Financial Focus Radio Show

This week's show covers tax, tax, and more tax, plus dangerous assumptions jeopardizing your retirement plan, and lots of emails as always.

This week's show covers our favorite allocation this year, backdoor Roths, the order to tap your accounts, and more!

This week's show covers more year-end planning, proprietary funds, the tax bomb non-qualified annuities present at death, and more!

This week's show covers year-end planning items, bond funds and tax-loss harvesting, Trump accounts, and lots of listener questions!

This week's show covers the decision points while hiring an advisor, where to save (asset location), tax-efficient income, and lots more!

This week's show covers what you should be thinking about as we near the end of the year: gifting, tax-efficiency, year-end checklists, and more!

This week's show covers bond investments, choosing executors, lots of emails, and maximizing the productivity of your cash!

This week's show covers estate planning, lots on bonds, and a whole lot of email questions from listeners!

This week's show covers rules-based investing, conflicts of interest, bonds, Social Security, and tons more!

This week's show covers the bond market in depth: what bonds you should own, and investment grade corporate bonds.  We also cover common estate planning mistakes, sequence of returns risk, and more!

This week's show is all about gifting: QCD's, Donor Advised Funds, gifts to heirs, and more!

This week's show covers the risk of being too safe in your portfolio, how and when to file for Social Security, HSA's, mental incapacity, and more!

This week's show covers how to hedge against AI exposure in your portfolio, what higher rates for longer means for you, and lots more!

This week's show we're back together and diving in to small cap value stocks, the benefits of consolidating with a single custodian, and plenty of listener questions.

This week's show covers the landmines in your portfolio hidden by the bull market, incapacity planning, estate planning 101, and more!

This week's show covers lots of emails, the latent problems the bull market is hiding in your portfolio, the value rotation, and more.

This week's show covers whether the market can keep making all-time highs, investment grade bonds, target date funds, and more!

This week's show covers the risks of another lost decade, tax-free bonds, the three things that really matter in financial planning, and a pre-retirement checklist.

This week's show covers the benefits of a diversified portfolio in 2026, small-cap stocks, backdoor roths, the risk of a lost decade for retirees, and lots more!

This week's show gives a primer on corporate bonds, talks sequence of returns risk and diversification, and answers lots of questions as always!

This week's show covers social security and fear-related filing, international stocks, emails, and more!

This week's show covers lots of emails, account consolidation, bonds as diversifers, and more!

This week's show covers lots of emails as always, hiring the right financial advisor, and why stocks are doing so well even when the news seems bad.

This week's show covers what to do with your old employer-sponsored retirement plan, floating rate treasuries, estate planning considerations, and lots of listener questions!

This week's show covers asset allocation during inflationary periods, an annuity primer, simplicity vs. complexity, low-volatility investing, and more!