22 episodios
Red Beans & Advice Schexnayder Wealth Advisors
-
- Economía y empresa
This podcast is brought to you by Schexnayder Wealth Advisors. Located in LaPlace, Louisiana, Schexnayder Wealth Advisors has offered financial services for over 25 years. We aim to make clear explanations to complex questions, with a bit of Louisiana flair. New episodes will drop once a month on Mondays! Hosts are Nolan Schexnayder, Owner and Senior Financial Advisor, Jesse Duhon, Financial Advisor and Katy Hane, Account Executive. Our offices are located at 330 Belle Terre Blvd, Ste. 201 LaPlace, LA 70068 and 8221 Summa Ave, Ste. E Baton Rouge, LA 70809. Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
-
That's a Wrap....on 2022!
Happy New Year!
Join Nolan*, Jesse* and Katy* as they review 2022's finances. The big "I" words are brought up, you know, inflation and interest rates. The krewe also discuss how the market performed along with why rebalancing your portfolio is a good thing. Let's wrap up 2022 to welcome 2023.
Connect with us on social media:
Facebook: facebook.com/schexnayderwealthadvisors
Instagram: instagram.com/schexwealth
LinkedIn: linkedin.com/company/schexnayder-wealth
*Nolan Schexnayder, Owner and Senior Financial Advisor
*Jesse Duhon, Financial Advisor
*Katy Hane, Account Executive
330 Belle Terre Blvd, Ste. 201 LaPlace, LA 70068
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/ -
Consumer Christmas
MERRY CHRISTMAS!
Join Nolan, Jesse and Katy as they discuss consumer Christmas hot topics such as financing vs cash purchases and if that extended warranty is really needed. Jesse also has Christmas trivia for the group. He tells Nolan and Katy the origin story of the game White Elephant which may not be what you think it is!
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/ -
Hello Tax Loss Harvesting
Hello fall and happy harvesting! Sugarcane is a staple crop down here and while it's harvest time, the krewe is going to leave that to the professionals. Join Nolan, Jesse and Katy as they discuss a different kind of harvesting; the tax loss harvest. Listen to learn what it is, why the strategy is useful and if it could apply to you. As always, Jesse brings fun facts and Katy answers a big question. Does Jesse think she's right though?? Listen to find out!
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/ -
Just a bunch of Hocus Pocus
The krewe has a hauntingly fascinating show for you! Join Nolan, Jesse and Katy as they discuss common misconceptions about investing and share some interesting market tid-bits. Stick around for the heated debate: is pumpkin spice the best fall flavor? You'll surely have a gourd time listening!
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music By:
Sneaky Snitch Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
http://creativecommons.org/licenses/by/3.0/ -
Dividends: What Are They?
Join the krewe as they discuss dividends! Learn what they are, why companies pay them and how frequent companies pay them. Nolan, Jesse and Katy talk about several companies historically known for paying dividends and why investors might be drawn to these more than others. Stay tuned until the end to hear a special message from Nolan!
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/ -
Business Owner: Phase 3
Join Nolan, Jesse and Katy in their last installment of the business owner workshop! In this final part the krewe discusses different types of insurance you might need as well as a couple retirement plans to think about when the business gets going.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/