Episodios

  • How to Make Your Money Last Longer Than You Do

    How to Make Your Money Last Longer Than You Do
    Jun 22 2025
    This episode tackles the critical challenge of ensuring your financial resources outlive your lifespan. We'll explore various strategies for sustainable withdrawals, long-term care planning, and optimizing your investment portfolio for longevity. Learn how to craft a robust financial plan that provides peace of mind and financial security throughout your golden years and beyond.
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  • Mid-Year Update with Keith Gangl

    Mid-Year Update with Keith Gangl
    Jun 15 2025
    On this mid-year update, Keith Gangl joins to discuss the latest economic trends and market shifts that have defined the first half of the year. We will break down what these changes mean for your investments and financial planning as we head into the second half of 2025. Tune in for actionable insights to help you navigate the evolving financial landscape.
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  • 5 Things You Need to Know About Annuities

    5 Things You Need to Know About Annuities
    Jun 8 2025
    This episode dives into the essentials of annuities, explaining what they are and how they can fit into your financial strategy. We'll break down the different types of annuities and highlight key considerations for each. Tune in to understand if an annuity is the right tool to help you secure your financial future.
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  • The Myths and Reality of ProbateCourt and Nursing Homes

    The Myths and Reality of ProbateCourt and Nursing Homes
    May 25 2025
    In this episode Jason welcomes estate planning attorney Chrysa Milholland to the show to talk about the realities of probate court and covering costs of long-term care and nursing homes.
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  • Market Update with Tyler Ellegard

    Market Update with Tyler Ellegard
    May 18 2025
    In this episode we welcome Gradient Investments portfolio manager Tyler Ellegard. He breaks down the latest economic data and its potential impact on your investments. Tyler offers his expert analysis on current market trends, highlighting key sectors to watch and potential pitfalls to avoid. Tune in for actionable insights to help navigate today's dynamic financial landscape.
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  • Investment Basics

    Investment Basics
    May 4 2025
    Ready to dip your toes into the world of investing but unsure where to start? This week, we break down the fundamental building blocks of investing, explaining key terms and concepts in plain English. From understanding different asset classes like stocks and bonds to grasping the power of diversification, we'll equip you with the knowledge to confidently begin your investment journey.
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  • Dealing with Market Volatility

    Dealing with Market Volatility
    Apr 27 2025
    In this episode, we dissect the emotional rollercoaster of market volatility and provide practical strategies for staying grounded. We'll explore how to distinguish between short-term noise and long-term trends, empowering you to make informed decisions rather than reactive ones. Finally, we'll discuss building a resilient portfolio that can weather any storm, ensuring your financial peace of mind.
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