POPULARITY
3 episodes with your investments
2 episodes with your investments
2 episodes with your investments
2 episodes with your investments
2 episodes with your investments
Jesse is solo, answering your questions! Kate, a government worker with $650,000 in IRAs, is wondering how she can best rebalance her portfolio - and when. Dan seeks clarity on bonds' role despite recent poor returns, learning they offer portfolio stability and mitigate market volatility, critical for risk-averse investors. Peter asks about Social Security timing, highlighting the trade-off between early claiming's investment growth potential versus the guaranteed, low risk returns of delayed benefits, with traditional advice favoring security. Lucas, a young investor with a taxable brokerage account, asks about key considerations to include when setting up a dividend reinvestment plan. Lastly, Chris wonders how to judge between three potential advisors. If you'd like a question in a future AMA, send Jesse a message! Key Takeaways: • How to mitigate your risk by diversification. • Why a 10% “sandbox” could be the right thing for your portfolio. • Should you employ a time based or an allocation based rebalancing strategy. • When you should or should not use bonds. • What is “transfer-on-death”? • How to choose between financial advisors. Key Timestamps: (00:00) - Review of the Week (01:15) - AMA: Portfolio Rebalancing (10:45) - AMA: Understanding Bond Performance (20:29) - The Role of Bonds in Inflation (25:59) - AMA: Social Security and Investment Strategy (29:37) - Understanding Risk-Adjusted Returns (30:32) - Comparing Social Security to Risk-Free Investments (32:37) - Potential Downsides of Early Social Security Collection (37:39) - Lucas's Taxable Brokerage Account Strategy (50:38) - Chris's Financial Advisor Dilemma Key Topics Discussed: The Best Interest, Jesse Cramer, Rochester New York, financial planner, financial advisor, wealth management, retirement planning, tax planning, personal finance, Tax Loss Harvesting Myths, Debunked: What You Need to Know Now, The Simple 3-Step Formula to Avoid Excess Taxes in Your Investments, Is Splitting Your Portfolio Between Advisors a Smart Move? Maximize Your Capital Gains: Proven Tax Strategies for 2024, How to Avoid IRS Fines: The Urgent 90% Rule You Need to Know Mentions: “Why Can't I Take Social Security Early and Invest It?” https://bestinterest.blog/why-cant-i-take-social-security-early-and-invest-it/ “I Wouldn't Know Where to Start” – 16 Questions to Ask A Financial Advisor https://bestinterest.blog/financial-advisor-questions/ More of The Best Interest: Check out the Best Interest Blog at bestinterest.blog Contact me at jesse@bestinterest.blog The Best Interest Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
- BitChute: https://old.bitchute.com/video/mRbdSbPZ08zM/ - Rumble: https://rumble.com/v5oc2fw-tommy-robinson-israel-iran-ww3-elections-trump-investing-gold-comic-books-c.html - Odysee: https://odysee.com/@chycho:6/OpenDiscussion_Oct28_2024_chycho:2 - CensorTube: https://youtube.com/live/3LXO5tnc1DQ ▶️ Matrix: https://matrix.to/#/#chychonians:matrix.org Podcast PLAYLISTS: https://soundcloud.com/chycho/sets/chycho ***SUPPORT*** ▶️ Patreon: https://www.patreon.com/chycho ▶️ Paypal: https://www.paypal.me/chycho ▶️ Substack: https://chycho.substack.com/ ▶️ Buy Me a Coffee: https://www.buymeacoffee.com/chycho ▶️ SubscribeStar: https://www.subscribestar.com/chycho ▶️ Streamlabs at: https://streamlabs.com/chycholive ▶️ YouTube Membership: https://www.youtube.com/channel/UCe4HBBAeK0CYoir4LjXU8fA/join ▶️ ...and crypto, see below. TIMESTAMPS: - Salutations - Tommy Robinson Is Confused: Zionist Puppet That Doesn't Understand the Game at Play in Armenia & Azerbaijan (8:35-13:04) - More on Tommy Robinson (14:25 and more) - More Random Discussion - Investment Advice: Be Careful of Zionists, They Will Shit on Your Investments and Try to Genocide You (24:01-26:36) - Israel vs. Iran: Only Way To Confront Bullies, in This Case, Genocidal Zionist Psychopaths, Is To Annihilate Them (27:59-30:13) - What's One of Your Favorite Comic Book Story Arcs? Mine Is Sláine: The Horned God by Pat Mills & Simon Bisley (30:13-31:01) - How Will the Markets React in Response to World War 3? (32:25-33:45) - Comic Books - Trump Interview with Joe Rogan - Rudy Giuliani - What I Would Invest In (40:01-40:56) - Rank Choice Voting - Gold and Silver - Europa & Space Exploration on Hold Until We Deal With Bureaucrats and Warmongers in Our Societies (44:05-46:37) - Personal Finance & Investing, Diversify: Health, Tangible Items & Stocks, Why I Buy Comic Books & Collectable (48:34-56:14) - Why Explore Space - Elon Musk - “Man Made Global Warming” and Centralized Carbon Tax As the Solution Made for Low IQ Red Rats (1:02:40-1:03:55) - Cannabis Harvests - How To Create Affordable Housing: Investing in Real Estate in Cuba, Prevented Due to Government Regulation (1:07:29-1:09:17) - Centralization Always Wants Inflation, It's Their Cash Cow: Governments and Bureaucrats (1:09:50-1:11:18) - Japan - American Traveling to Cuba - Israel, Truck IDF Attack, Saudi Arabia - Freedom of Speech - Veil on Zionism Has Been Lifted, Revealing a Depraved Genocidal Society (1:23:34-1:26:12) - Georgia - YouTube Deleting My Own Comments on My Own Channel: CensorTube Prevents Free Speech on My Own Channel (1:28:58-1:30:19) - Governments Can Not Be Arbiters of Truth: Why Free Speech Is Important (1:31:08-1:32:25) - Comic Books: John Wick Comics and Keanu Reeves - Those Who Oppose Fake News and Disinformation Should Support Free Speech, Those That Don't Are Confused (1:37:59-1:40:20) - Why Trump Had a Clean Sweep, and Kamala and the Democrats Got Annihilated in the United States Elections (1:40:55-1:44:08) - Erdogan, the Zionist Puppet in Turkey, and Kurds Making All the Wrong Moves (1:44:08-1:45:57) - Every Election Should Have an Option for “Non of the Above”, No Mandate Means No Masters (1:47:42-1:49:56) - United States Elections - Election in British Columbia, Canada: An Example of How Disgusted People Are With the Woke Leftoid Tyranny (1:52:10-1:57:25) ***WEBSITE*** ▶️ Website: http://www.chycho.com ***CRYPTO*** Monero: 41suzjTJn792VZuJFZD1yD1SrZjPxrCbxdscz583Z4uNFZUXNXtnjZNbmnVD39mRK5Vkn5X3rZN6PheafCiMafSn4WVBYhE Bitcoin (BTC): 1Peam3sbV9EGAHr8mwUvrxrX8kToDz7eTE Bitcoin Cash (BCH): 18KjJ4frBPkXcUrL2Fuesd7CFdvCY4q9wi Ethereum (ETH): 0xCEC12Da3D582166afa8055137831404Ea7753FFd Ethereum Classic (ETC): 0x348E8b9C0e7d71c32fB2a70DcABCB890b979441c Doge (DOGE): D83vU3XP1SLogT5eC7tNNNVzw4fiRMFhog Peace. chycho http://www.chycho.com
0:00 Intro 0:59 Market Update 3:29 Topic 1: Outlook for New Administration Policy 8:09 Topic 2: Investment Opportunities in the New Administration 11:27 BKLN -- Another Income Security The US Election is past and we have a definitive winner. There are plenty of implications for health policy, foreign policy, and beyond, but today we are focusing on the implications for our listeners and their investments. The 2 main messages we want to stress are (1) Don't Do Anything Rash and (2) Don't Mix Your Politics with Your Investments! In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the changes we expect to see in fiscal policy (taxes and spending), along with the regulatory regime. We expect to see a lighter environment for regulation, along with an administration more favorable to mergers & acquisitions, which is ultimately shareholder friendly. We also touch briefly on what sectors we expect to perform well in the coming Presidential administration. The episode closes out with yet another income security idea, which you need to watch to the end for the reveal. With interest rates on a bit of a rollercoaster in 2024, we have an idea that should perform well in a rising interest rate, due to its investment in floating rate debt. We know some of you were holding money on the sidelines waiting for the outcome of the election. With that uncertainty behind us, it's time to put those funds to work. If you still have cash building up in checking, savings, CDs, or elsewhere, let us know. As interest rates drop, you are taking on more reinvestment risk and we have some ideas of how you can reallocate those funds. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and put cash to work at Brian's calendar To check out our website, head over to https://leftbrainwm.com/ If you would like more information about our model portfolios, now available for purchase, head to https://leftbrainwm.com/report Email Brian at briand@leftbrainwm.com for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
