unexpected Life Events
|
Jan 14, 2024 |
2023: A Year in Review
|
Jan 07, 2024 |
Why You Should Consider Allocation in Small Caps
|
Jan 03, 2024 |
How Inflation is Impacting Your Thanksgiving Dinner
|
Dec 15, 2023 |