Financial Focus Radio Show

H Troy and Tyler BW 1

Financial Focus likes to have guests on that are entertaining and bring good advice on specific topics to our audience. Listen to Troy and Tyler and guests, every weekend in Portland, Salem, Eugene, Bend and John Day on great radio stations.

 

Portland KBNP AM1410 Saturday Mornings 8am-10am, Bend KBND 1110 AM Saturday Mornings 9am-11am, Eugene KUGN 590 AM Sunday’s 2pm-4pm, John Day KJDY 94.5 FM Sunday’s 2pm-4pm, and our new affiliate Salem KYKN 1430AM on Sunday 2pm-4pm.

LISTEN TO THE SHOW  ON SPREAKER OR RIGHT HERE:

October 6th Show: 

September 29th Show: 

Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

September 22nd Show: 

DISCLOSURES

Health Insurance Strategies, Northwest Quadrant Wealth Management  and LPL Financial are separate entities.

Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal.  Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.

The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.

 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

All indices are unmanaged and may not be invested into directly

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

All indices are unmanaged and may not be invested into directly.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.

Bond yields are subject to change. Certain call or special redemption features may exist which could impact yield.

Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal.  Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.

Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal.  Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax

TUNE IN!
Portland Metro: KBNP 1410 AM
Eugene: KUGN 590 AM
Bend: KBND 1110 AM

Salem: KYKN 1430AM
John Day: KJDY 94.5 FM

Click here to view our radio website for complete information.

 

Legal Notice

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Northwest Quadrant Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NH, NM, NV, NY, NC, OR, SD, TX, UT, VA and WA; and investment advisory licensed in AZ, CA, CT, ID, IL, IN, MT, NV, OR, VA and WA; and insurance licensed in AK, CA, OR and WA.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s broker/dealer, investment advisor or BD agent or IA rep requirements; and follow up, individualized responses to consumers in a particular state by broker/dealer investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment advisor BD agent or IA rep, please do not hesitate to contact your state securities law administrator. Please check us on FINRA Broker Dealer check.

Private: Financial Focus Risk Review

This tool can help you determine the retirement risk that you are comfortable with, comparing it with other people. Take the simple review to see what your number is!

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