Episodes

  • What's Actually In The Big Beautiful Bill?

    What's Actually In The Big Beautiful Bill?
    Jun 14 2025
    This week, we dive deep into the recently passed omnibus spending bill, dissecting the key provisions that will impact your wallet and the broader economy. We'll break down the allocations for infrastructure, social programs, and tax implications, revealing what truly made it into the "big beautiful bill" and what was left on the cutting room floor. Join us as we uncover the hidden details and discuss the real-world consequences of this monumental piece of legislation.
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    Less than 1 minute
  • Top Retirement Concerns for 2025

    Top Retirement Concerns for 2025
    May 10 2025
    In this episode we focus in on the top retirement and retirement planning concerns that people have. We talk about strategies to deal with these concerns and the importance of planning.
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    Less than 1 minute
  • Knives Out - Legacy Planning

    Knives Out - Legacy Planning
    May 3 2025
    If you want to preserve family harmony after you are gone, you need to have a legacy plan. We talk about the importance and the details you will need to know.
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    Less than 1 minute
  • Let's Talk Taxes

    Let's Talk Taxes
    Apr 19 2025
    In this episode we discuss the importance of tax planning for the future.
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    Less than 1 minute
  • Your Retirement Money in the Markets

    Your Retirement Money in the Markets
    Apr 5 2025
    In this episode, we dive deep into navigating the turbulent waters of the stock market with your retirement savings. We'll explore strategies for balancing risk and reward, and discuss how to build a portfolio that can weather market fluctuations while still aiming for long-term growth. Finally, we'll cover essential tips for rebalancing and staying informed, ensuring your retirement stays on track.
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    Less than 1 minute
  • Planning Not Panic

    Planning Not Panic
    Mar 22 2025
    In this episode Travis talks about the importance of planning instead of panic in dealing with market volatility and uncertainty.
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    Less than 1 minute
  • What Could Go RIght This Year?

    What Could Go RIght This Year?
    Mar 15 2025
    In this episode, we ditch the doom and gloom and focus on the potential silver linings for your finances, the markets, and the economy in the year ahead. We explore overlooked positive indicators and expert predictions that could lead to unexpected growth and stability. Join us as we shift the narrative and uncover what could actually go right this year.
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    Less than 1 minute
  • Riding the Waves: Understanding Market Volatility and Draw Downs

    Riding the Waves: Understanding Market Volatility and Draw Downs
    Mar 8 2025
    This week, we dive deep into the often-feared world of market volatility, breaking down what it truly means and how to navigate its ups and downs. Learn practical strategies to manage drawdowns and protect your portfolio during turbulent times.
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    Less than 1 minute
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