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Financial Focus Radio Show
Financial Focus Radio Show
170 episodes
6 days ago
Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.
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Investing
Business
RSS
All content for Financial Focus Radio Show is the property of Financial Focus Radio Show and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.
Show more...
Investing
Business
Episodes (20/170)
Financial Focus Radio Show
Small Cap Value Stocks, Liquidity + Tax Efficiency, Populism and the Markets (11.8.25)
This week's show covers populism and the markets, what we value most: liquidity and tax efficiency, small-cap value stocks, emails, and more!
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6 days ago
1 hour 17 minutes

Financial Focus Radio Show
Insurance Isn't an Investment, Estate Planning, and The Global Portfolio (11.1.25)
This week's show covers lessons from the global portfolio weights, muni bonds, insurance isn't an investment (Kyle Busch!), and more...
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1 week ago
1 hour 17 minutes

Financial Focus Radio Show
Delay Social Security (Please), International Developed Markets, Be Proactive While Aging (10.25.25)
This week's show covers delaying Social Security filing, being proactive about aging and declining capacity, how to earn more tax-advantaged income, and more!
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2 weeks ago
1 hour 17 minutes

Financial Focus Radio Show
Cracks in Private Markets, Qualified Charitable Distributions, and Q&A (10.18.25)
This weeks show covers lots of listener emails and call-ins, reasons to care about private markets even if you don't own the asset class, QCD's, and more!
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3 weeks ago
1 hour 17 minutes

Financial Focus Radio Show
Simplifying Your Financial Life, Semiliquid Funds, Municipal Bonds (10.11.25)
This week's show covers scenarios showing why account consolidation matters, municipal bonds, semi-liquid (interval) funds, municipal bonds, HSA's vs. FSA's, and more!
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1 month ago
1 hour 17 minutes

Financial Focus Radio Show
Best-Of (10.4.25)
This week's show features best-of content, we'll be back next week.
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1 month ago
1 hour 18 minutes

Financial Focus Radio Show
Diversification is Working, Revenue Sharing, Withdrawal Rates (9.26.25)
This week's episode covers the recent outperformance of diversified portfolios, withdrawal rates, conflicts of interest within the advisory business, and lots more!
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1 month ago
1 hour 18 minutes

Financial Focus Radio Show
Rate Cuts and Your Money, Sequence of Returns Risk, Being Too Conservative (9.20.25)
This week's show covers what Fed rate cuts mean for your money, the problems with being too conservative, sequence of returns risk, and account consolidation.
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1 month ago
1 hour 18 minutes

Financial Focus Radio Show
Lower Short Term Rates, Portfolio Weightings Guide, Tax-Loss Harvesting (9.13.25)
This week's show covers what to do with lower short-term rates, tax-loss harvesting, portfolio weightings, gifting, emails, and more!
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2 months ago
1 hour 18 minutes

Financial Focus Radio Show
Picking a 529 Plan, Direct Indexing, Corporate Bonds, and Investing Myths (9.6.25)
This week's show covers investing myths that are holding you back, corporate bonds, indexing, what to do with your 401k, and lots of user emails!
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2 months ago
1 hour 17 minutes

Financial Focus Radio Show
Portfolio Construction 101, Oregon Estate Tax, Estate Planning Playbook (8.30.25)
This week's show is heavy on the estate planning content, discusses the foundational building blocks of portfolio construction, and delves into the current situation at the Fed.
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2 months ago
1 hour 18 minutes

Financial Focus Radio Show
Bond Market Opportunities, Catch-Up Secrets, and International Stocks (8.23.25)
This week's show covers the evolving landscape in fixed income, international developed market stocks, delaying Social Security, and over 50 catch-up secrets for saving.
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2 months ago
1 hour 18 minutes

Financial Focus Radio Show
Active vs. Passive Investing, Emergency Funds, Whole Life Insurance (8.16.25)
This weeks show covers the active vs. passive debate, why whole life insurance isn't an investment, Donor Advised Funds, and a lot of emails!
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3 months ago
1 hour 17 minutes

Financial Focus Radio Show
Rules-Based Investing, Muni-Bonds, and A Hierarchy for Retirement Savings (8.9.25)
This week's show covers municipal bonds, rules-based investing, a hierarchy for retirement savings, and lots more!
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3 months ago
1 hour 18 minutes

Financial Focus Radio Show
Optimizing Returns on Cash, Relationship Managers, What to Know about Dividends (8.2.25)
This week's show covers optimizing return on your cash, what you should know about dividends, relationship managers, and tons of emails!
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3 months ago
1 hour 18 minutes

Financial Focus Radio Show
Bond Accounts, Total Return Investing, Consolidation, and Inheritance Guidelines (7.26.25)
This week's show covers managed bond accounts, sources of returns, what to do with inherited accounts, and lots of emails!
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3 months ago
1 hour 18 minutes

Financial Focus Radio Show
The New 4% Rule, To Cut or Not to Cut, Summer Reading List (7.19.2025)
This week's show covers Bill Bengen's new research on the 4% Rule, the latest inflation report introducing even more ambiguity to the direction of interest rates, our summer reading list, and more!
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3 months ago
1 hour 16 minutes

Financial Focus Radio Show
Tax-Efficient Investing, Annuities, Accessing Lump Sums From IRA's (7.12.25)
This week's show covers tax-efficient investing, annuities, accessing lump sums from retirement accounts, and how much exposure you should have to international stocks.
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4 months ago
1 hour 18 minutes

Financial Focus Radio Show
Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)
This week's show covers direct indexing, a walkthrough on how to buy T-bills, estate planning, and more!
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4 months ago
1 hour 18 minutes

Financial Focus Radio Show
Municipal Bonds, Long Term Care Insurance Premium Increases, Managing an Inheritance (6.28.25)
This week's show covers the long overdue return of municipal bonds, managing an inheritance, how to deal with long term care, and more!
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4 months ago
1 hour 18 minutes

Financial Focus Radio Show
Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.