In this episode we tackle the current market volatility, the tariffs and what it may mean for you and your finances.

In this episode, we delve into the complex world of annuities, exploring their potential benefits and drawbacks. Special guest Troy McCrady helps us decipher the various types of annuities and determine if they align with your long-term financial goals. We'll cut through the jargon and provide clear, actionable insights to help you make informed decisions about your retirement strategy.

In this episode, we dissect how fear and greed can lead to disastrous investment decisions, revealing the common emotional traps that sabotage even the most well-laid plans. Discover practical strategies to detach your feelings from your finances and build a resilient portfolio immune to emotional volatility. We explore real-world examples of emotional investing gone wrong, providing actionable steps to cultivate a disciplined and rational approach to market fluctuations.

In this episode, we dissect common portfolio pitfalls that lead to excessive risk, from chasing hot stocks to neglecting diversification. We'll explore practical strategies for reassessing your risk tolerance and aligning your investments with your long-term financial goals. Learn how to balance potential rewards with the security you need to weather any market storm.

On this week's episode we discuss the importance of estate planning and why it's so important for everyone. Don't delay this important task. Join us as we break down the key components of estate planning and offer practical steps you can take today.

In this episode we welcome special guest, Gradient Investments portfolio manager Keith Gangl. We delve into the potential economic fallout of escalating trade tensions. Gangl shares his insights on how tariffs could impact various sectors and offers strategies for investors to navigate this uncertain landscape. Tune in to gain a better understanding of the risks and opportunities that lie ahead.

Get ready for changes to your tax bill! In this episode we break down the major tax law updates taking effect in 2025, from individual deductions to corporate tax rates. We'll help you understand how these shifts could impact your finances and what steps you can take now to prepare.

In this episode, we delve into the intricacies of the Social Security Fairness Act, a proposed legislation aiming to address the rising costs of Social Security. We'll discuss the key provisions of the bill, including potential changes to benefit calculations, retirement ages, and taxation of benefits. Finally, we'll analyze the potential impacts of this legislation on current and future retirees, and explore the ongoing debate surrounding its potential benefits and drawbacks.

In this episode, Rob welcomes special guest and financial advisor, Bill Altman. They dive deep into the political landscape and its potential impact on your finances in 2025. We'll discuss key tax policies that may change, analyze potential economic shifts, and explore investment strategies to navigate the evolving financial environment. Join us as we look at what to expect in 2025.

As 2024 comes to a close, we take a deep dive into the year’s biggest financial trends and lessons. From market shifts to emerging strategies, this episode provides valuable insights to help advisors and investors prepare for a successful year ahead. Don’t miss this opportunity to reflect, learn, and plan for the future!