Cowboys and Cufflinks

In this episode of Cowboys & Cufflinks, Jeff Mathis and Caleb Moore take a step back from the noise and walk through how markets have historically responded during times of global conflict. From World War I to more recent events, the data tells a story that often contradicts what investors feel in the moment.

This isn't about ignoring what's happening in the world. It's about understanding how markets actually function so you can make more informed decisions when it matters most.

Topics covered:

· Why market fear and media narratives don't always align

· Historical market performance during wartime

· How global diversification helps manage uncertainty

· The role of rebalancing during volatile periods

· Why emotional investing can derail long-term plans

If recent headlines have you questioning your plan, now is the time to get clarity.

In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore break down some of the biggest retirement planning mistakes they're seeing right now, from loaded mutual funds and expensive annuities to fear-driven investing and waiting too long to plan.

They also discuss why media headlines create unnecessary panic, how healthcare and taxes can complicate retirement, and why many investors misunderstand risk, Social Security, and long-term portfolio structure.

Topics include: • Hidden mutual fund fees and loaded accounts • Why fear can push investors into poor decisions • How long-term bonds can create unexpected volatility • Common annuity mistakes and when they may fit • Why waiting too long can limit retirement options • Social Security timing, taxes, and healthcare planning • The role of purpose in building a retirement strategy

Find more episodes by visiting cowboysandcufflinks.com. And, request a Retirement Rapid Response Kit.

Artificial intelligence is everywhere right now, including investing. But should AI be trusted to build an investment portfolio?

In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore break down how AI works, where it can be useful, and why long-term investing decisions still require context, judgment, and a coordinated plan.

Topics include:

• Why AI relies heavily on past data

• Why markets move for reasons beyond numbers

• Crypto volatility and risk considerations

• The thinking behind the MYFIT retirement planning process

More episodes and resources: cowboysandcufflinks.com

Have specific questions to ask Jeff, Caleb or the team at Mathies Financial Partners? Schedule a phone call here: https://calendly.com/jeff-mathies/15-min.

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