Category Podcast

Audio, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video

July 2026 Financial Planning and Capital Market Audio Video Podcast format Review … 30th Holiday Party … Cyber … New Government Accounts … Concentration … Quick Oil take … By John Kvale CFA, CFP

Dark-themed graphic titled "July 2026 Financial Planning & Capital Market Update." On the left, illuminated neon icons illustrate "Cyber Security" (a shield with a padlock) and "New Born Accounts" (baby booties and a $1k seed coin). On the right, financial market graphics depict "Concentration Risk" (a rising line chart) and "Oil Quick Take" (an oil derrick). A banner along the bottom announces "SPECIAL: 30th ANNUAL HOLIDAY PARTY - NOV 22nd."

July 2026 Review by John Kvale

John Kvale CFA, CFP
August 3, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Monthly Review, Personal, Podcast, Retirement Planning, Video

June 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Try before you Buy … AI vs Dot.com … Kevin Warsh first dance … By John Kvale CFA, CFP

A detailed educational infographic titled "JUNE 2026 VIDEO REVIEW: FINANCIAL PLANNING, AI DEBATE & CAPITAL MARKETS." The header includes "HEDGEYE RESEARCH INSIGHTS" and a footer "TALK AT END OF JULY - 2026." The infographic is divided into three primary vertical columns on a light blue background with glowing teal highlights, featuring graphs, buildings, and financial symbols. The first column (left), labeled "TRY BEFORE YOU BUY - RESIDENCE PREPLANNING," features a central house with a "TRY IT" tag. Surrounding circles illustrate relocation factors: "NEIGHBORHOODS & ASCETICS" with a magnifying glass on houses; "CLIMATE & HEALTH CARE" with a weather globe; "PEOPLE & TRAVEL ACCESS" with a map and airplane; and "DENSITY" with a bar chart; and a path for "OUTDOOR" and "PARKS, NATURE & ADVENTURE." The second column (center), titled "AI HYPE VS. REALITY," has a large balance scale. The left pan weighs "THE MONETIZATION OF FEAR." The right pan holds an AI robot hand passing documents to a person, labeled "MEDICAL ADVANCES" and "NEW MEDICINES LIFE SAVING PROCEDURES." Below, a banner reads "GALLOWAY: FEAR AS A STRATEGY." A section for "OUR VIEWS" includes bullets: "SLOWED ENTRY-LEVEL JOBS," "GREAT INDUSTRY CHANGES, CAUTION NEEDED," and "AI DATA CENTERS IMPROVES RESOURCE RESOURCE EFFICIENCY," with a diagram of server racks. The third column (right), labeled "CAPITAL MARKET COMMENTS" with a banner "KEVIN WARSH'S FIRST DANCE," shows a man in a business suit gesturing by a "USD" bank building. Pointing indicators detail "LOWER RATE FRIENDLY STANCE," "LESS FOMC COMMENTS," "PREDICTING LOWER CPI / INFLATION PEAK" (with a downward-trending graph), and a final bullet: "MAJOR CHALLENGE: LOWERING BALANCE SHEET / NO MORE STIMULUS."

June 2026 Review by John Kvale

John Kvale CFA, CFP
July 1, 2026

Investing/Financial Planning, John Kvale, Newsletters, Personal, Podcast, Retirement Planning, Tax Related, Video

Summer 2026 J.K. Financial, Inc. Newsletter … Oil, CPI, Coming good Comparables … Tax Findings, Biggest Savings ever … Spoiled by Short Market Dips … AI Blackmails a person … Mandatory Roth 401k Reminder By John Kvale CFA, CFP

Winter 2026 J.K. Financial, Inc. Newsletter 2025 Tax Savings STILL Available ... Donation Roth ... AI - The Good the Bad the Ugly ... Jumping the Standard Deduction .

John Kvale CFA, CFP
June 29, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Monthly Review, Personal, Podcast, Retirement Planning, Video

May 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Inheritance – Heirship continuance, Beating the stats … Keeping up with the Minutes … No AI Writing here … Economy and Oil – Great Charts and Review/Comments … By John Kvale CFA, CFP

May 2026 Review by John Kvale

John Kvale CFA, CFP
June 1, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Political, Retirement Planning, Tax Related, Video

April 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tripit Tavels … Inheritance stats … Burnt Bridges … Collage of Indexes Market Indexes … By John Kvale CFA, CFP

Black dominoes arranged in a large circle falling under spotlight on dark background

March 2026 Review by John Kvale

John Kvale CFA, CFP
May 4, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Political, Retirement Planning, Tax Related, Video

March 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tax Tips and Savings … Sensible Markets … By John Kvale CFA, CFP

March 2026 Review by John Kvale

John Kvale CFA, CFP
April 1, 2026

Audio, Cyber, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Political, Video

February 2026 Financial Planning and Capital Market Audio Video Podcast format Review … AI & Cyber … Geopolitics & Tariff … By John Kvale CFA, CFP

February 2026 Review by John Kvale

John Kvale CFA, CFP
March 2, 2026

Investing/Financial Planning, John Kvale, Newsletters, Personal, Podcast, Retirement Planning, Tax Related, Video

Winter 2026 J.K. Financial, Inc. Newsletter … 2025 Tax Savings STILL Available … Donation Roth … AI – The Good the Bad the Ugly … Jumping the Standard Deduction … By John Kvale CFA, CFP

Winter 2026 J.K. Financial, Inc. Newsletter 2025 Tax Savings STILL Available ... Donation Roth ... AI - The Good the Bad the Ugly ... Jumping the Standard Deduction .