INTERVIEW ON THE PRICE OF BUSINESS SHOW, MEDIA PARTNER OF THIS SITE.
Recently Kevin Price, Host of the nationally syndicated Price of Business Show, interviewed Michael Neuenschwander.
Price of Business Host Kevin Price visited with Michael Neuenschwander.
In this segment of the nationally syndicated Price of Business Show, host Kevin Price interviews Michael Neuenschwander, a Certified Financial Planner (CFP®), CPA, and owner at Outlook Wealth Advisors. The discussion centers on market trends during the late summer heading into the fall, political uncertainties around upcoming elections, geopolitical tensions (such as conflicts involving Iran), and potential Federal Reserve interest rate movements.
Key Takeaways
Holistic Financial Planning: Neuenschwander emphasizes looking beyond simple product sales to take a comprehensive approach to retirement planning—integrating tax strategies, healthcare costs, and income streams.
Midterm Election Dynamics: The host and guest analyze historical trends in midterms and presidential election cycles. While midterm years often feature lower historical returns and market anxiety, the period following midterms frequently yields stronger economic performance once political gridlock or clarity settles in.
Risk Management & Portfolios: Despite strong multi-year market gains, Neuenschwander warns investors against complacency. He advises double-checking portfolio risk, taking short-term liquidity needs off the table, and leveraging tools like buffers or hedges to prepare for potential 10% to 15% market pullbacks.
AI & Market Hype: While key hardware and semiconductor companies are driving real earnings in the artificial intelligence boom, many broader companies are still determining how to effectively monetize AI investments.
A native Houstonian, Michael graduated from Texas A&M University with a Bachelor’s degree in accounting and a Master’s degree in finance. Grounded in the principles of his training as a CPA and CFP® and with nearly 20 years’ experience, Michael designs forward-thinking, taxefficient investment strategies for retirees and specializes in complex situations unique to high-net worth families.
While predicting the unpredictable is impossible, Michael’s holistic, indepth planning approach covers as many bases as possible to help you create a retirement strategy that addresses a variety of potential risks, tax situations and provide sustainable income streams for the length of your retirement. From tax-efficient strategies to investment advice to protecting some of your assets, he guides you in building a fiscal house to help support your lifestyle and long-term financial goals.
Michael is proud to serve as a fiduciary, building trust with his clients through due diligence, integrity and transparency. His priority is to help individuals and business clients turn the complex components of wealth management into easy-to-understand solutions for protecting and preserving their wealth while minimizing tax exposure. An educator at heart, Michael has written for Forbes and Kiplinger’s magazine, is co-author of “Retire Abundantly,” was a featured radio talk-show host and is often featured on Houston’s Fox 26 News. He is an 8-year award winner of the prestigious 5-Star Wealth Manager award that is only awarded to the top 5% of Financial Planners in the Greater Houston area.
Michael married his high school sweetheart, Rachel, and they are raising their two beautiful children, Ella and Hudson. He is a car enthusiast and enjoys home improvement projects and getaways to the beach or lake, as well as an occasional winter vacation to the mountains for skiing. Of course, no fall would be complete without at least several trips back to College Station to attend an Aggie football game with friends.
Learn more at www.OutlookWealth.com.
Connect with Michael Neuenschwander on social media:
LinkedIn: https://www.linkedin.com/in/michael-neuenschwander/
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