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More Living with Jim Brogan

More Living with Jim Brogan

Di: Jim Brogan
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A proposito di questo titolo

 More Living with Jim Brogan is recognized throughout East Tennessee as the leading source of information for those who are already retired or those who are nearing retirement. Each week, Jim and his expert guests discuss news and issues like lifestyle, freedom, health and fitness, financial planning, investments, and more. Brogan Financial is a federally registered investment advisor located in Knoxville, Tennessee. https://broganfinancial.com/radio/© 2026 Brogan Financial Economia Finanza personale
Episodi
  • Spreading the Love

    Spreading the Love
    Feb 14 2026
    45 min
  • Markets, The Fed, and the Political Cycle with David Wagner

    Markets, The Fed, and the Political Cycle with David Wagner
    Feb 10 2026
    In this episode of "More Living with Jim Brogan," Jim Brogan and guest David Wagner discuss the current financial landscape, focusing on retirement planning, market trends, and economic policy. They explore the impact of inflation, Federal Reserve actions, and government debt on investors, emphasizing the importance of long-term planning over chasing returns. The conversation highlights the role of technology investment, the challenges of U.S. fiscal policy, and strategies for navigating volatility, encouraging listeners to stay informed, patient, and focused on comprehensive financial planning for a secure retirement. Automatically Transcribed With Podsqueeze Jim Brogan 00:00:02 You're tuned into more Living with Jim Brogan, broadcast live from the Brogan Financial studios at Newstalk 9087, where old fashioned values, expert knowledge and genuine understanding come together to give you the retirement straight talk you deserve. Jim's a former National Advisor of the year recipient and a financial educator, and he's here today to talk about how you can live out the best years of your life. Jim and the Brogan financial team have been helping retirees and retirees across the southeast for over 20 years in their pursuit of financial independence. You can reach them during the week at 865862 6800. So sit back, relax and get ready to learn because more living with Jim Brogan starts now. Jim Brogan 00:00:46 Hello East Tennessee, welcome to More Living with Jim Brogan, where it's all about living the best part years of your life your way. This is Newstalk 98 seven Wookey. And you know, as we look forward, we're really kind of looking out into 20, 2026. Future years. What do things look like? Economically, how would that affect the markets? All of these things. Jim Brogan 00:01:07 And I think to to understand all that, we also have to have a good we have to be able to look in the rearview mirror. But then ultimately what's most important is how do we view out the the windshield in the front and adjust to likely things to come down the road? So certainly I get asked a lot of questions. So we're going to really dive into markets today. We're going to look at the Federal Reserve and the new nominee for chairman of the fed, and answer your questions about how you can evolve in these changing market conditions. So we're going to take a look at three key areas shaping the financial landscape. So we'll look at the markets. We'll look at AI. We'll look at are we in a bubble. We're going to talk about the fed. And then we are going to talk about the political cycle. Because we now are in a midterm election year. we'll talk about what's happening, and what is the broader political timeline and how does politics really affect the markets? So each of these can plan and play its own role in understanding, having a good view of all of them can help us with the context of today's headlines. Jim Brogan 00:02:12 And to be careful, we don't overreact to short term news. joining us today is David Wagner, friend of the show, great friend of our company at Broken Financial and a very dear friend of mine and my wife's DD. he's head of equities and portfolio manager at Actis Capital. He's a member of the firm's investment committee. He oversees equity research and selection, evaluates macro level trends, and helps guide views on the current market environment. You may have seen him regularly on CNBC, Bloomberg, The Wall Street Journal, and in Barron's. So he brings just a world of experience for a relatively young guy in his 30s. He's just an encyclopedia on markets. Good morning David. Welcome to More Living. David Wagner 00:02:54 Jim Brogan, thanks so much for having me. You know You know, Jim. Today is a very special day. Do you know why? Today is a special day. Jim Brogan 00:03:01 I do because I have two degrees from the University of Tennessee. And where are your degrees from? David Wagner. David Wagner 00:03:10 I think for your show, I have to say, unfortunately, from the University of Kentucky. Jim Brogan 00:03:16 That's exactly right. So we have a big game. You invited me up there, but I have other commitments. But, I'll be watching the game this evening for sure. David, let's just kind of let's start talking about the markets. you know, we've we've come off three good years now on the stock market after the bear market in 2022. what's your outlook? It's more and more talk about bubbles. are we in a bubble? Especially an AI bubble. You had a very interesting article this week that you put out on your website, about this issue. Talk to us. What can we expect in 2026? David Wagner 00:03:55 Yeah. Jim. Juan. Thanks for having me. I think one of the key questions for 2026 is going to be determined by this advanced computing, this artificial narrative that that's very much out there. Obviously, this market, it's in the third year of its bull market rally. And just for context, Jim, the average bull market tends to last about five ...
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    45 min
  • The New Year Reset

