On this episode of "On the Money," Paul Ruedi, David Ruedi, and Dr. Fred Giertz discuss direct indexing, seeking extra yield on cash, revocable trusts, and the financial impact of a spouse passing away.

On this episode of "On the Money," Paul Ruedi, David Ruedi, Ryan Repko, and Dr. Fred Giertz discuss concerns about Social Security benefit cuts, using AI to help with financial decisions, and Paul's experience advising clients during the 2008 financial crisis.

On this episode of "On the Money," Paul Ruedi, David Ruedi, Ryan Repko, and Dr. Fred Giertz discuss the Fed, inflation, and why many people are concerned the stock market will drop.

On this episode of "On the Money," Paul Ruedi, Ryan Repko, and Dr. Fred Giertz discuss the SpaceX IPO and the history of revolutionary technologies.

On this episode of "On the Money," Paul Ruedi, David Ruedi, Ryan Repko, and Dr. Fred Giertz discuss the impact of AI on investors and what percentage of their income people need to replace in retirement.

On this episode of "On the Money," Paul Ruedi, David Ruedi, Ryan Repko, and Dr. Fred Giertz discuss rebalancing, how long it takes for a bear market to fully recover, and how to invest to fund short-term goals.

On this episode of "On the Money," Paul Ruedi, David Ruedi, Ryan Repko, and Dr. Fred Giertz discuss how families create generational wealth.

On this episode of "On the Money," Paul Ruedi, David Ruedi, Ryan Repko, and Dr. Fred Giertz discuss the downside of fixed pensions and investing in Elon Musk's new company.

On this episode of "On the Money," Paul Ruedi, David Ruedi, Ryan Repko, and Dr. Fred Giertz discuss the state of the stock market and how investors have responded to a small dip in prices.

On this episode of "On the Money," Paul Ruedi, David Ruedi, Ryan Repko, and Dr. Fred Giertz discuss the war in Iran and why investors should consult a financial plan when they are worried.