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Episode 92

From 94% Tax Brackets to Modern Markets: A History of Investing and Fraud Protection - 09/26/2026

September 26th, 2026

52 mins 50 secs

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About this Episode

John Berkley takes listeners on a financial history tour, examining tax law changes, government debt growth, and the introduction of IRAs, 401ks, and index funds. The episode also highlights a recent banking scam attempt, providing practical advice on protecting accounts and managing overdraft settings, while explaining the value of local, personalized retirement planning.