Financial Focus Radio Show's tracks

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.  

This week's show covers 2024 year-end and best-of.  

This week's show covers the performance of various asset classes in 2024, alternatives' invasion of your portfolio, our book recommendations, emails, and more!

This week's show covers investing lessons from 2024, why you don't want to die with a non-qualified annuity, conflicts of interest, what to do with your RMD, and more!

This week's show covers faux CFP driven value-adds, the case for low-volatility stocks, what your advisor is really doing, and year-end money deadlines.

This week's show covers what to do with cash on the sidelines, asset classes you own but shouldn't, charitable strategies for retirees, and holiday financial conversations.

This week's abbreviated show covers rising long-term rates amidst the Fed's cutting cycle, emails, and more!

This week's show covers the annual mutual funds' capital gains distribution lists, when you should file for Social Security, tons of emails, and getting to "your number" for retirement.

This week's show covers year-end planning, account consolidation, turning your portfolio into a paycheck, and why you should be gifting sooner than later.

This week's show covers Health Savings Accounts, bond market risks, tax alpha, and lots of emails.  

This week's show covers target date funds, exploding annuity sales, basic porfolio construction building blocks, and lots of emails!

This week's show covers some election year investing history, equity income investing, Secure Act 2.0 changes, and a helpful year-end checklist. 

This week's show covers why you own what you own, lots of emails, when one partner handles the finances, short-term bonds, and automated investing.

This week's show covers fourth quarter financial planning, the over-emphasis on Roth conversions, retirement account changes coming in 2025, and the flypaper effect.

This week's show covers the specifics of account consolidation, the importance of tax-efficient investing, the process of taking income from your accounts, and Roth conversions.

This week's show covers the implications of lower rates for certain asset classes, the disappearance of 5% yields, and our favorite HSA's.  

This week we cover annuities and their tax implications, donor advised funds, account consolidation, and tons of emails.

Our producer is taking a bucket-list trip, so we're on hiatus this week.  Please enjoy a week of our best-of content.

This week's show covers our favorite small-cap ETF's, combating recency bias, lessons learned from the last correction, and lots of emails!

This week's show covers non-qualified annuities (the tax-bomb that just keeps giving), RMD options, investing beyond your 401k, and lessons learned from the last correction.

This week's show covers the value (or lack there-of) of portfolio allocations to gold, bad employer-sponsored retirement plans, three investment fallacies, and lots more emails!

This week's show covers volatility in perspective, low-vol stocks, proprietary funds, ETF's, and lots of emails as always.

Tyler and Josh are both out the week of 7/24, this is best-of content.

This week's show covers the importance of asset allocation, election year investing mistakes, and using your portfolio to delay filing social security.

This week's show covers the basics of portfolio construction, small-caps amidst the giant rally, 529 plan flexibility, estate planning basics, and tons of emails.

This week's show covers the three toxic investments we see most often, Secure Act 2.0, how HSA's can help in retirement, and lots more!

This week's show covers how to know if you have enough, mid-cap stocks, the only bonds worth owning, and donor advised funds.

This week's show covers our mid-year portfolio review checklist, wills vs. trusts, maxing out your 401k, investing in gold, and plenty of email questions.

This week's show covers our favorite low-volatility equity position, seven lessons from Jack Bogle, the data on election year investing, and lots of emails.

This week's show covers consolidating like-registration investment accounts, how to invest when you have a cash build-up, advisor-sold alternative investments, and lots of emails.

This week's show covers what to do with bonds as inflation persists, Health Savings Accounts, Financial Advisor conflicts of interest, and why you shouldn't hire a relationship manager.