


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
Market Segment: Markets Down Again
March 14, 2022The markets continue to head downward as the conflict continues in Ukraine. Gas prices continue to skyrocket and inflation continues to affect the markets. Are we headed towards a recession? Find out what you need to know in this week’s…
Retirement Accounts and Taxes
February 28, 2022Many people do not realize the potential tax hit they will take when creating they’re IRA or 401k. You work and save, only to realize that your retirement account has never been taxed. If you take it out the wrong…
Market Segment: Markets Hit Correction Territory
February 28, 2022As Russia launched a full invasion of Ukraine the S&P has dropped below ten percent for the year. This is the first time since the pandemic that the market has been in correction territory. So what should you be looking…
Minimizing Risk in Retirement
February 22, 2022With stocks down for the year and a potential Russian invasion of Ukraine, how can you protect your money from a market downturn? Lets face it, many people have done well with their investments in the last few years, but…
Market Segment: Markets Continue Downward Trend
February 22, 2022All major indexes finished the week in the red and are down for the year overall. One of the few bright spots is oil, which is up over 20 percent for the year. How will a potential Russian Invasion change…
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.