October 2025 Financial Planning and Capital Market Audio Video Review … Cyber, RMD, COLA Reminder … Shutdown, Interest Rate Update … By John Kvale CFA, CFP
October 2025 Review by John Kvale
Category Monthly Review
September 2025 Financial Planning and Capital Market Audio Video Review … A Word about Government Shutdowns … Donations now versus 2026 … Interest Rates Continue to Move up … By John Kvale CFA, CFP
September 2025 Review by John Kvale
August 2025 Financial Planning and Capital Market Audio Video Review … Tax Law Update Continued … Rates from Powell … Global Market Update … By John Kvale CFA, CFP
August 2025 Review by John Kvale
July 2025 Financial Planning and Capital Market Audio Video Review … Tax Laws OBBBA Something for all … Cyber Rats and Texts … Jerome Powell Pressures and Effects … By John Kvale CFA, CFP
July 2025 Review by John Kvale
June 2025 Financial Planning and Capital Market Audio Video Review … Tax Laws down to 940 pages … Bad Habits … Hiccup … By John Kvale CFA, CFP
June 2025 Review by John Kvale
May 2025 Financial Planning and Capital Market Audio Video Review … 300 to 1000+ Pages of Tax Laws … Rental Car crash list … Ai and Cyber reminder … Buffett Rides into the sunset … By John Kvale CFA, CFP
May 2025 Review by John Kvale
April 2025 Financial Planning and Capital Market Audio Video Review … Donor Roth … EE Bonds … Bianco Candor … By John Kvale CFA, CFP –
April 2025 Review by John Kvale
March 2025 Financial Planning and Capital Market Audio Video Review … Snail like Corrected Tax Forms … Transcript … Slowdown Explained … Faster Market Participants … By John Kvale CFA, CFP – New Recording System
February 2025 Review By John Kvale
February 2025 Financial Planning and Capital Market Audio Video Review … Taxes, Six Saving Ideas for 2024, Statements … Early Investors Estate Planning … Tariffs Explained, Market Effects Reminder … By John Kvale CFA, CFP – New Recording System
February 2025 Review By John Kvale
January 2025 Financial Planning and Capital Market Audio Video Review … Homestead … Generations in 10 years … Humble Forecasts … By John Kvale CFA, CFP – Cool New Intro and Music!
January 2025 Review By John Kvale