Financial Focus – December 22nd, 2021
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the specific investment needs of a retiree’s portfolio as well as the impact of inflation and taxes.
Financial Focus – December 15th, 2021
Listen to this week’s Financial Focus as Nate Kreinbrink and Andy Fergurson of NelsonCorp Tax Solutions discuss some of the tax rules that were relaxed during the pandemic that should be back on people’s radar going forward.
Financial Focus – December 8th, 2021
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the recent inflation data and how higher levels of inflation can impact retirees.
Financial Focus – December 1st, 2021
Listen to this week’s Financial Focus as David Nelson discusses the connectedness of global markets, inflation, and the recent rise in volatility.
Financial Focus – November 24th, 2021
Listen this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss return expectations and the impact of different investments in different types of accounts.
Financial Focus – September 29th, 2021
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss the importance of estate planning and the various documents individuals should be thinking about when approaching this type of planning.