1. Thoughts on the Israel and Iran/Israel Conflict. 2. How High Can Gold Go? 3. What to Do Financially When One Spouse Retires? 4a. Why Is Saving Important? 4b. Secure Act 2.0 – Changes to Retirement Plan Payouts for Beneficiaries.

1. The Most Important Short-Term Market Indicator. 2. What Does the Hot CPI Report Mean for Markets? 3. Different Beneficiaries Subject to Different Tax Rules. 4a. Where to Find Rate Cut Probabilities? 4b. The Pros and Cons of Rolling Over a Company Plan.

1. Why the Falling Japanese Yen Matters? 2. Assessing and Ranking Market Risks as We Start Q2. 3. Do I Need to Pay Estimated Tax? 4a. What Countries Are the Happiest? 4b. Working and Taking Social Security – Earnings Test.

1. The Great Central Bank Policy Reversal Kicks Off. 2. Retirement Crisis Faces Government and Corporate Pensions. 3. The Powerful Inherited IRA. 4a. Could the Baltimore Bridge Collapse Spark A Rebound in Inflation? 4b. Senior Marriage and Social Security:  Rules to Know.

1. Analysis of This Week’s March FOMC Meeting. 2. The Fed’s “Dovish Upgrade” Dilemma. 3. Tax Loss Harvesting. 4a. A Reminder About Scams. 4b. How to Potentially Invest in a Roth, Even When You Make Too Much to Do So.

1)  February’s CPI report and Conflicting Economic Data. 2)  Presidential Elections and the Market. 3)  72t Distributions – Taking Income before 59 1/2 without a 10% Penalty. 4a)  Student Loans Are Now Easier to Discharge in Bankruptcy. 4b)  One of The Best Ways to Give to Charity.

1) The “Teflon” Market & Fed Chief Powell’s Testimony Analysis. 2) Why the Tech Sector Is Like A Modern Day Gold Rush. 3) Potential Tax Advantages Of a Family Limited Partnership (FLP)? 4a) The National Debt Is Huge! How Much Is Too Much? 4b) Beneficiary Designation Mistakes Can Be Costly.

1) How Might a 2nd Trump Presidency Impact Stocks? 2) Could China’s Commercial Real Estate Problems Exasperate Our Own Troubles? 3) Am I Over Insured? 4a) January’s Inflation Report Met Expectations. 4b) Financial Benefits of Marriage for Retirees.

1. NVDA’s Blowout Earnings & Fed Minutes From Their January FOMC Meeting. 2. How the Magnificent Seven and the Kansas City Chiefs Are Similar. 3. The Home Tax Gain Exclusion. 4a Is China’s Stock Market Finally Bottoming Out? 4b Secure Act 2.0 Updates in 2024 – Four Must Know Items.

1. Was Tuesday’s Hot CPI the Start of a Pullback in Stocks? 2. Is NYCB A Canary in the Commercial Real Estate Coal Mine? 3. Benefits of an Irrevocable Life Insurance Trust (ILIT). 4. An Important Trading Range to Watch Regarding the 10-year Treasury Yield. 5. Six Costly Retirement Planning Mistakes.

1. The Market Is Getting Noisier. 2. Labor Market Not Adding Up. 3. HSAs Can Increase Your Retirement Savings. 4a. New York Community Bank’s Problems Continue and Spreading. 4b. Estate Planning Is Not Just for the Rich.

1. Analysis of the Fed Meeting This Week. 2. Large-Cap and Technology Making New Highs, While Small-Caps Are Still in a Bear Market. 3. Should I invest in My Company’s Traditional 401k or Roth 401k?  4a. Is New York Community Bank Something We Need to Watch? 4b. Protect Your Legacy to Your Children from a Previous Marriage with the QTIP Trust.

1. Earnings or GDP — Which Is a Better Gauge of the Economy? 2. Why Are Chinese Stocks Crashing? 3. Tax Advantages of a Charitable Remainder Trust. 4a. Do We Chase the Market Here? 4b. Use Your Tax Bracket To Reallocate Investment Income Into Tax Savings.

Is Sentiment Getting Overly Bullish? Does January Predict the Stock Market’s Direction? Help your Children Become Investors. China’s Stock Market Is In Free Fall. The QBI Deduction May Ruin Retirement Plans for Business Owners.

December’s CPI Report – Is the Fed Being Too Dovish? What’s Your Risk Number? In-Service Rollover from 401(k) Plans. And We’re Off…To a Slow Start. Avoiding the Headaches of Separate Trusts for Married Couples.

Is the Elusive Soft Landing All but Certain? Be careful… Is the Elusive Soft Landing All but Certain? (Continued) Key Facts on the Roth IRA 5 Year Rule. When Everyone’s Being Greedy, Be Fearful. Ways to Make Money in Company Stock.

2024 Outlook: Two Important Differences. Long-dated US Treasury Bonds Have Entered a Bull Market. How to Avoid the Time and Expense of Probate. Why Is the Fed Thinking About Rate Cuts? Avoiding the Headaches of Separate Trusts for Married Couples.

Why Has the Market Surged Lately? What Are GLP-1 Drugs and Why Do They Matter to the Markets? Traditional Medicare vs. Medicare Advantage Plans. Ways to Potentially Fix Social Security’s Future Shortfall. How to Potentially Save Big on Taxes in The Goldilocks Zone.

