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Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.
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Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.
show less
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Financial Focus Radio Show
Financial Focus Radio Show
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Mid-Year Portfolio Check-Up, Investing in Gold, Wills vs. Trusts, and 401k Contributions (6.29.24)
1 JUL 2024 · This week's show covers our mid-year portfolio review checklist, wills vs. trusts, maxing out your 401k, investing in gold, and plenty of email questions. -
Seven Lessons from Jack Bogle, Election Year Markets Data, and Low-Vol Stocks (6.22.24)
24 JUN 2024 · This week's show covers our favorite low-volatility equity position, seven lessons from Jack Bogle, the data on election year investing, and lots of emails. -
Consolidating Investment Accounts, How to Get Cash Invested, Advisor-Sold "Alternatives" (6.15.24)
17 JUN 2024 · This week's show covers consolidating like-registration investment accounts, how to invest when you have a cash build-up, advisor-sold alternative investments, and lots of emails. -
Bonds When Inflation Won't Die, Health Savings Accounts, Relationship Managers as Advisors (6.8.24)
10 JUN 2024 · This week's show covers what to do with bonds as inflation persists, Health Savings Accounts, Financial Advisor conflicts of interest, and why you shouldn't hire a relationship manager. -
Delaying Social Security, Common Portfolio Mistakes, and Donor Advised Funds (6.1.24)
3 JUN 2024 · This week's show covers the benefits/drawbacks of delaying social security filing, common portfolio mistakes we see, creating a paycheck from your portfolio, and donor advised funds. -
Our Favorite Low-Vol ETF, Retirement Plans for Small Business Owners, and Listener Emails (5.28.24)
28 MAY 2024 · This week's show covers low-vol stock exposure for retirees, retirement plans for small business owners, index investing, and three places you should never invest your money. -
Bill Gross on Total Return Bond Funds, Whole vs. Term Life, and Lump Sum vs. Dollar-Cost Averaging (5.11/5.18.24)
20 MAY 2024 · This week's show covers Bill Gross' latest missive on total return bond funds, how to avoid gift tax limits, whole vs. term life, and lump-sum investing vs. dollar-cost-averaging. Our producer is remodeling his studio, we'll be back with a new show May 24th.  -
Direct Indexing, Tax-Efficient Investing, and Bonds 101 (5.4.24)
6 MAY 2024 · This week's show covers Bonds 101, Tax-Efficient investing, Direct Indexing, and answers: "What is the Fed Funds Rate?".  -
Proprietary Investments and Revenue Sharing, "Exclusive Investments", and Commodities as a Durable Allocation (4.27.24)
29 APR 2024 · This week's show covers proprietary investments and revenue sharing, when you should start a 529, ostensibly "exclusive" investments, and why we don't maintain a durable commodities allocation.  -
Dividend Investing, Securities-Based Lending, and Portfolio Construction for Retirees (4.20.24)
22 APR 2024 · This week's show covers what to do with your old 401k's, dividend investing, securities-based lending, portfolio construction for retirees, and lots of emails.
Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.
show more
Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.
show less
Information
Author | Financial Focus Radio Show |
Categories | Investing |
Website | www.northwestquadrantwealth.com |
josh@northwestquadrantwealth.com |
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