Dave Spano and Brian Jacobsen unpack everything from tariff-driven grocery relief to the mixed signals shaping the economy as we head into the holidays. They’ll sort out what’s important now, and what could be coming next. We’ll also look at how parents can create a clear plan to help their kids pay down student loans. And later, the smart end-of-year moves high-net-worth families should consider as 2026 approaches. 

Mark Beck and Brian Jacobsen break down a jam-packed week of headlines in our Week in Review, from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll look at what small businesses and big-name earnings are really telling us as we roll into the holidays, and later we’ll uncover “equity compensation” and whether it’s a smart way to get paid.

This week, we unpack the “K-shaped” economy everyone’s talking about.  Who’s moving up, who’s sliding down, and what the latest data really says. From layoffs and earnings to tech volatility and political headlines, we break down the stories shaping markets and money right now in our "Week in Review" with Wealth Advisor, Austin Grandinetti and Chief Economic Strategist, Dr. Brian Jacobsen.  Also on the show, tax planning strategies later in life like one couple in their 80's.  You'll also hear if it's ever a good idea to pause your 401(k) contributions, and how to restart if you do.

It was a big week for central banks — from rate cuts and policy holds to talk of wrapping up quantitative tightening. The Fed made another move, bringing questions about what 2025 might bring. Dave Spano and Brian Jacobsen unpack the key takeaways in this Week In Review. Plus, we’ll dive into the “Labubu Trend” shaking up the collectibles market and what it teaches about investor behavior. Wrapping up the show, we highlight six practical benefits of using trusts in your financial planning. 

Finally, some data!  The CPI release that determines the 2026 cost of living adjustment for Social Security Benefits is out. Foreign data is still rolling in. China’s challenges are evident…and likely to get worse unless there’s a deal.  Dave Spano and Brian Jacobsen will break it down in our Week in Review.  Also on the show, myths about taxes. Was getting a big refund check a good idea?  Later in the show, we'll talk with Deanne Phillips about taking advantage of tax benefits and resources if you are a caregiver for someone in your home.

Treasury Secretary Bessent said the department is prioritizing payments in its system in order to allow for US military staff to be paid.  Also, banks have said loan quality is pretty good.

The government shutdown.  TSA agents are calling in sick. That ended the shutdown in 2019.  Will it this time?  ACA subsidies are the sticking point. That and anxious investors drive gold prices above $4,000 an ounce, marking its best year since the 1976.

Could the government shutdown signal deeper cuts to federal employment? Dave Spano and Brian Jacobsen break it down in our Week in Review. Also on the show: Smart planning strategies for medical professionals, meaningful ways grandparents can support their grandchildren, and an inside look at the Annex process for High-Net-Worth clients.

With the federal government's fiscal year-end nearing and no compromise in sight, join Dave Spano and Brian Jacobsen for our Week-in-Review. This episode also explores the 4% retirement rule, Warren Buffett-style estate planning, why your 401(k) isn’t a piggy bank, and common myths about trusts.

Economic growth may have already weathered its toughest challenges, with brighter days likely ahead. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s latest decision. The show also examines 529 plans for education savings, key steps to selling a business, estate planning considerations for remarriage, and strategies to ensure a fulfilling retirement.