The markets were right: The Federal Reserve cut interest rates by a half percent on Wednesday, and markets initially climbed, then sold off to end negative for the day. But after pondering overnight, market futures indicated a strong start to Thursday's trading day. If markets rally and hold through Friday, they will be set to hit all time highs, once again. Will we see rotation into other sectors as a by product? The Fed is trying to position rates where they should be, given the current economic conditions. All Labor data now become very important. With lower rates, will there be a rash of corporate debt refinancing? (This rate cut is not likely to affect mortgage or consumer lending debt, yet. Will lower rates spark more activity, and thus become inflationary? Is the Fed rate cut good for stocks? Lance and Michael look at the history and analysis of corrections; it's easy to find reasons to NOT invest. Bear Markets & Corrections were more frequent prior to the 1990's. The dirty Truth: The Fed has become the defacto manager of the US Economy. What will other Central Banks do next? Are we entering a Global Easing Cycle? (Lance relates his Missus has been working a lot, losing sleep, and is ill-tempered this week; also comments about clocks and studio tchotchkies.) Markets look to open strong; what does the underlying data say? There is a sharp contraction in Q3 earnings estimates. Can markets today sustain the breakout? Bond yields are still too high for this economy. SEG-1: Markets Were Right About Fed's Rate Cut SEG-2: What the Fed's 50-bps Rate Cut Means SEG-3: Is the Fed Rate Cut Good for Stocks? SEG-4a: Mrs. Roberts is Cranky & Studio Stuff SEG-4b: What Does the Underlying Data Say About the Economy? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=lQWDEg-aQnI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=973s ------- Articles mentioned in this report: "Trump Or Harris: Corporate Tax Winners And Losers" https://realinvestmentadvice.com/trump-or-harris-corporate-tax-winners-and-losers/ "Momentum Investing Gives You An Edge, Until It Doesn't" https://realinvestmentadvice.com/momentum-investing-gives-you-an-edge-until-it-doesnt/ "Conviction (Or How To Lose A Lot Of Money In Investing)" https://realinvestmentadvice.com/conviction-or-how-to-lose-a-lot-of-money-in-investing/ "Market Risks We Are Watching" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Can Markets Hold on to Breakout?" is here: https://www.youtube.com/watch?v=of34bE1oBm4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Fed Rate Decision 2024: Boom or Bust for Your Investments?" https://www.youtube.com/watch?v=HTRfDmSCQa4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FedRateDecision #StockMarketUpdate #InflationImpact #InvestmentStrategy #EconomicOutlook #PortfolioManagement #InterestRates #FinancialPlanning #RecessionWatch #BondMarket#Markets #Money #Investing
The markets were right: The Federal Reserve cut interest rates by a half percent on Wednesday, and markets initially climbed, then sold off to end negative for the day. But after pondering overnight, market futures indicated a strong start to Thursday's trading day. If markets rally and hold through Friday, they will be set to hit all time highs, once again. Will we see rotation into other sectors as a by product? The Fed is trying to position rates where they should be, given the current economic conditions. All Labor data now become very important. With lower rates, will there be a rash of corporate debt refinancing? (This rate cut is not likely to affect mortgage or consumer lending debt, yet. Will lower rates spark more activity, and thus become inflationary? Is the Fed rate cut good for stocks? Lance and Michael look at the history and analysis of corrections; it's easy to find reasons to NOT invest. Bear Markets & Corrections were more frequent prior to the 1990's. The dirty Truth: The Fed has become the defacto manager of the US Economy. What will other Central Banks do next? Are we entering a Global Easing Cycle? (Lance relates his Missus has been working a lot, losing sleep, and is ill-tempered this week; also comments about clocks and studio tchotchkies.) Markets look to open strong; what does the underlying data say? There is a sharp contraction in Q3 earnings estimates. Can markets today sustain the breakout? Bond yields are still too high for this economy. SEG-1: Markets Were Right About Fed's Rate Cut SEG-2: What the Fed's 50-bps Rate Cut Means SEG-3: Is the Fed Rate Cut Good for Stocks? SEG-4a: Mrs. Roberts is Cranky & Studio Stuff SEG-4b: What Does the Underlying Data Say About the Economy? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=lQWDEg-aQnI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=973s ------- Articles mentioned in this report: "Trump Or Harris: Corporate Tax Winners And Losers" https://realinvestmentadvice.com/trump-or-harris-corporate-tax-winners-and-losers/ "Momentum Investing Gives You An Edge, Until It Doesn't" https://realinvestmentadvice.com/momentum-investing-gives-you-an-edge-until-it-doesnt/ "Conviction (Or How To Lose A Lot Of Money In Investing)" https://realinvestmentadvice.com/conviction-or-how-to-lose-a-lot-of-money-in-investing/ "Market Risks We Are Watching" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Can Markets Hold on to Breakout?" is here: https://www.youtube.com/watch?v=of34bE1oBm4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Fed Rate Decision 2024: Boom or Bust for Your Investments?" https://www.youtube.com/watch?v=HTRfDmSCQa4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FedRateDecision #StockMarketUpdate #InflationImpact #InvestmentStrategy #EconomicOutlook #PortfolioManagement #InterestRates #FinancialPlanning #RecessionWatch #BondMarket#Markets #Money #Investing
In this episode of the Capitalmind Podcast, Deepak and Shray dissect the surge in New Fund Offerings (NFOs) by mutual funds, dissecting why fund houses are launching new schemes and who truly benefits from them—whether it's the AMC, the customer, or intermediaries like distributors. We also discuss the economics of fund distribution, the role of intermediaries, and how to identify the best options for your investments. The episode also ventures into the often not talked about side of financial advisory, the unrealistic expectations of managing wealth independently, and the vital role of professional advisors. Additionally, they explore the cyclic nature of NFOs, investor hype in bull markets, and the risks of market oversaturation, concluding with advice on navigating financial products during booming market conditions. Whether you're a seasoned investor or just getting started, this episode is packed with insights that can help you make informed decisions. Timestamps 00:00 Introduction to the Capitalmind Podcast and disclaimer 00:43 Overview of New Fund Offerings (NFOs) 02:29 Historical Context and SEBI Regulations 03:24 Fund Categories and Flexibility 05:00 The Role of Fund Managers and Themes 08:50 Marketing and Distribution Economics 12:04 Impact on Customers and Fund Houses 29:47 Advertising and Expense Management 33:33 The Role of SEBI in Fund Innovation 34:29 The Impact of Fund Variety on Investors 35:30 The Importance of Innovation in the Mutual Fund Industry 36:59 Challenges of Fund Categorization 42:43 The Role of Financial Advisors and RIAs 49:55 Mutual Fund Distributors vs. Bank RMs 55:27 When to Go Direct with Your Investments 01:05:50 The Cycle of NFOs in Bull Markets 01:09:01 Conclusion and Final Thoughts
Bryan Kuderna presents a financial physical, providing 10 benchmarks to help followers assess their financial health. These benchmarks cover topics such as emergency funds, income levels, investment portfolios, disability insurance, credit card debt, vacation planning, retirement plans, life insurance, estate planning, and net worth. Keywords: financial health, benchmarks, emergency fund, income levels, investment portfolio, disability insurance, credit card debt, vacation planning, retirement plans, life insurance, estate planning, net worth. 1- Do You Have an Emergency Fund? 2- Do You Exceed the Median Earnings of Your Peers? 3- Do You Have Automatic Contributions to Your Investments? 4- Do You Have Disability Insurance? 5- Do You Pay Off Your Credit Cards Monthly? 6- Do You Pay for Your Vacations in Advance? 7- Do You Maximize Your Employer Match? 8- Do You Have Term and Whole Life Insurance? 9- Do You Have a Will? 10- Does Your Net Worth Go Up Every Year? *Median Earnings (https://www.bls.gov/cps/earnings.htm)
