Is Quarantining is a Preview of Life After Your Career?
Release Date: 04/10/2020
Decision 2020 & Your Money
Smart Money Insights
Tuesday, November 3rd is the big day. Who will it be – Trump or Biden? We know the candidates are polar opposites on the issue of taxes, and that could impact our wallet. But what will happen to the market depending on the outcome? Should “Smart Money” investors worry about what Wall Street does over the next several weeks? Many Americans are asking this question, and Wes is breaking down what our true focus should be on instead of politics and the media.
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Home Improvement Fever
Smart Money Insights
More time at home has motivated many to make a few upgrades and finally fix a few things around the house. In our latest episode, Wes discusses how to plan for these expenses, and how they could pay off down the road.
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Eddie Van Halen, Sammy Hagar & Chemistry
Smart Money Insights
With the recent passing of legendary guitarist Eddie Van Halen, former singer of Van Halen, Sammy Hagar explained how their relationship worked. The immediate answer was Chemistry. In this episode, Kristen and Wes discuss the importance of chemistry, whether it’s between you and a friend, a spouse, or with a financial advisor.
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Realistically, Could Your Tax Return Look Like Trumps?
Smart Money Insights
One of the top stories in the news has been the claim that President Trump paid little, or no, taxes over the past decade. Instead of arguing whether that’s accurate or not – We all agree that the ultra-wealthy have ways… legal ways – of reducing the amount of taxes they owe. If you’re part of the middle class and wondering what you’re doing wrong, this episode is for you! Wes spotlights what all of this REALLY means, and how to can find out if you’re able to legally lower your personal tax li
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Election Protection 2020
Smart Money Insights
This isn’t a right vs. left, Trump vs. Biden debate. This episode is all about YOU and your money! With such a heated election season, Wes discusses how Wall Street could react to the outcome… But more importantly, how it could directly impact your bottom line. Yes, we’re faced with a lot of uncertainty, but Wes breaks down the numbers you CAN control… and how to NOT let headlines or politics dictate your future.
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Preparing For The 1st Ever Wealth Tax
Smart Money Insights
Ever heard the adage “as California goes, so goes the nation?" That saying will fire you up after listening to this episode! California lawmakers are trying to hike their state income tax rates and they’re now also pushing what would be a first-in-the-nation wealth tax! If they get away with it, you KNOW other states will likely attempt to do the same. Whether you work with an advisor or are a DIY investor, Wes explains what to watch out for and how to be as tax efficient as possible with your portfolio
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Silver Lining of Financial Struggles in the Covid Era
Smart Money Insights
Before February of 2020, life was overall pretty good. Most of us were working and wall street was soaring! Then a pandemic swiftly changed our financial and day to day lives in ways we never imagined. If you or a loved one has been furloughed, laid off, or if your employer has asked you to take an early retirement…this is an episode you need to hear. Wes reveals the often-overlooked silver lining to this financial struggle, and the opportunity you now have with your 401(k) that was NEVER available before
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Uncovering Hidden Risk in Your Equity Index Fund
Smart Money Insights
It’s been said that one of the keys to successful investing is not putting all your eggs in one basket – also known as diversification. So, you’d assume that investing in an index such as the S&P 500 would protect you, right? Well, not necessarily! Wes brings to light that about a quarter of the S&P’s total value is made up of just 6 companies, and he explains what steps you can take to make sure you aren’t putting all of your eggs in one basket.
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Retirement Headwind: The Fiscal Health of the United States
Smart Money Insights
America's retirees today face unique circumstances and challenges given the fiscal health of the United States. In this episode, Wes sits down with his dad, Rick, to discuss the realities retirees face today.
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Optimizing Your Investment "Pie"
Smart Money Insights
Asset allocation: The combination of diversified investments in your portfolio. Seems simple enough, right? Not necessarily. Wes breaks down why asset allocation is one of the most important decisions long-term investors can make… and what you may not know.
info_outlineHave you given true thought to what you want to spend your time doing when you stop working? Wes discovered a silver lining to all of us staying home during this crisis. This is a preview of what your life could be like when you retire, so use this time wisely!