Episodes

  • Market Outlook with Keith Gangl

    Market Outlook with Keith Gangl
    Oct 12 2025
    On today's episode, we are excited to welcome a new voice to the show, veteran Portfolio Manager Keith Gangl, who joins us to share his perspective on the current investment landscape. With over two decades of experience, including managing multi-billion dollar institutional funds, Keith brings a deep expertise in navigating volatile markets and pinpointing high-potential growth opportunities. Tune in as we get his outlook on where the major indexes are headed, and the specific strategies he is using right now to position portfolios for success.
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    Less than 1 minute
  • Mitigating Longevity Risk

    Mitigating Longevity Risk
    Oct 5 2025
    During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.
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    Less than 1 minute
  • These Habits Aren’t Just for the Wealthy

    These Habits Aren’t Just for the Wealthy
    Sep 28 2025
    On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.
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    Less than 1 minute
  • How to Protect Your 401(k)

    How to Protect Your 401(k)
    Sep 14 2025
    During today’s show, we’ll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.
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    Less than 1 minute
  • Life Insurance? Roth IRA? What You Need to Know!

    Life Insurance? Roth IRA? What You Need to Know!
    Sep 7 2025
    On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.
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    Less than 1 minute
  • How to Truly Enjoy Your Retirement

    How to Truly Enjoy Your Retirement
    Aug 31 2025
    During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.
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    Less than 1 minute
  • The Cost of Being a Grandparent

    The Cost of Being a Grandparent
    Aug 24 2025
    During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.
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    Less than 1 minute
  • Beneficiary 101

    Beneficiary 101
    Aug 17 2025
    During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.
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    Less than 1 minute