Episode Details

For this week's Week in Review, Dave Spano and Brian Jacobsen talk about shifting family spending habits and financial sentiment. They also spotlight the State of the Union’s standout policy update, a newly expanded retirement match program modeled after the Thrift Savings Plan, designed to put up to $1,000 back into the pockets of eligible savers. Then the conversation turns to the changes in U.S. tariff strategy and how the new 15% rate could reshape global supply chains and everyday costs. Plus, segments on the IRS’s updated rules on paper checks and the 401(k) rollover mistakes that could cost you if you’re not careful.