In this episode of Money Hour Radio, Ben Barzideh & Matt Nadeau discuss: • Oracle’s massive earnings-driven stock surge and what it signals for AI • Job market revisions showing nearly 1 million fewer jobs than reported — and what that means for recession risk • The “Widow’s Penalty” in retirement and strategies to help reduce its tax impact

In this week’s Money Hour Radio, Ben Barzideh & Matt Nadeau cover: • Tariffs, Google’s antitrust case, and what’s driving the market • Three key variables to watch into year-end, including stagflation risk • What IRMA (Medicare Income-Related Monthly Adjustment Amount) means for retirees and how income planning affects your premiums • Updates on BN Giving and our firm’s upcoming Client Appreciation Gala

In this episode of Money Hour Radio, Ben Barzideh & Matt Nadeau discuss: • Why they view “buy and hold” direct indexing as a gimmick • How their Advance & Protect process approaches market risk differently • Key estate planning updates from the One Big Beautiful Bill Act • Potential opportunities for Roth conversions under today’s tax brackets

Ben Barzideh & Matt Nadeau return to Money Hour Radio to discuss market trends, our Advance & Protect strategy, estate planning updates, and what today’s economic data could mean for retirees.