Inflation, Fed Signals and Your Year-End Retirement Checklist

Markets, inflation data and Federal Reserve signals can send investors in different directions. Andrew Johnsen and Morgan Patrick connect those headlines to practical year-end questions about retirement contributions, realized gains and losses, Roth conversions and charitable giving. Call 800-557-…

Contradiction Between the Market and Bond Yields and What it means to You

In this episode, Andrew Johnsen analyzes the current macroeconomic environment, discussing market signals, energy prices, gold, and portfolio strategies to navigate uncertainty and inflation. If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here …

What the Bond Market Warning Signals Mean for Investors

In this episode, Andrew Johnsen discusses the current state of the bond market, its implications for investors, and how to navigate the changing investment landscape. Plus, a fun game of Capital Clarity Jeopardy adds a light touch to complex financial topics.  If you have any questions concerning …

Private Markets Require Deliberate Planning and Understanding

In this episode, Andrew Johnsen discusses the complexities of investing in real assets and private markets, the impact of monetary policy on everyday finances, and practical tips for building a resilient financial plan. Andrew explores how tangible assets like gold, real estate, and infrastructure …

The Evolution of Portfolio Construction Beyond 60-40

In this episode, Andrew Johnsen from Waterloo Capital discusses the complexities of private credit, gold as an investment, and the evolution of portfolio strategies beyond the traditional 60-40 split. Listeners will learn how to evaluate liquidity risks, the role of alternative assets, and key ques…

The Economic Divide and Why It Matters

In this episode, Andrew Johnsen from Waterloo Capital discusses the nuances of wealth versus income, how business owners can increase their company's value, and the emerging role of private equity in retirement portfolios. Learn practical strategies to build wealth, prepare for a sale, and diversif…

What Really Matters in Wealth planning

In this episode, host Andrew Johnsen challenges conventional financial wisdom, exploring what truly matters in wealth management and retirement planning. Andrew discusses common myths, strategic choices, and the importance of personalized financial strategies.  If you have any questions concerning…

A Changing Financial Landscape and What it Means for Your Future

In this episode, Andrew Johnsen explores the evolving landscape of interest rates, government debt, AI investment, and strategic financial planning. Andrew discusses how these factors impact investors and what steps individuals can take to optimize their portfolios in a changing economic environmen…

Impact of Potential Financial Crises on Your Future Retirement

This episode explores the complex relationship between US federal debt, interest rates, and the potential for financial crises. Andrew Johnsen discusses whether economic weakness might be intentionally tolerated to facilitate debt refinancing and the implications for investors and policymakers. If…

The Importance of Holistic Financial Planning

In this episode, Andrew Johnsen from Waterloo Capital discusses the implications of potential interest rate hikes, the importance of true diversification, and the critical role of comprehensive financial planning beyond investment returns. If you have any questions concerning your retirement call …