Épisodes

  • Market Update with Keith Gangl

    Market Update with Keith Gangl
    Nov 9 2025
    This episode welcomes back Portfolio Manager Keith Gangl for his highly anticipated quarterly market update, focusing on the key economic indicators that are currently driving investor behavior. Keith offers his expert analysis on inflation trends, interest rate policy, and the sectors poised for the strongest growth in the coming months. Tune in to hear his precise strategies for navigating potential market volatility and positioning your investments for maximum long-term success.
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  • Retirement Withdrawal Strategies to Help Make Your Money Last

    Retirement Withdrawal Strategies to Help Make Your Money Last
    Nov 2 2025
    Choosing the right withdrawal strategy is the most critical decision for making your retirement savings last a lifetime. We move beyond the rigid 4% Rule to explore dynamic, flexible methods that adjust your spending based on real-time market performance. Learn how to strategically draw down your portfolio across different accounts to minimize your lifetime tax bill and maximize your spending power. This episode provides the practical tactics you need to protect your nest egg from market volatility and avoid running out of money.
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  • Avoid These Spooky Retirement Mistakes

    Avoid These Spooky Retirement Mistakes
    Oct 26 2025
    During this show, we’re going to walk through some of the most frightful retirement mistakes and how you can avoid them.
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  • The Great Wealth Transfer and You

    The Great Wealth Transfer and You
    Oct 19 2025
    During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.
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  • What the Fed’s Rate Cut Means For You

    What the Fed’s Rate Cut Means For You
    Oct 12 2025
    During this show, we’re going to discuss the Fed’s recent rate cut and what it might mean for your financial strategy.
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  • How to Protect Your 401(k)

    How to Protect Your 401(k)
    Oct 5 2025
    During today’s show, we’ll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.
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  • These Habits Aren’t Just for the Wealthy

    These Habits Aren’t Just for the Wealthy
    Sep 21 2025
    On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.
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  • Life Insurance? Roth IRA? What You Need to Know!

    Life Insurance? Roth IRA? What You Need to Know!
    Sep 7 2025
    On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.
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