Financial Focus – November 19th, 2025
A wave of tax changes is rolling in for 2025, and many of them are being misunderstood. Nate and Andy walk through the biggest updates, so listeners know what to expect before filing.
Financial Focus – November 12th, 2025
This week on Financial Focus, we dig into the new tax rules and why so many of the headlines around them deserve a closer look. If you’re sorting through what’s true, what’s “kind of” true, and what actually applies to you, this episode is worth checking out.
Financial Focus – November 5th, 2025
As we move into November, Nate Kreinbrink highlights key year-end planning opportunities, from reviewing Medicare coverage during open enrollment to making smart tax decisions before December 31. Tune in as he explains how a little proactive planning now can make a big difference come tax time.
Financial Focus – October 29th, 2025
This week on Financial Focus, Nate Kreinbrink and Mike VanZuiden discuss why open enrollment season is such an important time for those on Medicare. From changing Advantage plans to new prescription coverage rules, they explain what to watch for to avoid costly surprises in 2026.
Financial Focus – October 22nd, 2025
David Nelson joins Gary Determan on this week’s Financial Focus to discuss everything from estate planning for high-net-worth clients to the firm’s latest newsletter, community giving, and market outlook. Tune in as David shares insights on why staying disciplined matters, even when markets look strong.
Financial Focus – October 15th, 2025
In this week’s program, Nate and Andy talk about a busy mid-October week filled with tax deadlines and Medicare open enrollment. They also break down the latest tax bracket changes, the shift toward online IRS accounts, and why paper checks are officially a thing of the past.