
Annuities at Death, Proprietary Funds, Show me the Muni (10.24.26)
This week's show covers more year-end planning, proprietary funds, the tax bomb non-qualified annuities present at death, and more!
Episodes
216
Latest episode
Oct 2026
Language
EN
Financial Focus Radio Show is a weekly radio show broadcast in Oregon's Bend, Eugene, and John Day radio markets aiming to bring retail investors insight into the financial services industry.

This week's show covers more year-end planning, proprietary funds, the tax bomb non-qualified annuities present at death, and more!

This week's show covers year-end planning items, bond funds and tax-loss harvesting, Trump accounts, and lots of listener questions!

This week's show covers the decision points while hiring an advisor, where to save (asset location), tax-efficient income, and lots more!

This week's show covers what you should be thinking about as we near the end of the year: gifting, tax-efficiency, year-end checklists, and more!

This week's show covers bond investments, choosing executors, lots of emails, and maximizing the productivity of your cash!

This week's show covers estate planning, lots on bonds, and a whole lot of email questions from listeners!

This week's show covers rules-based investing, conflicts of interest, bonds, Social Security, and tons more!

This week's show covers the bond market in depth: what bonds you should own, and investment grade corporate bonds. We also cover common estate planning mistakes, sequence of returns risk, and more!

This week's show is all about gifting: QCD's, Donor Advised Funds, gifts to heirs, and more!

This week's show covers the risk of being too safe in your portfolio, how and when to file for Social Security, HSA's, mental incapacity, and more!
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Brian Rose

Nikki Lewallen Gregory

Jordan

Kerry Walsh

Dr. Melissa Parks

Kristin Morris