エピソード

  • Markets, Presidential Debate, & Special Needs Planning
    2024/09/15

    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.

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    21 分
  • Potential Tax Changes from Washington & Annuities
    2024/09/08

    On this week’s show, we have a roundtable of experts from the Meredith Group discussing the week in the markets, some big proposed changes to estate planning as part of a proposed housing bill, the impact of corporate taxation on GDP, and a discussion on annuities from a listener question.

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    49 分
  • Labor Day Market Updates
    2024/09/01

    Co Hosts: Amy and Brian provide a Labor Day market update and reveal the “Do’s” and “Don’ts” of market volatility. Plus, Amy answers your questions.

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    20 分
  • The Fed & Market Updates
    2024/08/25

    On today’s show Co-Hosts: Ray and Jayme update the markets for the week and a few big FED announcement then Jayme and Ray discuss all things Medicare with special guest, Sean Horn, Director and Medicare Expert from Mediconnect.

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    59 分
  • Growth Fears, Economic Data, and More Market Volatility
    2024/08/18

    This week Co-Hosts: Shannon and Tyler discuss whether the growth fears are warranted, if the Fed waited too long to cut rates, and the significant economic data for the week. Lastly, they answer questions from listeners like you.

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    23 分
  • Market Volatility and the SECURE Act
    2024/08/11

    Co-Hosts: Jim & Jayme Meredith discusses the reasons behind the recent market volatility and recovery. They also review some important headlines for the week and details a strategy that may help reduce the impact of the SECURE Act on inherited IRAs. Then lastly, answer your listener questions.

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    51 分
  • A Fed Cut?
    2024/08/04

    On this week’s show, Co-Hosts: Brian Koble and Kurt Carlson discuss the latest from the Federal Reserve. Plus, “Five Ways It’s Different This Time” in the economy and markets. As always, we answer listener questions.

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    25 分
  • Market Volatility and the Presidential Race
    2024/07/28

    Co-Hosts: Tyler and Shannon discuss this week’s news stories including the market volatility, GDP, and the presidential race. Lastly, they answer questions from listeners like you.

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    21 分