Financial Focus Radio Show: Recent Episodes
Financial Focus Radio Show
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.
This week's show covers the landmines in your portfolio hidden by the bull market, incapacity planning, estate planning 101, and more!
This week's show covers lots of emails, the latent problems the bull market is hiding in your portfolio, the value rotation, and more.
This week's show covers whether the market can keep making all-time highs, investment grade bonds, target date funds, and more!
This week's show covers the risks of another lost decade, tax-free bonds, the three things that really matter in financial planning, and a pre-retirement checklist.
This week's show covers the benefits of a diversified portfolio in 2026, small-cap stocks, backdoor roths, the risk of a lost decade for retirees, and lots more!
This week's show gives a primer on corporate bonds, talks sequence of returns risk and diversification, and answers lots of questions as always!
This week's show covers social security and fear-related filing, international stocks, emails, and more!
This week's show covers lots of emails, account consolidation, bonds as diversifers, and more!
This week's show covers lots of emails as always, hiring the right financial advisor, and why stocks are doing so well even when the news seems bad.
This week's show covers what to do with your old employer-sponsored retirement plan, floating rate treasuries, estate planning considerations, and lots of listener questions!
This week's show covers asset allocation during inflationary periods, an annuity primer, simplicity vs. complexity, low-volatility investing, and more!
This week's show covers how to delay filing Social Security, Small Cap Value stocks, a simple portfolio construction framework, and lots of email questions!
This week's show covers our rules-based investing framework, preparing for financial incapacity, short-term investment grade bonds, and the roth vs. traditional debate!
This week's show covers the sequencing of retirement withdrawals, municipal bonds, backdoor Roth contributions, gifting, and lots more!
This week's show includes a new market update and best-of content while our radio producer is on vacation.
This week's show covers consolidating your investments, how to turn your portfolio into a paycheck, donor advised funds, and more!
This week's show covers investing myths costing you money, the rotation into value stocks, what your 1099 can tell you, annuities, gifting, and more!
This week's show covers Iran War market volatility in perspective, tax-free municipal bonds, asset location in investment accounts, and more!
This week's show covers mistakes investors are making right now, asset allocation (rate agnostic bond allocations), rules-based rebalancing, and lots of emails!
This week's show covers how you should be thinking about asset allocation in retirement, defensive stock investing, five estate planning considerations, and more!
This week's show covers AI's future and indexing, estate planning pitfalls to avoid, what you can learn from your 1099 form, and lots more!
This week's episode covers Small Cap Value Stocks, the three things that really matter (investment management, estate planning, and taxes), and more!
This week's show covers mid-cap stocks, donor advised funds, why financial plans are (mostly) a waste, and lots of listener questions!
This week's show covers the recent outperformance of diversified portfolios, the blue-chip renaissance, hidden risks in bonds, and lots more!
This week's show covers sequence of returns risk in early retirement, avoiding RMD mistakes, rebalancing your portfolio in a lofty market, and lots more!
This week's show covers investment account consolidation, more about municipal bonds, earning more on your cash, and lots of listener questions!
This week's show covers conflicts of interest in the financial advice space, what to do with cash in CD's, and discusses being proactive about planning for your own decline.
This week's show covers "long degeneracy" that has replaced traditional investing, backdoor roth contributions, ETF's vs. mutual funds, and turning your portfolio into a paycheck.
This week's show covers investing lessons from 2025, 1099's, what NOT to own, and ideas for 2026! Happy New Year.
This week's show covers 2025 in detailed review, includes six steps to improve your investment returns, emails, and more!
Catch Tyler solo on this week's show, then we're taking a bit of a holiday break before returning on December 27th with new content.
This week's show goes over our year-end financial checklist, international developed market investing, stocks vs. social security, and lots of listener questions!
This week's show is slightly abbreviated due to the Thanksgiving Holiday. We cover the gap between investors' perception of how they are invested and their actual allocation, emails, and more!
This week's show covers what happens to portfolio components during a recession, lots on bonds, managing an inheritance, and lots more!
This week's show covers asset allocation in an expensive market, rules-based inesting, low-volatility stocks, 2025 capital gains distribtions, and more!
This week's show covers populism and the markets, what we value most: liquidity and tax efficiency, small-cap value stocks, emails, and more!
This week's show covers lessons from the global portfolio weights, muni bonds, insurance isn't an investment (Kyle Busch!), and more...
This week's show covers delaying Social Security filing, being proactive about aging and declining capacity, how to earn more tax-advantaged income, and more!
