Money Hour Radio

Money Hour Radio
  • 5.0 (1)
  • Investing
  • Updated Weekly

Money Hour Radio brings you clear, practical conversations on building and protecting wealth. Hosts Ben Barzideh & Matt Nadeau share insights on retirement, investing, tax, and estate planning to help you make confident financial decisions. The views expressed are for informational purposes and should not be construed as specific investment, legal, or tax advice. All investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Any indices referenced are unmanaged and cannot be invested in directly.

  1. 2d ago

    Money Hour Radio | Fed Rate Hikes, Market Risk & 401(k) Rollover Mistakes | September 19, 2026

    In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:🏦 The Fed’s latest rate hike, why markets were looking for clarity on what comes next, and how a more hawkish tone from the Fed created even more uncertainty for stocks and bonds📉 Why market risk may be increasing even as stocks remain near all-time highs, and how inflation, Treasury yields, geopolitical tensions, AI spending, and seasonal market trends are adding to investor uncertainty🛡️ How BN Wealth’s Advance & Protect investment philosophy uses objective market signals to evaluate changing risk rather than relying on headlines, predictions, fear, or greed📊 Why reaching or approaching all-time market highs doesn’t necessarily mean risk has disappeared—and the indicators Ben and Matt monitor beneath the surface of the market💰 The difference between a direct 401(k) rollover and a 60-day rollover, including the mandatory 20% federal tax withholding that can apply when retirement funds are paid directly to the participant⚠️ How a $100,000 401(k) distribution could leave you receiving only $80,000—and why failing to replace the withheld $20,000 or complete the rollover within 60 days could result in taxes and potentially an additional early-distribution penalty🔄 Why a direct rollover can help avoid withholding requirements, the 60-day deadline, and confusion surrounding the IRS once-per-year IRA rollover rule💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

  2. Sep 14

    Money Hour Radio | Rising Yields, $40 Trillion Debt & the Widow’s Penalty | September 12, 2026

    In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:📈 Rising Treasury yields, renewed inflation pressures, and why the 10-year yield approaching 5% could create challenges for both stocks and bonds🇺🇸 The $40 trillion national debt, soaring federal interest costs, and why refinancing trillions of dollars of maturing Treasury debt at higher rates could put additional pressure on the economy and markets🛡️ How BN Wealth’s Advance & Protect investment philosophy looks for confirmed changes in market conditions rather than reacting to headlines or trying to predict what happens next💔 The “widow’s penalty” and how the death of a spouse can leave the surviving spouse with less income but a significantly higher tax burden🏥 How the widow’s penalty can also affect Medicare premiums through IRMAA, particularly as required minimum distributions increase later in retirement💰 Planning strategies that may help reduce the financial impact on a surviving spouse, including strategic Roth conversions, qualified charitable distributions, and proactive tax and estate planning💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

  3. Sep 7

    Money Hour Radio | ENCORE: Buy & Hold vs Tactical Investing, Fiduciary Truths | Sep 5, 2026

    In this Encore episode of Money Hour Radio, originally airing on April 4, 2026, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:⚔️ Active vs. static investing—why “set it and forget it” portfolios may leave investors exposed during major downturns, and how tactical strategies aim to adapt in real time📉 The real risk of buy-and-hold—how past market crashes (dot-com, 2008, COVID) led to significant drawdowns, and why “hoping” for recovery isn’t a strategy🛡️ The power of risk management—how their Advance & Protect approach dynamically shifts between stocks, bonds, and cash to try to help preserve capital during volatility🧠 Investor behavior in downturns—why even disciplined investors panic during losses, and how avoiding large drawdowns can potentially improve long-term outcomes⚖️ Fiduciary vs. non-fiduciary advisors—what it truly means to act in a client’s best interest and how to tell who is legally required to do so💼 Suitability vs. fiduciary standards—how some advisors can recommend higher-fee products that benefit them, even if better options exist for the client💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

  4. Aug 31

    Money Hour Radio | NVIDIA, Treasury Bond Buybacks & Choosing a Financial Advisor | August 29, 2026

