Episodios

  • Market Update with Keith Gangl

    Market Update with Keith Gangl
    May 17 2025
    Ryan welcomes Gradient Investments senior portfolio manager Keith Gangl. Keith breaks down the latest inflation data and what it means for your investment strategy. He offers his expert analysis on the recent market volatility, highlighting potential opportunities and pitfalls for long-term investors. Finally, Keith shares key insights on sector rotation and how to position your portfolio for the remainder of the year.
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  • Retirement: How do you know if you’re ready?

    Retirement: How do you know if you’re ready?
    May 10 2025
    During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.
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  • Are you ready for a recession?

    Are you ready for a recession?
    Apr 26 2025
    During this episode, we’re going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.
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  • Rollover or Stay Put?

    Rollover or Stay Put?
    Apr 19 2025
    Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.
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  • Reducing Taxes on Retirement Withdrawals

    Reducing Taxes on Retirement Withdrawals
    Apr 12 2025
    During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.
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  • Yes, you need an estate plan

    Yes, you need an estate plan
    Mar 22 2025
    During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
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  • Social Security Steps for Couples

    Social Security Steps for Couples
    Dec 28 2024
    During this show, we’re going to look at five possible Social Security steps for couples as well as basic Social Security elements that everyone should know.
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  • Taxes may rise soon, here’s what to do…

    Taxes may rise soon, here’s what to do…
    Dec 21 2024
    During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.
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