
Hosts Shannon and Tyler discuss the current market environment, the disconnect between media headlines and market performance, and answer your questions.
Mar 23, 2025
22 min

Co-Hosts Ray Ballantine and Brian Koble discuss how Washington headlines are affecting Wall Street, and how investors can respond.
Mar 16, 2025
41 min

On this weeks show, Host: Jayme Meredith reviews a rocky week in the markets, discusses strategies to help your children or grandchildren for retirement, and answers your listener questions.
Mar 11, 2025
57 min

Co-hosts: Brian Koble and Kurt Carlson discuss how to avoid a "family feud" through proper estate planning. Plus, they discuss the news of the day and answer questions from listeners like you.
Mar 2, 2025
26 min

Co-Hosts: Amy Riley & Tyler Vallano discuss how they have seen diversification cycles change over the years and what they are seeing today, the latest market updates, and lastly answer listener questions.
Feb 24, 2025
20 min

Jayme Meredith covered the week in review while Ray Ballantine and Jim Meredith extend the conversation on Long Term Care, talking about senior living facilities. Then Ray and Jim answer your listener questions.
Feb 16, 2025
44 min

Co-Hosts: Kurt Carlson and Brian Koble discuss the news of the week and answer your questions. Plus, they discuss 10 investing lessons for grown-ups taken from classic children’s literature.
Feb 9, 2025
23 min

In today’s show Co-Hosts: Ray Ballantine and Jayme Meredith update listeners on a crazy market week and on the big FED decision on interest rates. Ray and Jayme talk about long term care and why everyone should be having the conversation about the risks and some steps people can take to mitigate some of those risk. We end with your listener questions.
Feb 2, 2025
1 hr 2 min

On this week's show, Co-Hosts: Amy Riley & Jayme Meredith discuss how to handle market volatility, how often it happens, last weeks market updates, and answer questions from listeners like you.
Jan 26, 2025
53 min

Co-Hosts: Tyler and Shannon discuss the most recent inflation report, they discuss goals for 2025, and answer questions from our listeners.
Jan 19, 2025
22 min
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