Financial Focus – April 30th, 2025

Financial Focus – April 30th, 2025

This week on Financial Focus, Nate and Mike explain how retirees can make the most of charitable giving through smart tax strategies—like donating directly from IRAs after age 70½ or using donor-advised funds before then. If you’re already giving, these tactics can help you give more without paying more.

The “Sell America Trade”

The “Sell America Trade”

We have seen considerable movement in the markets lately—especially in currencies and interest rates. David Nelson joins us to discuss data showing a rare event… the U.S. dollar appearing to lose appeal with global investors.