Episodios

  • The Digital Revolution
    Jun 7 2025
    Tyler Ellegard, a portfolio manager with Gradient Financial Group joins to dive into the rapidly evolving world of digital payments. We'll explore how innovations like AI and blockchain are reshaping transactions, making them faster, more secure, and accessible globally. Tune in to understand the future of your money and how these technological advancements could impact your financial landscape.
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  • Annuities: Perceptions Versus Realities
    May 31 2025
    The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren’t?
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  • Market Update with Keith Gangl
    May 17 2025
    Ryan welcomes Gradient Investments senior portfolio manager Keith Gangl. Keith breaks down the latest inflation data and what it means for your investment strategy. He offers his expert analysis on the recent market volatility, highlighting potential opportunities and pitfalls for long-term investors. Finally, Keith shares key insights on sector rotation and how to position your portfolio for the remainder of the year.
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  • Retirement: How do you know if you’re ready?
    May 10 2025
    During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.
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  • Are you ready for a recession?
    Apr 26 2025
    During this episode, we’re going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.
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  • Rollover or Stay Put?
    Apr 19 2025
    Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.
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  • Reducing Taxes on Retirement Withdrawals
    Apr 12 2025
    During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.
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  • Yes, you need an estate plan
    Mar 22 2025
    During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
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