From 94% Tax Brackets to Modern Markets: A History of Investing and Fraud Protection – 09/26/2026
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John Berkley explores the century-long evolution of the American financial system. They review historical shifts in top federal tax brackets, the expansion of national debt, and landmark retirement innovations including IRAs, 401ks, and index funds. Moving from historical trends to modern security threats, John Berkley shares practical advice on protecting bank accounts against sophisticated scams and managing overdraft protections. The episode closes with an emphasis on local, personalized, fiduciary financial planning designed to help families protect and grow their wealth over generations.
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