Financial Focus Radio Show

This week's show covers how to know if you have enough, mid-cap stocks, the only bonds worth owning, and donor advised funds.

This week's show covers our mid-year portfolio review checklist, wills vs. trusts, maxing out your 401k, investing in gold, and plenty of email questions.

This week's show covers our favorite low-volatility equity position, seven lessons from Jack Bogle, the data on election year investing, and lots of emails.

This week's show covers consolidating like-registration investment accounts, how to invest when you have a cash build-up, advisor-sold alternative investments, and lots of emails.

This week's show covers what to do with bonds as inflation persists, Health Savings Accounts, Financial Advisor conflicts of interest, and why you shouldn't hire a relationship manager.

This week's show covers the benefits/drawbacks of delaying social security filing, common portfolio mistakes we see, creating a paycheck from your portfolio, and donor advised funds.

This week's show covers low-vol stock exposure for retirees, retirement plans for small business owners, index investing, and three places you should never invest your money.

This week's show covers Bill Gross' latest missive on total return bond funds, how to avoid gift tax limits, whole vs. term life, and lump-sum investing vs. dollar-cost-averaging.  Our producer is remodeling his studio, we'll be back with a new show May 24th.  

This week's show covers Bonds 101, Tax-Efficient investing, Direct Indexing, and answers: "What is the Fed Funds Rate?".  

This week's show covers proprietary investments and revenue sharing, when you should start a 529, ostensibly "exclusive" investments, and why we don't maintain a durable commodities allocation.  

This week's show covers what to do with your old 401k's, dividend investing, securities-based lending, portfolio construction for retirees, and lots of emails.

This week's show covers the latest geopolitical-driven market tensions, higher yields for longer and shifting market expectations, and cross-selling/proprietary funds recommended and held by "RIA's".  

This week's show covers mid-career investors, account consolidation, safe money options, reasons not to own actively managed mutual funds, and living trusts. 

This week's show includes the latest market update, a tribute to the just-passed Daniel Kahneman (the father of behavioral finance), and best-of content.

This week's show covers investing in an election year, retirement savings rules of thumb, international developed markets, life insurance, and portfolio rebalancing.

This week's episode of Financial Focus Radio covers changing expectations for the interest rate outlook, small-cap value stocks, tax-loss harvesting, an estate planning checklist, and self-employed retirement plan options.

This week's show covers ETF's, College Savings options, and lots of email questions and estate planning-related content.

This week's show covers common IRA mistakes, lots of email questions, and basic portfolio building blocks.

This week's show covers asset location for pre-retirees, retirement math, the potential resurgence of dividend investing, and a discussion on index construction.

This week's show covers why you shouldn't pay separately for a standalone financial plan, how to create a retirement paycheck, revocable living trusts, ideal withdrawal rates, and learning from your 1099.

This week's show covers the "relationship manager" quandary in financial advice, how/why to delay taking social security benefits, public vs. non-traded REITS, and ETF's vs. Mutual Funds.

This week's show covers the latest Howard Marks memo "Easy Money", rules-based investing, investment account consolidation (a Financial Focus Radio favorite), and asset classes you shouldn't own in a taxable account.

This week's show covers bond volatility, investing themes for 2024, automating savings, investments not to hold in your taxable account, and as always, lots of emails.

This week's show covers active vs. passive (now that we have 30 years of data), revenue sharing, ETF's 101, and Mid-Cap Stocks.

This week's show discusses options for your non-interest bearing deposits at the bank, active vs. passive investment management, and the main drivers of investment returns (per Vanguard).