


KNBR 680 Saturdays 8–9 AM
Sundays 7–8 PM
& Mondays 6–7 PM (Replays)
KSFO 830 AM
KABC AM 790 Tuesdays 7–8 PM
Subscribe Free Anywhere
Latest Episodes
Estate Planning 101
March 28, 2022Family is the most important thing in life, and if you don’t have the right estate planning documents in place, then you could create a real mess for them. Probate courts are backed up and can cost you a lot…
Market Segment: Market Stabilizes
March 28, 2022The market had a decent week as all indexes had positive gains. Oil continues to do well as well as the 10 year treasury. However, what is driving stocks right now? Find out in this week’s market recap.
How the Fed Raising Rates Affects your Bonds
March 22, 2022With the fed raising interest rates, what does that mean for your Bonds? Our team has put together a playbook for rising interest rates to help you navigate rising rates in this week’s episode of Protect Your Assets.
Market Segment: Fed Raising Rates
March 22, 2022The Fed finally raised rates this past week 25 basis points. They also said that more interest rate increases are coming in the months ahead. Investors liked the news as all major indexes performed well. What should you be looking…
Are We Heading for a Bear Market?
March 14, 2022As Russia continues to invade Ukraine, the markets continue to go lower. Does that mean we are heading into a recession? What does that mean to you and your retirement plans? What strategies should you employ to help protect yourself?…
Protect Your Information!
Listen to this six-minute “minicast” for tips to help protect your personal information and financial data:
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.