Moore Financial Talk

During this episode, we'll walk through the key rules and strategies around traditional IRA withdrawals and how timing your withdrawals could make a meaningful difference in your overall retirement picture.

In this episode, Gradient Investments’ Associate Portfolio Manager Lisa Schreiber joins the show to break down the latest market volatility and explain what the economic data actually means for your portfolio. We cut through the daily financial headlines to look at unexpected sector opportunities, inflation trends, and the realities of the current market trajectory. Tune in for an essential, noise...

In this episode, we discuss our "RSG Gives Back" program where we give back to our community. Learn all about how you can help.

Many Americans spend decades building their retirement nest egg, only to lose a massive chunk of it to unnecessary taxes because they lacked a distribution plan. In this episode, Neil Wilding reveals strategic wealth-building and tax-efficiency secrets that most traditional advisors overlook. Tune in to discover how navigating the road less taxed can help you keep more of your hard-earned money an...

This episode breaks down advanced wealth management strategies that go beyond standard retirement saving. Discover how shifting tax laws, estate structuring, and sophisticated asset location can protect your portfolio from hidden vulnerabilities. Whether you are managing a sudden windfall or optimizing intergenerational wealth, learn how to elevate your financial blueprint for the long haul.

Dive into the core debate of the investing world as we break down the high-stakes strategies of active management versus the steady approach of passive indexing. We analyze the trade-offs between seeking market-beating returns and prioritizing low-cost, long-term stability. This episode equips you with the insights needed to decide which philosophy aligns best with your financial goals and risk to...

Ryan welcomes special guest Keith Gangl, senior portfolio manager from Gradient Investments to talk about the current and future markets, and the effects of the rising price of oil.

In this episode, we break down why a well-structured roadmap is the ultimate defense against market volatility and unexpected life changes. We explore the psychological benefits of setting clear financial goals and how a proactive strategy can transform your relationship with money.

In this episode of Moore Financial Talk, we break down the Income-Related Monthly Adjustment Amount (IRMAA) and why it matters for Medicare recipients. Joined by Becky Swansburg, we explore how your income can affect premiums and what triggers these additional costs. Tune in to learn strategies to better plan ahead and potentially minimize IRMAA’s impact on your retirement finances.

In this episode, we break down the mid-March market correction that has spot gold consolidating near $5,100 and Bitcoin testing support in the $70,000 range. We explore how surging oil prices and a hawkish shift in Federal Reserve expectations are creating headwinds for both asset classes, despite ongoing geopolitical tensions in the Middle East.

In this episode, we break down the mechanics of employer matching contributions to ensure you aren't leaving free money on the table. We explore the critical differences between traditional and Roth 401(k) options to help you determine which tax advantage aligns with your long-term retirement goals. Finally, our experts share actionable strategies for rebalancing your portfolio to maintain yo...

In this episode, Senior Portfolio Manager Keith Gangl breaks down the recent market volatility and identifies which sectors are showing unexpected resilience. He provides a deep dive into current inflationary trends, offering a professional perspective on how shifting interest rates might impact your long-term investment strategy. The discussion wraps up with actionable insights on portfolio rebal...

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

During this episode, we’ll examine some of the things you need to know about retiring early.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.

This episode provides a checklist detailing the often-missed financial steps you must take before and after you retire to ensure a seamless transition and lasting security. We cover critical pre-retirement moves like optimizing your Social Security claiming strategy and stress-testing your withdrawal plan, alongside post-retirement necessities like adjusting your asset allocation and setting up yo...

This episode outlines the crucial financial and practical actions you must take in the years leading up to your planned retirement date. We detail essential steps like stress-testing your withdrawal strategy, optimizing your Social Security claiming age, and addressing potential healthcare funding gaps. Tune in for a comprehensive checklist that ensures your transition into retirement is financial...

Are you relying on luck or a strategy? We break down the essential steps to build real, lasting wealth, focusing on smart debt management, maximizing tax-advantaged accounts, and escaping the trap of lifestyle creep. Tune in to transform your financial goals into a detailed and executable plan for financial freedom.

Anticipation for further Fed easing has the fixed-income market buzzing—but where are the safest and most profitable opportunities in bonds right now? We welcome Kyle Bergacker to analyze the impact of "Moore" potential rate cuts and discuss what this means for investors moving out of high-yield cash products. Kyle details the tactical shifts he is making across portfolio duration and cr...

With Annual Enrollment Period approaching, Medicare expert Norm Kuk joins us to break down the critical choices facing retirees, including the major differences between Medicare Advantage and Medigap plans. He explains how to evaluate the long-term financial risks of each option, from network restrictions to out-of-pocket maximums, and why the "free" plan often comes with a hidden cost....

During this show, we’ll look at Social Security from two important angles: Whether you should file early given the program’s somewhat uncertain future and how a possible 24% Social Security cut could impact retirement as soon as 2032.

Join us for a market update and outlook with special guest Keith Gangl, a seasoned portfolio manager with over 20 years of experience. We'll break down the latest market movements, analyze key economic indicators, and discuss strategies to help you navigate a volatile landscape. Don't miss this in-depth conversation to gain valuable insights for your investment portfolio.

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

In this special episode, we're joined by Becky Swansburg, CEO of Stonewood Financial and a leading expert on legislative risk in retirement. We'll break down the biggest takeaways from the latest tax bill and explain how the new provisions will impact your financial planning. Tune in to learn how to navigate these changes and position your investments for a more secure financial future.