Category Video

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

November 2025 Financial Planning and Capital Market Audio Video Review … Trusts, International Clients, Cyber/AI … Cola Retirement Limits … Government reopens Choppy Markets … By John Kvale CFA, CFP

November 2025 Review by John Kvale

John Kvale CFA, CFP
December 1, 2025

Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Social Security, Tax Related, Video

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

John Kvale CFA, CFP
November 3, 2025

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

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

John Kvale CFA, CFP
October 1, 2025

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

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

John Kvale CFA, CFP
September 3, 2025

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

Summer 2025 J.K. Financial, Inc. Newsletter … All About New Tax Laws … By John Kvale CFA, CFP

Summer 2025 J.K. Financial, Inc. Newsletter - Analysis of New Tax Laws

John Kvale CFA, CFP
August 13, 2025

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

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

John Kvale CFA, CFP
August 1, 2025

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

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

John Kvale CFA, CFP
June 30, 2025

Annual Reviewed, Audio, Clients/Clients Only, Investing/Financial Planning, John Kvale, Market Comments, Monthly Review, Podcast, Video

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

John Kvale CFA, CFP
June 2, 2025

Annual Reviewed, Audio, Clients/Clients Only, FOMC, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video

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

John Kvale CFA, CFP
April 30, 2025

Annual Reviewed, Audio, Clients/Clients Only, Early Investors, Investing/Financial Planning, John Kvale, Market Comments, Monthly Review, Personal, Podcast, Video

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

John Kvale CFA, CFP
March 31, 2025