Money Hour Radio

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.

In this episode of Money Hour Radio, Ben Barzideh & Matt Nadeau cover:• Nvidia’s latest earnings report and what it means for AI-driven markets• Jerome Powell’s comments at Jackson Hole and the outlook for Fed rate cuts• A special segment with guest Ken Piercey of Piercey & Associates on estate planning basics, probate, and Illinois estate taxes📍 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 & Matt Nadeau discuss:• Why they view “buy and hold” direct indexing as a gimmick• How their Advance & Protect process approaches market risk differently• Key estate planning updates from the One Big Beautiful Bill Act• Potential opportunities for Roth conversions under today’s tax bracketsPresented by:📍 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.

Ben Barzideh & Matt Nadeau return to Money Hour Radio to discuss market trends, our Advance & Protect strategy, estate planning updates, and what today’s economic data could mean for retirees.

Presented by:📍 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.