Category Video

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

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

John Kvale CFA, CFP
March 3, 2025

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

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

John Kvale CFA, CFP
January 31, 2025

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

Q1 Winter 2025 J.K. Financial, Inc. Newsletter … Multiple Awards … Allocation Change as Contributions Become Draw … Buffett Analysis … Still time for 2024 Tax Savings … HSA Update – Patience … By John Kvale CFA, CFP

Q 1 Winter 2025 J.K. Financial, Inc. Newsletter

John Kvale CFA, CFP
January 22, 2025

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

December 2024 Financial Planning and Capital Market Audio Video Review – Fraud Reminder Zelle … FINCEN Mess … Goals and Resolutions … VIX … By John Kvale CFA, CFP

December 2014 Review By John Kvale

John Kvale CFA, CFP
January 3, 2025

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

November 2024 Financial Planning and Capital Market Audio Video Review – Holiday Party Pics … 401k COLA Increases … FINCEN filing suggestion … Big response from Oracle Makes us go Hmmm … By John Kvale CFA, CFP

November 2014 Review By John Kvale

John Kvale CFA, CFP
December 2, 2024

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

October 2024 Financial Planning and Capital Market Audio Video Review – Holiday Party … Honors … FINCEN … By John Kvale CFA, CFP

Hello and Welcome to our October 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
November 1, 2024

General Financial Planning, Insurance, Investing/Financial Planning, John Kvale, Newsletters, Personal, Podcast, Video

Q4 2024 J.K. Financial, Inc. Newsletter … Homeowners and Auto Insurance Rates Skyrocketing … Early Investors Tips of Building and Keeping Good Credit … Party at the Arboretum Saturday November 23 1-3 PM !! … By John Kvale CFA, CFP …

Q 3 2024 J.K. Financial, Inc. Newsletter

John Kvale CFA, CFP
October 2, 2024

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

September 2024 Financial Planning and Capital Market Audio Video Review – 401k Run Rate, RMD and D for some Non RMD, Rate Cuts … By John Kvale CFA,CFP

Hello and Welcome to our September 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 30, 2024

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