In this episode, we pull back the curtain on "guaranteed" investment schemes that often prioritize high commissions over your long-term security. We break down the math to show how hidden fees and inflation can quietly erode a nest egg that looks safe on paper. Finally, our hosts share specific red flags to watch for during your next consultation so you can protect your hard-earned savings from predatory advice.

In this second installment, Jason and Tony continue their deep dive into the red flags of the financial industry, highlighting how to spot "too good to be true" promises that often lead to disaster. We expose the common pitfalls of high-commission products and the misleading sales tactics that frequently target retirees during times of market uncertainty. Tune in to learn how to vet potential advisors and ensure the guidance you receive is truly in your best interest rather than just a payday for someone else.

In this episode, we pull back the curtain on the dangerous "rules of thumb" and outdated myths that continue to derail retirement plans today. We debunk common but costly tips. Tune in to learn how to replace this generic advice with a modernized, personalized strategy that accounts for the unique economic realities of 2026.

This episode provides an essential guide for anyone who has decided to retire soon and is wondering What To Do First! We walk you through the three immediate, non-negotiable financial steps you must take right now, from solidifying your withdrawal strategy to making key decisions about Social Security. Tune in to establish a clear, organized plan that ensures a smooth and confident transition from your working years into the next chapter of your life.

Start the new year off right with our actionable guide to setting and achieving your most important financial resolutions for the coming year. We break down the most effective strategies for tackling major goals, from paying down debt faster and optimizing your investment contributions to building a comprehensive financial plan. Tune in for the motivation and step-by-step guidance you need to make 2026 your most financially successful year yet.

This episode delivers a crucial update on the latest Social Security changes, including the new Cost-of-Living Adjustment (COLA) and revised earning limits for working retirees. We break down the core strategies you need to maximize your benefits, weighing the pros and cons of claiming early versus delaying until age 70 for the highest possible payout. Tune in to learn how to coordinate spousal benefits and integrate your Social Security decision seamlessly into your broader retirement tax plan.

This episode welcomes back Portfolio Manager Keith Gangl for his highly anticipated quarterly market update, focusing on the key economic indicators that are currently driving investor behavior. Keith offers his expert analysis on inflation trends, interest rate policy, and the sectors poised for the strongest growth in the coming months. Tune in to hear his precise strategies for navigating potential market volatility and positioning your investments for maximum long-term success.

As a government shutdown drags on, Keith Gangl analyzes the actual economic impact versus the market's historical reaction, explaining why stocks often remain resilient despite the headlines. He breaks down how the lack of official data—like the jobs and inflation reports—complicates the Federal Reserve's next interest rate decision, adding uncertainty for investors. Keith then shares which sectors are truly exposed to government contracts and which ones offer defensive opportunities to weather the current political storm.

This episode breaks down the direct financial consequences of the ongoing October 2025 government shutdown on your personal budget and investments. We detail how the furlough of nearly a million federal employees and the halt of key agency services can create economic turbulence. Finally, we provide actionable financial advice for managing income delays, navigating market volatility, and preparing for potential impacts on critical services like loan approvals and health subsidies.

This episode unlocks the core principles required for sustained success in the financial markets. We dissect the difference between speculation and long-term strategy, emphasizing the power of consistency, diversification, and emotional discipline. Tune in to learn how to move beyond market noise and develop the fundamental mindset and habits that lead to lasting investment success.