Keith and David take another look at private equity as well as how stock investing compares to various strategies involving notes that can be obtained through large banks and how they could provide excellent returns with lower risk.

There has been a lot in the news lately about President Trump's announcement of tariffs on goods from China, Canada and Mexico. Keith looks at this and what it could mean for the economy if the tariffs are maintained. Later he and David Friedland revisit the idea of raising financially savvy children.

Keith and David had an opportunity to hear the legendary Tony Robbins at a recent convention, and he talked about various strategies he learned from wealthy investors such as private credit and private equity. Keith and David address how these strategies can help retirees make excellent returns with the possibilty of lower risk than typical plans involving stocks and bonds.

Keith and David Friedland take a look at what a new Republican controlled Presidency and Congress might do that could affect your finances and/or retirement plan. They also address the importance of having financially savvy children so they can take care of their own finances and not continue to ask for support from their parents.

The average equity investor usually underperforms the market by 3-5%. Keith and David Friedland look at why this happens and ways to use various strategies to improve ones returns.

Keith again works with David Friedland from the Singer Wealth office in discussing a recent study where many Americans failed a quiz on retirement income literacy. They go over ways where a plan can help bring clarity to one's income situation. They also take a look at scams which affect retirees and how to avoid them.

Investors are anticipating another big year in 2025, but if stocks underperform expected earnings, the market might not produce those kind of returns. Keith and David Friedland take a look at some ways to take some risk off the table for stock investors. Bruce Steinbrock joins them later to look at 2025 and things to be aware of for the year ahead.

Keith again appears with David Friedland from Singer Wealth to expound on the last episode about direct indexing and how it can help bring you better returns with less risk. They also talk about a way to borrow money at 1.7% to help save you interest on debt, or perhaps use it to make investments that return more than the interest you will pay on the money you borrowed.

Keith is back with David Friedland from his office to talk about direct indexing, a unique strategy that could help you make more money with less risk for your investment. They are then joined by regular host Bruce Steinbrock for a round of new year's resolutions for your money in the coming year.

Keith talks with David Friedland from his office about the new adminstration and Congress, and why things may not play out entirely as new President Trump or investors think it will. They also go into stock market realities for the future and why it won't necessarily keep going up at a huge rate as in 2023 and 2024.