Financial Focus – November 13th, 2024
Tune in to Financial Focus with Nate Kreinbrink as he dives into year-end financial planning, including smart tips on maximizing your retirement savings and tax strategies like Roth conversions. With winter approaching fast, don’t let your finances freeze—take charge before the year wraps up!
Out of Sync
Ever since the Fed cut rates in September, stocks have climbed while bonds have dipped. David Nelson joins us to explain the concept of correlation and shares his advice for bonds going forward.
Good WARNing Sign
The job market and economy were significant topics during the election. Nate Kreinbrink is here to share WARN data and tell us what it means for the average investor.
Financial Focus – October 30th, 2024
Tune into this week’s Financial Focus, where Nate Kreinbrink dives into year-end financial strategies—think tax planning, Roth conversions, and maxing contributions—to keep your investments on track for 2024. Don’t miss his insights on making the most of your savings before the holiday rush takes over!
Optimistic Spreads
The stock market has remained optimistic and does not seem too worried about an economic slowdown. David Nelson is here to explain how the bond market has historically been a good indicator for forecasting and if investors could see additional market gains this year.
Financial Focus – October 23rd, 2024
In this episode of Financial Focus, Nate Kreinbrink and Mike VanZuiden discuss Medicare’s open enrollment period, emphasizing how plan changes, like Part D prescription drug caps, could impact beneficiaries. They encourage listeners to review their Medicare and drug coverage options to ensure the best fit for their needs, noting that changes made during open enrollment will take effect on January 1, 2025.
Peak Performance
The stock market has continued to have a strong year. David Nelson joins us to share when the market usually peaks during the calendar year and if investors should expect additional returns in 2024.
Financial Focus – October 16th, 2024
In this week’s “Financial Focus,” Nate Kreinbrink and Andy Fergurson discuss the recent October 15th tax deadline and the common misconceptions surrounding tax extensions. They explain that while an extension grants more time to file, taxes owed must still be paid by April 15th to avoid interest and penalties.
Refi Revival
With the Federal Reserve reducing interest rates, the lower mortgage rates have translated into positive activity for the housing market. James Nelson shares factors homeowners should consider when deciding if the time is right to refinance.
Financial Focus – October 9th, 2024
In this week’s Financial Focus, Nate Kreinbrink highlights the importance of updating beneficiary designations for retirement accounts and life insurance policies. He also covers recent changes requiring beneficiaries to withdraw inherited funds within 10 years, starting in 2025.
Watch – 4 Your Money on CBS Local 4 every Tuesday at 6:10 a.m. and again at 6:10 p.m.
Watch – 4 Your Money on FOX 18 every Tuesday at 8:10 a.m.
Listen to – Financial Focus on KROS FM 105.9 and AM 1340 every Wednesday at 9 a.m. and Market Update from NelsonCorp Wealth Management every weekday at 12:10 p.m.
