Financial Focus Radio Show

This week's show covers the long overdue return of municipal bonds, managing an inheritance, how to deal with long term care, and more!

This week's show covers private markets, how to diversify away from the US Dollar, portfolio rebalancing for retirees, consolidating investment accounts, and more!

This week's show covers which accounts your beneficiaries would rather inherit, corporate bonds, how to delay early filing of Social Security, and more!

This week's show covers budget deficits and the bond market, international developed market stocks, the modern 529 plan, and more!

This week's show covers why fiscal budget deficits matter, municipal bonds, estate planning pitfalls, and lots of emails! 

This week's show covers how to turn your portfolio into a paycheck, financial advisor conflicts of interest, starting the estate planning talk, and more!

This week's show includes a Warren Buffett tribute, beneficiary roadmap, Donor Advised Funds, and asset classes you own but shouldn't. 

Our producer Tim is on vacation this week, please enjoy some best-of content, and we'll be back with a new show next week!

This week's show covers why your bonds still aren't doing their job, creating a "bridge" to Social Security, publicly traded REIT's, and lots of emails.

Investment conference this week -- best-of content for now, we'll be back next week!

This week's show covers how to stay invested in a volatile market, 529 plan changes, the basics of Emergency Funds, and HSA's. 

This week's show covers part two of our beneficiary roadmap, defensive names, options for your RMD, and tons of emails.

This week's show covers common mistakes investors make during sell-offs, asset allocation working, a down market survival guide for retirees, and a beneficiary roadmap.

Spring Break 2025 Best-Of edition of Financial Focus Radio.  We'll be back with new content next week!

This week's show covers how not to invest, turning your portfolio into a paycheck, tax-efficient investing, and delaying Social Security.

This week's show covers how/where to stay invested during this market sell-off, why asset allocation is working, health savings accounts, and lots of emails!

This week's show covers the NWQ Markets in Turmoil special, diversification suddenly working again, and how steak dinners end up in your portfolio.

This week's show covers Howard Marks' imfamous Bubble Watch memo, international developed market stocks, when you should rebalance, and common retirement myths.

This week's show covers private equity coming for your 401k, finding the right trustee, diversifying a concentrated stock position, interval funds, and more!

This week's show covers the latest updates on safe withdrawal rates, whether you should trust a bank with your investments, gifting, large-cap stocks, and more!

This week's show covers IRA mistakes to avoid, conflicts of interest in financial advice, why you have so many accounts, and the normalizing yield curve.

This week's show covers places to never invest, annuities, this time isn't diferent, creating a retirement income plan, and reaching for yield.

This week's show covers the unbridled risk-on trade, automated investing, the decline of international investing, and how to choose an index.

This week's show covers insurance products sold as investments, sources of return: yield vs. capital appreciation, time to do something about your bonds, and more retirement rule changes for 2025.

This week's show covers newly-implemented 2025 retirement changes, the bond bombs in your portfolio, donor advised funds, and saving more.