Your Financial Workout w/ Luke and Drew

Taxes and Forms / Economic News

The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness.

Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.

Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.

Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

The hosts are not attorneys, and the content of this podcast is not intended to substitute professional legal advice. Always seek the counsel of a qualified legal professional with any questions regarding legal matters.

Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index.

The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

Economic news / Interest Rates and the Federal Reserve

The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness.

Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.

Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.

Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

The hosts are not attorneys, and the content of this podcast is not intended to substitute professional legal advice. Always seek the counsel of a qualified legal professional with any questions regarding legal matters.

Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index.

The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

Economic news / Power of Attorney and Medical Directive

The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness.

Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.

Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.

Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index.

The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

Economic news / Beneficiaries & Trusts

The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness.

Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.

Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.

Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index.

The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

Economic news / Custodial Accounts and UTMAs

The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness.

Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.

Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.

Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index.

The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

Economic news / Borrowing and Credit

The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness.

Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.

Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.

Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index.

The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

Economic news / Life Stages and Investing

The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness.

Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.

Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.

Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index.

The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

Economic news / Budgeting

The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness.

Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.

Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.

Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index.

The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

Economic news / Investor Psychology (Part 2)

The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness.

Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.

Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.

Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index.

The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

Economic news / Investor Psychology (Part 1)

The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness.

Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.

Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.

Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.