Financial Focus Radio Show

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.

This week's show covers why your bond portfolio probably still has issues, to Roth or not to Roth, why certain investments end up in your account, and why "evolving benchmarks" are so common.

This week's show includes a new market update, looks at 2023 Strategist/Analyst SP500 price targets halfway through the year, and includes some best-of.

This show is a best-of. Back next week!

This week's show covers the order of account withdrawals in retirement, Backdoor Roth Conversions, gifting while living, and common portfolio mistakes we see during retirement reviews.

This week's show covers historical interest rate cycles, revenue sharing in the advisory business, small-cap value stocks, and SECURE 2.0 retirement savings changes in 2023 and 2024.

This week's show covers the game of chicken playing out between the markets and the Fed, revisits what most "Financial Advisors" actually do, and examines the role of bonds in your portfolio.

This week's show contains a market update -- but is mostly a best-of.