Archive for December 2025
Weekly Market Insights | 12/21/25-12/27/25
Weekly Market Commentary THE WEEK IN REVIEW: December 21, 2025 – December 27, 2025 Q3 GDP is finally reported — and it was big! Thanks to the government shutdown in…
Read MoreWeekly Market Insights | 12/14/25-12/20/25
Weekly Market Commentary THE WEEK IN REVIEW: December 14, 2025 – December 20, 2025 Markets waffle early in the first week after rate cut After the Federal Reserve cut rates…
Read MoreTax Changes
Dana and Brad discuss recent tax code changes as well as designing your fiscal house.
Read MoreBeing Diligent and Disciplined
Dana and Brad discuss being in the position of gaining a large sum of money
Read MoreAddressing Funeral Concerns
Dana and Brad are joined by Jordan Duncan and Rachel Smith of Boone Funeral Home to discuss end-of-life planning.
Read MoreMedicare Confusion
Dana and Brad discuss Medicare with Healthcare agent, Christie Adcock, of Senior Connection.
Read MoreTaking Control
Dana and Brad discuss the things that you can control during a volatile market and how to protect yourself against the things that you can’t.
Read MoreA Mentally Healthy Retirement
Dana and Brad are joined by Brad’s retirement coaches, Christina Gilbert and Matt Purvis, to discuss the transition from working to retirement.
Read MoreTax Problems with Long-Term Care
Dana and Brad discuss tax implications of moving money from different accounts and how to be prepared to pay for Long-Term Care.
Read MoreStaying Active in Retirement
Dana and Brad are joined by Melanie Stewart of 517 Fitness Gym to discuss staying healthy in retirement.
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