Category Monthly Review

Audio, Clients/Clients Only, Cyber, Debt - Debt Management, Economy, Education, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video

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…

John Kvale CFA, CFP
September 4, 2024

Audio, Clients/Clients Only, Education, General Financial Planning, Investing/Financial Planning, Monthly Review, Podcast, Video

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…

John Kvale CFA, CFP
July 31, 2024

Audio, Clients/Clients Only, Economy, Education, General Financial Planning, Investing/Financial Planning, Monthly Review, Podcast, Video

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…

John Kvale CFA, CFP
July 1, 2024

Audio, Clients/Clients Only, Economy, Education, General Financial Planning, Insurance, Investing/Financial Planning, Monthly Review, Podcast, Video

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…

John Kvale CFA, CFP
June 3, 2024

Audio, Clients/Clients Only, Economy, Education, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video

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…