On today's episode, we are excited to welcome a new voice to the show, veteran Portfolio Manager Keith Gangl, who joins us to share his perspective on the current investment landscape. With over two decades of experience, including managing multi-billion dollar institutional funds, Keith brings a deep expertise in navigating volatile markets and pinpointing high-potential growth opportunities. Tune in as we get his outlook on where the major indexes are headed, and the specific strategies he is using right now to position portfolios for success.

During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.

On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.

During today’s show, we’ll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.

On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.

During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.

During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

During this show, we’re going to consider steps you can take right now to prepare yourself for a near-horizon retirement.

During this show, we’ll take a much deeper look at how the recently signed Big Beautiful Bill will specifically affect Social Security and older Americans.