In this conversation, Alex and Bob discuss the impact of the election on the stock market and retirement planning. They emphasize the importance of looking at historical data and not getting caught up in the rhetoric and uncertainty of the election cycle. They also highlight the recency effect and how campaigns are information machines that can influence market movements. They discuss the complexity of interpreting campaign statements and the countervailing effects they can have. They also mention the upcoming webinar where they will dive deeper into the numbers and provide more insights. The conversation explores the relationship between presidential elections and the stock market. The hosts discuss whether there is a correlation between the political party in power and stock market performance. They also touch on other factors such as the height and handedness of presidents and their impact on the stock market. The hosts emphasize the importance of taking a long-term view when it comes to investing and retirement planning, rather than trying to time the market based on election cycles. Takeaways Look at historical data and avoid getting caught up in the rhetoric and uncertainty of the election cycle. Campaigns are information machines that can influence market movements. Interpreting campaign statements and their impact on the market is complex and uncertain. Consider the countervailing effects of policy proposals and how they may impact the economy and stock market. Join the upcoming webinar for a deeper dive into the numbers and insights. There is no clear correlation between the political party in power and stock market performance. Other factors such as height and handedness of presidents also do not have a significant impact on the stock market. Taking a long-term view and focusing on retirement planning is more important than trying to time the market based on election cycles. Understanding historical context and having a framework for interpreting market events can help investors make informed decisions. Chapters 00:00 Introduction and Setting the Stage 00:29 Discussion on the Election and Stock Market 05:08 The Recency Effect and Campaign Season 07:20 Interpreting Market Movements After an Election 08:46 The Challenge of Timing the Market Based on Current Expectations 09:15 The Difficulty of Predicting Market Reactions to Campaign Statements 13:14 The Volatility of Campaign Season and Uncertainty 15:12 Considering the Impact of Policy Proposals 22:38 Upcoming Webinar and Deeper Dive into the Numbers 25:30 The Impact of Presidential Elections on the Stock Market 33:51 The Relationship Between Election Years and Market Volatility 37:25 Long-Term Investing and Retirement Planning 41:16 Understanding Historical Context and Interpreting Market Events Links Register now to attend the next webinar with Retirement Researcher, “The Election and The Stock Market: Understanding the Effects on Your Investments” on 6/25/24 at 1PM ET hosted by Bob French. Visit risaprofile.com/podcast to reserve your spot! The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
In this episode, the conversation covers various aspects of long-term care, including qualifying for long-term care insurance, alternative options for funding long-term care, and the role of Medicaid. Alex and Wade also discuss the importance of planning for long-term care and the potential challenges faced by individuals who cannot afford to pay for care. The conversation concludes with a discussion on how to invest funds set aside for long-term care. The conversation covers various topics related to financial planning and investment management. They discuss fee-only planners, annuities, engaging a fee-only planner, strategies to lower risk during retirement, buying whole life insurance for teenage children, and investing to keep up with inflation. They also touch on the reinvestment of dividends and capital gains for a 74-year-old to offset RMDs. The conversation ends with a lighthearted discussion about push-ups. Listen now to learn more! Takeaways Traditional long-term care insurance is difficult to qualify for if you have chronic conditions. Alternative options for funding long-term care include hybrid life insurance with long-term care, annuity with long-term care, and deferred income annuities. Medicaid can be an option for long-term care if you have depleted your other resources. Investing funds set aside for long-term care depends on your liquidity mindset and the timeline for needing the funds. Transparency and client preferences should guide the choice of compensation models for financial planners. Fee-only planners charge a fee for investment management and financial planning, while commission-based planners earn a commission on annuity sales. Engaging a fee-only planner may be worth it if you have enough assets, typically around $500,000 or more. Whole life insurance for teenage children can be used to protect their insurability in case of future health issues. Lowering risk during retirement can be achieved through strategies like adjusting asset allocation, creating bond ladders, and building an income floor. Investing in TIPS (Treasury Inflation Protected Securities) can help preserve the inflation-adjusted value of your principal. Dividends can be taken out to offset RMDs (Required Minimum Distributions) for IRA accounts. Both Wade and Alex need to get back on track with their push-up routines. Chapters 00:00 Episode 130 starts 00:17 Exploring Alternative Options for Long-Term Care Funding 07:23 Considering Medicaid as a Long-Term Care Option 14:35 Investing Long-Term Care Reserve Assets 19:59 Transparency and Client's Best Interests 23:34 Lowering Risk During Retirement Transition 31:13 Reinvesting Dividends and Capital Gains for RMDs 39:32 The Importance of Regular Exercise Links Register now to attend the next webinar with Retirement Researcher, "The Election and The Stock Market: Understanding the Effects on Your Investments" on 6/25/24 at 1PM ET hosted by Bob French. Visit risaprofile.com/podcast to reserve your spot! The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean's free eBook, “Retirement Income Planning”
Our Quarterly Investment Webinar of Q1 2024 featuring Christopher Ingram and Robert Clark, founders of Prosperitas Financial. A discussion on the key topics shaping 2024: Media & Your Investments, Market Review, Election Year, and The Year Ahead. Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content? Check out our Social Media pages. Facebook - https://www.facebook.com/Prosperitasfin LinkedIn - https://www.linkedin.com/company/prosperitasfin Podcast - https://advicefirst.buzzsprout.com/Instagram - https://www.instagram.com/prosperitas_financial/
This week we analyse the Reserve Bank of Australia's recent decision to hold interest rates steady and explain what it means for the housing market, economy, and future rate moves. Will this affect your investing journey? Be sure to tune in to get all the insights and even some predictions for 2024. Listen to episode 189 ‘Cash Rate Pause: What It Means for Your Investments' now! I discuss - 5:24 - Squashing Inflation 12:34 - Recession And Stagflation 19:41 - Interest Rates Returning To Their Average 23:06 - Inflation Isn't Such A Bad Thing Don't hesitate to hit me up on Facebook @SamSaggers. DM me any of your questions :) If you're yet to subscribe, be sure to do so on your favourite channel. Apple - https://pre.fyi/upi-apple Spotify - https://pre.fyi/upi-spotify Google Podcasts - https://pre.fyi/upi-google YouTube - https://pre.fyi/upi-youtube And remember, I'm really good on 1.25 or 1.5 speed :) Take care, Sam
Are You a Victim of Recency Bias? Understanding and Overcoming its Impact on Your Investments. Understanding recency bias is the first step to overcoming its potentially negative impact on your investments.
Join us in a dynamic podcast episode featuring Madhavi, a dedicated advocate of wealth empowerment, successful business owner, and expert in Infinite Banking. As a mother of two, Madhavi embarked on a journey to reclaim her health, leaving her six-figure career behind. Her company, Think Outside the Stocks, specializes in innovative investment strategies to preserve capital.Madhavi, the President and Wealth Strategist at Think Outside the Stocks, guides clients with a two-pronged approach: efficient savings through Infinite Banking and risk-managed investments in commercial real estate syndications. With an impressive multifamily portfolio of approximately 790 units and assets exceeding $170 million, she excels in syndicated partnerships.Passionately committed to education, Madhavi empowers clients with access to historically recession-resistant asset classes, including multifamily properties, self-storage, industrial ventures, senior assisted living, ATMs, and more. She operates as a fund manager, offering diversified investment opportunities with the mantra "Your Investments, Your Choice."Madhavi's mission is to transform the financial future of one family at a time and inspire thousands more to achieve financial prosperity. Don't miss this inspiring episode on wealth empowerment and Infinite Banking with Madhavi!To learn more about Madhavi, visit http://www.thinkoutsidethestocks.com/FREE Strategy session: www.bit.ly/infinitecallFollow us on social media@redseacapitalgroup'Give us a rating on Apple Podcasts here: https://podcasts.apple.com/us/podcast/from-trial-to-triumph/id1640592078Visit our website: www.redseacapitalgroup.com
Your Investments and the Hour Of Rage ON News Radio KKOBSee omnystudio.com/listener for privacy information.
