In this episode of The Max Out Savings Show, host Ted Geoca breaks down critical shifts taking place in the stock and fixed-income markets. While major indexes trade near record highs, underlying technical signals, rising global bond yields, and shifting interest rates tell a very different story.

Key Discussion Points:

• Stock Market vs. Market Breadth: Why all-time highs in market-weighted indexes like the S&P 500 don't tell the whole story, and what technical breakdowns in broader indexes mean for your portfolio.
• Rising Interest Rates & Debt: The impact of global rate increases, inflation pressures, and the massive national debt on fixed-income markets, real estate, and mortgage rates.
• The AI & CapEx Boom: How hundreds of billions in AI infrastructure spending and domestic factory rebuilding are creating unprecedented demand for capital—and what that means for investors.
• Managing Retirement Risk: Why prolonged bull markets can create a false sense of security, and the step-by-step strategies needed to protect your hard-earned wealth and retirement savings.
• Homeownership & Tax Considerations: Essential advice on navigating capital gains exemptions, step-up in basis rules, and estate planning considerations for family homes.

Contact & Host Information

• Host: Ted Geoca
• Company: Max Out Savings Advisors
• Website: maxoutsavings.com
• Phone: (713) 627-0400 (Office) | (713) 339-1070 (On-Air/Listener Line)
• Radio Broadcast Times: Saturdays at 10:00 AM on AM 1070 & FM 103.3 The Answer (Houston, TX)