This week’s show touches on key financial headlines, from new savings strategies for kids to shifting housing costs and hidden drivers of inflation. There’s also a lighthearted take on March Madness brackets as a reflection of investing styles - highlighting the contrast between high-risk approaches and steady, index-style investing.

The conversation also dives into the growing concentration within the S&P 500 and why diversification still matters, alongside insights on long-term demographic trends and their impact on spending and the economy. The episode wraps with a focus on retirement planning - reminding listeners to plan for longevity, evolving spending needs, and the increasing importance of tax-efficient strategies like Roth accounts

This week David takes a look at the Middle East conflict and the impact it's having on the economy, gas prices and more. A recent Wall Street Journal article asked "Is War Good for the Economy?," and David will examine how war impacts spending and the job market.

Rod Holloway from CFCI will be on to talk inflation and the markets as well... plus many people want to leave a legacy after their passing. David will discuss the importance of charitable giving through estate planning.

And with March Madness starting up, millions of people are filling out their college basketball brackets. How do bracket selections translate to the predictability of you as an investor? 

This week on Your Money, David is unpacking several stories that could impact investors. He will start with some headlines - from steady inflation to a few eye-catching proposals coming out of Washington - and explain why many of them are far less likely than they sound.

Then David will discuss an interesting move in the bond market: Google has issued a 100-year “century bond.” Who would buy something that doesn’t mature until the next century, and what might it say about the future of debt markets?

David will also share thoughts on how retirement in America has evolved, cut through the usual “don’t panic” headlines that appear whenever markets get bumpy, and discuss practical strategies for managing volatility - especially for those taking withdrawals. David will talk about the growing conflict in the Middle East and why global events can move markets - and your 401(k) - so quickly. 

While David is out of town, Doug Hughes and Jim Inman take the reins of the show this week. There will be conversation on what's taking place in the Middle East in recent days, as well as an examination of income planning and investment planning.

March is National Credit Awareness Month - Doug and Jim will have some important information on checking your credit report, what's a credit score and what to do when there is suspected fraud.

This week David will share thoughts on President Trump's State of the Union address - including the proposed retirement accounts discussed during the event.

Also... Rod Holloway from CFCI will be calling in to the show to provide an update on the markets, economy and tariffs, and David will talk about the #1 Most-Hated Retirement Strategy - and is it really hated? 

This week is our first Question-and-Answer show of 2026, and there is plenty to discuss. David and Jim Inman will tackle a variety of topics, including:

• What options do I have to fund an Indiana 529 college savings account?
• Who sends the funds in a QCD (Qualified Charitable Distribution)?
• What should I do if I think my parents have signed up for a financial scam?
• If my child and I pass away at the same time, how are my beneficiary designations handled?
• What happens when an adult child passes away and leaves an IRA to an elderly parent?
• Is there really a big difference in taking Social Security at 65 versus 67?

All this and more on the show this week! 

What are the five biggest retirement mistakes people make? David will share the list with listeners this week and give some suggestions on how to avoid them. 

Also this week - health insurance before age 65 can be a challenge for many people, and David will offer some ideas to potentially lower your costs of coverage. 

David will also discuss a recent Wall Street Journal article on how the US economy seems to me moving from labor to capital, and also share about using a 529 College Savings Plan and Roth IRA to make a down payment on a home. 

On the show this week... David discusses Ed Slott's Retirement Tax Savings Timeline - things everyone should consider as they get closer to retirement. He will also share about why the global economy is hooked on debt, and the emotional side of retirement - and why "mattering" does matter!

David welcomes Jolene Dixon, District Manager for the Bloomington Social Security Administration office, back to the airwaves this week.

Jolene was last on the show in April 2025 - before the One Big Beautiful Bill Act and a government shutdown. She's back to share what's new with Social Security, give you some things to consider when planning for your financial future and what happens when you apply for benefits. David will also have some real-life situations to share with listeners as well.