The Money Hour on WLS-AM
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.
Understanding What Happened with Silicon Valley Bank. Diversification is Not Enough to Protect Investors Against Market Crashes! Things you can do with an IRA that you can’t with a 401k. Is This Another 2008 Banking Crisis? How to Save Big on Taxes in The Goldilocks Zone.
Three Technical “Cs” for a Lasting Market Bottom. Static vs Tactical Risk Management. More People Are Giving Money Away While Alive. The Equity Risk Premium at 2007 Levels. Avoiding Disastrous Mistakes on the IRA beneficiary Form!
An Update to a Chilly Earning Season. Upside Capture vs. Downside Capture. Stay At Home Parents Can Still Qualify For Social Security Benefits. Is This Another Bull Trap? How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains.
This is Not a Recipe for a Soft Landing! Sequence of Returns Risk. Are you in danger of the Health Care Surtax? Length of a Market Crash is More Important Than Severity. What To Do With All Those Old 401(k)s and IRAs.
An Economically Critical Week with Earnings Showing Major Cracks. The 9 Painful Stages of Bear Markets! HSAs Can Increase Your Retirement Savings. Day Traders and Speculators are Driving Up the Market! The ERISA Rule That Can Disinherit Your Children.
Why Low Growth in the Future is Likely. Target Date Mutual Funds May Miss the Target! In-Service Rollover from 401(k) Plans. Hard Landing or Soft Landing? Avoiding the Headaches of Separate Trusts for Married Couples.
Bad Economic News This Week! Can You Cut Taxes You Pay on Your Social Security? Key Facts on the Roth IRA 5 Year Rule. Are We Getting a Soft Landing? Boosting Potential Returns to Our A&P Tactical Process.
Lower Stock Prices are the Fed’s Goal. Secure Act 2.0 Is Now Law! Should You Take an Early Retirement Offer? The Conference Board Leading Economic Index (LEI) is Pointing Towards Recession!
Fed Pause and Pivot – Will it even matter? 3 Keys to a Stock Market Bottom. Death Taxes If You Live in Illinois. The Fed Put is Officially Dead and Gone! Senior Marriage and Social Security: Rules to Know.
Some Questions That Need to Be Answered in 2023. Tracking Down IRA Basis: Goldmine for Beneficiaries. The Powerful Inherited IRA. There is Still Time to Sell and Protect! A Lesson in Bear Market Bounces.
Busy Week and downside worries intensify. The Bull/Bear + Boss Indicator! Tax Loss Harvesting. Recessionary Bear Markets Are Much Bigger and Longer! Your Retirement vs. Paying For Your Kid’s College?
Consumers are Getting Squeezed. The Housing Market Crash Is Coming! The Best Way For Kids To Save. Is the Crypto Crash Signaling a Lehman Moment? Diversify Your Retirement Plan Strategy.
This Rally Shouldn’t Last. 3 Ways to Make Money in Company Stock. Net Unrealized Appreciation. Were Powell’s Comments That Positive? Ho, Ho, Ho, the Santa Claus Rally.
Are the “Smart” Market and the “Insane” Market Both Saying the Same Thing? The Bond Market Crash Continues! Is the Fed Raising Interest Rates to 7%? How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains.
The Fed warns us again – There is no Fed pivot coming anytime soon! How to Recover From a Pre-Retirement Financial Crisis. Different Beneficiaries Subject to Different Tax Rules. Beware a “Gridlock Rally”. Don’t Get Fooled by Relief Rallies!
Are “Dovish Hikes” The Same Thing as a “Fed Pivot?” Caring for Your Aging Parents: How to Prepare. Why a Safe Harbor 401(k) May Be Better for a Small Business Owner. Why Is This Inflation So Sticky? Secular Bear Markets – Enemy #1 for Buy & Hold Investors!
Leading Economic Indicators Getting Worse. The Impending Mortgage Crisis Around the Globe! 72t Distributions – Taking Income before 59 1/2 without a 10% penalty. The 9 Painful Stages of Bear Markets! Use Your Tax Bracket to Reallocate Investment Income into Tax Savings.
The Market is in a Super Bubble Starting to Pop! Why Buy and Hold Investing Could Be Dangerous for Retirees Taking Income? In-Service Rollover from 401(k) Plans. This Recession Could be One of the Biggest and Longest Ever! The ERISA Rule That Can Disinherit Your Children.
Why the UK Budget Drama Matters (Hint: Spiking Yields). Average Investors Always Underperform! Are you in danger of the Health Care Surtax? Are Silver and Gold a Good Buy Right Now? Converting Taxable Gains Into Tax-Free Money, Tax-Free!
As Interest Rates Rise – Consumers Will Struggle. The Surging Dollar is Amplifying Inflation Problems for Other Countries. Do I Need to Pay Estimated Tax? Rising Bond Yields Are Adding Fuel to the Stock Market Selloff! Buy a Roth When You Make Too Much To Buy One.
Inflation Reports This Week Are Still Ugly! A Lesson in Bear Market Bounces Practical Steps Towards a Successful Retirement Portfolio Managers Super Bearish-- Cash Levels Highest Since 9/11! How to Save Big on Taxes in The Goldilocks Zone
The Rule of 20 and What It Could Mean for Markets. Reducing IRA Withdrawals to the RMD Amount Can Save Big In Taxes. Tax Loss Harvesting. Don’t Fight the Fed! Pull Backs, Corrections, and Bear Markets.
Money Hour Radio (09/04/22) -
Eye of the Storm. Diversification is Not Enough to Protect Investors Against Market Crashes! HSAs Can Increase Your Retirement Savings. “Hedge Fund Hot Dog” Basket Pointing to Another Selloff in the Market. What Is a Roth and How Do They Work?
Data Still Showing We are Far From the Clear. The Bond Market Crash Continues! Social Security Bridge Strategy. Average Investors Haven’t Sold Yet. Avoiding the Headaches of Separate Trusts for Married Couples.
Is this the Market Bottom? Your Retirement vs. Paying for Your Kid’s College? Are you in danger of the Health Care Surtax? If There a Dovish Fed Pivot Coming? Don’t Get Fooled by Relief Rallies!
No Recession? Yield Curves and GDP say otherwise. In-Service Rollover from 401(k) Plans. Qualified Charitable Distributions (QCD). King Dollar! Why is it so Strong Right Now? Secular Bear Markets – Enemy #1 for Buy & Hold Investors!
Temporary Hope Isn’t an End To the Bear Market. Upside Capture vs. Downside Capture. Stay At Home Parents Can Still Qualify For Social Security Benefits. Fed Officials Talking Tough on Inflation! How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains.
Have the markets already priced in a recession? What’s Your Risk Number? The Powerful Inherited IRA. Previous Rate Hike Cycles. Tracking Down IRA Basis: Goldmine for Beneficiaries.
1. Recessions and Unemployment. 2. Why Buy and Hold Investing Could Be Dangerous for Retirees Taking Income. 3. How to Avoid the Time and Expense of Probate. 4. Nine Fun Facts About the Declaration of Independence. 5. What To Do With All Those Old 401(k)s and IRAs.
