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Category Podcast

Audio, Economy, Education, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video

August 2023 Audio Video Review – The Brain Tests the Systems- Social Security Statement/Web View Reminder – Four Downgrades Reviewed – Financial Planning and Capital Market Review – By John Kvale CFA, CFP

August 2023 Video Podcast Review -By John A. Kvale CFA, CFP

John Kvale CFA, CFP
September 1, 2023

Audio, Economy, Education, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video

July 2023 Audio Video Review – RMD Reminder -AI – Cyber – FOMC on the Brakes – Financial Planning and Capital Market Review – By John Kvale CFA, CFP

July 2023 Video Podcast Review -By John A. Kvale CFA, CFP

Audio, Economy, Education, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video

June 2023 Audio Video Review -Student Loan Update – Candid Kaplan Review – Financial Planning and Capital Market Review – By John Kvale CFA, CFP

June 2023 Video Podcast Review -By John A. Kvale CFA, CFP

John Kvale CFA, CFP
July 10, 2023

Debt - Debt Management, Donald Capone, Economy, FOMC, Forecast, General Financial Planning, Interest Rates, Investing/Financial Planning, Jen Hill, John Kvale, Market Comments, Newsletters, Personal, Podcast, Video

Q3 2023 J.K. Financial, Inc. Newsletter … Rate Increases re-review Forward Looking Effects- Research Affiliates Robert Arnott 10 Year Expectations … What we are doing this Summer … By John Kvale CFA, CFP …

Q 3 2023 J.K. Financial, Inc. Newsletter, Expected Returns, New Allocations , Summer Plans

John Kvale CFA, CFP
July 7, 2023

Audio, Economy, Education, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video

May 2023 Audio Video Review – Buffet/Munger Words of Wisdom, Debt Ceiling, – Financial Planning and Capital Market Review – By John Kvale CFA, CFP

May 2023 Video Podcast Review -By John A. Kvale CFA, CFP

John Kvale CFA, CFP
May 31, 2023

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

April 2023 Audio Video Review – Cyber Reminder, US Dollar Discussions, Chat GPT the modern .COM (Dot Com) – Financial Planning and Capital Market Review – By John Kvale CFA, CFP

April 2023 Review -

John Kvale CFA, CFP
May 1, 2023

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

March 2023 – Financial Planning and Capital Market Review – Taxes, Corrected 1099, No Form Reminder – Coco Bonds Via Advanced Analysis, FOMC Pickle Situation Resolutions – Great Content Video By John Kvale CFA, CFP

March 2023 Review -Taxes - FOMC Pickle

John Kvale CFA, CFP
April 3, 2023

Economy, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, John Kvale, Market Comments, Newsletters, Personal, Podcast, Retirement Planning, Tax Related, Video

Q2 2023 J.K. Financial, Inc. Newsletter … Tax Reminders – Still time for 2022 Savings … M2 Pilot Advanced Analysis Series Review … By John Kvale CFA, CFP …

Q 2 2023 J.K. Financial, Inc. Newsletter, Taxes, M2, Advanced Analysis

John Kvale CFA, CFP
March 31, 2023

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

February 2023 – Financial Planning and Capital Market Review – Tax Preparation(s) and Reminders – ODTE’S (What?) – Advanced Analysis Series – When Good Economic News is Bad – By John Kvale CFA, CFP

February 2023 Personal Tax Return Advanced Analysis Good News Bad

John Kvale CFA, CFP
March 1, 2023

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

January 2023 – YES Already One Month Down – Financial Planning and Capital Market Review – Roth Donation – Homestead – Contra Rally reminder – By John Kvale CFA, CFP

January 2023 Roth Donation, Homestead, Contra Rally Reminders

John Kvale CFA, CFP
February 1, 2023