Episodes

  • Talking Turkey, Inflation & Year-End Planning

    Talking Turkey, Inflation & Year-End Planning
    Nov 18 2021
    Before you load the shopping cart for Thanksgiving, brace yourself! This week, David reveals how much more you might be spending for the turkey & the sides...and what might be ahead for inflation. Plus, we'll discuss some of the year-end financial moves you might want to consider. Need a year-end financial checkup? Schedule a chat at www.SwansonFinancial.com.  See omnystudio.com/listener for privacy information.
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    8 mins
  • Turning Economic Challenges Into Opportunity

    Turning Economic Challenges Into Opportunity
    Nov 12 2021
    Between vaccine mandates, labor shortages and inflation, there's a lot happening that can impact your job, your business and your financial decisions in the last several weeks of 2021. This week, David explains how you can look at some of these challenges as opportunities. Schedule a year-end checkup anytime at www.SwansonFinancial.com.  See omnystudio.com/listener for privacy information.
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    7 mins
  • A New Car Costs What?!

    A New Car Costs What?!
    Nov 5 2021
    Kelley Blue Book says the average price for a new car has hit a new record high. On this week's episode, we'll tell you the number, plus discuss how to help keep your portfolio growing along with inflation. David also explains how higher inflation could also lead to higher taxes. Schedule a phone call to go over your questions at www.SwansonFinancial.com.  See omnystudio.com/listener for privacy information.
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    9 mins
  • The "Woke" Fed & Cryptocurrency

    The "Woke" Fed & Cryptocurrency
    Oct 29 2021
    This week, David dives into some controversy over the Fed's action - or inaction - on inflation. Plus, if you're considering crypto as an inflation hedge, David has some insight on the risk involved. Need a second opinion on your retirement strategy? Schedule a phone call with the team at www.SwansonFinancial.com.  See omnystudio.com/listener for privacy information.
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    7 mins
  • Tax Changes & Medicare Decisions

    Tax Changes & Medicare Decisions
    Oct 22 2021
    As we approach the end of 2021, you may have some key decisions to make about things like taxes & Medicare. David covers both of these major issues on this week's podcast, with some helpful tips about how to avoid paying more than you absolutely must. Need more information? Schedule a chat about your retirement questions at www.SwansonFinancial.com.  See omnystudio.com/listener for privacy information.
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    6 mins
  • Backdoor Roths & Small Business Challenges

    Backdoor Roths & Small Business Challenges
    Oct 15 2021
    Congress is considering doing away with a popular tax strategy for high-income earners. Listen this week as David explains this strategy, plus tips for small business owners who are thinking of retiring in the next few years. Connect with us anytime at www.SwansonFinancial.com.  See omnystudio.com/listener for privacy information.
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    8 mins
  • The Scary Stuff in Retirement: Inflation & Taxes

    The Scary Stuff in Retirement: Inflation & Taxes
    Oct 7 2021
    Here we go again! Costco & retail analysts warn that we could face a shortage of toilet paper as supply issues remain a challenge in the 4th quarter. All of this as talks ramp up about taxes in Washington. How do we address inflation & taxes with our portfolio strategy? David addresses these issues & more on this week's podcast. Schedule a time to go over your questions at www.SwansonFinancial.com.  See omnystudio.com/listener for privacy information.
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    8 mins
  • The Market: Up Like an Escalator, Down Like an Elevator

    The Market: Up Like an Escalator, Down Like an Elevator
    Sep 20 2021
    Why does the market seem to fall faster than it goes up? And where's Wall Street headed next? David addresses these issues on this week's podcast. Plus, we'll discuss why some retirees are afraid to spend what they've saved. Have a question for David? Connect with us at www.SwansonFinancial.com.  See omnystudio.com/listener for privacy information.
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    9 mins