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.
Keepin’ It Real
Inflation has cooled quite a bit from the highs we saw a few years ago, but many people still feel like they are falling behind. Nate Kreinbrink explains how “real” incomes remaining below pre-inflation levels are one cause for this hangover.
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.
Money In The Bank
The amount of money in the economy today is considerably more than there was years ago. John Nelson joins us to share the significant growth in US household and business checking account balances plus how this extra cash may impact the market.
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.
On The Margin
We have heard recent concerns that the stock market may be in a bubble. John Nelson is here to explain the similarities and differences between today’s market and past bubble market conditions.
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.
Flatlining
The job market has been incredibly strong for a while now. John Nelson joins us to share private sector payroll data to show how this market is now softening
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.
The CAPE in Context
The stock market has been described as expensive lately. David Nelson is here to share CAPE Shiller data and illustrate why it is important for the valuation picture.
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