Madhavi is the President and Wealth strategist at Think Outside the Stocks. She helps her clients with a two-fold approach, efficient savings with Infinity Banking, and risk-managed investing in commercial real estate syndications. She has an active multifamily portfolio of ~790 units, $170+ Million in value with strategic syndicated partnerships. She is passionate about educating and bringing high-quality investments to her clients via historically recession-resistant asset classes such as multi-family, self-storage, industrial, senior assisted living, ATMs, and more. She is also a fund manager where she brings in these diversified opportunities one at a time and investors can participate selectively instead of blindly, with her mantra “Your Investments your choice”. Support the showhttps://www.buzzsprout.com/1187780/supporters/newFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.com Register for this year's Multifamily AP360 virtual conference - multifamilyap360.comRegister for Multifamily CoachingTo find out more about partnering or investing in a multifamily deal: Text to 252-292-2604 or email info@ushacapital.com
LIVE SHOW - TRISH REGAN HEARS YOUR COMMENTS AND TAKES QUESTIONS. Was Joe Biden trying to steady himself or cop a feel? The internet is all ablaze over the President's close encounter with Flamin' Hot's Eva Longoria. Meanwhile, how exactly did she score a debut of her film (which is said to be based on a FAKE story) at the White House? Join me for a look a these stories PLUS: Growing trouble at Fox News amid allegations from The Daily Wire's Matt Walsh that the company is trying to force feed wokeism to its employees The Fox producer responsible for the "Wannabe Dictator" graphic leaves Fox News after 10 Years Fox News threatens Tucker Carlson with 'Cease and Desist' letter Woke capitalism is costing companies - from Target to Bud Light to Fox. The companies are facing a new struggle to keep their customers happy as everyday Americans push back on a corporate agenda that is increasingly out of sync with their values. If companies are more focused on keeping their ESG and DEI scores high, earnings will suffer. What does it all this ESG scoring mean for YOUR INVESTMENTS? We discuss! SUBSCRIBE TO MY YOUTUBE for daily videos from the Trish Regan Show Subscribe to the whole audio show on Apple Podcasts: https://apple.co/3ZHdJOk Instagram: https://www.instagram.com/trish_regan/ Twitter: https://twitter.com/trish_regan Facebook: https://www.facebook.com/RealTrishRegan Get your Live Free Or Die gear! https://trishregan.shop #trishregan #trishreganshow #thetrishreganshow Today's show is brought to you in part by show advertiser: https://LegacyPMInvestments.com. To invest in gold or silver call Legacy Precious Metals at 1-866-589-0560Support the show: https://trishregan.store/See omnystudio.com/listener for privacy information.
In this episode, Madhavi Nade Jain breaks down the reasons behind starting her show and shares how it's structured. Stay tuned as we chat more about the power of offloading, plus excellent tips on marketing your show to drive more eyes and ears faster than ever. Dial in! WHAT TO LISTEN FOR The importance of adding value to others How Madhavi selects guests for her podcast A usual goal for podcasters and how to achieve it Paid advertising: How much should you spend and for how long Perks of having both sponsors and calls to action RESOURCES/LINKS MENTIONED The Go-Giver by Bob Burg and John David Mann | Hardcover and Kindle Riverside.fm Who Not How by Dan Sullivan and Benjamin Hardy | Hardcover and Kindle ABOUT MADHAVI NADE JAIN Madhavi is the President, Wealth strategist, and podcast host at Think Outside the Stocks. She helps her clients with a two-fold approach, efficient savings with Infinity Banking and risk-managed investing in commercial real estate syndications. She has an active multifamily portfolio of ~790 units, $170+ Million in value, with strategic syndicated partnerships. She is passionate about educating and bringing high-quality investments to her clients via historically recession-resistant asset classes such as multifamily, self-storage, industrial, senior assisted living, ATMs, and more. She is also a fund manager, where she brings in these diversified opportunities one at a time, and investors can participate selectively instead of blindly with her mantra, “Your Investments, your choice.” Madhavi is on a mission to change the financial trajectory of one family at a time, and thousands more to go. CONNECT WITH MADHAVI Website: Think Outside The Stocks Podcast: Think Outside The Stocks Apple | Spotify CONNECT WITH US If you are interested in getting on our show, email us at team@growyourshow.com. Thinking about creating and growing your own podcast but not sure where to start? Click here and Schedule a call with Adam A. Adams! Upgrading your podcast equipment or maybe getting your first microphone? Get Your Free Equipment Guide! We also have free courses for you on everything you need to know about starting a great podcast! Check out our first six episodes through the links below! Identify Your Avatar - Free Course 1/6 What To Do BEFORE You Launch Your Podcast - Free Course 2/6 How To Launch A TOP Show - Free Course 3/6 Best Marketing And Growth Strategies - Free Course 4/6 How To Monetize Your Podcast - Free Course 5/6 Top 22 Pitfalls On Starting Your Own Podcast - Free Course 6/6 If you want to make money from your podcasts, check out this FREE resource we made. Our clients use a sponsor sheet, and now they are making between $2,000 to $5,000 from sponsorship! Subscribe so you don't miss out on great content and if you love the show, leave an honest rating and review here!
Episode 59 I Madhavi Nade Jain I Mission Driven Investing to Help One Family at a TimeMadhavi Jain is the President and Wealth strategist at Think Outside the Stocks, and she helps her clients with a two-fold approach - efficient savings with Infinity Banking and risk-managed investing in commercial real estate syndications. She had a great career, but a health decision caused her to walk away from a 6 figure income, and many plans for the future. Unsure of single family homes, not sure you can take on multi family by yourself? TUNE IN to find out how Madhavi can introduce you to time-test investment strategies, and you DON'T have to figure it out all on your own!WHAT YOU'LL LEARN:What is ‘Infinity Banking” and how does it workHow her early struggles created her storyHow she had to stop her corporate career for her healthHow losing a 6 figure income prompted a massive changeWhat is her WHYHow can you invest in ATMsWhat does ‘think outside the stocks mean'How can risk be managed in commercial real estate syndicationsHow Madhavi coaches others to implement her strategiesWhy she is passionate about getting more females investing in real estateAnd Much More!BioMadhavi is the President and Wealth strategist at Think Outside the Stocks. She helps her clients with a two-fold approach, efficient savings with Infinity Banking and risk-managed investing in commercial real estate syndications. She has an active multifamily portfolio of ~790 units, $170+ Million in value with strategic syndicated partnerships. She is passionate about educating and bringing high-quality investments to her clients via historically recession-resistant asset classes such as multi-family, self-storage, industrial, senior assisted living, ATMs and more. She is also a fund manager where she brings in these diversified opportunities one at a time and investors can participate selectively instead of blindly, with her mantra “Your Investments your choice” Madhavi is on a mission to change the financial trajectory of one family at a time and thousands more to go. Are you going to be a part of this vision?Website: ThinkOutsideTheStocks.com Podcast: https://podcasts.apple.com/us/podcast/think-outside-the-stocks/id1671544066 To reach out to Jose & Khadija, head over to:website: www.savvyrealestate.caInsta: khadijajafferji & josejafferji Tags: #geographicfreedom #realestateinvesting #financialfreedom#residentialrealestate, #UnitedStates, #mentoring, #success, #buildingwealth, #buildingequity, #howtobecomerich, #portfolio, #howtogetrich, #refi, #infinitybanking, #coaching, #active, #investor, #cashflow, #financialindependence, #learning, #refinancing, #commercial, #growth, #strategy, #scaling,
I always jump at the chance to interview an expert in DIY investing for the podcast and this week I have someone who's been working in the investment industry for decades! Peter McMurtry is an author and financial writer, whose recent book Own Your Financial Future: Take Charge of Your Investments is sure to pique your interest if you're wanting to take a more self-directed approach to your investment portfolios. Peter McMurtry has been involved in the investment industry for over 30 years and his experience includes almost every aspect of the industry. He's currently a financial writer and has a Chartered Financial Analyst designation (CFA®). He's also previously been a portfolio manager and has been involved in financial planning and sales. In his new book, Own Your Financial Future, he guides budding investors to manage their own investments without the use of an advisor. Peter also shares how his newsletter, The McMurtry Investment Report, helps to empower his readers to make their own investment decisions, on top of what to know about fees, how to pick and research stocks, and how to have a balanced portfolio. For full episode show notes visit: https://jessicamoorhouse.com/363
In the second part of our series, Tax-Wise Investing Tips, we go over how asset location and coordination between your financial team can help you effectively manage the taxes on your investments.Listen to part one of our series here, Timeless Tips on Tax-Wise Investing: You and Your Investments.If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.
