In this episode, David and Brandon break down what really happened in the markets during the first quarter of 2026 and why it likely felt worse than it actually was.

After a strong start to the year, markets pulled back amid uncertainty around interest rates, government policy, and global events. But rather than a broad market collapse, the quarter was defined by shifting leadership across sectors and short-term volatility driven by headlines.

They walk through what changed, what mattered, and how investors should think about market movements in the context of a long-term financial plan, especially in or near retirement.

Key Topics:
• What caused the Q1 market pullback after early-year momentum
• How uncertainty around the Fed, politics, and global events impacted markets
• Why this wasn't a broad market decline, but a shift beneath the surface
• The importance of diversification across sectors and asset classes
• How interest rates, inflation, and earnings influence market direction
• Why reacting to headlines can derail long-term investment success
• The core message: stay disciplined, stay invested, and trust your plan

In this episode, David and Brandon tackle one of the biggest concerns facing retirees today, outliving their money, and what it takes to build a plan that supports you for decades. With retirement potentially lasting 25–35 years, having a strategy for income, inflation, and long-term expenses is more important than ever.z

Key Topics:
• Why retirement planning should start with income, not just a savings number
• How longer life expectancy impacts your financial plan
• The power of compounding (and why starting early matters)
• Major risks in retirement: inflation, healthcare costs, and market volatility
• The three phases of retirement (go-go, slow-go, no-go) and how spending changes over time
• Why having a structured income plan is the foundation of a successful retirement

In this episode, David and Brandon break down the $84 trillion wealth transfer happening over the next two decades and what it means for you and your family.

Key Topics:
• What the "Great Wealth Transfer" is and why it matters
• Common mistakes families make when passing down wealth • How IRAs and other tax-deferred accounts can create tax burdens for heirs
• Simple strategies to help reduce taxes and protect your legacy
• Why having conversations with your family now can make all the difference Without proper planning, a significant portion of your wealth could be lost to taxes or poor decisions.

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Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Some examples are hypothetical for illustrative purposes only. It does not represent actual investment results. Assumed rates of return are not guaranteed and actual results will vary, including the potential for loss.