This week’s show takes a look back at 2025 and noted how the markets have broadened heading into 2026. We explore decisions high net worth people face, as well as considerations when selling assets. One team interview explores “money guilt” – the uncomfortable feeling of second-guessing spending decisions. We also interview Chellee Siewert from Capture Sports Management, who helps athletes and entertainers find their “why.” Finally, we take a look at what you might consider as you enter retirement: what are your first steps?

Dave Spano and Brian Jacobsen unpack distorted economic data and what shifting payroll trends could mean for the labor market in our Week in Review. Inflation may be taking a breather, but consumer spending is holding strong as we head into the holidays. Plus, we preview earnings season, explore what to expect in your first meeting with a wealth manager, and dive into creating a lasting ‘living legacy.’”

The Fed trimmed rates but hinted it’s ready to pause for now. In our Week in Review, Dave Spano and Brian Jacobsen dive into why a brighter outlook on productivity could ease the Fed’s path, what the latest board moves reveal, and why markets are already talking cuts in 2026. We’ll also discuss the buzz around balance sheet changes. Also, practical tips for family money talks and explore why 2026 could be a big year for estate planning.