Mother's Day and More

The Double Bill

In this episode Bill welcomes back to the show his Dad, Bill Sr. They talk about his transition to retirement, and the importance of a plan, purpose, and social interaction in retirement.

Market Update with Keith Gangl

Bill welcomes Gradient Investments senior portfolio manager Keith Gangl. Keith breaks down the latest inflation data and what it means for your investment strategy. He offers his expert analysis on the recent market volatility, highlighting potential opportunities and pitfalls for long-term investors. Finally, Keith shares key insights on sector rotation and how to position your portfolio for the remainder of the year.

Mother's Day and More

In this episode we talk about the moms and how important they are for all of us. We also discuss financial planning.

The Markets, The Pope and More

In this episode Bill talks about ways to deal with market volatility, the future and the Pope.

Questions Investors Need to Ask and You Get What You Pay For

In this episode we go over the questions that investors need to be asking right now, and about how the promise of free legal work isn't all it's cracked up to be.