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MONEY HOUR RADIO (12-10-23) - 

Should Investors Worry About U.S. Treasuries? Our Market Outlook For 2024 The Best Way For Kids To Save This Time is Different, Until It’s Not! The ERISA Rule That Can Disinherit Your Children

Updates to the 3 Pillars of the Market. Sequence of Returns Risk. Do I Need to Pay Estimated Tax? The Conference Board’s Leading Economic Index Declines Again in October. Contribute to a Roth When You Make Too Much To.

Was the CPI Report a Bullish Gamechanger? The Conference Board Leading Economic Index (LEI) is Pointing Towards Recession! What is the Health Care Surtax? Six Times the Market Wrongly Assumed a Fed Dovish Pivot. What To Do With All Those Old 401(k)s and IRAs.

Why Did Stocks Drop on Thursday? Earnings Season Takeaways: The Economy is Softening. Different Beneficiaries Subject to Different Tax Rules. Does the Strong 4.9% GDP Report Imply No Recession Ahead? Tracking Down IRA Basis: Goldmine for Beneficiaries.

Analysis of the Fed Meeting This Week.  Our Short Term Buy/Sell Indicator. Stay At Home Parents Can Still Qualify For Social Security Benefits. Jobs Report Shows Labor Market Softening. The Pros And Cons Of Rolling Over A Company Plan.

What May Stop the Bond Market Selloff? Net Unrealized Appreciation. What To Do Financially When One Spouse Retires? The Pain Trade Is Higher Into Year-End. ETFs Can Offer Huge Cost Savings To Consumers.

Analyzing Fed Chief Powell’s Speech and Market Implications. The Equity Risk Premium at 2007 Levels. Things you can do with an IRA that you can’t with a 401k. Potential Market Implications of the Israel/Hamas Conflict. Your Retirement vs. Paying for Your Kid’s College?

MONEY HOUR RADIO (10-15-23) - 

MONEY HOUR RADIO (10-08-23) - 

MONEY HOUR RADIO (10-01-23) - 

MONEY HOUR RADIO (09-24-23) - 

MONEY HOUR RADIO (09-17-23) - 

Money Hour Radio (09/10/23) -

MONEY HOUR RADIO (08-27-23) - 

MONEY HOUR RADIO (08-20-23) - 

MONEY HOUR RADIO (08-06-23) - 

MONEY HOUR RADIO (07-30-23) - 

Third Quarter Market Outlook. Our Short-Term Buy/Sell Indicator. Help Your Children Become Investors. How Disinflation Can Be Negative for Stocks. New QBI Deduction May Ruin Retirement Plans for Business Owners.

Updated Market Outlook. Sequence of Returns Risk. Stay At Home Parents Can Still Qualify for Social Security Benefits. Hawkish Tone from Central Banks. The Pros and Cons of Rolling Over a Company Plan.

Why Would the Fed Keep Hiking Rates If Inflation Is Declining? Why Most Investors Buy High and Sell Low? Social Security Survivor Benefits for Widows. When Does the Inverted Yield Curve Predict Recession Will Happen? Reducing IRA Withdrawals to the RMD Amount Can Save Big In Taxes.

Updated Market Outlook. Sequence of Returns Risk. Stay At Home Parents Can Still Qualify for Social Security Benefits. Hawkish Tone from Central Banks. The Pros And Cons of Rolling Over a Company Plan.

1)Companies Are Using Accounting Tricks to Beat Earnings Expectations  2)The Bond Market Crash Continues! 3)Death Taxes If You Live in Illinois 4a)What the BOC Rate Hike Means for U.S. Interest Rates 4b)Tracking Down IRA Basis: Goldmine for Beneficiaries

1. Debt Ceiling Treasury Issuance & AI Optimism 2. Consumer Spending Pointing towards Recession 3. Are you in danger of the Health Care Surtax? 4a May Jobs Report Came in Hot! 4b Financial Benefits of Marriage for Retirees

The Market Is Being Held Up by Five Stocks! Buy & Hold Myth of Missing the Best Days in the market. Social Security Bridge Strategy. M2 Money Supply is Shrinking the Fastest Since the Great Depression! Buy a Roth When You Make Too Much To Buy One.

1. Market Implications of Renewed Dollar Strength. 2. What Happens If There’s No Debt Ceiling Deal? 3. Do I Need to Pay Estimated Tax? 4a. Not as Bad Earnings Doesn’t Mean Good Earnings. 4b. Working and Taking Social Security – Earnings Test.

The Market is Getting Riskier by the Day! The Conference Board Leading Economic Index (LEI) is Pointing Towards Recession! Tax Loss Harvesting. Banking Problems Continue! Diversify Your Retirement Plan Strategy.

More Weakness – GDP Not as Strong as Expected. The Risk vs. Reward Equation for the Market is Not in Your Favor! Is Downsizing In Retirement Right for You? Quants Are Out of Ammo for Buying More Stocks. Converting Taxable Gains Into Tax-Free Money, Tax-Free!

Recession Odds Jump as The Fed Crushes Consumers. Boosting Potential Returns to Our A&P Tactical Process. Should You Take an Early Retirement Offer? What’s Holding Up the Stock Market? – It’s the “Pain Trade"! Secure Act 2.0 – Changes to Retirement Plan Payouts for Beneficiaries.

Is the US Dollar at Risk? Is the Commercial Real Estate Market the Next Landmine? Am I Over Insured?  Watch Out for Zombie Companies! Six Costly Retirement Planning Mistakes.

The True Indicator of Banking Stress. What’s Your Risk Number? How to Avoid the Time and Expense of Probate. Is the Worst in the Market Past Us? One of The Best Ways to Give to Charity.