Financial Focus Radio Show

This week's episode covers the recent outperformance of diversified portfolios, withdrawal rates, conflicts of interest within the advisory business, and lots more!

This week's show covers what Fed rate cuts mean for your money, the problems with being too conservative, sequence of returns risk, and account consolidation.

This week's show covers what to do with lower short-term rates, tax-loss harvesting, portfolio weightings, gifting, emails, and more!

This week's show covers investing myths that are holding you back, corporate bonds, indexing, what to do with your 401k, and lots of user emails!

This week's show is heavy on the estate planning content, discusses the foundational building blocks of portfolio construction, and delves into the current situation at the Fed.

This week's show covers the evolving landscape in fixed income, international developed market stocks, delaying Social Security, and over 50 catch-up secrets for saving.

This weeks show covers the active vs. passive debate, why whole life insurance isn't an investment, Donor Advised Funds, and a lot of emails!

This week's show covers municipal bonds, rules-based investing, a hierarchy for retirement savings, and lots more!

This week's show covers optimizing return on your cash, what you should know about dividends, relationship managers, and tons of emails!

This week's show covers managed bond accounts, sources of returns, what to do with inherited accounts, and lots of emails!

This week's show covers Bill Bengen's new research on the 4% Rule, the latest inflation report introducing even more ambiguity to the direction of interest rates, our summer reading list, and more!

This week's show covers tax-efficient investing, annuities, accessing lump sums from retirement accounts, and how much exposure you should have to international stocks.

This week's show covers direct indexing, a walkthrough on how to buy T-bills, estate planning, and more!

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.