    The New Year Reset
    Feb 4 2026
    In this episode of "More Living with Jim Brogan," Jim Brogan offers practical financial advice for retirees and those nearing retirement on how to reset their finances for 2026. Key topics include managing cash flow, creating realistic budgets, automating savings, maximizing returns on cash, tax-efficient investing, and adapting to new retirement contribution rules. Brogan also discusses stress testing investment portfolios for market volatility and planning sustainable retirement income to outpace inflation, empowering listeners to build lasting financial security and enjoy their best years. Automatically Transcribed With Podsqueeze Jim Brogan 00:00:03 Your Turned into Boy Living with Jim Brogan, broadcast live from the Brogan Financial studios at Newstalk 98 seven, where old fashioned values, expert knowledge and genuine understanding come together to give you the retirement straight talk you deserve. Jim's a former National Advisor of the year recipient and a financial educator, and he's here today to talk about how you can live out the best years of your life. Jim and the Brogan financial team have been helping retirees and retirees across the southeast for over 20 years in their pursuit of financial independence. You can reach them during the week at 865862 6800. So sit back, relax and get ready to learn because more living with Jim Brogan starts now. Speaker 2 00:00:46 Hello East Tennessee, welcome to More Living with Jim Brogan, where it's all about living the best years of your life, your way. As you listen to Newstalk 98 seven Walker. Please be careful out. good bit of snow. luckily, it's a dry snow, so just I think the main arteries are doing okay, but just stay in tune to reports and if you can stay hunkered down in your home, you know the new year gives us a chance to reset. Speaker 2 00:01:12 We can take a fresh look at our finances and build a plan that can really go the distance. So whether you're approaching retirement or already enjoying it, 2026 presents opportunities where you can strengthen your financial foundation. From optimizing cash flow to stress testing your portfolio against uncertainty. This is the time to make strategic moves that set you up for success. So today we're talking about four critical areas getting your cash flow under control. Understanding your budget. Making smart tax moves early in the year, ensuring your portfolio can weather market volatility, and finally checking in on your retirement income strategy for great topics to dive into for 2026. So we're going to explore how you can create a money reset that can build lasting security, will answer common questions about resetting your finances, and discuss solutions to help you build a stronger financial future. Now is the time to take control of your money. So let's start with cash flow. You know, when we when we think about financial planning, many of us are on state straight to investments, retirement accounts. Speaker 2 00:02:28 Should you buy this fund or that stock or that bond? But the real foundation of financial success is something far, more, far more fundamental. And it's cash flow. You know, whether you run a business, manage a household, or are transitioning into retirement. Understanding and optimizing your cash flow can make the difference between financial stress and financial confidence. And so today we're going to talk about why this is essential for everyone including Affluent planet families as we reset for 2026. You know, I would say that mastering cash flow is arguably the hardest part of all of personal finance in order to master cash flow. Obviously you have to know what you're spending. So there's a two pronged concept. Knowing what it costs to fund your lifestyle, and understanding what you can consistently save and invest. So the second part of that is for those that are not retired yet. Now when you retire, you're not going to be saving investing money anymore. At least most people are not. There are some exceptions, but it's that knowing what it costs to fund your lifestyle, even and and wealthy individuals can really face cashflow challenges when their wealth is tied up in assets rather than liquid cash. Speaker 2 00:03:49 Especially if you own a business, you know your your business asset may be you're far and away your largest asset, but it's not liquid. So without discipline around cash flow, unforeseen events may force you to tap investments earlier than you planned. So one good rule of thumb. Number one, you've got to get your arms around what you're spending. And I think the easiest way to do that is to just track your spending. You know, first off, you could go back to 2025 and you could look at look at your checking account, how much money is coming into your checking account and then how much money is going out. That can kind of give you a big picture. Another great rule of thumb is just start tracking it now. Start January 1st if you can. And look at okay tracking your ...
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    45 min
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