Weekly Wealthcasts Archives - Page 3 of 10

Most people are fearfully thinking of the worst scenario when it comes to the Federal Reserve rate cuts, but Steve sheds light on a different historical trend. The market tends to boom after these cuts if a recession doesn’t hit. Tune in to hear more.

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Congress is making massive changes affecting your IRA beneficiary decision. These changes will drastically affect taxes and timelines available to the heirs of your retirement account.

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As we reach our 5 year mark, Steve reflects on our growth and accomplishments made possible by all of you. Tune in to hear about our journey.

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Steve addresses the truths about tariffs and how they can influence your investment strategy.

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If at the end of tax season you found yourself bitter about how much you had to pay the government, it’s time to learn to be more tax efficient. Tune in to learn which tax practices you want to keep fresh in your head so next year isn’t the same story.

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Are you at that age where you need to take those required minimum distributions from your IRA, and feel like you don’t have a good use for the funds? Steve touches on a few options that may benefit you or your heirs.

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Tech Unicorns: Are they going public to raise money to better the business or to thicken the pockets of the private investors?

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Steve discusses a potential loophole for those who want to contribute to Roth IRAs but exceed the maximum limit to do so.

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Steve talks about the common fear of investing in real estate with respect to time. The thought of holding real estate property for decades shouldn’t scare you, even if you feel your age requires a more conservative stance. Here’s why.

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Steve reflects on his recent charitable acts. What can you do to give back?

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