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Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.
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Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.
mostra meno
Financial Focus Radio Show
Financial Focus Radio Show
Portfolio Construction Building Blocks, Small-Caps, 529 Plan Flexibility (7.20.24)
22 LUG 2024 · This week's show covers the basics of portfolio construction, small-caps amidst the giant rally, 529 plan flexibility, estate planning basics, and tons of emails.
Our Three Most Commonly Seen Toxic Investments, HSA's, Brokered CD's, and Secure Act 2.0 (7.13.24)
15 LUG 2024 · This week's show covers the three toxic investments we see most often, Secure Act 2.0, how HSA's can help in retirement, and lots more!
Mid-Cap Stocks, Why You Own the Wrong Bonds, Donor Advised Funds (7.6.24)
8 LUG 2024 · This week's show covers how to know if you have enough, mid-cap stocks, the only bonds worth owning, and donor advised funds.
Mid-Year Portfolio Check-Up, Investing in Gold, Wills vs. Trusts, and 401k Contributions (6.29.24)
1 LUG 2024 · This week's show covers our mid-year portfolio review checklist, wills vs. trusts, maxing out your 401k, investing in gold, and plenty of email questions.
Seven Lessons from Jack Bogle, Election Year Markets Data, and Low-Vol Stocks (6.22.24)
24 GIU 2024 · This week's show covers our favorite low-volatility equity position, seven lessons from Jack Bogle, the data on election year investing, and lots of emails.
Consolidating Investment Accounts, How to Get Cash Invested, Advisor-Sold "Alternatives" (6.15.24)
17 GIU 2024 · This week's show covers consolidating like-registration investment accounts, how to invest when you have a cash build-up, advisor-sold alternative investments, and lots of emails.
Bonds When Inflation Won't Die, Health Savings Accounts, Relationship Managers as Advisors (6.8.24)
10 GIU 2024 · This week's show covers what to do with bonds as inflation persists, Health Savings Accounts, Financial Advisor conflicts of interest, and why you shouldn't hire a relationship manager.
Delaying Social Security, Common Portfolio Mistakes, and Donor Advised Funds (6.1.24)
3 GIU 2024 · This week's show covers the benefits/drawbacks of delaying social security filing, common portfolio mistakes we see, creating a paycheck from your portfolio, and donor advised funds.
Our Favorite Low-Vol ETF, Retirement Plans for Small Business Owners, and Listener Emails (5.28.24)
28 MAG 2024 · This week's show covers low-vol stock exposure for retirees, retirement plans for small business owners, index investing, and three places you should never invest your money.
Bill Gross on Total Return Bond Funds, Whole vs. Term Life, and Lump Sum vs. Dollar-Cost Averaging (5.11/5.18.24)
20 MAG 2024 · This week's show covers Bill Gross' latest missive on total return bond funds, how to avoid gift tax limits, whole vs. term life, and lump-sum investing vs. dollar-cost-averaging. Our producer is remodeling his studio, we'll be back with a new show May 24th.
Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.
mostra di più
Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.
mostra meno
Informazioni
| Autore | Financial Focus Radio Show |
| Organizzazione | Financial Focus Radio Show |
| Categorie | Investimenti |
| Sito | www.northwestquadrantwealth.com |
| josh@northwestquadrantwealth.com |
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