Financial Focus Radio Show

This week's show covers 2025 in detailed review, includes six steps to improve your investment returns, emails, and more!

Catch Tyler solo on this week's show, then we're taking a bit of a holiday break before returning on December 27th with new content.  

This week's show goes over our year-end financial checklist, international developed market investing, stocks vs. social security, and lots of listener questions!

This week's show is slightly abbreviated due to the Thanksgiving Holiday.  We cover the gap between investors' perception of how they are invested and their actual allocation, emails, and more!

This week's show covers what happens to portfolio components during a recession, lots on bonds, managing an inheritance, and lots more!

This week's show covers asset allocation in an expensive market, rules-based inesting, low-volatility stocks, 2025 capital gains distribtions, and more!

This week's show covers populism and the markets, what we value most: liquidity and tax efficiency, small-cap value stocks, emails, and more!

This week's show covers lessons from the global portfolio weights, muni bonds, insurance isn't an investment (Kyle Busch!), and more...

This week's show covers delaying Social Security filing, being proactive about aging and declining capacity, how to earn more tax-advantaged income, and more!

This weeks show covers lots of listener emails and call-ins, reasons to care about private markets even if you don't own the asset class, QCD's, and more!

This week's show covers scenarios showing why account consolidation matters, municipal bonds, semi-liquid (interval) funds, municipal bonds, HSA's vs. FSA's, and more!

This week's show features best-of content, we'll be back next week.

This week's episode covers the recent outperformance of diversified portfolios, withdrawal rates, conflicts of interest within the advisory business, and lots more!

This week's show covers what Fed rate cuts mean for your money, the problems with being too conservative, sequence of returns risk, and account consolidation.

This week's show covers what to do with lower short-term rates, tax-loss harvesting, portfolio weightings, gifting, emails, and more!

This week's show covers investing myths that are holding you back, corporate bonds, indexing, what to do with your 401k, and lots of user emails!

This week's show is heavy on the estate planning content, discusses the foundational building blocks of portfolio construction, and delves into the current situation at the Fed.

This week's show covers the evolving landscape in fixed income, international developed market stocks, delaying Social Security, and over 50 catch-up secrets for saving.

This weeks show covers the active vs. passive debate, why whole life insurance isn't an investment, Donor Advised Funds, and a lot of emails!

This week's show covers municipal bonds, rules-based investing, a hierarchy for retirement savings, and lots more!

This week's show covers optimizing return on your cash, what you should know about dividends, relationship managers, and tons of emails!

This week's show covers managed bond accounts, sources of returns, what to do with inherited accounts, and lots of emails!

This week's show covers Bill Bengen's new research on the 4% Rule, the latest inflation report introducing even more ambiguity to the direction of interest rates, our summer reading list, and more!

This week's show covers tax-efficient investing, annuities, accessing lump sums from retirement accounts, and how much exposure you should have to international stocks.

This week's show covers direct indexing, a walkthrough on how to buy T-bills, estate planning, and more!