Episode 98

AI Productivity, Bond Realities, and Portfolio Strategy - 11/07/2026

November 7th, 2026

52 mins 50 secs

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ai productivity tools bond investing fixed income inflation risk financial planning asset allocation wealth management market risk tax efficient investing

About this Episode

John Berkley and Sheena Hanson discuss how modern artificial intelligence tools streamline daily productivity, compliance, and client service. They also explore essential bond market strategies, explaining how fixed-income assets balance equity portfolios, combat sneaky inflation risks, and fit into household tax planning. Tune in for practical financial wisdom grounded in economic history and disciplined, long-term portfolio management.