Financial Focus Radio Show

This week's show covers the benefits of a diversified portfolio in 2026, small-cap stocks, backdoor roths, the risk of a lost decade for retirees, and lots more!

This week's show gives a primer on corporate bonds, talks sequence of returns risk and diversification, and answers lots of questions as always!

This week's show covers social security and fear-related filing, international stocks, emails, and more!

This week's show covers lots of emails, account consolidation, bonds as diversifers, and more!

This week's show covers lots of emails as always, hiring the right financial advisor, and why stocks are doing so well even when the news seems bad.

This week's show covers what to do with your old employer-sponsored retirement plan, floating rate treasuries, estate planning considerations, and lots of listener questions!

This week's show covers asset allocation during inflationary periods, an annuity primer, simplicity vs. complexity, low-volatility investing, and more!

This week's show covers how to delay filing Social Security, Small Cap Value stocks, a simple portfolio construction framework, and lots of email questions!

This week's show covers our rules-based investing framework, preparing for financial incapacity, short-term investment grade bonds, and the roth vs. traditional debate!

This week's show covers the sequencing of retirement withdrawals, municipal bonds, backdoor Roth contributions, gifting, and lots more!

This week's show includes a new market update and best-of content while our radio producer is on vacation.

This week's show covers consolidating your investments, how to turn your portfolio into a paycheck, donor advised funds, and more!

This week's show covers investing myths costing you money, the rotation into value stocks, what your 1099 can tell you, annuities, gifting, and more!

This week's show covers Iran War market volatility in perspective, tax-free municipal bonds, asset location in investment accounts, and more!

This week's show covers mistakes investors are making right now, asset allocation (rate agnostic bond allocations), rules-based rebalancing, and lots of emails!

This week's show covers how you should be thinking about asset allocation in retirement, defensive stock investing, five estate planning considerations, and more!

This week's show covers AI's future and indexing, estate planning pitfalls to avoid, what you can learn from your 1099 form, and lots more!

This week's episode covers Small Cap Value Stocks, the three things that really matter (investment management, estate planning, and taxes), and more!

This week's show covers mid-cap stocks, donor advised funds, why financial plans are (mostly) a waste, and lots of listener questions!

This week's show covers the recent outperformance of diversified portfolios, the blue-chip renaissance, hidden risks in bonds, and lots more!

This week's show covers sequence of returns risk in early retirement, avoiding RMD mistakes, rebalancing your portfolio in a lofty market, and lots more!

This week's show covers investment account consolidation, more about municipal bonds, earning more on your cash, and lots of listener questions!

This week's show covers conflicts of interest in the financial advice space, what to do with cash in CD's, and discusses being proactive about planning for your own decline.

This week's show covers "long degeneracy" that has replaced traditional investing, backdoor roth contributions, ETF's vs. mutual funds, and turning your portfolio into a paycheck.

This week's show covers investing lessons from 2025, 1099's, what NOT to own, and ideas for 2026!  Happy New Year.