Financial Focus – February 12th, 2025
This week’s Financial Focus dives into the tricky world of Social Security, breaking down why claiming early might not be the best move and how waiting can mean bigger checks down the road. Nate and Mike keep it real with talk of retirement puzzles, surprise penalties, and why planning for a long life (instead of a short one) is the smarter bet.
Expensive Taste
Investors like to keep an eye on valuations to know if the market is fairly priced or overpriced. David Nelson joins us to explain the Shiller CAPE Ratio and notes if investors should be concerned about these high valuations.
Financial Focus – February 5th, 2025
Nate and Mike kick off this week’s Financial Focus by unpacking the tricky rules on inherited retirement accounts and the tax pitfalls non-spouse beneficiaries face. They break down key strategies to minimize taxes, avoid costly mistakes, and make the most of retirement assets through smart planning.
Leadoff Hitter
Reacceleration has been the economic trend around the globe but will it continue in 2025? David Nelson joins us to share the Composite Leading Indicator (CLI) and explains how this index is a good gauge for what is ahead in the global economy.
Financial Focus – January 29th, 2025
This week’s Financial Focus covers Medicare enrollment, highlighting key timeframes, plan options, and common misconceptions. Nate Kreinbrink and Mike Steigerwald emphasize the importance of understanding changes in coverage, avoiding penalties, and reviewing plan details to make informed decisions.
Policy Uncertainty
We always hear how the markets tend to react negatively in times of uncertainty. James Nelson is here to explain why investors should be cautious right now and prepared for some volatility.
Financial Focus – January 22nd, 2025
In this episode of Financial Focus, David Nelson discusses market trends, the importance of managing stock market volatility, and growing concerns about high valuations. He also explores economic uncertainties, the impact of interest rates, and strategies to help clients maintain financial stability.
Ripple Effects
Last week we talked about rising interest rates and the reasons behind their move. David Nelson joins us to share how these rising rates affect the stock market and why it is important for investors to stay diversified.
Financial Focus – January 15th, 2025
On this week’s Financial Focus, Nate Kreinbrink and Andy Ferguson discuss the arrival of tax season, emphasizing the importance of preparing and organizing tax documents, whether received by mail or electronically. They also provide practical advice on managing delays, protecting sensitive information, and ensuring a smooth filing process, while sharing updates on NelsonCorp Wealth Management’s community charity efforts.
Term Premium Takeoff
As January 2025 takes flight, everyone in the investing world is watching interest rates. David Nelson is here to explain how the bond market is expressing uncertainty and how investors need to be flexible due to these indicators showing increased risk.
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Listen to – Financial Focus on KROS FM 105.9 and AM 1340 every Wednesday at 9 a.m. and Market Update from NelsonCorp Wealth Management every weekday at 12:10 p.m.
