Episodes

  • ArcVest Daily Retirement - May 4, 2026: Roth Conversions: The Tax Move That Could Save Thousands

    ArcVest Daily Retirement - May 4, 2026: Roth Conversions: The Tax Move That Could Save Thousands
    May 4 2026
    Today on ArcVest Retirement Daily: The mechanics of pay-tax-now to get tax-free-later. The gap-year strategy, how to calculate the optimal conversion amount, who benefits most, who should not bother, and the common mistake of converting so much you trigger IRMAA. Educational content only - not investment advice. https://arcvest.com/
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    11 mins
  • ArcVest Daily Market Update - May 4, 2026 10:00 AM EST

    ArcVest Daily Market Update - May 4, 2026 10:00 AM EST
    May 4 2026
    ArcVest Daily Markets - May 4, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.
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    12 mins
  • ArcVest Daily Retirement - May 1, 2026: The 2026 Tax Change Everyone Needs to Understand

    ArcVest Daily Retirement - May 1, 2026: The 2026 Tax Change Everyone Needs to Understand
    May 1 2026
    Today on ArcVest Retirement Daily: The Tax Cuts and Jobs Act sunset, in plain English. What happens to brackets and the standard deduction, what it means in real dollars for typical retiree incomes, and how to plan for the worst case while hoping for the best. Educational content only - not investment advice. https://arcvest.com/
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    10 mins
  • ArcVest Daily Market Update - May 1, 2026 10:00 AM EST

    ArcVest Daily Market Update - May 1, 2026 10:00 AM EST
    May 1 2026
    ArcVest Daily Markets - May 1, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.
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    12 mins
  • ArcVest Daily Retirement - April 30, 2026: Umbrella Policies and the Insurance You’re Forgetting

    ArcVest Daily Retirement - April 30, 2026: Umbrella Policies and the Insurance You’re Forgetting
    Apr 30 2026
    Today on ArcVest Retirement Daily: The insurance most retirees underbuy: umbrella liability. Plus homeowner's and auto adjustments in retirement, whether disability still matters, and the underappreciated lawsuit exposure that comes with a visible nest egg. Educational content only - not investment advice. https://arcvest.com/
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    11 mins
  • ArcVest Daily Market Update - April 30, 2026 10:00 AM EST

    ArcVest Daily Market Update - April 30, 2026 10:00 AM EST
    Apr 30 2026
    ArcVest Daily Markets - April 30, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.
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    13 mins
  • ArcVest Daily Retirement - April 29, 2026: Do I Still Need Life Insurance?

    ArcVest Daily Retirement - April 29, 2026: Do I Still Need Life Insurance?
    Apr 29 2026
    Today on ArcVest Retirement Daily: A decision framework for retirees: when coverage is still essential, when it is not, whole-life and universal policies you should keep versus surrender, and the second-to-die concept for estate planning. Educational content only - not investment advice. https://arcvest.com/
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    9 mins
  • ArcVest Daily Market Update - April 29, 2026 10:00 AM EST

    ArcVest Daily Market Update - April 29, 2026 10:00 AM EST
    Apr 29 2026
    ArcVest Daily Markets - April 29, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.
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    11 mins