Do you want to create a solid foundation for your financial future? In this episode of the Happy Hustle Podcast, I chat with Norman Westervelt, the Chairman and CEO of Wealth Factory. Norm shares his insights on entrepreneurism, intentional business success, building relationships, and achieving economic independence. Norm is a seasoned entrepreneur with more than 25 years of experience in various industries, and he is passionate about educating business owners on foundational personal finance that complements their business success. He also has vast experience in operational roles in industries related to higher education, publishing, manufacturing, construction/development, and personal financial education. Norm has been able to bring his business strategy and financial strengths to every environment and has been a part of believing a sound foundation in cash management and accounting principles contributes significantly to organizational success. If you feel that you want to level up and want to achieve your financial goals, Norm and his team offer FREE resources just for the Happy Hustlers. Claim your free gifts at wealthfactory.com/caryjack In this episode, we cover: [00:05:29:00] 5 Pillars of Bulletproof Wealth[00:31:44:15] Estate Planning Isn't Just for the Wealthy, It's for Everyone[00:38:45:29] Invest in Yourself for Financial Success[00:43:07:16] FREE Wealth-Building Resources[00:40:59:10] Take Responsibility on Your Investments[00:45:42:17] Happy Hustle Hacks [Health, Money, Entrepreneurship, Spirituality][00:50:00:09] Rapid-fire questions What does Happy Hustlin mean to you? Norm says it means the happy part is a choice. You know. it's we can. either we got to do this. No matter what you know, We have to serve others. we have to serve our family. We can either be happy doing it or unhappy doing it. And if something is not making me, if something is making me unhappy, I identify it and I deal with it. Connect with Normhttps://instagram.com/wealth_factoryhttps://www.facebook.com/wealthfactoryhttps://twitter.com/wealthfactory_https://youtube.com/wealthfactory Find Norm on this website: https://wealthfactory.com/ Connect with Cary!https://www.instagram.com/cary__jack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustlebook.com/ Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course http://www.thehappyhustle.com/JourneyApply to the Montana Mastermind Epic Camping Adventure https://caryjack.com/montana “It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode Sponsor Did you know that 4 out of 5 Americans are magnesium deficient? And almost everyone is at suboptimal levels. And that's a big problem because magnesium is involved in more than 600 biochemical reactions in our body. Now here's what most people DON'T know: taking just any magnesium supplement won't solve your problem because most supplements use the cheapest kinds that your body can't use or absorb. That's why I exclusively recommend Magnesium Breakthrough. It's the only full-spectrum magnesium supplement with 7 unique forms of magnesium that your body can actually use and absorb. When you get all 7 critical forms of magnesium, pretty much every function in your body gets upgraded... from your brain... to your sleep... pain, and inflammation...and less stress. BiOptimizers only offers this discount once a year, so don't miss out. Just go to www.bioptimizers.com/happy and enter code happy10 to get 10% off any order. I assure you that all BiOptimizers supplements are best in class. If for some reason you feel differently, you can get a full refund, no questions asked. They are so confident that they offer a 365-day money-back guarantee!
In the second part of our series, Tax-Wise Investing Tips, we go over how asset location and coordination between your financial team can help you effectively manage the taxes on your investments.Listen to part one of our series here, Timeless Tips on Tax-Wise Investing: You and Your Investments.If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.
Reset: "Your Investments"- 01-15-23 by CrossLife East
Kent Thune with Get Rich Slowly talks about the number one impact on your investments Episode 2062: The Number One Impact on Your Investments is YOU by Kent Thune J.D. Roth has been reading and writing about personal finance for a decade. Today he's financially independent, but ten years ago, his money life was a disaster, with over $35,000 in consumer debt. He started turning everything around in 2004. By being the boss of your own life, you, too, can be the master of your own financial fate. The original post is located here: https://www.getrichslowly.org/the-number-one-impact-on-your-investments-is-you/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Kent Thune with Get Rich Slowly talks about the number one impact on your investments Episode 2062: The Number One Impact on Your Investments is YOU by Kent Thune J.D. Roth has been reading and writing about personal finance for a decade. Today he's financially independent, but ten years ago, his money life was a disaster, with over $35,000 in consumer debt. He started turning everything around in 2004. By being the boss of your own life, you, too, can be the master of your own financial fate. The original post is located here: https://www.getrichslowly.org/the-number-one-impact-on-your-investments-is-you/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Kent Thune with Get Rich Slowly talks about the number one impact on your investments Episode 2062: The Number One Impact on Your Investments is YOU by Kent Thune J.D. Roth has been reading and writing about personal finance for a decade. Today he's financially independent, but ten years ago, his money life was a disaster, with over $35,000 in consumer debt. He started turning everything around in 2004. By being the boss of your own life, you, too, can be the master of your own financial fate. The original post is located here: https://www.getrichslowly.org/the-number-one-impact-on-your-investments-is-you/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
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Join me in my new weekly series, "Alpesh vs The Markets: Ask Me Anything". It's your chance to ask me anything you want about the markets right now, how to buy the dip and why I'm surprised at how markets are holding up well despite everything going on in the world right now. #stockmarkets #howtoinvest #learntoinvest #financialliteracy This podcast covers Your Questions To Me Markets Right Now Buying the Dip Three Things Keeping Me Busy Three Things I've Stopped Doing Surprised At Markets Holding Up Well Cryptocurrencies 2022 the year so far Things That Concern Me Inflation and How It Affects People Stock picker's Market Work Out Harder Join My Mission To Educate A Million People To Be Better Investors At www.campaignforamillion.com Watch: How To Get Great Returns on Your Investments: https://youtu.be/1f5j3za2JjQ Analysis: A New Era for the Markets?: https://youtu.be/GUMhFxkps9Q Social Mobility From Humble Beginnings: https://youtu.be/bcOldII0NZE Read: Who Makes Money In High Inflation Periods?: https://www.tradermind.com/who-makes-money-in-high-inflation-periods/ How Much Money Do You Need For Retirement: https://www.tradermind.com/how-much-money-do-you-need-for-retirement/ Listen: What To Do If Your Portfolio Sinks: https://anchor.fm/alpeshpatel/episodes/What-To-Do-If-Your-Portfolio-Stinks-efqcnp ---------------------------------------------------------------------------------- RESOURCES & LINKS ----------------------------------------------------------------------------------- https://www.pipspredator.com https://www.investing-champions.com https://www.trading-champions.com #tradingonline #investing #trading #pipspredator #alpeshpatel #business Subscribe to my newsletter for more tips: https://www.alpeshpatel.com/blogsignup Subscribe to my Telegram channel for daily market information: https://t.me/pipspredator Follow me on my LinkedIn Page: https://www.linkedin.com/in/alpeshbpatel/ Join my Facebook community: https://www.facebook.com/tradefx4profit Follow more free resources including my book from www.investing-champions.com and www.alpeshpatel.com My daily insights are on my instant messenger app - also free. Alpesh Patel OBE
