For the last Sunday in 2024, Co-Hosts: Jayme & Jim Meredith provides a market update, the most important headline stories for the week, and answer listener questions on Retirement Accounts – how to avoid taxes and penalties and what to do with your employer plan when you retire.
Co-Hosts: Tyler and Shannon discuss the Feds rate cut and dot plot projection, they review holiday gifts of the past and what could be worth money today, and answer the common question of what to look for in 2025.
In today's show Co-Host: Jayme Meredith gives an update the markets for the week, discuss some concerning data about colleges and universities, and a quiz about currency. Then Co-Host: Ray Ballantine and Jayme talk about a key tax saving strategy that is often underutilized by those who give generously to charity and lastly, we end the show with a number of listener questions
Co-Hosts: Kurt Carlson & Brian Koble discuss some of the major themes of the last 25 years thats driven financial markets, inflation, and of course, answer listener questions from you.
Co-Hosts: Amy Riley and Tyler Vallano talk about increased tariffs proposed by President-elect Trump. They’re also joined by a special guest, Mike Antonelli.
Co-Hosts: Ray Ballantine and Jayme Meredith review the markets for the week of November 24th as well as talking about a great savings vehicle that many folks aren’t using or aren’t taking advantage of. Ray and Jayme end the show with a great question on money markets that made them do some research to get the right answer.
On this week's show, Co-Hosts: Kurt Carlson & Brian Koble talk market news, volatility and more election aftermath. And of course, answer questions from listeners like you.
Co-Hosts: Tyler and Shannon discuss the election results and how they might affect the market. They also talk about the top questions investors have about charitable giving.
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.
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.
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.
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.
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.
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.
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.
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.
On this week’s show, Co-Hosts: Jim & Jayme Meredith discusses some important regulatory changes for Pennsylvania residents along with updates from Social Security, the IRS, and more. They also recap the week in the markets as well as some key economic and FED data, and lastly, answer questions from our listeners.
Co-Hosts: Amy Riley and Tyler Vallano share ideas on different ways investors can reduce taxes from their portfolio.They will also discuss a few takeaways from the market this week and answer questions from our listeners.
Co-Hosts: Brian Koble and Kurt Carlson review the first half of the year in the markets, tough money decisions you have to make as you become more successful, and lastly answer questions from listerners like you.
On this week’s show Co-Hosts: Ray Ballantine and Jayme Meredith give a quick recap of the end of the second quarter, discuss some some areas where Donor Advised Funds have come under scrutiny from the IRS and Congress, then lastly answer questions from listeners like you.
Co-Hosts: Tyler Vallano and Shannon Barry discuss this weeks market news, answer questions from our listeners, and talk about some of the best advice they’ve given to clients over their careers.
Co-Hosts: Ray Ballantine & Jayme Meredith discuss when you may want to claim social security, IRA distributions and this weeks market news. Lastly, they will answer questions from listeners like you.
Co-Hosts: Kurt Carlson and Brian Koble discuss Donor Advised Funds, a way to potentially make the most out of your charitable giving. Plus, they review the markets and answer questions from listeners like you.
