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Crucial Steps for the “Pre-Go” Years Before Retirement

We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies with Dana Anspach, who has been a financial planner since 1995 and is the CEO and founder of Sensible Money, a fee-only planning firm in Arizona. She is also the author of three books, including her latest: “Living Off Your Acorns: Your Guide to the Four Phases of Retirement.” Topics covered: -How to systematically de-risk your portfolio as you get closer to retirement-Deciding when to retire, and planning for the possibility that it may be sooner than you prefer-Strategies for lowering your tax bill over the course of retirement-The benefits of categorizing the often-complex decisions about retirement as green, yellow, and red-The “arrival fallacy” and steps to take to ensure your retirement is as fulfilling as possible Host: Robert Brokamp, CFP®, EAGuest: Dana Anspach, CFP®, RMA®Engineer: Kristi Waterworth We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Cancer Vaccines & Data Center Drama

The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have had their own drama with public pushback against the AI buildout at a high. We discuss this and more this week. Travis Hoium, Lou Whiteman, and Jim Gillies discuss: - Why Interest Rates Matter- The Bond Market Wins- Moderna’s Big Week- Take My Money!- Data Center PR Problem- Stocks On Our Radar Companies discussed: NVIDIA (NVDA), Peloton (PTON), Moderna (MRNA), Union Pacific (UNP), Apple (AAPL). Host: Travis HoiumGuests: Lou Whiteman, Jim GilliesEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is AI the Answer to Big-Box Retail’s Woes?

The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants with cheesy names) to bring their businesses into the future. Tyler, Matt, and Jon also discuss drone deliveries before finishing the episode with a listener question about the next generation of real-estate brokerages. Have a question? Email us; podcasts@fool.com Tyler Crowe, Matt Frankel, and Jon Quast discuss:- The tariff refund for big box retailers- What retailers are doing with AI assistants and agentic AI- Uber’s partnership with Zipline- Amazon’s big “splash” with drone delivery- Why AGNT stock hasn’t been a winning investment…yet Companies discussed: HD, LOW, TJX, WMT, TGT, UBER, AMZN, BRK.A, BRK.B, AGNT, REAX Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Behind The Most Exciting Stock Pop In Years!

Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encouraging it was fast tracked through the trial and, while there are questions, this could change how we look at cancer in the future. We discuss why the stock is up over 100%. Plus, we end the show with the latest from OpenAI and Anthropic. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Target Earnings- Is Target Stock a Buy?- Moderna’s HUGE News- Scaling Qs- Is AI Growth Slowing?- Speed Running to an IPO Companies discussed: Target (TGT), Moderna (MRNA), Merck (MRK). Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Bond Market Selloff is Showing up in Earnings Reports

Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going on with bonds. Lou, Matt, and Tyler dissect the recent moves in bond markets and how it’s showing up in stocks. Plus, Klarna’s and Home Depot’s earnings and how they are feeling the strains of the debt market. Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Matt Frankel discuss: - The selloff in bonds and how it’s affecting stocks- Why AI companies are getting caught up in the bond market moves.- Klarna’s earnings- Home Depot’s earnings Companies discussed: META, GOOG, MSFT, KLAR, HD Host: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Kristi Waterworth Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices