Category Audio

October 2024 Financial Planning and Capital Market Audio Video Review – Holiday Party … Honors … FINCEN … By John Kvale CFA, CFP

Hello and Welcome to our October Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…

September 2024 Financial Planning and Capital Market Audio Video Review – 401k Run Rate, RMD and D for some Non RMD, Rate Cuts … By John Kvale CFA,CFP

Hello and Welcome to our September Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…

August 2024 Financial Planning and Capital Market Audio Video Review – Social Security Breach, Rate Cuts Coming … By John Kvale CFA,CFP

Hello and Welcome to our August Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…

July 2024 Financial Planning and Capital Market Audio Video Review – Advyzon, Concentration finally begins to Subside … By John Kvale CFA,CFP

Hello and Welcome to our July Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…

June 2024 Financial Planning and Capital Market Audio Video Review – Informed Delivery … Questioning the Smartest Guys in the Room … By John Kvale CFA, CFP

Hello and Welcome to our June Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…

May 2024 Financial Planning and Capital Market Audio Video Review – Do We Have a CLUE?, T+1, Credit Score … By John Kvale CFA, CFP

Hello and Welcome to our May Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…

April 2024 Financial Planning and Capital Market Audio Video Review – Proxy Reminder – BENE RMD Waiver – The $ Blob, By John Kvale CFA, CFP

Hello and Welcome to our April Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…