Money Hour Radio | Fed Rate Hikes, Inflation & Grandparent 529 Strategies | July 4, 2026

Money Hour Radio | Fed Rate Hikes, Inflation & Grandparent 529 Strategies | July 4, 2026

In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:• Why recent inflation data may suggest the worst inflation fears are already priced into the market• How the bond market is signaling that additional interest rate hikes may be less likely than many investors expect• Why new Federal Reserve Chair Kevin Warsh may take a different approach to measuring inflation• The difference between Core PCE and the Dallas Fed's Trimmed Mean PCE—and why it matters for investors• How changing expectations for interest rates could impact the stock market and retirement portfolios• The "Grandparent Loophole" for 529 college savings plans and how grandparents can help fund a grandchild's education without impacting federal financial aid eligibility• The potential tax, estate planning, and financial aid advantages of grandparent-owned 529 plans• How 529 superfunding strategies can accelerate college savings and create long-term family wealth💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

Money Hour Radio | AI Selloff, Micron & Medicare Explained | June 27, 2026

In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:• Why AI and technology stocks sold off this week—and whether investors should be concerned• The soaring costs of the AI arms race, including data centers, semiconductors, and talent wars• Why Micron's latest earnings may signal that AI spending is far from slowing down• The growing demand for capital across the AI industry and what it means for markets• A complete breakdown of Medicare Parts A, B, C, D, Medigap, and Medicare Advantage• The key differences between Traditional Medicare and Medicare Advantage—and how retirees can choose the right coverage 💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

Money Hour Radio | AI's Impact on Jobs, SpaceX Mania & The 3 Stages of Retirement | June 20, 2026

In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:• Whether artificial intelligence is creating jobs, eliminating jobs, or doing both at the same time• New data showing AI-related layoffs are accelerating, particularly among younger and entry-level workers• The explosive debut of SpaceX and why investors are pouring billions into the stock despite current losses• How SpaceX's future ambitions in AI infrastructure and satellite-based data centers could reshape the technology landscape• The three stages of retirement—Go-Go, Slow-Go, and No-Go years—and how spending needs change throughout each phase• Key retirement planning strategies including Social Security timing, Roth conversions, healthcare costs, and retirement cash flow planning💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

Money Hour Radio | SpaceX Fever, Inflation Trends & Trump Accounts | June 13, 2026

In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:• The latest inflation report and why cooling core inflation may support the "transitory" thesis and reduce the likelihood of additional Federal Reserve rate hikes• How oil prices, geopolitical events, and global supply concerns can impact inflation, markets, and the overall economic outlook• The wave of massive upcoming IPOs, including SpaceX and other AI-related companies, and whether they could be influencing recent stock market volatility• The future of Social Security, the concept of Trump Accounts, and how early investing through tools like Roth IRAs can potentially create significant long-term wealth for younger generations💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

Money Hour Radio | Direct Indexing Exposed, Social Security Timing, Retirement Income | June 6, 2026

In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:• Why direct indexing may be more marketing gimmick than investment breakthrough• The hidden risks of tax-loss harvesting strategies and concentrated portfolios• How direct indexing can create future tax headaches and unintended consequences• Whether the added complexity and fees of direct indexing are worth the cost• The pros and cons of claiming Social Security at age 62 versus delaying benefits until age 70• Key factors to consider when making a Social Security claiming decision, including health, income needs, spouse benefits, and life expectancy• Why delaying Social Security may not always be the best choice if it requires spending down investment assets• How to evaluate Social Security decisions within the context of a comprehensive retirement plan💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.