Financial Professionals are expected to act in the best interest of their clients and to recommend suitable investments and insurance annuities that are within the time horizon, risk level and financial needs of each bucket of money someone has. Today the podcast will focus on these topics along with making sure that each financial account has appropriate beneficiaries assigned.

Now that America is well into the filing season for the "New" tax laws we talk about the law and what we are seeing from the many personal and business tax returns we have prepared this year so far. We explore the tax brackets, doubling of the standard deductions, child tax credits, corporate pass through income and many other topics associated with the new tax law.

We welcome Wayne Schmidt, CFA, Chief Investment Officer with Gradient Investments. This show talks about current equity trends in the US bull market mixed with where bond values are trending given the fed position on rates through 2019 and into 2020. We also discuss outlooks from Wayne on outlooks of markets through the same time frame.

Market volatility can really cause problems for your portfolio and retirement savings. In this episode we discuss some possible solutions to help you prepare for this and alleviate any stress caused by the ups and downs of the market. We talk about risk management and other financial strategies.

There are many reasons and benefits as to why you want a financial legacy. If you don't plan your legacy, someone else will. In our show today we give you nine simple legacy planning tips to help listeners ensure that their assets and wishes are carried through exactly as they have planned.

There's a lot of confusion about life insurance and many different types of insurance. In this episode we talk about the different types and their benefits.

Retirement Lifestyle Planning is the non-financial part of your retirement planning, and it encompasses all the areas of retirement and life. This show we explore areas that retirees and pre-retirees can take to have a fulfilled retirement.

Your financial plan should be constructed in a way similar to the idea behind the great pyramids that it will last the retirement years and needs of the individuals that will rely on its income and stability.

Ron & Barbara were interviewed live on the radio and talk about the recent levels of volatility in the market and what people should do regarding their portfolios, we also discuss the new changes to our tax laws and what people can expect now that we are entering tax season.

Get to know Ron & Barbara with also a live interview with DJ Fone from KQNA Talk of the Town