Ep. 215: How Did 2024 Hold Up?
Accumulating Wealth
Between football, market performance and Fed cuts, last year provided some expected and unexpected happenings. The guys are revisiting the predictions they made for what would happen in 2024 and how they held up against what the year brought. LINKS |
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Ep. 214: Preparing Your Estate Plan
Accumulating Wealth
The new year is a perfect time to get a head start on your estate plan. Depending on the size of your estate, strategies and tax planning will look a little different. A guest joins the guys to discuss the importance of establishing an estate plan, a list of documents to include and when your current estate plan may need updating. LINKS |
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Ep. 213: New Year, New Financial Resolutions
Accumulating Wealth
The new year brings spikes in gym memberships and travel plans, but what about financial resolutions? The guys help you set your financial goals for the new year, from updating estate plans, adding new saving strategies, credit monitoring and more. LINKS |
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Ep. 212: All I Want for the Economy
Accumulating Wealth
In this special holiday episode, the guys are going through their wish list for the economy in 2025. Hoping Sanra will bring them tax reform, easing of long-term rates and wholesale insurance reform, they also discuss how the new administration may bring changes for the upcoming year. LINKS |
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Ep. 211: Get Financially Organized this New Year
Accumulating Wealth
Getting financially organized can feel overwhelming when done at the last minute, so preparing ahead of time for the upcoming year is crucial. Not only will setting a cadence of payments and document submissions help your advisor, but it will also help you make the most out of your financial plan. LINKS |
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Ep. 210: Pay or Save Student Loan Debt
Accumulating Wealth
Student loan debt can be daunting, as it stays with you for years post-graduation and there are several philosophies on how to work payments into your financial plan. The guys are joined by a special guest to discuss PAYE versus SAVE payment plans, average rates and considerations of refinancing your loans. LINKS |
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Ep. 209: Holiday Budgeting
Accumulating Wealth
The holiday season is here, bringing a time of joy and giving, but for some, it’s a budgeting nightmare. With seemingly endless gifts to buy, setting boundaries around how much you’re spending can be a difficult task. The guys offer tips on setting a holiday budget and sticking to it. LINKS |
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Ep. 208: 2025 IRS Contribution Limits
Accumulating Wealth
The IRS released the new tax-advantaged contribution limits for next year, and the guys walk through the numbers for 401(k), IRAs, capital gain rates and more. Though the revised contribution limits aren’t as significant as hoped, they will still provide the opportunity to save more. LINKS |
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Ep. 207: Post-Election Analysis (Part 2)
Accumulating Wealth
Many market sectors continued to be up since the election, but oil was down 5%. With the new administration, what is the future of energy, including oil and renewables? The guys revisit their post-election analysis, diving into the potential future of energy production, crypto trends and merger and acquisition regulations. LINKS |
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Ep. 206: Post-Election Analysis
Accumulating Wealth
Election night brought a generational day in the market, with the S&P 500, mid- and small-caps and the Russell 2000 Index all up. Why were these surges so drastic and will these surges last with the new presidency? The guys dive into what the election results mean big picture for the economy in four significant policy categories: tariffs, taxes, immigration and infrastructure. LINKS |
info_outlineThe new year brings spikes in gym memberships and travel plans, but what about financial resolutions? The guys help you set your financial goals for the new year, from updating estate plans, adding new saving strategies, credit monitoring and more.
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