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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
18 NOV 2024 · This week's show covers the annual mutual funds' capital gains distribution lists, when you should file for Social Security, tons of emails, and getting to "your number" for retirement.
12 NOV 2024 · This week's show covers year-end planning, account consolidation, turning your portfolio into a paycheck, and why you should be gifting sooner than later.
4 NOV 2024 · This week's show covers Health Savings Accounts, bond market risks, tax alpha, and lots of emails.
28 OTT 2024 · This week's show covers target date funds, exploding annuity sales, basic porfolio construction building blocks, and lots of emails!
21 OTT 2024 · This week's show covers some election year investing history, equity income investing, Secure Act 2.0 changes, and a helpful year-end checklist.
14 OTT 2024 · This week's show covers why you own what you own, lots of emails, when one partner handles the finances, short-term bonds, and automated investing.
7 OTT 2024 · This week's show covers fourth quarter financial planning, the over-emphasis on Roth conversions, retirement account changes coming in 2025, and the flypaper effect.
30 SET 2024 · This week's show covers the specifics of account consolidation, the importance of tax-efficient investing, the process of taking income from your accounts, and Roth conversions.
23 SET 2024 · This week's show covers the implications of lower rates for certain asset classes, the disappearance of 5% yields, and our favorite HSA's.
17 SET 2024 · This week we cover annuities and their tax implications, donor advised funds, account consolidation, and tons of emails.
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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