Geopolitical change abroad and growing support for stimulus style policies at home are converging. This episode explores what is happening in Iran why tariffs and redistribution are back in the conversation and how markets typically respond when monetary and fiscal lines begin to blur.

A big picture conversation about money, purpose, and planning and how the perspective we have at Christmas can impact financial decisions year round.

Learn how to spot and stop today’s most common phishing and scam tactics—from fake emails and texts to phone calls and deepfakes—so you can protect your money with confidence, not fear.

The stock market has lived through many bubbles, but knowing when one will actually burst is nearly impossible. In this episode we explain what defines a bubble, why staying invested usually wins over fear, and how small portfolio adjustments can help while big emotional moves can hurt.

Believe it or not, interesting discussions about interest rates do exist! When rates move, they can shake up everything from homebuying to saving for the future, making them far more exciting and impactful than most people think.

Last-minute financial planning simplified! Your hosts, two expert advisors, tackle year-end tax tips, retirement contribution deadlines, and smart spending moves you can still make.

From misunderstanding risk, to stock overconcentration and crippling cash balances… your financial plan could have hidden dangers. We’ll show you some places to look.