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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September 20, 2025

September 20, 2025: Rates, Refinancing, and Raising Capital:
Reviewing “Up in Smoke;” Fed Rate Cuts, Retail Sales and Consumer Sentiment; Time to Refinance? Looking at Mortgage Rate Movements; Funding in Focus: Pros and Cons of Raising Capital

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June 11, 2022

Market Roundup: June 6 – June 10, 2022; Case Study: Retirement Asset Allocation and Inflation; Q&A Time: Bias Toward Value Stocks, FS KKR Capital Corp., and cash-out refinance

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