In imposing sanctions on Russia, we're weaponizing the US dollar. But most weapons in a war get blown up. Are we, in effect, destroying our monetary system? And are our efforts to isolate Russia from the global economy giving us the results we want? Byron King is a Harvard-trained geologist and a former aide to the US Chief of Naval Operations. He also happens to be our resident go-to source for military insights and a regular contributor at Bonner Private Research, covering energy, precious metals and the economy. On this episode of The Wiggin Sessions, Byron joins me to share his insight on Russia's motive for invading Ukraine, explaining how NATO evolved after the Cold War and why a reset of the 'defensive alliance' is long overdue. Byron discusses how sanctions against Russia are disrupting global commodities markets and describes America's 'theory of victory' on weaponizing the US dollar--and why it's unlikely to succeed. Listen in to understand why an economic recession is inevitable and get Byron's take on what happens if the US dollar loses its reserve currency status. Key Takeaways Byron's history in the Navy and how it informs his perspective on NATO Bryon's insight around Russia's motive for invading Ukraine Russia's perspective that America did not win the Cold War What Byron makes of Zelensky's call to reset our political institutions to protect Ukraine How NATO evolved after the Cold War and why a 'defensive alliance with no defense' is problematic How sanctions against Russia are disrupting commodities markets and impacting ordinary citizens of Russia, Europe and the US America's 'theory of victory' on weaponizing the US dollar (and why it's unlikely to succeed) Evidence that the US dollar could lose its reserve currency status How a country's monetary system has power as a derivative of its military power and vice versa How Byron thinks about the potential for a crypto SDR How we need rare earths to build the electronics we rely on and the consequences of our anti-mining policy Why a recession is inevitable and how it will lead to a 'resurgence of adultism' Connect with Byron King Byron at Bonner Private Research Byron on Twitter Connect with Addison Wiggin Consilience Financial Be sure to follow The Wiggin Sessions on your socials. You can find me on— Facebook @thewigginsessions Instagram @thewigginsessions Twitter @WigginSessions Resources 5-Minute Forecast President Zelensky's Address to Congress Agora Financial Klaus Schwab Mark Carney Jim Rickards at The Daily Reckoning Smoot-Hawley Tariff Act Yom Kippur War ‘Saudi Arabia Considers Accepting Yuan Instead of Dollars for Chinese Oil Sales' in The Wall Street Journal Trilogy Metals Empire of Debt: The Rise of an Epic Financial Crisis by William Bonner and Addison Wiggin The Demise of the Dollar... And Why It's Even Better for Your Investments by Addison Wiggin Bretton Woods Jim Rickards on Special Drawing Rights Pete Buttigieg on 60 Minutes
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Jacob in Lancaster, Ohio: Should I max out my contributions to my 401(k) or 403(b) before contributing to other retirement accounts? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Department of Labor EFAST Form 5500 Search YFP 073: How to Determine the Priority of Investing YFP 208:Why Minimizing Fees on Your Investments is so Important Schedule a free Discovery Call with YFP Planning Send in your questions here or to info@yourfinancialpharmacist.com Your Financial Pharmacist Disclaimer and Disclosures Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.
The Jobs Report and What it Means to Your Investments
Demetri Kofinas is interested in looking beyond the epiphenomena to find out what's really driving change. Rather than accept the superficial, popular narrative around current events, he challenges the consensus and explores novel solutions to complex problems. Demetri is the host of Hidden Forces, a podcast that uses a financial and cultural lens to make connections among disciplines and challenge today's popular narratives. On this episode of The Wiggin Sessions, Demetri joins me to discuss how he chooses guests for Hidden Forces and describe how technology platforms like podcasting facilitate the democratization of ideas. Demetri shares what he learned from his interview with Google CEO Eric Schmidt around artificial intelligence and the problem of goal optimization, explaining how social media channels with a business model based on advertising are incentivized for outrage. Listen in to understand how a high speed of change impacts society and learn how to maintain your humanity and sustain an open mind as you uncover the hidden forces that shape our changing world. Key Takeaways Demetri's background as a media entrepreneur and financial analyst What technology platforms allow for the democratization of ideas How Demetri chooses podcast guests who look beyond epiphenomena to what's really driving change Demetri's take on the influence we have as individuals and why we're on the verge of political realignment in the US What Demetri learned from his conversation with Google CEO Eric Schmidt around AI and the problem of goal optimization Why social media platforms with a business model based on advertising are optimized for outrage Edward O. Wilson's concepts of consilience and eusociality How the human desire to do meaningful work is fueling the Great Resignation The costs associated with navigating a high speed of change The pros and cons of Demetri's open-minded approach to Hidden Forces Connect with Demetri Kofinas Hidden Forces Podcast Demetri on Twitter Connect with Addison Wiggin Consilience Financial Be sure to follow The Wiggin Sessions on your socials. You can find me on— Facebook @thewigginsessions Instagram @thewigginsessions Twitter @WigginSessions Resources 5-Minute Forecast The Meaning of Human Existence by Edward O. Wilson The Daily Reckoning Kurt Richebacher Mobs, Messiahs and Markets: Surviving the Public Spectacle in Finance and Politics by Bill Bonner and Lila Rajiva Empire of Debt: The Rise of an Epic Financial Crisis by Will Bonner and Addison Wiggin The Demise of the Dollar … and Why It's Great for Your Investments by Addison Wiggin Hans-Hermann Hoppe Financial Reckoning Day: Surviving the Soft Depression of the 21st Century by William Bonner and Addison Wiggin Richard Duncan Substack Theodore Roosevelt's ‘The Man in the Arena' Capital Account with Lauren Lyster Mark Moss on The Wiggin Sessions EP030 Market Disruptors Live Tristan Harris Tristan Harris on The Joe Rogan Experience The Social Dilemma Eric Schmidt on Hidden Forces EP218 A World Only Lit by Fire: The Medieval Mind and the Renaissance by William Manchester Ray Kurzweil Plato at the Googleplex: Why Philosophy Won't Go Away by Rebecca Goldstein Rebecca Goldstein on Hidden Forces EP069 ‘A Collective Mass Refusal to Work in Poor Conditions Is Driving the Labor Shortage' in Business Insider A Most Violent Year Speed Limits: Where Time Went and Why We Have So Little Left by Mark C. Taylor Land of Desire: Merchants, Power and the Rise of a New American Culture by William R. Leach
