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  • Moore Rate Cuts and Bonds with Guest Kyle Bergacker

    Moore Rate Cuts and Bonds with Guest Kyle Bergacker
    2025/10/25
    Anticipation for further Fed easing has the fixed-income market buzzing—but where are the safest and most profitable opportunities in bonds right now? We welcome Kyle Bergacker to analyze the impact of "Moore" potential rate cuts and discuss what this means for investors moving out of high-yield cash products. Kyle details the tactical shifts he is making across portfolio duration and credit quality to maximize income and price appreciation in a rapidly evolving rate environment.
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  • Medicare Insights with Norm Kuk

    Medicare Insights with Norm Kuk
    2025/10/18
    With Annual Enrollment Period approaching, Medicare expert Norm Kuk joins us to break down the critical choices facing retirees, including the major differences between Medicare Advantage and Medigap plans. He explains how to evaluate the long-term financial risks of each option, from network restrictions to out-of-pocket maximums, and why the "free" plan often comes with a hidden cost. Don't risk a costly mistake: this episode provides a clear, timely roadmap to selecting the best coverage for your unique health and budget needs.
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  • Social Security: Preparing for the Unknown

    Social Security: Preparing for the Unknown
    2025/09/13
    During this show, we’ll look at Social Security from two important angles: Whether you should file early given the program’s somewhat uncertain future and how a possible 24% Social Security cut could impact retirement as soon as 2032.
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  • Market Update & Outlook with Keith Gangl

    Market Update & Outlook with Keith Gangl
    2025/09/06
    Join us for a market update and outlook with special guest Keith Gangl, a seasoned portfolio manager with over 20 years of experience. We'll break down the latest market movements, analyze key economic indicators, and discuss strategies to help you navigate a volatile landscape. Don't miss this in-depth conversation to gain valuable insights for your investment portfolio.
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  • Beneficiary 101

    Beneficiary 101
    2025/08/30
    During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.
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  • Tax Bill Takeaways with Becky Swansburg with Stonewood Financial

    Tax Bill Takeaways with Becky Swansburg with Stonewood Financial
    2025/08/23
    In this special episode, we're joined by Becky Swansburg, CEO of Stonewood Financial and a leading expert on legislative risk in retirement. We'll break down the biggest takeaways from the latest tax bill and explain how the new provisions will impact your financial planning. Tune in to learn how to navigate these changes and position your investments for a more secure financial future.
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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    2025/08/02
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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  • Can Life Insurance be Treated as an Investment?

    Can Life Insurance be Treated as an Investment?
    2025/07/12
    In this episode, we tackle one of the most debated topics in personal finance: Can life insurance truly be considered an investment vehicle? We'll break down how cash value policies work, examining their growth potential and comparing them against more traditional investment options. Tune in to understand the critical pros and cons to determine if this financial product aligns with your personal long-term goals.
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