


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
Markets Hits All Times Highs
November 1, 2021The Markets had the best October since 2015. After a slight pullback in September, the markets rebounded to finish the month of October at all time highs. With the tax hikes seemingly pushed back, how long can the market stay…
How to Ask Your Parents about their Finances
October 11, 2021Are you wondering if your parents are going to be okay financially? It can be a difficult conversation to have without seeming intrusive but it is important. How do you broach the subject? Find out seven questions to ask your…
Volatility in the Market
October 11, 2021The market experienced some volatility this week but all major indexes finished the week slightly up. Oil and Natural Gas prices continue to rise. What else should you be paying attention to? Find out in this week’s market recap.
Retirement Checklist
September 21, 2021Retirement is one of the most important decisions in life. If you are thinking about retiring you must have a plan to avoid costly mistakes. Find out if you are ready by taking our checklist challenge in this week’s episode of…
Markets Slow Down
September 21, 2021The markets finished the week slightly off as all three major indexes finished the week down. How will increased tax rates impact the economy going forward? Find out what you should be looking out for in this week’s market recap.
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.