Financial Focus Radio Show

This episode covers proprietary funds, revocable living trusts, small cap value stocks, and discusses interest rate cycles.

The first show of 2023 offers a recap of last year, an outlook for this year, a look at the current state of the bond market, and financial resolutions for 2023.

Join us for the year-end recap 2022 Edition of Financial Focus Radio.

This week's show covers the disconnect between private/public markets, provides a recap of 2022, and gives a preview of what to watch in 2023.

Join us this week while we cover year-end planning, revenue sharing at big financial firms, revisit the 4% withdrawal rule, and construct a bear market checklist.

This week's show covers why the future won't look like the past, the importance of Social Security, year-end financial planning, and the outlook for international markets.

The December 3rd, 2022 edition of Financial Focus Radio.

This week's show covers year-end financial To Do's and the latest in markets.

This week's show covers the latest Vanguard "Advisor's Alpha" Survey, what to do with excess cash, and new paradigms confronting markets in the 2020's.

This week we cover market volatility being used to sell products, the drivers of investment returns, investing amidst a recession, and what your advisor is really doing with their time.

This week Josh and Tyler cover why you shouldn't be paying your advisor to pick stocks, why 2022 has been so bad for bonds, and advisor succession plans.

This week's episode includes email questions, a recap of the best October since 1976, and continued coverage of the growth to value rotation.

This week's show covers how markets find a bottom, international investing, why bonds should always play a role in your portfolio, and selecting a financial advisor.

This week we cover Mid-Cap stocks, Value vs. Growth, account consolidation, and year-end tax planning for retirees.

In this week's show we cover the US Dollar and your portfolio, publicly traded REIT's, Edward Jones' abuse of revenue-sharing, and Roth conversions in a down market.

On this week's episode, Tyler and Josh tackle investor psychology in bear markets, advisors outsourcing money management, rebalancing, and Nick Lockwood from Health Insurance Strategies joins the show to talk about Medicare Advantage plans.

This week's episode covers the landmines that still exist in your bond portfolio, answers email questions, and discusses reasons to be optimistic amidst the carnage.

This week's show covers options for short-term money, understanding the relationship you have with your financial advisor, tax-loss harvesting, and the only type of annuity we (sometimes) like.

The September 10th, 2022 edition of Financial Focus Radio.

We hope you enjoy the September 3rd, 2022 edition of Financial Focus Radio.

This week, we talk variable annuity myths, proprietary investments, the difference between bank deposit rates and treasury bond coupons, and your most valuable assets (time and experiences).

This week's show covers Variable Annuity Myths, Proprietary Investments, and your most valuable assets: Time and Experiences.

This week Tyler and Josh discuss Qualified Charitable Distributions, delaying Social Security filing, Rules-Based investing, and consolidating accounts.

This week's episode covers common questions about retirement, conflicting signals in the Bond and Equity markets, HSA's, and whether Vanguard has lost its way.

July 30th, 2022 edition of Financial Focus Radio. "Best Of" this week.