Financial Focus Radio Show

This week's show covers 2024 year-end and best-of.  

This week's show covers the performance of various asset classes in 2024, alternatives' invasion of your portfolio, our book recommendations, emails, and more!

This week's show covers investing lessons from 2024, why you don't want to die with a non-qualified annuity, conflicts of interest, what to do with your RMD, and more!

This week's show covers faux CFP driven value-adds, the case for low-volatility stocks, what your advisor is really doing, and year-end money deadlines.

This week's show covers what to do with cash on the sidelines, asset classes you own but shouldn't, charitable strategies for retirees, and holiday financial conversations.

This week's abbreviated show covers rising long-term rates amidst the Fed's cutting cycle, emails, and more!

This week's show covers the annual mutual funds' capital gains distribution lists, when you should file for Social Security, tons of emails, and getting to "your number" for retirement.

This week's show covers year-end planning, account consolidation, turning your portfolio into a paycheck, and why you should be gifting sooner than later.

This week's show covers Health Savings Accounts, bond market risks, tax alpha, and lots of emails.  

This week's show covers target date funds, exploding annuity sales, basic porfolio construction building blocks, and lots of emails!

This week's show covers some election year investing history, equity income investing, Secure Act 2.0 changes, and a helpful year-end checklist. 

This week's show covers why you own what you own, lots of emails, when one partner handles the finances, short-term bonds, and automated investing.

This week's show covers fourth quarter financial planning, the over-emphasis on Roth conversions, retirement account changes coming in 2025, and the flypaper effect.

This week's show covers the specifics of account consolidation, the importance of tax-efficient investing, the process of taking income from your accounts, and Roth conversions.

This week's show covers the implications of lower rates for certain asset classes, the disappearance of 5% yields, and our favorite HSA's.  

This week we cover annuities and their tax implications, donor advised funds, account consolidation, and tons of emails.

Our producer is taking a bucket-list trip, so we're on hiatus this week.  Please enjoy a week of our best-of content.

This week's show covers our favorite small-cap ETF's, combating recency bias, lessons learned from the last correction, and lots of emails!

This week's show covers non-qualified annuities (the tax-bomb that just keeps giving), RMD options, investing beyond your 401k, and lessons learned from the last correction.

This week's show covers the value (or lack there-of) of portfolio allocations to gold, bad employer-sponsored retirement plans, three investment fallacies, and lots more emails!

This week's show covers volatility in perspective, low-vol stocks, proprietary funds, ETF's, and lots of emails as always.

Tyler and Josh are both out the week of 7/24, this is best-of content.

This week's show covers the importance of asset allocation, election year investing mistakes, and using your portfolio to delay filing social security.

This week's show covers the basics of portfolio construction, small-caps amidst the giant rally, 529 plan flexibility, estate planning basics, and tons of emails.

This week's show covers the three toxic investments we see most often, Secure Act 2.0, how HSA's can help in retirement, and lots more!