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259: Markets, Money, and Moves to Make with Al Caicedo
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In this episode of Saving With Steve, host Steve Sexton is joined by Al Caicedo, the President and Owner of CKS Summit Group, and a trusted financial educator and industry expert who serves clients nationwide. They discuss key market insights, money strategies, and financial moves to make before the end of the year.
Al dives into timely topics — from positioning your portfolio amid market shifts to maximizing year-end tax opportunities and strengthening your retirement plan. He shares actionable ways to finish the year strong and set yourself up for financial confidence in 2026.
Whether you're preparing for retirement, reassessing your investments, or simply looking to make smarter financial decisions before year-end, this conversation is filled with practical advice and expert perspective.
Learn more about the show at www.SavingWithSteve.us
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