Teleios Financial LLC

10/06/2026

We've been quiet. Too quiet. 🎙️
But WEALTH REALIZED is BACK this Saturday!

We sit down with Mike Surrano to break down 5 Medicare mistakes that can cost retirees real money. Some of these are easy to make and hard to undo.

📻 Saturday, 8:00 AM on Celina City Limits radio

New this week: after the broadcast, you can catch the episode on Apple Podcasts and Spotify. 🎧

Quick question: what's the most confusing part of Medicare for you? Part B? Medigap vs. Advantage? Drop it below. 👇

Life, Money & A Little Texas Truth. ⭐

10/05/2026

The 10-yr Treasury hit a 24-yr high this week, then Friday's weak jobs report pulled it right back down. Diesel set a fresh record — the G7 just released 100M barrels from reserves in response.

Separate from this weekly commentary, we sent out our first-ever monthly market recap — Your Month in Review — over the weekend. It's a straight, no-spin look at what the last four weeks actually did, so you've got something real to compare against when your statement lands. We'd love your thoug...

09/28/2026

The 10-yr Treasury just hit 5.17% — highest since before 2008. Oil eased to $92 on Iran diplomacy talk. Consumer mood is grim (48.1) but jobless claims are near a 57-yr low. The vibes and the data disagree right now. "

Happy Monday, folks. Every week we put this together so you’ve got a straight-talking read on what happened in the markets — and what it means for your money. No products. No pitches. Just plain talk.

09/25/2026

"Sequence of Returns Risk" is a critical threat to retirement plans; it occurs when market downturns coincide with withdrawals, forcing retirees to sell assets at a loss.

09/21/2026

Your TELEIOS Monday Market Commentary is out. 📊
The Fed hiked rates for the first time in 3 years. Mortgage rates crossed 7%. Oil's near $104 as Saudi Arabia issued air-raid alerts for Riyadh.

Happy Monday, folks. Every week we put this together so you’ve got a straight-talking read on what happened in the markets — and what it means for your money. No products. No pitches. Just plain talk.

09/15/2026

Your TELEIOS Monday Market Commentary is out. 📊
Fed hikes tomorrow at 87% odds. Oil hit $103 — Oman talks collapsed AND Saudi backup pipeline blown up. Mortgage rates at a one-year high. July's job loss report? Turns out the economy was adding jobs.

Happy Monday, folks. Every week we put this together so you’ve got a straight-talking read on what happened in the markets — and what it means for your money. No products. No pitches. Just plain talk.

09/14/2026

Great weekend, down in George West, making memories and harvesting dove🤠

09/11/2026

09/10/2026

One year ago today, Charlie Kirk was killed for having the courage to stand up and speak what he believed to be true.

A year later, the reminder still matters: stand for truth, even when it costs you something.

We recorded this episode last year. Thought we’d pull it out of the archives to remember Charlie.

Also:
We’ve taken the summer off from recording Wealth Realized, but today felt like the right time to share this episode again.

And stay tuned — we’ve got some new things coming soon.

WEALTH REALIZED - E61 - Standing for Legacy and Truth: Honoring Cha...

09/08/2026

Your TELEIOS Monday Market Commentary is out — a day late, but worth the wait. 📊
Markets were closed yesterday for Labor Day. Tesla launched 45 robotaxis in Austin — stock dropped 6%. Diesel hit a record $5.85. CPI drops Thursday.

Happy Tuesday, folks. Markets were closed yesterday for Labor Day — hopefully you got out and made some memories. Every week we put this together so you’ve got a straight-talking read on what happened in the markets — and what it means for your money. No products. No pitches. Just plain talk.