Archive for February 2025
Weekly Market Insights | 2/16/25-2/22/25
Weekly Market Commentary THE WEEK IN REVIEW: February 16, 2025 – February 22, 2025 Markets post new records but retreat sharply to end week With markets closed last Monday for…
Read MoreRetiring Before 65
Dana and Brad are joined by Vineyard Financial Vice President, Jakub Hall, to discuss the average retirement age and what can affect your plan.
Read MoreThe Ins & Outs of Insurance
Dana and Brad are joined by insurance professional, Josh Paulson of Paulson Insurance, to discuss different coverage types and how to stay protected.
Read MoreMinimizing Expenses
Dana and Brad discuss insurance expenses in retirement as well as ways a retirement planner can help you.
Read MoreFaulty Preparation
Dana and Brad discuss how to protect yourself from investment institution mistakes as well as preparing your children financially.
Read MoreManaging Your Expenses
Dana and Brad discuss maintaining your standard of living in retirement
Read MoreThe Election: How It Affects You
Dana and Brad discuss how the election can affect retirement plans.
Read MoreListener Thoughts
Dana and Brad welcome guest Randy Kemp, a long-time radio show listener, to discuss his thoughts on retirement.
Read MoreWeekly Market Insights | 2/9/25-2/15/25
Weekly Market Commentary THE WEEK IN REVIEW: February 9, 2025 – February 15, 2025 Inflation worries to join tariffs as a source of concern — it’s more than just eggs!…
Read MoreWeekly Market Insights | 2/2/25-2/8/25
Weekly Market Commentary THE WEEK IN REVIEW: February 2, 2025 – February 8, 2025 Tariff turbulence As promised during the campaign, President Trump announced tariffs on Canada, China and Mexico.1 The move…
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