Financial Focus Radio Show

This week's show includes the year in review (and the lessons we learned), dividend investing, turning your portfolio into a paycheck, and portfolio moves for 2024.

This week's show includes a market update and lots of best-of content.

This week's show covers our shame of the week (403B plans), why you probably need to rebalance, three big retirement account changes you haven't heard about, and lots of emails.

This week's show covers the latest market action, whether international diversification is actually worth it, and includes some best-of content.

This week's show covers financial conversations with family over the holidays, small caps and their discontents, the simple math of retirement, and donor advised funds.

This week's show provides a brief market update and includes some best-of content during the shortened holiday week.

This week's show has a special retro-edition Shame of the Week, revists invididual bonds vs. Bond Funds/ETF's, talks account consolidation, and answers lots of emails.

This week's show covers year-end investment planning, corporate bonds, when one spouse handles the finances, and lots of emails.

This week's show covers asset allocation in the decade ahead, the only acceptable way to take duration risk in your portfolio, ETF's 101, and tax-loss harvesting.

This week's show covers the latest market action, why you should lean into uncertainty, and contains some best-of content.

This week's show covers the "Sea Change" occuring in capital allocation, year-end investment planning, High-Yield bonds, and more email questions.

This week's show covers what high for longer means for your portfolio, Municipal Bonds, the ongoing mistakes advisors are making in fixed income, and as always, lots of emails.

This week's show covers the return of the bond vigilantes, what your financial advisor is really doing, corporate bonds, and a year-end checklist.

The September 30th, 2023 edition of Financial Focus Radio.

The September 23rd, 2023 edition of Financial Focus Radio.

This show looks at income vs. total return investing, Qualified Charitable Distributions (QCD's), the biggest financial risk for most retirees, and answers lots of emails.

This week's show looks at the latest bond fund flows data, commodities as a portfolio allocation, Secure Act 2.0 for Kids, and tax savings strategies for investors.

This show covers lessons from retirees, publicly traded REIT's, Rules-Based investing, and ETF's vs. Mutual Funds.

This week's episode covers the basic building blocks of building a retirement porftolio, international investing, what to do with those old 401k's, and lots of email questions.

This week's show covers the latest data on market timing, Emerging Markets as an asset class, how to maximize your Social Security benefits, and estate planning basics.

This week's show covers why Americans think the economy is "bad", Large-Cap stocks, Health Savings Accounts, and exchanging annuities.

This show covers why "relationship managers" force you into multiple versions of the same account type, SECURE Act 2.0 changes, consolidating investment accounts, and US Treasuries.

This week's show is a best-of, we're back next week with brand-new "groundbreaking" content.

This week's show covers Small Cap Value stocks, Morningstar's latest study on why people fire their financial advisor, bonus anuities, and how to build your asset allocation.

This show discusses automation as the route to investing success, revisits Mid-Cap stocks, Secure Act 2.0, and why now is an ideal time to re-assess your risk tolerance.