This weeks show covers lots of listener emails and call-ins, reasons to care about private markets even if you don't own the asset class, QCD's, and more!
This week's show covers scenarios showing why account consolidation matters, municipal bonds, semi-liquid (interval) funds, municipal bonds, HSA's vs. FSA's, and more!
This week's episode covers the recent outperformance of diversified portfolios, withdrawal rates, conflicts of interest within the advisory business, and lots more!
This week's show covers what Fed rate cuts mean for your money, the problems with being too conservative, sequence of returns risk, and account consolidation.
This week's show covers what to do with lower short-term rates, tax-loss harvesting, portfolio weightings, gifting, emails, and more!
This week's show covers investing myths that are holding you back, corporate bonds, indexing, what to do with your 401k, and lots of user emails!
This week's show is heavy on the estate planning content, discusses the foundational building blocks of portfolio construction, and delves into the current situation at the Fed.
This week's show covers the evolving landscape in fixed income, international developed market stocks, delaying Social Security, and over 50 catch-up secrets for saving.
This weeks show covers the active vs. passive debate, why whole life insurance isn't an investment, Donor Advised Funds, and a lot of emails!
This week's show covers municipal bonds, rules-based investing, a hierarchy for retirement savings, and lots more!
This week's show covers optimizing return on your cash, what you should know about dividends, relationship managers, and tons of emails!
This week's show covers managed bond accounts, sources of returns, what to do with inherited accounts, and lots of emails!
This week's show covers Bill Bengen's new research on the 4% Rule, the latest inflation report introducing even more ambiguity to the direction of interest rates, our summer reading list, and more!
This week's show covers tax-efficient investing, annuities, accessing lump sums from retirement accounts, and how much exposure you should have to international stocks.
This week's show covers direct indexing, a walkthrough on how to buy T-bills, estate planning, and more!
This week's show covers the long overdue return of municipal bonds, managing an inheritance, how to deal with long term care, and more!
This week's show covers private markets, how to diversify away from the US Dollar, portfolio rebalancing for retirees, consolidating investment accounts, and more!
This week's show covers which accounts your beneficiaries would rather inherit, corporate bonds, how to delay early filing of Social Security, and more!
This week's show covers budget deficits and the bond market, international developed market stocks, the modern 529 plan, and more!
This week's show covers why fiscal budget deficits matter, municipal bonds, estate planning pitfalls, and lots of emails!
This week's show covers how to turn your portfolio into a paycheck, financial advisor conflicts of interest, starting the estate planning talk, and more!
This week's show includes a Warren Buffett tribute, beneficiary roadmap, Donor Advised Funds, and asset classes you own but shouldn't.
Our producer Tim is on vacation this week, please enjoy some best-of content, and we'll be back with a new show next week!
This week's show covers why your bonds still aren't doing their job, creating a "bridge" to Social Security, publicly traded REIT's, and lots of emails.
This week's show covers how to stay invested in a volatile market, 529 plan changes, the basics of Emergency Funds, and HSA's.
This week's show covers part two of our beneficiary roadmap, defensive names, options for your RMD, and tons of emails.
This week's show covers common mistakes investors make during sell-offs, asset allocation working, a down market survival guide for retirees, and a beneficiary roadmap.
Spring Break 2025 Best-Of edition of Financial Focus Radio. We'll be back with new content next week!
This week's show covers how not to invest, turning your portfolio into a paycheck, tax-efficient investing, and delaying Social Security.
This week's show covers how/where to stay invested during this market sell-off, why asset allocation is working, health savings accounts, and lots of emails!
This week's show covers the NWQ Markets in Turmoil special, diversification suddenly working again, and how steak dinners end up in your portfolio.
This week's show covers Howard Marks' imfamous Bubble Watch memo, international developed market stocks, when you should rebalance, and common retirement myths.
This week's show covers private equity coming for your 401k, finding the right trustee, diversifying a concentrated stock position, interval funds, and more!
This week's show covers the latest updates on safe withdrawal rates, whether you should trust a bank with your investments, gifting, large-cap stocks, and more!
This week's show covers IRA mistakes to avoid, conflicts of interest in financial advice, why you have so many accounts, and the normalizing yield curve.
This week's show covers places to never invest, annuities, this time isn't diferent, creating a retirement income plan, and reaching for yield.
This week's show covers the unbridled risk-on trade, automated investing, the decline of international investing, and how to choose an index.
This week's show covers insurance products sold as investments, sources of return: yield vs. capital appreciation, time to do something about your bonds, and more retirement rule changes for 2025.