In the 1970's, then Federal Reserve Chair Paul Volcker implemented a series of interest rate hikes to curb inflation. But times have changed. Today, the powers that be no qualms about pumping trillions of dollars into the economy with nothing to back it. And businesses, individuals and the government itself are all dependent on very low interest rates. So, what is the likely outcome of the current economic policy? Is it time to stock up your bolt-hole? My long-time friend and mentor Bill Bonner is the founder of Agora Financial , the leading innovator in the financial advice industry for the last two decades. On this episode of The Wiggin Sessions, Bill joins me to discuss Joe Biden's $6 trillion Build Back Better social engineering plan and share his take on skyrocketing inflation—with no sign of a Fed Chair like Paul Volcker in sight. Bill explains how the Fed's aim has changed from protecting our currency to manipulating the economy and describes the two ways a bubble built on credit ends. Listen in for Bill's insight on how we're following Argentina's financial playbook and learn how to protect yourself from the impending financial reckoning day here in the US. Key Takeaways The real cost of the government's infrastructure and social spending bills How printing money is responsible for skyrocketing inflation What former Fed Chair Paul Volcker did to kill inflation in the 1970's How the Fed's aim has changed from protecting our currency to manipulating the economy The 2 ways a bubble built on credit is likely to end Bill's insight on how the US is following Argentina's financial playbook The challenge of running a business when you don't have confidence in the government How the pandemic contributed to the current economic environment Why we're in for a chaotic, impoverishing few years (and how to protect yourself) Connect with Bill Bonner Bill Bonner's Diary at Rogue Economics Connect with Addison Wiggin Consilience Financial Be sure to follow The Wiggin Sessions on your socials. You can find me on— Facebook @thewigginsessions Instagram @thewigginsessions Twitter @WigginSessions Resources 5-Minute Forecast Empire of Debt: The Rise of an Epic Financial Crisis by Will Bonner and Addison Wiggin Financial Reckoning Day: Surviving the Soft Depression of the 21st Century by William Bonner and Addison Wiggin Infrastructure Investment and Jobs Act Build Back Better Act ‘The Real Biden Bill: At Least $4.6 Trillion' in The Wall Street Journal ‘Build Back Better Cost Would Double with Extensions' on The Committee for a Responsible Federal Budget Blog National Taxpayers Union Paul Volcker IOUSA Ludwig von Mises David Stockman's Contra Corner CARES Act ‘Deere Strike to End as Workers Vote to Approve Contract' in Reuters ‘Ford, GM Step into Chip Business' in The Wall Street Journal The Demise of the Dollar … and Why It's Great for Your Investments by Addison Wiggin Hans-Hermann Hoppe
It's not what you make but what you keep. Do you know that the taxes you pay on your investments can vary? Well then, this episode is for you! In this information-packed episode, Larry Heller discusses diversification, taxes, and different strategies you can use to maximize your return by minimizing your taxes. Larry discusses: What … Continue reading 95. HWM Strategies to Save Income Taxes on Your Investments →
In today's episode, I talk about "Return on Your Investments".You can listen to Farrside of Leadership on Apple Podcast, Spotify, Amazon Music, Google Podcast, or probably any other app that you prefer.Email me with your thoughts and ideas for future episodes.Please share this episode and subscribe to the podcast.Visit https://www.farrsideofleadership.com.Make it a great day.Terry Farrterry@terryfarr.com601-916-2645
If you’re investing in an IRA, a 403b, a traditional 401(k), etc., it’s important that you understand the taxation on your savings vehicles, as well as develop a tax diversification plan. Listen into this episode as we discuss how your taxes could be impacted under the current proposed tax plan, what an Index Universal Life insurance plan offers in comparison to other vehicles, and highlight the importance of working with an expert for your financial planning. Review the article mentioned in today’s show >> Show Notes Intro (:00 – :35) Subscribe to Weekend Reading (00:50) This Week’s Article: Treating Cash Value as A Fixed Income Choice Being Proactive with Tax Planning (2:15) Health Savings Account (HSA) (2:47) Capping Out in Your Investments (3:08) Taxes in IRA, 403b, or 401(k) (3:20) Concerns in Taxation (4:00) The Importance of a Tax Diversification Plan (4:20) Tax Proposal Bill Affects (4:48) Two Things That Increase a Deficit (6:25) You Should Be Fully Funding Your Roth IRA (7:24) IUL - Index Universal Life & Section 7702 (8:05) Attractive Attributes of an IUL (9:29) IUL as a Swiss Army Knife (11:05) IUL Changes in January 2021 (14:43) Grab Laura’s Financial Checklist Challenge at redefiningwealth.info/checklist or call 866-633-0955 to request the Financial Checklist Challenge! Make sure you’re subscribed to the Weekend Read at redefiningwealth.info! Principal Protection (17:26) Analyzing Risk Assessment (18:11) Investing in Bonds (19:00) IUL vs. Bond (19:44) Cash Value Life Insurance (21:00) Insurance Companies Can Purchase Bonds that Individuals Cannot (22:18) Defining the Purpose of Your Money & Plan (24:26) Feeling Comfort in Uncertain Times (24:58) Links redefiningwealth.info lswealthmanagement.com Call 866-633-0955 to Request the Checklist Challenge or Stress Test Text Knowledge to 474747
Have you proactively paid attention to the taxation on your retirement income? The investments you’ve made throughout your life in preparation for retirement all come with their own rules and taxes. In this episode of Retirement Talk Podcast, Laura, Michael, and JAG discuss how different types of retirement income get taxed and how you can better diversify your tax strategy and prepare for those taxes. Review the article mentioned in today's show >> Show Notes Subscribe to Weekend Reading (:50) This Week’s Article: How 10 Types of Retirement Income Get Taxed (1:28) Preparation and Transition (2:33) Being Proactive in Your Retirement Income Taxes (3:25) Diversification in Your Tax Strategy (5:06) Nine States Without a Traditional Income Tax (5:45) Advanced Advice for Your Investments (6:28) Ticking Tax Time Bombs with IRA, 401k, & 403b (8:07) Take Control of Your Future Taxations with a Tax Diversification Plan (9:20) Impact of National Debt (10:40) Social Security Tax & Provisional Income (12:00) Thresholds of Provision Income Taxation (13:31) Bonds, Stocks, and Mutual Funds (15:49) Phantom Income in Mutual Funds (16:14) Dividends & Annuities (18:00) Qualified Dividend vs Non-Qualified Dividends: Determine How It’s Taxed (19:25) The Future of Taxation on Dividends (20:14) Net Investment Income (21:25) Annuities (22:10) Links redefiningwealth.info redefiningwealth.info/checklistLswealthmanagement.com Episode 44: Does Your Portfolio Need Bitcoin? 866-633-0955 to Request the Checklist Challenge or Stress Test Review the article mentioned in today's show >>
Take Control of Your Investments and Loans feat. Dr. Tim Ulbrich of Your Financial Pharmacist On today's episode, we speak with co-founder and CEO of Your Financial Pharmacist, Dr. Tim Ulbrich, and about investment and loan strategies. Topics include: IRA versus Roth IRA Taxable versus nontaxable funds Goal setting and why you're investing Loan repayment strategies To reach out to Dr. Ulbrich, you can visit his LinkedIn page at https://www.linkedin.com/in/timulbrich/ Check out Your Financial Pharmacist at https://yourfinancialpharmacist.com/ Additional Resources: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-401k-and-profit-sharing-plan-contribution-limits https://www.irs.gov/retirement-plans/traditional-and-roth-iras https://www.irs.gov/publications/p969 As always, you can visit us at www.ocpha.org or you can email us at info@ocpha.org. Follow us on social media and share this podcast with your friends! Twitter: @OCPhA_CA Instagram: @OCPhA Facebook: OC Pharmacists Visit our parent organization, the California Pharmacists Association Until next time, OCPhA is reminding you to get determined, get inspired!
Dr. Dan reviews the latest Wealth Matters column in the New York Times by Paul Sullivan: Stressed about the Election? Don't Take it Out on Your Investments. https://www.nytimes.com/2020/10/30/your-money/election-investments.html Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.
Passive Income, Active Wealth - Hard Money for Real Estate Investing
How Safe are Your Investments? In this episode, Bill Fairman, Wendy Sweet, and Jonathan Davis get to answer "ugly questions". The answers may not be what people like, but it is the truth. The goal is to provide unbiased answers to people's questions. With every investment, there are risks. So one of the ugly questions tackled in this episode is "How safe is Carolina Capital".
