Episode 41

The Cost of Investing: Evaluating Fee Platforms, Controlling Tax Gains, and Addressing the Risks of Global Inflation and the Shrinking Stock Market - 10/04/2025

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October 4th, 2025

52 mins 50 secs

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About this Episode

Join John Berkley for a comprehensive look at crucial financial decisions. John reviews the rising markets and discuss the complexities of transitioning to fee-based investment platforms, warning against potentially higher costs. Learn how managing individual stock portfolios allows for greater tax efficiency, utilizing concepts like the step-up in basis. The show tackles global concerns, including high federal debt, the risk of structural inflation, and the future status of the dollar. Finally, he explores why the U.S. stock market is shrinking due to regulations, and offer guidance on when to claim Social Security.