This week's show covers newly-implemented 2025 retirement changes, the bond bombs in your portfolio, donor advised funds, and saving more.
This week's show covers the performance of various asset classes in 2024, alternatives' invasion of your portfolio, our book recommendations, emails, and more!
This week's show covers investing lessons from 2024, why you don't want to die with a non-qualified annuity, conflicts of interest, what to do with your RMD, and more!
This week's show covers faux CFP driven value-adds, the case for low-volatility stocks, what your advisor is really doing, and year-end money deadlines.
This week's show covers what to do with cash on the sidelines, asset classes you own but shouldn't, charitable strategies for retirees, and holiday financial conversations.
This week's abbreviated show covers rising long-term rates amidst the Fed's cutting cycle, emails, and more!
This week's show covers the annual mutual funds' capital gains distribution lists, when you should file for Social Security, tons of emails, and getting to "your number" for retirement.
This week's show covers year-end planning, account consolidation, turning your portfolio into a paycheck, and why you should be gifting sooner than later.
This week's show covers Health Savings Accounts, bond market risks, tax alpha, and lots of emails.
This week's show covers target date funds, exploding annuity sales, basic porfolio construction building blocks, and lots of emails!
This week's show covers some election year investing history, equity income investing, Secure Act 2.0 changes, and a helpful year-end checklist.
This week's show covers why you own what you own, lots of emails, when one partner handles the finances, short-term bonds, and automated investing.
This week's show covers fourth quarter financial planning, the over-emphasis on Roth conversions, retirement account changes coming in 2025, and the flypaper effect.
This week's show covers the specifics of account consolidation, the importance of tax-efficient investing, the process of taking income from your accounts, and Roth conversions.
This week's show covers the implications of lower rates for certain asset classes, the disappearance of 5% yields, and our favorite HSA's.
This week we cover annuities and their tax implications, donor advised funds, account consolidation, and tons of emails.
Our producer is taking a bucket-list trip, so we're on hiatus this week. Please enjoy a week of our best-of content.
This week's show covers our favorite small-cap ETF's, combating recency bias, lessons learned from the last correction, and lots of emails!
This week's show covers non-qualified annuities (the tax-bomb that just keeps giving), RMD options, investing beyond your 401k, and lessons learned from the last correction.
This week's show covers the value (or lack there-of) of portfolio allocations to gold, bad employer-sponsored retirement plans, three investment fallacies, and lots more emails!
This week's show covers volatility in perspective, low-vol stocks, proprietary funds, ETF's, and lots of emails as always.
This week's show covers the importance of asset allocation, election year investing mistakes, and using your portfolio to delay filing social security.
This week's show covers the basics of portfolio construction, small-caps amidst the giant rally, 529 plan flexibility, estate planning basics, and tons of emails.
This week's show covers the three toxic investments we see most often, Secure Act 2.0, how HSA's can help in retirement, and lots more!
This week's show covers how to know if you have enough, mid-cap stocks, the only bonds worth owning, and donor advised funds.
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.
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.
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.
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.
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.
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.
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.
This week's show covers Bonds 101, Tax-Efficient investing, Direct Indexing, and answers: "What is the Fed Funds Rate?".
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.
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.
This week's show covers the latest geopolitical-driven market tensions, higher yields for longer and shifting market expectations, and cross-selling/proprietary funds recommended and held by "RIA's".
This week's show covers mid-career investors, account consolidation, safe money options, reasons not to own actively managed mutual funds, and living trusts.
This week's show includes the latest market update, a tribute to the just-passed Daniel Kahneman (the father of behavioral finance), and best-of content.
This week's show covers investing in an election year, retirement savings rules of thumb, international developed markets, life insurance, and portfolio rebalancing.
This week's episode of Financial Focus Radio covers changing expectations for the interest rate outlook, small-cap value stocks, tax-loss harvesting, an estate planning checklist, and self-employed retirement plan options.
This week's show covers ETF's, College Savings options, and lots of email questions and estate planning-related content.
This week's show covers common IRA mistakes, lots of email questions, and basic portfolio building blocks.
This week's show covers asset location for pre-retirees, retirement math, the potential resurgence of dividend investing, and a discussion on index construction.
This week's show covers why you shouldn't pay separately for a standalone financial plan, how to create a retirement paycheck, revocable living trusts, ideal withdrawal rates, and learning from your 1099.
This week's show covers the "relationship manager" quandary in financial advice, how/why to delay taking social security benefits, public vs. non-traded REITS, and ETF's vs. Mutual Funds.
