January 24, 2026

January 24, 2026: Credit, Cash Flow, and Calm in Volatile Markets:
Credit Card Caps: Promise vs. Reality; When You Need Cash: Choose Carefully; Listener Q&A: Utility Funds and Front-Loading Contributions; Tariffs, Tensions, and Market Volatility

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April 26, 2025

Are Parents Becoming Their Adult Kids’ ATM? America is Wealthier Than Ever—But Why Doesn’t It Feel Like It?

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October 12, 2024

Market Roundup: Oct. 7 – Oct. 11, 2024; Case Study: Changes coming to IRAs and 401(k)s in 2025; Q&A Time: Lockheed Martin

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February 10, 2024

Market Roundup: Feb 5 – Feb 9, 2024; Case Study: Rebalancing Your 401(k); Q&A Time: Retirement Plan Rollovers

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October 14, 2023

Market Roundup: Covering October 9 – October 13, 2023; Case Study: Having all Tax-Deferred Retirement Savings; Q&A Time: Investments Inside an Annuity

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July 22, 2023

Market Roundup: Covering July 17 – July 21, 2023; Case Study: Rollover for Business Startups; Q&A Time: Investing in Individual Stocks vs. Mutual Funds

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July 8, 2023

Market Roundup: Covering July 3 – July 7, 2023; Case Study: 401(k) Beneficiary Designations; Q&A Time: Employer Matching Contributions and “Do I need a will?”

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