In this week’s episode of Money Hour Radio, Ben & Matt take a spooky spin on the markets and reveal the “Three-Headed Monster” investors should be watching—plus, how to find the “Goldilocks Zone” for Roth conversions 🏦

In this special bonus episode, we walk through 12 critical questions every investor should ask when interviewing a financial advisor — and we share our own answers so you can see how we approach planning, risk management, taxes, estate planning, and client relationships.

In this week’s episode of Money Hour Radio:
🇺🇸 What the latest government shutdown really means for markets 🪙 Why gold & silver are surging — and how we approach precious metals 🎉 A recap of our Client Appreciation Gala (and upcoming events!) 🏡 Special guest Dawn Hinkle, real estate expert, on today’s unique housing market and why it may be a rare win-win for both buyers and sellers

In this episode of Money Hour Radio, Ben Barzideh & Matt Nadeau cover some of the biggest market drivers and strategies you need to know right now.
• The Fed’s latest moves — and what Powell’s comments signal for markets • 3 types of stimulus powering the economy: monetary, fiscal, and private (AI-driven)

In this episode of Money Hour Radio, Ben Barzideh & Matt Nadeau discuss: • Oracle’s massive earnings-driven stock surge and what it signals for AI • Job market revisions showing nearly 1 million fewer jobs than reported — and what that means for recession risk • The “Widow’s Penalty” in retirement and strategies to help reduce its tax impact

In this episode of Money Hour Radio, Ben Barzideh & Matt Nadeau discuss: • Oracle’s massive earnings-driven stock surge and what it signals for AI • Job market revisions showing nearly 1 million fewer jobs than reported — and what that means for recession risk • The “Widow’s Penalty” in retirement and strategies to help reduce its tax impact

In this week’s Money Hour Radio, Ben Barzideh & Matt Nadeau cover: • Tariffs, Google’s antitrust case, and what’s driving the market • Three key variables to watch into year-end, including stagflation risk • What IRMA (Medicare Income-Related Monthly Adjustment Amount) means for retirees and how income planning affects your premiums • Updates on BN Giving and our firm’s upcoming Client Appreciation Gala

In this episode of Money Hour Radio, Ben Barzideh & Matt Nadeau cover: • Nvidia’s latest earnings report and what it means for AI-driven markets • Jerome Powell’s comments at Jackson Hole and the outlook for Fed rate cuts • A special segment with guest Ken Piercey of Piercey & Associates on estate planning basics, probate, and Illinois estate taxes

In this episode of Money Hour Radio, Ben Barzideh & Matt Nadeau discuss: • Why they view “buy and hold” direct indexing as a gimmick • How their Advance & Protect process approaches market risk differently • Key estate planning updates from the One Big Beautiful Bill Act • Potential opportunities for Roth conversions under today’s tax brackets

Ben Barzideh & Matt Nadeau return to Money Hour Radio to discuss market trends, our Advance & Protect strategy, estate planning updates, and what today’s economic data could mean for retirees.