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Recent episodes
Social Security Alarmism, Rebalancing, Emails, International Stocks (6.20.26)
Jun 22, 2026
1h 18m 10s
Consolidation, Bonds as Diversifiers, Low-Volatility Stocks (6.13.26)
Jun 15, 2026
1h 16m 57s
Small Caps, RIA's Against the Rest, Stocks vs. the News (6.6.26)
Jun 8, 2026
1h 17m 16s
Old Employer-Sponsored Plan Accounts, Estate Planning, and Floating Rate Treasuries (5.30.26)
Jun 1, 2026
1h 18m 16s
Asset Allocation in Inflation, Annuities, Low-Volatility Investing (5.23.26)
May 26, 2026
1h 17m 40s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/22/26 | Social Security Alarmism, Rebalancing, Emails, International Stocks (6.20.26) | This week's show covers social security and fear-related filing, international stocks, emails, and more! | 1h 18m 10s | ||||||
| 6/15/26 | Consolidation, Bonds as Diversifiers, Low-Volatility Stocks (6.13.26) | This week's show covers lots of emails, account consolidation, bonds as diversifers, and more! | 1h 16m 57s | ||||||
| 6/8/26 | Small Caps, RIA's Against the Rest, Stocks vs. the News (6.6.26)✨ | small capsfinancial advisors+3 | — | Financial Focus Radio Show | — | small capsfinancial advisor+3 | — | 1h 17m 16s | |
| 6/1/26 | Old Employer-Sponsored Plan Accounts, Estate Planning, and Floating Rate Treasuries (5.30.26)✨ | retirement planningestate planning+2 | — | floating rate treasuriesFinancial Focus Radio Show | — | employer-sponsored plansestate planning+3 | — | 1h 18m 16s | |
| 5/26/26 | Asset Allocation in Inflation, Annuities, Low-Volatility Investing (5.23.26)✨ | asset allocationinflation+3 | — | Financial Focus Radio Show | — | asset allocationinflation+3 | — | 1h 17m 40s | |
| 5/18/26 | Delaying Social Security, Small Cap Value Stocks, Portfolio Construction Framework (5.16.26)✨ | Social SecuritySmall Cap Value Stocks+3 | — | Social SecuritySmall Cap Value stocks+1 | — | Social SecuritySmall Cap Value+4 | — | 1h 18m 35s | |
| 5/11/26 | Rules-Based Investing, Preparing for Financial Incapacity, Roth or Traditional? (5.9.26)✨ | rules-based investingfinancial incapacity+3 | — | Financial Focus Radio Show | — | rules-based investingfinancial incapacity+3 | — | 1h 17m 59s | |
| 5/4/26 | Retirement Withdrawal Sequencing, Backdoor Roth Contributions, Gifting, and More! (5.2.26)✨ | retirement planninginvestment strategies+3 | — | Financial Focus Radio Show | — | retirement withdrawalsbackdoor Roth+3 | — | 1h 18m 11s | |
| 4/20/26 | Best-Of (4.18.26)✨ | market updatebest-of content+1 | — | Financial Focus Radio Show | — | market updatebest-of+3 | — | 1h 17m 59s | |
| 4/13/26 | Consolidating Your Investments, Turning your Portfolio into a Paycheck, DAF's (4.11.26)✨ | investmentsportfolio management+3 | — | Financial Focus Radio Show | — | investmentsportfolio+3 | — | 1h 17m 59s | |
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| 4/6/26 | Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)✨ | investing mythsvalue stocks+3 | — | Financial Focus Radio Show | — | investing mythsvalue stocks+3 | — | 1h 17m 40s | |
| 3/30/26 | Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)✨ | market volatilityasset location+3 | — | tax-free municipal bonds | Iraninvestment accounts | Iran Warmarket volatility+3 | — | 1h 17m 46s | |
| 3/16/26 | Bond Allocations, Beware the Average Advisor, Mistakes Investors are Making Now (3.14.26)✨ | mistakes investors are makingasset allocation+3 | — | Financial Focus Radio Show | — | bond allocationsinvesting mistakes+3 | — | 1h 17m 54s | |
| 3/9/26 | Defensive Stock Investing, Asset Allocation in Retirement, Estate Planning (3.7.26) | This week's show covers how you should be thinking about asset allocation in retirement, defensive stock investing, five estate planning considerations, and more! | 1h 17m 41s | ||||||
| 3/2/26 | Preparing for Cognitive Decline, What You Can Learn From a 1099, Estate Planning Pitfalls (2.28.26) | 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! | 1h 18m 13s | ||||||
| 2/23/26 | Small Cap Value Stocks, Passing the Torch, and Three Things That Really Matter (2.21.26) | This week's episode covers Small Cap Value Stocks, the three things that really matter (investment management, estate planning, and taxes), and more! | 1h 17m 35s | ||||||
| 2/17/26 | Mid-Cap Stocks, Donor Advised Funds, Financial Planning, and more! (2.14.26) | This week's show covers mid-cap stocks, donor advised funds, why financial plans are (mostly) a waste, and lots of listener questions! | 1h 17m 20s | ||||||
| 2/9/26 | Diversification is Working, Blue-Chip Renaissance, Hidden Risks in Bonds (2.7.26) | This week's show covers the recent outperformance of diversified portfolios, the blue-chip renaissance, hidden risks in bonds, and lots more! | 1h 18m 14s | ||||||
| 2/2/26 | Sequence of Returns Risk, Avoiding RMD Mistakes, Rebalancing in a Lofty Market (1.31.26) | 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! | 1h 17m 54s | ||||||
| 1/29/26 | Consolidation, More on Muni-Bonds, Earn More on Your Cash (1.24.26) | This week's show covers investment account consolidation, more about municipal bonds, earning more on your cash, and lots of listener questions! | 1h 17m 13s | ||||||
| 1/20/26 | Financial Advice Conflicts, What to do with CD Cash, Be Proactive About Handing off the Reins (1.17.26) | 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. | 1h 17m 33s | ||||||
| 1/12/26 | Long Degeneracy, Backdoor Roth Contributions, Turning a Portfolio Into A Paycheck (1.10.26) | 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. | 1h 17m 48s | ||||||
| 1/5/26 | Investing Lessons from 2025, What NOT to Own, 2026 Investment Ideas (1.3.26) | This week's show covers investing lessons from 2025, 1099's, what NOT to own, and ideas for 2026! Happy New Year. | 1h 17m 47s | ||||||
| 12/29/25 | 2025 In Review, 6 Steps to Improve Your Investment Returns, and More! (12.27.25) | This week's show covers 2025 in detailed review, includes six steps to improve your investment returns, emails, and more! | 1h 17m 54s | ||||||
| 12/26/25 | Financial Focus Radio (12.13.25) | 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. | 1h 17m 50s | ||||||
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