In this episode, veteran Portfolio Manager Keith Gangl joins the show to pull back the curtain on the exclusive world of private markets, from private equity to private credit. We delve into why institutional investors favor these illiquid assets and how the "democratization" of finance is finally opening doors for individual investors to participate. Keith shares his professional framework for evaluating these complex opportunities and explains how adding private exposure can potentially enhance returns and decrease overall portfolio volatility.

he 2026 tax landscape is changing fast, so get a head start with our comprehensive, action-oriented checklist. We break down the expiring provisions of the Tax Cuts and Jobs Act (TCJA), including updates to tax brackets and the standard deduction, to show you how they'll impact your bottom line. Tune in for essential moves on retirement contributions, tax-loss harvesting, and navigating Roth conversions to make sure you're planning for maximum financial efficiency.

This comprehensive episode wraps up the key economic events and market narratives that defined the past year, from inflation trends to policy shifts. We transition to making bold predictions for 2026, offering our forecast for interest rates, stock market performance, and the continuing influence of AI investment. Tune in for an actionable outlook that prepares your portfolio for the opportunities and potential risks of the year ahead.

This special Thanksgiving episode focuses on cultivating financial gratitude while offering timely advice on avoiding common seasonal mistakes that can derail your budget. We share a moving story of a community member we were recently able to help financially, serving as a powerful reminder of the importance of giving back and being thankful for our own resources. Finally, we break down what NOT to do—like maxing out credit cards on travel or getting pressured into impulsive Black Friday spending—to ensure you start the new year on sound financial footing.

This foundational episode breaks down the four essential elements that make up comprehensive advance planning, going beyond simple wills and trusts. We detail the often-overlooked necessity of establishing financial power of attorney, healthcare directives, legacy planning, and digital asset management. Learn why addressing these four pillars now is crucial for protecting your wealth, ensuring your wishes are followed, and providing peace of mind for your loved ones.

President of Gradient Investments, Michael Binger, joins us for a comprehensive market update, offering his expert analysis on the forces currently driving stock and bond performance. With over 30 years of experience managing multi-billion dollar institutional assets, Mike provides a clear perspective on the biggest market risks and the sectors he believes are poised for a breakout. Tune in as we discuss his tactical strategies for balancing growth and defense, giving you the insights needed to position your portfolio wisely.

In this episode, Rob welcomes special guest and financial advisor Chris Daniels to the show to talk about his journey and his financial background.

A strong financial plan is your shield against the fear and panic that market volatility ignites, but many investors treat a plan like a mere suggestion. This episode reveals the key strategies—from tactical asset allocation to disciplined spending—that insulate your retirement from economic uncertainty. Tune in to understand that "This is Why We Plan" is not just a title, but the difference between merely hoping for the best and confidently being prepared for the worst.

In this episode, we break down what the recent interest rate cuts mean for your personal finances. We'll explore how these changes can impact everything from your mortgage and credit card debt to the returns on your savings accounts and investments. Tune in to learn how to adapt your financial strategy and make the most of this new economic environment.

Navigating retirement can feel like a puzzle with many moving parts, but this episode helps you put all the pieces together. We’ll guide you through the complexities of Social Security, pension plans, and investment withdrawals, showing you how to build a reliable income stream. Learn practical strategies for creating a sustainable financial plan that ensures your retirement years are comfortable and stress-free.