Financial Nuggets

Happy New Year! Today, Michael talks through 2025 headlines and where markets are going in 2026.

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In today's episode, Michael discusses the IRS changes to different tax advantaged accounts like the 401k, IRA, HSA etc

Today, Michael discusses common conversations he's been having with operators lately... Most of which has been around some last minute planning opportunities to consider before we head into 2026

Joe discusses a headline that is being seen more and more about banks... What does it mean for banks to be in this position? How does that affect your money and your portfolio?

In today's episode, Joe discusses all things government shutdown. What does it mean for you? What does it mean for an investor?

Open enrollment season! Michael talks through the HSA and the purple plan at GIOA this year.

In today's episode, Michael talks through some of the best performing stocks in the last 5 years... and one that will definitely surprise you as the top performer.

'The key to making money in stocks is not to get scared out of them' is a famous quote by Peter Lynch. Today, Michael discusses this and what an investor should do with the headlines discussing 'the markets at an all time high'.

Today, Michael has a little fun discussing the recent sale of the LA Lakers. Some people are arguing its better to own the SP 500. Some people are arguing its better to own the Lakers. Michael takes a look at the math to try to solve which would be the better choice

Michael wraps up his 3 part episode on Team Member Care discussing GIOA benefits for the team members.