    In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, discuss:📈 NVIDIA’s latest earnings, massive growth projections, and what rising chip prices could mean for the AI spending boom🏦 New signals from the U.S. Treasury about potential bond buybacks and what they could mean for interest rates and the markets🤖 Growing concerns around AI capital expenditures, infrastructure costs, and whether companies will ultimately see a return on their enormous investments🛡️ How BN Wealth’s Advance & Protect investment philosophy evaluates market conditions and distinguishes normal volatility from meaningful changes in the underlying evidence💼 Big firm vs. small independent firm: what investors should consider when choosing a financial advisor, from fiduciary responsibility and fees to personalized service and advisor turnover💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

  5. Aug 24

    Money Hour Radio | Treasury Yields, Bond Market Intervention & the NUA Tax Break | August 22, 2026

    In this episode of Money Hour Radio, Ben Barzideh, ChFC® and Matt Nadeau, CFA, break down:• Why Treasury yields have climbed to multi-decade highs• What the Treasury’s surprise bond-buyback announcement could signal• How inflation, government debt and AI spending are affecting interest rates• Why falling yields could matter for stocks, bonds and gold• What Net Unrealized Appreciation (NUA) is• How NUA can potentially reduce taxes on highly appreciated company stock• Why rolling company stock into an IRA without proper planning could eliminate the NUA opportunity• What to consider before making a major 401(k) rollover decision💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

  6. Aug 24

    Money Hour Radio | NVIDIA’s $500B AI Deal, Bubble Risks & Step-Up in Cost Basis | August 15, 2026

    In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, break down:• NVIDIA’s massive $500 billion financing partnership and why it matters for the AI boom• How financing NVIDIA customers could fuel even more AI infrastructure spending• The potential warning signs that bring back memories of the 2008 financial crisis• Why using AI chips and servers as loan collateral could spread risk beyond the tech sector• The bullish case for continued AI spending—and the potential bubble risk investors shouldn’t ignore• What a “step-up in cost basis” is and why it can be such a powerful tax benefit for heirs• How inherited stocks and real estate can potentially avoid substantial capital gains taxes• The difference between inherited assets and assets gifted during someone’s lifetime• Common mistakes that can cause heirs to miss out on a step-up in basis• Why accurate valuations, appraisals, and estate records are critical when inheriting assets 💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

  7. Aug 10

    Money Hour Radio | Gold, SpaceX Earnings, AI Infrastructure & 72(t) Strategies | August 8, 2026

    In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, break down:• Gold's technical setup and why it may be ready to surge again• SpaceX's first earnings report and what it means for investors• Elon Musk's major endorsement of NVIDIA• Why cloud companies could be the next phase of the AI boom• What the "debasement trade" means• How a 72(t) distribution works• A real-life early retirement case study• Common 72(t) mistakes that could trigger IRS penalties💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

  8. Aug 3

    Money Hour Radio | Fed Holds Rates, AI Earnings & 401(k) Rollover Strategies | August 1, 2026

    In this episode of Money Hour Radio, Ben Barzideh, ChFC®, and Matt Nadeau, CFA, break down:• Why the Federal Reserve held interest rates steady• What the latest inflation and GDP reports mean for investors• Why Treasury yields continue to pressure the stock market• The growing divide among the Magnificent Seven as AI spending comes under scrutiny• What's driving volatility in semiconductor stocks• The advantages of consolidating old 401(k)s and IRAs• How self-directed IRAs can expand your investment options• Tax considerations and common rollover mistakes to avoid• When an in-service rollover may be available while you're still working💻 Watch & Subscribe: MoneyHourRadio.com | YouTube | Apple Podcasts | Spotify 📍 Barzideh & Nadeau Wealth Management | Barrington, IL ☎️ 847-780-2980 | 🌐 BNWealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

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About

Money Hour Radio brings you clear, practical conversations on building and protecting wealth. Hosts Ben Barzideh & Matt Nadeau share insights on retirement, investing, tax, and estate planning to help you make confident financial decisions. The views expressed are for informational purposes and should not be construed as specific investment, legal, or tax advice. All investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Any indices referenced are unmanaged and cannot be invested in directly.

Information

  • Creator
    Money Hour Radio
  • Years Active
    2025 - 2026
  • Episodes
    52
  • Rating
    Clean
  • Copyright
    © Money Hour Radio