SEG-1: Earnings Seasons Greetings SEG-2: Why Markets Have Already Price-in COVID SEG-3: Are You Over-paying for Your Investments? SEG-4: Beware Promises of Chickens in Every Pot -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/the-bullish-test-comes-as-earnings-season-begins-07-03-20/ https://realinvestmentadvice.com/the-death-of-fundamentals-the-future-of-low-returns/ https://realinvestmentadvice.com/the-theory-of-mmt-falls-flat-when-faced-with-reality-part-ii/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22
Today's guest on the Expat Money Show is Chad Elwartowski, the COO of Ocean Builders. You may not have heard of https://ocean.builders/ (Ocean Builders), but you most likely have heard of SeaSteading and SeaPods. As a first seasteader he brings along his expertise of knowing how life on the open ocean can be and what will be necessary for future customers to feel comfortable in their floating homes. Ocean Builders is located at Linton Bay Marina on the Caribbean Sea in Panama. They are the first company to build a floating home in the open ocean with plans to build many more. Mikkel and Chad met back in January at a convention and they struck up a conversation regarding SeaSteading and LandSteading. Mikkel's interest was piqued and he really wanted his audience to understand what happened in Thailand and what great things are happening here in Panama. It's a fascinating story, and we're pretty sure you'll love listening to Chad tell it. If you're not sure what SeaSteading is, go check out Chad's company https://ocean.builders/ (Ocean.Builders) One of the really great things about Panama is that the government here is totally behind Ocean Builders concept and are supporting Chad and his company to build these pods both in shallow water and in deep water. Listen in as Chad also explains about LandSteading and what will be happening in Panama inland. Here are some points discussed: What will these pods look like What is the energy source What about garbage disposal Internet How are these units built Will these units affect the coral in the water Can you really 3D Print a home and so much more If you are interested in owning a pod whether it be on the shores of the Caribbean, out in International waters or in the interior of Panama, then please check out this podcast and reach out to Chad via his Facebook group https://www.facebook.com/seasteading/ (The Seasteading Institute) https://www.facebook.com/chad.elwartowski (Chad Elwartowski) https://www.youtube.com/results?search_query=Chad+Elwartowski (YouTube) Related Articles & Podcast Episodeshttps://expatmoneyshow.com/episodes/085-warren-black/ (EP 085: Warren Black - International Tax Expert Champions For Sovereignty) https://expatmoneyshow.com/episodes/john-perkins-confessions-of-an-economic-hitman-yesterday-and-today/ (EP 071: John Perkins - Confessions of An Economic Hitman - Yesterday and Today!) https://expatmoneyshow.com/episodes/richard-maybury-how-will-the-trade-war-with-china-affect-you-and-your-investments/ (EP 069: Richard Maybury - Seeing Into The Future - How Will The Trade War With China Affect You and Your Investments) Final ThoughtsThis was a really interesting episode to record with Chad. When we met back in February and we said we would stay in touch, as we both live in Panama. With this lockdown due to the Coronavirus, the topic of Sovereignty kept coming up and SeaSteading is a great way to become Sovereign. As soon as the lockdown has been lifted, I'm going to take my family out to Linton Bay, and spend a few days relaxing on the beach, swimming in the sea and making new friends! Support this podcast
Jason Hartman and video director Chad use the intro of today's episode to go over some of the comments made by viewers of Jason's YouTube videos, as well as announcing who the winner is for the contest. Then Jason speaks with Matthew Sullivan, founder & CEO of Quantm Real Estate, about how his company is using blockchain and tokens to help homeowners pull equity out of their homes (whether owner occupied or investments). Matthew uses a few case studies to explain how much money you could extra, what you would owe his company, and how the secondary market works for the equity stake his company receives. Key Takeaways: [3:39] Jeffrey's comment on "Home builders made a big mistake" [7:46] Abdula was amazed by "How to Maintain Control of Your Investments" about how many people take a cut before you get paid when you don't have direct control [11:39] The winner of the YouTube challenge! Matthew Sullivan Interview: [18:22] Matthew's company allows you to get equity out of your house without taking out another loan with a bank by buying some of the future value of your house [21:19] Case study: How much can you pull out if you were to have a $100,000 house with a $50,000 mortgage? [27:35] Why Quantum Real Estate goes through the hassle of creating a REIT and tokenizing them equity share [32:17] The effective "interest rate" for homeowners who realize their equity [36:27] Quantum Real Estate revalues their portfolio every 3 months so the secondary market can trade Website: www.JasonHartman.com/Masters www.QuantmRE.com www.JasonHartman.com/Ask
Bert Visser of Whycliffe Bible Translators Canada preached the "Your Investments in 2018" sermon at First Congregational Church of Halifax on December 30th, 2018.
Get Your Financial Planning in Gear with Expert Money Management Tips: Are you frequently distracted by new opportunities and lack the focus to follow through on an intentional investing strategy? Author of "May You Drink from the Saucer”, Certified Financial Planner, and President of J.M. Arbour Wealth Management, Jac Arbour, is ready to help you achieve a robust investment portfolio and abundant life. Learn how to gain clarity on your financial goals, discover the value of mentorship, and more. Plus, get a preview of Jac’s upcoming book, "This Little Piggy: The Tale of the Four Slotted Piggy Bank". • [00:00:00] Meet Your Next Financial Planning Coach • [00:05:18] New Book by Jac Arbour: "This Little Piggy" • [00:11:30] Change the Way You Think About Money • [00:18:20] Be Intentional with Your Investments • [00:25:50] Learn to Flex Your Financial Muscles • [00:33:21] Your Passion Doesn't Always Pay
Get Your Financial Planning in Gear with Expert Money Management Tips: Are you frequently distracted by new opportunities and lack the focus to follow through on an intentional investing strategy? Author of "May You Drink from the Saucer”, Certified Financial Planner, and President of J.M. Arbour Wealth Management, Jac Arbour, is ready to help you achieve a robust investment portfolio and abundant life. Learn how to gain clarity on your financial goals, discover the value of mentorship, and more. Plus, get a preview of Jac’s upcoming book, "This Little Piggy: The Tale of the Four Slotted Piggy Bank". [00:00:00] Meet Your Next Financial Planning Coach [00:05:18] New Book by Jac Arbour: "This Little Piggy" [00:11:30] Change the Way You Think About Money [00:18:20] Be Intentional with Your Investments [00:25:50] Learn to Flex Your Financial Muscles [00:33:21] Your Passion Doesn't Always Pay
The Investing for Beginners Podcast - Your Path to Financial Freedom
Welcome to Investing for Beginners podcast, this is episode 39. Andrew and I are going to respond to an email that Andrew got asking us some questions. So today we’re going to talk a little bit about some of his questions, go in-depth and answer those for him. So without any further ado, I’m going […] The post IFB39: Simple Tax Shelter: Tax Saving Instruments for Your Investments appeared first on Investing for Beginners 101.
Retirement: Are You On the Same Page?...Are Charities Selling Your Contact Info?...What Rising Interest Rates Mean to Your Investments...
People make all sorts of claims about what is and isn't a good investment. "Housing is the safest investment." "Gold is the best place to put your money right now." "This mutual fund has made money for 7 years straight." And so on... Play Episode The post 019 – How to Measure the Performance of Your Investments appeared first on Rizqwise.
Picking the right stocks can be a daunting challenge for most investors, so it pays to listen to one of the top stock-picking pros in the country. In this interview Natalie Pace, author of The ABCs of Money and editor of the Nataliepace.com E-zine, tells you how she picks stocks that turn out to be big winners year after year. Natalie is a frequent guest on major TV and radio shows and is a speaker at investment conferences all over the world. She specializes in “green” stocks which help the environment and are also profitable for their shareholders. Every year she picks one favorite stock and she has a remarkable record of scoring big gains with her pick. Listen in to this show to hear how she does it and what stocks she likes now.
Picking the right stocks can be a daunting challenge for most investors, so it pays to listen to one of the top stock-picking pros in the country. In this interview Natalie Pace, author of The ABCs of Money and editor of the Nataliepace.com E-zine, tells you how she picks stocks that turn out to be big winners year after year. Natalie is a frequent guest on major TV and radio shows and is a speaker at investment conferences all over the world. She specializes in “green” stocks which help the environment and are also profitable for their shareholders. Every year she picks one favorite stock and she has a remarkable record of scoring big gains with her pick. Listen in to this show to hear how she does it and what stocks she likes now.
Richard Duncan returns and Robert Kramer visits for the first time. Amidst the ongoing propaganda campaign designed to keep your “animal spirits” up so you will keep spending more than you earn, we are strongly encouraged to think the Federal Reserve Bank possess financial omniscience. As such, we are led to believe that the new Fed Chair person, Janet Yellen, will hold steady in reducing the amount of financial narcotic that is spewed into the economy through monthly Quantitative Easing. Duncan will explain why he thinks it will be impossible for the Fed to taper QE much longer and what that will likely mean four our investment decisions. We will ask him if that means gold and other tangible assets are a place to go to preserve wealth. Kramer, CEO of Canamex Resources, a baby gold mining company with some exceptionally long, high-grade gold drill intercepts from that company's Nevada property, will talk about how he plans to build wealth for his shareholders.
The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action
TEAM of Experts & Guests o Your Host, Robert Helms o Co-Host and Financial Strategist, Russell Gray o The "Godfather" of Real Estate, Bob Helms On this week's show we'll discuss: o Staying Out of Legal Trouble with Your Investments o Tools to Consider Prior to Executing a Contract o What To Expect From an Attorney and What Not To o The Difference Between Firewalls and Fire hoses o Realities of Mediation, Arbitration and Insurance Please give us some feedback - write a review and rate us on our itunes page!
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