Financial Focus Radio Show

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).

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.