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

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.

Money Hour Radio | The AI Rally Returns & Qualified Charitable Distributions | May 30, 2026

In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:• The historic surge in AI-related tech stocks• Why semiconductors, memory, and cloud infrastructure are leading the rally• How major companies are investing in AI data centers and infrastructure• The importance of risk management during fast-moving markets• How Qualified Charitable Distributions work for retirees• How QCDs may help reduce taxes, satisfy RMDs, and support charitable giving💻 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 | Avoiding Annuity Traps & The Benefits of Living Trusts | May 16, 2026

In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:• The truth behind “gimmicky” annuity products and why so many retirees get trapped in them• How fixed index annuities really work — including caps, surrender charges, and hidden tradeoffs• Why large upfront commissions can create conflicts of interest in annuity sales• The difference between fixed, variable, and equity-indexed annuities• The key benefits of a revocable living trust, including avoiding probate and maintaining privacy• How trusts can help protect heirs, blended families, and multi-state property owners• Estate planning mistakes that can cost families time, money, and unnecessary stress💻 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 | Run-Hot Economy, Inflation Risks & Credit Shelter Trusts | May 9, 2026

In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:🔥 What a “run-hot” economy actually means—and why it matters for your portfolio📊 Where opportunities may lie—commodities, real estate, small & mid caps, and cyclicals⚠️ Hidden risks—how inflation impacts bonds and why positioning matters🏦 Credit shelter trusts—how they can reduce estate taxes and preserve wealth for your heirs📍 State-level surprises—why estate taxes may apply sooner than you think (especially in places like Illinois)💻 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 | Big Tech Earnings, Run-Hot Economy & HSA Strategies | May 2, 2026

In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, break down:📊 Big Tech earnings—why results from the Magnificent 7 were mixed and what AI spending means for markets🤖 AI boom vs. profits—how rising capital expenditures are shaping investor expectations🔥 “Run hot” economy—what strong growth and rising inflation signals for investors💡 HSA deep dive—how to unlock the triple tax advantage most people overlook🛡️ Long-term planning—why HSAs may be one of the most powerful retirement tools available💻 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.