Episodes

  • Market Outlook for 2025
    Jan 12 2025

    Co-Hosts: Kurt Carlson and Brian Koble discuss the market outlook for 2025. Plus: money-savvy moves for new parents and grandparents. As always, they answer your questions.

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    32 mins
  • New Year, New Rules
    Jan 5 2025

    Join Co-Hosts: Jim and Jayme Meredith for a recap of the last week of 2024, a review of important tax and rule changes for investors and retirees need to be aware of in 2025, and Jim’s key investor theme’s for 2025.

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    1 hr and 21 mins
  • Market Updates To End 2024
    Dec 29 2024

    For the last Sunday in 2024, Co-Hosts: Jayme & Jim Meredith provides a market update, the most important headline stories for the week, and answer listener questions on Retirement Accounts – how to avoid taxes and penalties and what to do with your employer plan when you retire.

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    51 mins
  • Fed Decision & Past Holiday Gifts
    Dec 22 2024

    Co-Hosts: Tyler and Shannon discuss the Feds rate cut and dot plot projection, they review holiday gifts of the past and what could be worth money today, and answer the common question of what to look for in 2025.

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    18 mins
  • Currency & Tax Saving Strategies
    Dec 15 2024

    In today's show Co-Host: Jayme Meredith gives an update the markets for the week, discuss some concerning data about colleges and universities, and a quiz about currency. Then Co-Host: Ray Ballantine and Jayme talk about a key tax saving strategy that is often underutilized by those who give generously to charity and lastly, we end the show with a number of listener questions

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    55 mins
  • Market Themes Over the Last 25 Years & Inflation
    Dec 8 2024

    Co-Hosts: Kurt Carlson & Brian Koble discuss some of the major themes of the last 25 years thats driven financial markets, inflation, and of course, answer listener questions from you.

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    25 mins
  • Tariff Talks
    Dec 1 2024

    Co-Hosts: Amy Riley and Tyler Vallano talk about increased tariffs proposed by President-elect Trump. They’re also joined by a special guest, Mike Antonelli.

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    25 mins
  • Savings Vehicles & Market Updates
    Nov 24 2024

    Co-Hosts: Ray Ballantine and Jayme Meredith review the markets for the week of November 24th as well as talking about a great savings vehicle that many folks aren’t using or aren’t taking advantage of. Ray and Jayme end the show with a great question on money markets that made them do some research to get the right answer.

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    51 mins