All the stock market headlines are doom and gloom right now. In this week's podcast Casey doesn't claim to have all the answers, but he aims to balance out that negativity by providing some facts and figures that have caught our eye here recently. He covers what tends...
Tom talks all things capital gains tax rates in this week's podcast. Now that 2021's tax deadline has passed, it's time to start looking for changes to make as we head further into 2022. He covers common misconceptions regarding capital gains taxes. As well as diving...
There are a lot of comparisons being made between the current economy and the economy of the late 70's and early 80's. The guys discuss the similarities AND differences, while highlighting whether or not bonds still act as a diversifier and how to think about future...
If you've been seeing headlines about the yield curve lately and don't know what that is or what it means, look no further than this week's podcast. The guys discuss rising interest rates, what's been going on in the bond market, and why everyone in the financial...
Being able to pay off your mortgage is the dream for every homeowner. But is it a good idea for retirees to use their retirement assets to get rid of mortgage debt? In this week's podcast, Brendan and Casey breakdown the different aspects of this decision. They weigh...
In this week's podcast, Tom, Brendan and Casey discuss financial planning tips and best practices to start your year off on the right foot. They talk about how to review your financials from 2021, tax planning, cash flow management strategies and much more! We're...
Recent headlines have claimed that the stock market is being "propped up" by just a handful of the largest companies. In this week's podcast, Tom, Brendan and Casey discuss what this type of market means for investors. While driving home the point that it is normal to...
There have been a lot of economic questions lately, specifically whether or not the Federal Reserve will raise interest rates. We got some clarity this week on their plan of action. With so much emphasis on this meeting and the economy as a whole, Tom, Brendan and...
In this week's podcast, Casey and Brendan further their discussion on retirement withdrawal strategies. They discuss a recent piece of research that indicates the 4% rule for retirement might be out of date. Tune in to find out how stock market valuations affect...
In this week's podcast, Brendan and Casey discuss retirement withdrawal strategies. They highlight the different levers that can be pulled. And how making adjustments to spending can have a larger impact on "success rates" than portfolio changes. This podcast drives...
