October 2026 – Client Update Meeting – Prescott
Advisors field questions from clients about current economic events & topics of interest.
October 2026 – Client Update Meeting – Scottsdale
Advisors field questions from clients about current economic events & topics of interest.
Inherited IRA Strategies | Ep #92
Inherited IRAs became more complicated after the SECURE Act replaced the lifetime “stretch IRA” for most nonspouse beneficiaries with a 10-year distribution requirement.
Maximizing Social Security Benefits: Key Claiming Strategies | Ep #91
Social Security claiming decisions should never be made in isolation. The right age depends on health, longevity, current income, work history, marital status, taxes, Medicare costs, and the other assets available to support retirement.
Private Investments | Ep #90
Public markets still provide one of the most valuable features an investor can have: daily liquidity. Stocks and bonds can generally be bought or sold quickly, making those assets essential for near-term spending needs and portfolio flexibility.
In-Kind Roth Conversions When The Market Dips | Ep #89
Lifetime gifting works best when generosity is backed by planning. For financially successful families, the right strategy can support children and grandchildren during key life moments while protecting retirement, managing tax paperwork, and preparing the next generation to steward wealth.
Lifetime Gifting Strategies For Successful Families | Ep #88
Lifetime gifting works best when generosity is backed by planning. For financially successful families, the right strategy can support children and grandchildren during key life moments while protecting retirement, managing tax paperwork, and preparing the next generation to steward wealth.
Comparison Sheet of Trump Accounts to Roth IRA, 529 Plans, and UTMA/UGMA Accounts
Saving For A Minor? Know Your Options. Downloadable comparison sheet of how Trump Accounts compare to Roth IRA, 529, & UTMA/UGMA accounts. Watch podcast Ep #86 for greater context on Trump Accounts Produced by: Ed Slott Elite IRA Advisor Group Presented by: Bruce Hosler
The Foundational Financial Plan™ | Ep #87
A “financial plan” that lives in a spreadsheet and never changes is not a plan—it’s a snapshot. The framework here treats planning like a living system: inputs update, scenarios get tested, and the outcome stays anchored to the primary objective—not running out of money.
Broadening Isn’t Always Diversification | June 2026
Emerging markets have helped broaden equity leadership in 2026, but that does not automatically mean they are delivering true diversification. For investors, that distinction matters. EM has been a bright spot this year and may look like a natural way to expand beyond U.S. equities, but much of that strength is still tied to the same AI-related drivers that have powered developed markets. In other words, leadership may be broadening, while the underlying theme remains more familiar than many investors realize.
Grandparents, Be Very Careful Before Opening Trump Accounts | Ep #86
Trump Accounts are framed as a way to create a new generation of investors—kids who grow up more financially educated and more comfortable with the stock market.
The Widow’s Penalty – Part 2 | Ep #85
A spouse’s death can tighten taxes quickly—even when household income stays similar. The pressure usually comes from moving from married filing jointly to single, losing deductions, and inheriting IRA distribution rules that are easy to miss during an already overwhelming year.