On this week’s show, Co-Hosts: Jim & Jayme Meredith discusses some concerns about household debts, year-end tax updates and some tax credits some folks may be forgetting about. Jayme updates the markets as we get closer to the election. Jim and Jayme answer listener question on BOI and year end distributions.

This week, Co-Hosts: Amy Riley and Brian Koble review recent market developments and delve into one of the most influential personal finance books this decade: “The Psychology of Money.” As always, they answer your questions.

Co-Hosts: Tyler Vallano & Shannon Barry recaps a visit from Baird Market Strategist, Michael Antonelli, this week's market news, and answers questions from listerners.

Co-hosts: Brian Koble and Kurt Carlson share how retirees can shift gears from saving during their working years to living off of their portfolio in retirement. And as always, they answer your questions.

Co-Hosts: Jayme Meredith and Amy Riley talk through the 3rd quarter 2024 and give an economic update. Plus, they share ideas on different financial strategies to consider when a spouse receives bad health news. They also discuss a listener’s question regarding employer stock in an employer sponsored retirement plan.

Co-Hosts: Jim & Jayme Meredith discuss mutual funds, tech adoption, this week's market news and lastly answer listener questions.

On this weeks show Co-Hosts: Brian Koble and Kurt Carlson explore the emotional barriers that prevent investors from making sound financial decisions. They also delve into how the Fed rate cuts impact portfolios and address listener questions.

This week Co-Hosts: Tyler and Shannon discuss current market conditions, how the presidential debate may affect the markets, and answer questions about special needs planning.