Market Seasonality & 401(k) Rollovers
September 25, 2021
Jeff, Joe, and Kyle are back this week, kicking off the show with last week’s market recap. The Dow was up, the S&P 500 was
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Reflecting on 9/11, Will Inflation Force the Fed’s Hand?, Tax Policy Problems, and Your 401(k) Rollover
September 11, 2021
Over the weekend we reflected on the sobering tragedy that took place on September 11, 2001. Each year that passes, the impact gets a little
August Recap & The ‘Are You Ready for Retirement’ Quiz
September 5, 2021
Episode Notes Jeff, Joe, and Kyle are back this week, with Jeff kicking off the show with last week’s market recap. The Dow was down,
Geopolitical Risk & The RIA vs. Broker Debate
August 28, 2021
Episode Notes Jeff and Joe kick off this week’s show with their traditional market recap from the past week. The Dow was up, as were
Staying Out of the ‘Feelings Corner’ & Examining Investor Psychology
August 21, 2021
Episode Notes Jeff, Joe, and Kyle are back this week, kicking off the show by recapping last week’s market movements. The Dow Jones was down
The Market’s Summer Slog & The Best Investment Advice Ever
August 15, 2021
Episode Notes Joe and Kyle kick-off the show with last week’s market recap, which saw the Dow Jones up on the week with a record
Barbell Portfolios & Equity Index Annuities
August 7, 2021
Episode Notes Jeff, Joe, and Kyle begin by sharing last week’s market recap, which saw the Dow Jones up, S&P 500 up, and the NASDAQ
Correction Questions & Lower Returns Take High Toll on Retirement
July 31, 2021
Episode Notes Jeff, Joe, and Kyle kick off the show with last week’s market recap. The Dow, the S&P 500, and the NASDAQ were all
If you have investment related questions or show topics, email the “Money Wise Guys”
More Episodes
September 25, 2021
September 11, 2021
September 5, 2021
August 28, 2021
August 21, 2021
August 15, 2021
August 7, 2021
July 31, 2021
If you have investment related questions or show topics, email the “Money Wise Guys”
More Episodes
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