Financial Focus Radio Show

Oct 28 2024 117 ep. 78 mins 18

Financial Focus Radio Show Podcast artwork

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.

Copy RSS

Subscribe on Podcast Addict

Target Date and LifeCycle Funds, Portfolio Construction Building Blocks, Annuity Sales Explode (10.26.24)

Oct 28 2024 78 mins

This week's show covers target date funds, exploding annuity sales, basic porfolio construction building blocks, and lots of emails!

Election Year History, Equity Income Investing, Secure Act 2.0 Changes (10.19.24)

Oct 21 2024 78 mins

This week's show covers some election year investing history, equity income investing, Secure Act 2.0 changes, and a helpful year-end checklist.

Why You Own What You Own, One Partner Handling the Finances, Short Term Bonds (10.12.24)

Oct 14 2024 78 mins

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.

Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)

Oct 07 2024 78 mins

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.

Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)

Sep 30 2024 77 mins

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.

What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)

Sep 23 2024 78 mins

This week's show covers the implications of lower rates for certain asset classes, the disappearance of 5% yields, and our favorite HSA's.

More on the Annuity Tax Bomb, Donor Advised Funds, and LOTS of emails! (9.14.24)

Sep 17 2024 79 mins

This week we cover annuities and their tax implications, donor advised funds, account consolidation, and tons of emails.

Best-Of (9.7.24)

Sep 09 2024 78 mins

Our producer is taking a bucket-list trip, so we're on hiatus this week. Please enjoy a week of our best-of content.

Small Caps, How to Combat Recency Bias, Lessons Learned from the Last Correction (8.31.24)

Sep 03 2024 78 mins

This week's show covers our favorite small-cap ETF's, combating recency bias, lessons learned from the last correction, and lots of emails!

Annuities: The Last Big Surprise, Lessons Learned From the Last Correction, RMD Options (8.24.24)

Aug 26 2024 77 mins

This week's show covers non-qualified annuities (the tax-bomb that just keeps giving), RMD options, investing beyond your 401k, and lessons learned from the last correction.