In this week’s episode of The SA Update, Mike sits down with Maria Katsileros of Aristotle Capital Boston LLC to explore the economic outlook for 2026. Together, they discuss how AI-driven trends are influencing GDP growth, reshaping the labor market, and redefining business strategies for the year ahead. This episode highlights the key forces that will impact markets and organizations as we move into a new era of innovation and regulation.

These are the opinions of Mike Schuster of Schuster Anderson Wealth Advisors and Maria Katsileros of Aristotle Capital Boston LLC and not necessarily those of Cambridge, are for informational purposes only, and should not be construed or acted upon as individualized investment advice. Cambridge, Schuster Anderson Wealth Advisors, and Aristotle Capital Boston LLC are not affiliated.

0:40 Maria Introduction

2:00 The Big Picture of 2026

4:30 AI Insights: The Labor Market and GDP

5:23 The Bane Study and Companies' AI Spending

7:20 The Shortfall of Revenue of AI Investment

9:20 Small Business and Regulation Cuts

11:49 What happens if Trump's tariffs get Struck Down by the Supreme Court?

16:37 What are Maria’s Favorite Podcasts Currently?

18:05 Conclusion

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In this week’s episode of The SA Update, Mike talks to Fritz Folts from 3EDGE Asset Management to unpack why gold remains a strategic overweight, key investment themes for 2026, and the risks that keep experts up at night. Plus, gain clarity on the Yen carry trade, crypto market concerns, and Fritz’s top resources for staying ahead.

Disclosure: This content is provided for educational purposes only and should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.

0:35 Fritz Introduction

1:00 3Edge Introduction to Schuster Anderson Wealth Advisors

1:57 The Overweight of Gold and Why

3:27 The Current Portfolio Position of Gold

4:49 What are Themes to Look at for 2026?

6:35 What Keeps Fritz Up at Night?

8:35 The Yen Carry Trade: Explained

10:05 The Concern of Accident in Crypto

12:10 Fritz Podcast “View From The Edge”

13:05 Fritz Go-To Podcast

14:00 Conclusion

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As 2025 comes to a close, it’s the perfect time to review key financial deadlines and set intentions for the year ahead. In this episode, Mike chats with Paige Wood to walk through important year-end reminders, including charitable giving deadlines, Required Minimum Distributions (RMDs), and Qualified Charitable Distributions. They also dive into what collaboration looks like at Schuster Anderson and hear Paige’s personal New Year’s resolution.

Whether you’re planning your charitable contributions or preparing for a fresh start, this episode offers practical tips and inspiration to finish strong and start the new year with confidence.

0:38 Paige Introduction

1:05 Year-End Reminders

1:26 Charitable Giving and Deadline

1:43 Required Minimum Distribution (RMD) Deadlines

2:10 Qualified Charitable Distribution Deadlines

2:45 Collaboration: What That Looks Like Here at Schuster Anderson

4:22 Paige’s New Year's Resolution

5:04 Conclusion

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From Airports to Adventures: Planning Year-End Travel with Purpose | SA Update | Episode 23

Ready to make your holiday travel stress-free? In this episode, Mike sits down with expert travel agent Dawn Taylor to share insider tips—from breezing through airports and packing like a pro to understanding travel insurance so you’re always covered. If you’re planning a trip this season, this is the ultimate guide you don’t want to miss!

0:37 Dawn Introduction

1:05 Year-End Travel Tips for the Holidays

1:30 Tip # 1: Flying Tips

2:20 Tip # 2: Packing Strategically

2:50 Tip # 3: Best Travel Days

3:20 Should I Buy Travel Insurance?

5:35 Current Trends: Family Experiences

6:30 Tip #4: Airline apps and Packing Cubes

7:30 Conclusion

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In this insightful continuation, Bryce Gill and Mike dive deeper into the evolving financial landscape across generations. From shifting spending habits to the challenges of homeownership and the growing housing crisis facing younger demographics, this episode offers a data-driven and thoughtful exploration of the economic forces shaping our future.

0:43 Spending of Different Generational Demographics

0:54 The Dent Indicator Explained

1:12 Generational Spending Habits

2:31 Generational Demographics and Homeownership

3:21 Analyzing Generational Timelines in the Context of Current Economic Trends

4:00 The Transformation of U.S. Housing into an International Financial Asset

5:00 Which Regional Strategies have been Effective in Addressing the Housing Crisis?

6:53 International Capital Flows and Regulations in Home Building

9:20 Home Building Regulations Explained & Effectiveness

10:13 Closing Remarks

10:30 Conclusion

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In this episode, Mike sits down with economist Bryce Gill to unpack how shifting generational demographics, historically low global birth rates, and the demographic transition model are reshaping the economy.

Stay tuned for Part 2—where they dig even deeper into spending habits and the housing market. Bryce connects the dots between population shifts and the forces driving our financial future.

0:40 Bryce Introduction

2:20 Definition of Generation Demographic Groups

2:51 “The Dent Indicator” and Consumer Spending Highlight

3:55 The 5 Generation Workplace

5:00 Demographic Trends in the Workforce

5:24 Fertility Rates Falling in the US

6:48 The Great Opportunity: Gen Z’s Chance in the Labor Markets

9:00 Demographic Transition Model

10:22 Fertility Rates in the US Compared to Other Countries

11:28 Closing Remarks

11:30 Conclusion

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Mike sits down with Mary Berlie from the Grand Island Chamber of Commerce and Grand Island Economic Development Corporation to discuss the housing condition in the Grand Island area.

Mary discusses the comprehensive housing study they conduct to provide insights into the current state of housing in Grand Island and what steps we should take moving forward. This study will play a crucial role in guiding decisions and actions to ensure that we meet the needs of our growing population.

Harvest of Harmony is coming up this weekend. This event draws a significant number of visitors and participants to our area, making it an excellent opportunity for the economics of Grand Island.

In the powerful conclusion to this two-part series, Mike and Mary Santin uncover the lesser-known realities of Medicare that every listener should know. From the complexities of prior authorizations to the costly consequences of incorrect enrollment, they break down what’s often overlooked or misunderstood. Plus, they explore a new federal bill that could reshape the future of Medicare.

Whether you're approaching Medicare for the first time or helping a loved one navigate it, this episode is packed with insights to keep you informed and empowered.

0:16 Introduction

0:43 Do You Need Prior Authorization?

1:37 The Inflation Reduction Act On Drug Coverage.

1:51 Another Secret to Part D.

3:07 Unexpected Costs When Enrolling Incorrectly.

5:01 What is IRMA?

7:05 H. R. 3467 House Bill

8:54 NE State Representatives to Contact Regarding H. R. 3467

10:22 Conclusion

Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!

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