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In The Final Analysis<br/>

In The Final Analysis

Hosted by financial advisor Jim Yockey, In The Final Analysis takes 30+ years of experience and wisdom to dive into timely financial topics to provide you with money management insights that can help you grow your savings and protect your principal.

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NEW! Hosted by financial advisor Joe Frederick, In The Final Analysis Minisodes spotlight special topics in the finance landscape to help keep you educated on current trends and informed for financial confidence.

Analyzing: Estate Planning for Baby Boomers Minisode 6, December 2025

In this In The Final Analysis minisode, financial advisor Joe Frederick completes our generational investing series with estate preparation insights for Baby Boomers.

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Getting to Know Your Money Mindset Episode 14, December 2025

In this In The Final Analysis minisode, financial advisor Jim Yockey explains some of the psychology behind your money emotions and financial decision-making.

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Analyzing: Retirement Investing for Gen X Minisode 5, November 2025

In this In The Final Analysis minisode, financial advisor Joe Frederick continues our generational investing series with retirement preparation insights for Gen X.

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Trust & Decision-Making Episode 13, November 2025

In this In The Final Analysis minisode, financial advisor Jim Yockey explains the relationship between trust and financial decision-making.

Comes with a free downladable guide for how to make unemotional financial decisions!

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Analyzing: Investing Towards Retirement for Millennials Minisode 4, September 2025

In this In The Final Analysis minisode, financial advisor Joe Frederick continues our generational investing series with retirement investment strategies for Millennials.

Comes with a free downloadable guide for steps to start your financial journey!

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Loss Aversion, Recency Bias, & Sunk Cost Fallacy Episode 12, September 2025

In this In The Final Analysis minisode, financial advisor Jim Yockey explains some of the more common cognitive biases people can bring to their financial decision-making.

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Analyzing: Investing 101 for Gen Z Minisode 3, July 2025

In this In The Final Analysis minisode, financial advisor Joe Frederick kicks off our generational investing series, starting with market basics for Gen Z.

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Headline Uncertainty Episode 11, July 2025

In this In The Final Analysis minisode, financial advisor Jim Yockey delves into the behavioral finance strategies that can help or hinder news-based anxiety.

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Analyzing: Working with a Financial Advisor Minisode 2, May 2025

In this In The Final Analysis minisode, financial advisor Joe Frederick explains what exactly a "Financial Advisor" does and how we can help clients.

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Avoiding Detours Along Life's Journey Episode 10, May 2025

In this episode of In The Final Analysis, financial advisor Jim Yockey discusses how he analyzes the risks and challenges throughout life that could threaten your financial plan.

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Analyzing: Trending Terms Minisode 1, April 2025

In the first minisode of In The Final Analysis, financial advisor Joe Frederick explains some of the financial topics that are currently hot on the public's mind.

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Investing & Decision-Making Episode 9, April 2025

In this episode of In The Final Analysis, financial advisor Jim Yockey discusses investing's relationship with decision-making psychology, economies, inflation, and personal finance.

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Money Isn't Magic Episode 8, March 2025

In this episode of In The Final Analysis, financial advisor Jim Yockey discusses various motivations, goals, and journeys one can have on the road to financial confidence.

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Uncertainty & Decision-Making Episode 7, February 2025

In this episode of In The Final Analysis, financial advisor Jim Yockey explains the relationship between uncertainty and financial decision-making.

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Considering Your Questions Episode 6, January 2025

In this episode of In The Final Analysis, financial advisor and host Jim Yockey explains the common questions we get at the office and why we create content around behavioral finance.

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Participation & Protection Episode 5, October 2023

In this October 2023 episode of In The Final Analysis, financial advisor and host Jim Yockey explains some of the cognitive biases at play in financial decision-making.

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The Federal Reserve Episode 4, September 2022

 In this September 2022 episode of In The Final Analysis, financial advisor and host Jim Yockey walks you through how the Federal Reserve effects our current economic considerations.

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Cybersecurity <sup>Episode 3, June 2022</sup> <br/>

Cybersecurity Episode 3, June 2022

Similar to our seminar back in 2019, Wisdom is partnering with Sean Ayers, Cybersecurity Specialist, to educate on protecting oneself on the internet; this is not a commercial for investing, just a presentation to know what/what not to do online for our clients and their loved ones who need it.

Economic Uncertainty Episode 2, April 2022

In this episode of In The Final Analysis, financial advisor and host Jim Yockey walks you through the current economic uncertainty around inflation, investing, and geopolitical impacts.

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Current Market Updates Episode 1, February 2022

In this inaugural episode of In The Final Analysis, financial advisor and host Jim Yockey walks you through current market updates and economic considerations.

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.