This week's show covers the latest Howard Marks memo "Easy Money", rules-based investing, investment account consolidation (a Financial Focus Radio favorite), and asset classes you shouldn't own in a taxable account.
This week's show covers bond volatility, investing themes for 2024, automating savings, investments not to hold in your taxable account, and as always, lots of emails.
This week's show covers active vs. passive (now that we have 30 years of data), revenue sharing, ETF's 101, and Mid-Cap Stocks.
This week's show discusses options for your non-interest bearing deposits at the bank, active vs. passive investment management, and the main drivers of investment returns (per Vanguard).
This week's show includes the year in review (and the lessons we learned), dividend investing, turning your portfolio into a paycheck, and portfolio moves for 2024.
This week's show covers our shame of the week (403B plans), why you probably need to rebalance, three big retirement account changes you haven't heard about, and lots of emails.
This week's show covers the latest market action, whether international diversification is actually worth it, and includes some best-of content.
This week's show covers financial conversations with family over the holidays, small caps and their discontents, the simple math of retirement, and donor advised funds.
This week's show provides a brief market update and includes some best-of content during the shortened holiday week.
This week's show has a special retro-edition Shame of the Week, revists invididual bonds vs. Bond Funds/ETF's, talks account consolidation, and answers lots of emails.
This week's show covers year-end investment planning, corporate bonds, when one spouse handles the finances, and lots of emails.
This week's show covers asset allocation in the decade ahead, the only acceptable way to take duration risk in your portfolio, ETF's 101, and tax-loss harvesting.
This week's show covers the latest market action, why you should lean into uncertainty, and contains some best-of content.
This week's show covers the "Sea Change" occuring in capital allocation, year-end investment planning, High-Yield bonds, and more email questions.
This week's show covers what high for longer means for your portfolio, Municipal Bonds, the ongoing mistakes advisors are making in fixed income, and as always, lots of emails.
This week's show covers the return of the bond vigilantes, what your financial advisor is really doing, corporate bonds, and a year-end checklist.
This show looks at income vs. total return investing, Qualified Charitable Distributions (QCD's), the biggest financial risk for most retirees, and answers lots of emails.
This week's show looks at the latest bond fund flows data, commodities as a portfolio allocation, Secure Act 2.0 for Kids, and tax savings strategies for investors.
This show covers lessons from retirees, publicly traded REIT's, Rules-Based investing, and ETF's vs. Mutual Funds.
This week's episode covers the basic building blocks of building a retirement porftolio, international investing, what to do with those old 401k's, and lots of email questions.
This week's show covers the latest data on market timing, Emerging Markets as an asset class, how to maximize your Social Security benefits, and estate planning basics.
This week's show covers why Americans think the economy is "bad", Large-Cap stocks, Health Savings Accounts, and exchanging annuities.
This show covers why "relationship managers" force you into multiple versions of the same account type, SECURE Act 2.0 changes, consolidating investment accounts, and US Treasuries.
This week's show is a best-of, we're back next week with brand-new "groundbreaking" content.
This week's show covers Small Cap Value stocks, Morningstar's latest study on why people fire their financial advisor, bonus anuities, and how to build your asset allocation.
This show discusses automation as the route to investing success, revisits Mid-Cap stocks, Secure Act 2.0, and why now is an ideal time to re-assess your risk tolerance.
This week's show covers why your bond portfolio probably still has issues, to Roth or not to Roth, why certain investments end up in your account, and why "evolving benchmarks" are so common.
This week's show includes a new market update, looks at 2023 Strategist/Analyst SP500 price targets halfway through the year, and includes some best-of.
This week's show covers the order of account withdrawals in retirement, Backdoor Roth Conversions, gifting while living, and common portfolio mistakes we see during retirement reviews.
This week's show covers historical interest rate cycles, revenue sharing in the advisory business, small-cap value stocks, and SECURE 2.0 retirement savings changes in 2023 and 2024.
This week's show covers the game of chicken playing out between the markets and the Fed, revisits what most "Financial Advisors" actually do, and examines the role of bonds in your portfolio.
This episode looks at the Debt Ceiling and the markets, the most important drivers of investment returns, Annuity sales and 1035 Exchanges, and more emails and call-ins.
This week's show covers Proprietary Funds, the case for international investing, the ESG investing backlash, and lots of emails.
This show covers the latest market timing data, rules-based investing, the explosion of variable annuity sales, and Castle Trusts.
This episode looks at Gold as a durable portfolio allocation, revisits asset location, discusses the ongoing viability of the 60/40 portfolio, and highlights three options for your "safe money".
