Join Big Joe and David Keller, CMT as we discuss Market Misbehavior with insights into behavioral finance, how we think about our relationship with our money, finances and investments.

Today on Consider This we talk about Caps, inherited IRAs, and how you should budget for retirement!

Today on Consider This Program we talk about the "dreaded" Phantom Capital Gains, what is the definition of a fiduciary, and what happened to QCDs when the Secure Act kicked in...

Today on Consider This we talk about when to take out social security, what to do if you have an annuity, and what are these new things called Buffered ETFs?

Today on Consider This we talk about the 2025 Tax Code Sunset, what you should consider when thinking about long term care in a nursing home, snow bird retirement, and the standard deduction versus the itemized deduction.

Does gold belong in your financial portfolio? How do behavioral finance and technical trade work together? And now that the Secure Act has passed, what does that mean for people with college debt?

The Secure Act has passed. What does that mean for your investments? Also, what happened to Stretch IRAs?

Today we talk about faith based investing, the pitfalls of a ROTH conversion, what happens when you sell something that has a loss or a gain, and what to consider if you are retiring this year.

Join us as we discuss Resolutions, Gift's to Grandchildren, Retiree's and much more.

Join us as we discuss easy New Years Resolutions for retirement, simplified gift tax rules & feature conversations on Suddenly Single.