In this week’s episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, break down:💸 How Private Equity is Ruining America — the rise of leveraged buyouts, how they’re hollowing out local businesses, and what it means for workers, consumers, and communities.🏥 Predatory Capitalism on Steroids — from hospitals to housing, how private equity’s profit-first model is reshaping industries and driving up costs.🏛 Independent vs. Corporate — why being a family-owned fiduciary firm gives BN Wealth the freedom to truly act in clients’ best interests.🙏 6 Most Tax-Efficient Ways to Give — from Qualified Charitable Distributions to Donor-Advised Funds and Charitable Remainder Trusts, smart ways to reduce taxes while maximizing impact.💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify📍 Barzideh & Nadeau Wealth Management | Barrington, IL☎️ 847-780-2980 | 🌐 BNWealth.comThe opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

🎃 Fed Week recap • Rare earths vs. “AI effect” • Tax-loss harvesting explained (and how to avoid wash-sale headaches).Plus: Bardeau wine-tasting highlights and why we built BN Giving.💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify📍 Barzideh & Nadeau Wealth Management | Barrington, IL☎️ 847-780-2980 | 🌐 BNWealth.comThe opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

In this week’s episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, break down:🌏 The U.S.–China Trade Battle — from rare earth minerals and semiconductor chips to soybeans, what’s really fueling the tension and how it could shape markets.🥇 Gold & Silver’s Hot Streak — why metals remain strong and what a “normal pullback” really means for investors.🤖 Is the AI Boom a Bubble? — Yale economists are warning of eerie parallels to the dot-com era.💡 Tax Gain Harvesting — the often-missed strategy that can help investors turn taxable money into tax-free money (when used in the right income window).💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify📍 Barzideh & Nadeau Wealth Management | Barrington, IL☎️ 847-780-2980 | 🌐 BNWealth.comThe opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

This week on Money Hour Radio 🎙️Ben & Matt break down:

• 📉 Market jitters from the latest U.S.–China trade tensions
• 🏦 Strong earnings from big banks (but mixed signals from the Fed)
• 🤖 The risks of “circular financing” fueling the AI boom—and whether we’re headed for another tech bubble
• 📑 Plus: An expert interview with estate planning attorney Steven Peck on how Standalone Retirement Trusts can protect your legacy.

📍 Law Offices of Steven H. Peck | Riverwoods, IL

☎️ (847)-940-0607🌐 https://pecktrust.com

💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify

📍 Barzideh & Nadeau Wealth Management | Barrington, IL

☎️ 847-780-2980 | 🌐 BNWealth.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

In this week’s episode of Money Hour Radio, Ben & Matt take a spooky spin on the markets and reveal the “Three-Headed Monster” investors should be watching—plus, how to find the“Goldilocks Zone” for Roth conversions 🏦

💻 Listen & Subscribe:
👉 MoneyHourRadio.com👉 YouTube | Apple👉Podcasts | Spotify👉 Follow @BNWealth on Facebook & Instagram👉 Subscribe for weekly market updates, retirement insights, and special interviews.

📍 Barzideh & Nadeau Wealth Management | Barrington, IL

☎️ 847-780-2980 | 🌐 BNWealth.com

The opinions expressed in this program are for general informational purposes only and are not intended to providespecific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referencedfor comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt fromlicensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

🇺🇸 What the latest government shutdown really means for markets🪙 Why gold & silver are surging — and how we approach precious metals🎉 A recap of our Client Appreciation Gala (and upcoming events!)🏡 Special guest Dawn Hinkle, real estate expert, on today’s unique housing market and why it may be a rare win-win for both buyers and sellers🔔 Don’t miss our exclusive bonus segment only available on YouTube: 12 key questions you should ask any financial advisor.👉 Subscribe for weekly market updates, retirement insights, and special interviews.📍 Barzideh & Nadeau Wealth Management | Barrington, IL☎️ 847-780-2980 | 🌐 BNWealth.comTo contact Dawn Hinkle: (773) [email protected] opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

In this episode of Money Hour Radio, Ben Barzideh & Matt Nadeau cover some of the biggest market drivers and strategies you need to know right now.

• The Fed’s latest moves — and what Powell’s comments signal for markets
• 3 types of stimulus powering the economy: monetary, fiscal, and private (AI-driven)
• The risks of an AI bubble and concentration in tech stocks
• Why every retiree needs a defensive investment plan
• One of the best charitable giving strategies to reduce taxes
• How BN Wealth helps clients align wealth with purpose through our new BN Giving initiative

📍 Barzideh & Nadeau Wealth Management | Barrington, IL☎️ 847-780-2980 | 🌐 BNWealth.comThe opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

In this episode of Money Hour Radio, Ben Barzideh and Matt Nadeau break down the latest market moves, big tech risks, and key retirement rules you need to know.

🔹 What the Fed’s latest rate cut really signals — and why the tone feels dovish
🔹 Oracle’s earnings, AI growth, and whether we’re facing a bubble
🔹 The complexities of inherited IRAs and how different beneficiaries are impacted
🔹 Why having a defensive investment plan matters in retirement

📍 Barzideh & Nadeau Wealth Management | Barrington, IL☎️ 847-780-2980 | 🌐 BNWealth.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

In this episode of Money Hour Radio, Ben Barzideh & Matt Nadeau discuss:• Oracle’s massive earnings-driven stock surge and what it signals for AI• Job market revisions showing nearly 1 million fewer jobs than reported — and what that means for recession risk• The “Widow’s Penalty” in retirement and strategies to help reduce its tax impact📍 Barzideh & Nadeau Wealth Management | Barrington, IL☎️ 847-780-2980 | 🌐 BNWealth.comThe opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

In this week’s Money Hour Radio, Ben Barzideh & Matt Nadeau cover:• Tariffs, Google’s antitrust case, and what’s driving the market• Three key variables to watch into year-end, including stagflation risk• What IRMA (Medicare Income-Related Monthly Adjustment Amount) means for retirees and how income planning affects your premiums• Updates on BN Giving and our firm’s upcoming Client Appreciation Gala📍 Barzideh & Nadeau Wealth Management | Barrington, IL☎️ 847-780-2980 | 🌐 BNWealth.comThe opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.