This week's show covers Mid Cap stocks, Health Savings Accounts, Lump Sum investing vs. Dollar Cost Averaging, and answers lots of email questions.
This week's show covers US Dollar fearmongering, taxable investment accounts, the continued case for Small Caps, and the fake opacity of the investment business.
Our April 8th, 2023 edition covers financial advisor fee transparency, the seven virtues of great investors, the inflation protection benefits of delaying Social Security filing, and whether or not you need a Trust.
This week the show tackles why most investors are focused on nonsense, options if you're concerned about your bank, and plenty of email questions.
This week's show asks: should you be worried about your bank? This episode also covers DCA vs. Lump Sum Investing, the "when's" in retirement, and how to avoid making the same mistake as Silicon Valley Bank with your fixed income exposure.
Financial Crisis: 2023 Edition -- this week's show covers the banking system, how to build a sustainable retirement portfolio, and a recap of results from our "free retirement reviews".
This week's show covers more on the "duration" story of this economic slowdown, target date funds 101, the route to investing excellence, and why small/mid-caps now.
This week's show covers "Bonds 101", "ETF's 101", and how to use your retirement accounts to delay filing for Social Security.
This week's show covers which retirement accounts to access first, considerations if you retire before 65, and what you can learn from your 1099 tax form.
This week's show covers the drivers of portfolio return, short-term treasuries, why we think the market is wrong, and what to do with old tax-advantaged accounts.
This week's show is a "best-of" -- capturing some of listeners' favorite segments over the past year. We'll be back with an all-new show next week.
This week's show covers the early 2000's analog, annuity sales, investment returns vs. investors returns, and asset location.
This week's show covers the basic building blocks of asset allocation, target date funds, how often you should rebalance, and why individual stocks aren't the answer for most investors.
This episode covers proprietary funds, revocable living trusts, small cap value stocks, and discusses interest rate cycles.
The first show of 2023 offers a recap of last year, an outlook for this year, a look at the current state of the bond market, and financial resolutions for 2023.
This week's show covers the disconnect between private/public markets, provides a recap of 2022, and gives a preview of what to watch in 2023.
Join us this week while we cover year-end planning, revenue sharing at big financial firms, revisit the 4% withdrawal rule, and construct a bear market checklist.
This week's show covers why the future won't look like the past, the importance of Social Security, year-end financial planning, and the outlook for international markets.
This week's show covers the latest Vanguard "Advisor's Alpha" Survey, what to do with excess cash, and new paradigms confronting markets in the 2020's.
This week we cover market volatility being used to sell products, the drivers of investment returns, investing amidst a recession, and what your advisor is really doing with their time.
This week Josh and Tyler cover why you shouldn't be paying your advisor to pick stocks, why 2022 has been so bad for bonds, and advisor succession plans.
This week's episode includes email questions, a recap of the best October since 1976, and continued coverage of the growth to value rotation.
This week's show covers how markets find a bottom, international investing, why bonds should always play a role in your portfolio, and selecting a financial advisor.
This week we cover Mid-Cap stocks, Value vs. Growth, account consolidation, and year-end tax planning for retirees.
In this week's show we cover the US Dollar and your portfolio, publicly traded REIT's, Edward Jones' abuse of revenue-sharing, and Roth conversions in a down market.
On this week's episode, Tyler and Josh tackle investor psychology in bear markets, advisors outsourcing money management, rebalancing, and Nick Lockwood from Health Insurance Strategies joins the show to talk about Medicare Advantage plans.
This week's episode covers the landmines that still exist in your bond portfolio, answers email questions, and discusses reasons to be optimistic amidst the carnage.
This week's show covers options for short-term money, understanding the relationship you have with your financial advisor, tax-loss harvesting, and the only type of annuity we (sometimes) like.
This week, we talk variable annuity myths, proprietary investments, the difference between bank deposit rates and treasury bond coupons, and your most valuable assets (time and experiences).
This week's show covers Variable Annuity Myths, Proprietary Investments, and your most valuable assets: Time and Experiences.
This week Tyler and Josh discuss Qualified Charitable Distributions, delaying Social Security filing, Rules-Based investing, and consolidating accounts.
This week's episode covers common questions about retirement, conflicting signals in the Bond and Equity markets, HSA's, and whether Vanguard has lost its way.
Tyler and Josh discuss the psychology of bear markets, Roth conversions in bear markets, developed international investing, HSA's and more on this week's episode of Financial Focus Radio.