Episodes

  • Financial Friday - How to deal with retirement money, Municipal Bonds, Annuities

    Financial Friday - How to deal with retirement money, Municipal Bonds, Annuities
    Jul 4 2026
    Callers vary from how to manage the money they are saving for retirement once they do retire, an explanation of the various municipal bonds and why is makes sense only for high tax brackets plus a stab at the various modes of annuities.

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    33 mins
  • Financial Friday — You Don't Need to Be Rich to Start Investing. Primary vs Secondary Markets, the Wash Sale Rule, Tax-Free Income Ideas & P

    Financial Friday — You Don't Need to Be Rich to Start Investing. Primary vs Secondary Markets, the Wash Sale Rule, Tax-Free Income Ideas & P
    Jun 26 2026
    This week on Financial Friday — how to start an investment account even if you don't make a lot of money, what actually separates a primary market from a secondary market, the wash sale rule explained so you never lose a tax deduction by accident again, real ways to earn income completely tax free, and a beginner-friendly breakdown of options trading — what puts and calls actually are and how they work. Real questions, straight answers, no jargon left unexplained.

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    35 mins
  • Financial Friday — Roth Rollovers, Private Credit Explained, Saving for Your Kids & The Red Flags That Mean Fire Your Financial Advisor

    Financial Friday — Roth Rollovers, Private Credit Explained, Saving for Your Kids & The Red Flags That Mean Fire Your Financial Advisor
    Jun 20 2026
    This week on Financial Friday — should you roll your 401k into a Roth account and what will it actually cost you in taxes? What in the world is private credit and does it belong in your portfolio? What is the smartest way to start saving for your children's future today? And the red flags that tell you it is time to have a hard conversation with your financial advisor or find a new one. Real questions, straight answers, no products to sell. Financial Friday is back.

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    36 mins
  • Financial Friday Is Back — Advisor Fees, Robo Investing, Index Funds, Social Security for Couples, Selling Gold & Early Plays on SpaceX

    Financial Friday Is Back — Advisor Fees, Robo Investing, Index Funds, Social Security for Couples, Selling Gold & Early Plays on SpaceX
    Jun 12 2026
    Financial Friday returns with a debut episode packed with real money questions from real listeners. Are you paying too much in advisor fees — probably yes and today we tell you exactly what to do about it. Robo investing versus index funds — which is right for you and when does the answer change? Social Security strategy for married couples that could be worth tens of thousands of extra dollars in retirement. The right way to sell gold without leaving money on the table. And two exciting early stage opportunities — getting SpaceX exposure before a potential IPO and positioning in the fast growing nutraceuticals space. Your financial questions answered honestly with no products to sell and no agenda except your bottom line. Financial Friday is back and it brought its A game.

    Call with your money questions 855-295-6600
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    45 mins