Financial Focus Radio Show

This week's show covers what you should be thinking about as we near the end of the year: gifting, tax-efficiency, year-end checklists, and more!

This week's show covers bond investments, choosing executors, lots of emails, and maximizing the productivity of your cash!

This week's show covers estate planning, lots on bonds, and a whole lot of email questions from listeners!

This week's show covers rules-based investing, conflicts of interest, bonds, Social Security, and tons more!

This week's show covers the bond market in depth: what bonds you should own, and investment grade corporate bonds.  We also cover common estate planning mistakes, sequence of returns risk, and more!

This week's show is all about gifting: QCD's, Donor Advised Funds, gifts to heirs, and more!

This week's show covers the risk of being too safe in your portfolio, how and when to file for Social Security, HSA's, mental incapacity, and more!

This week's show covers how to hedge against AI exposure in your portfolio, what higher rates for longer means for you, and lots more!

This week's show we're back together and diving in to small cap value stocks, the benefits of consolidating with a single custodian, and plenty of listener questions.

This week's show covers the landmines in your portfolio hidden by the bull market, incapacity planning, estate planning 101, and more!