707 Media

•

Canal • 3 programas

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11 jun

Trump Accounts vs 529 vs Custodial Roth: Which Could Win for Your Grandkids

Last summer Congress created a brand new savings vehicle for minors called the “Trump Account” or 530A account. For families building generational wealth, the rules might not be what you'd expect. In the latest episode of our podcast It’s All Money, we're stacking it head-to-head against 529 accounts and the Custodial Roths to show you which one could win for your grandkids, your estate plan, and your tax bill. Marketing Director Dano Weir and Managing Principal Daren Blonski examine: The functional steps needed for your grandkids to potentially receive a one-time investment $1000 from the fed or $250 from the Dell Family. Why gift tax, Roth conversions and state tax could cause headaches for high-net worth families with Trump Accounts. The overall benefits of teaching investing to kids at an early age and potential downstream upside for their future in retirement. As with all our podcasts, we approach these real-life finance topics (that can cross in to politics) with practicality. We assess the financial aspects and share our perspective on how they may or may not fit in a client’s life. We hope you enjoy the episode. Book your Wealth Analysis right here: https://sonomawealthadvisors.com/book-your-wealth-analysis Full episode video on our YouTube channel References: https://www.congress.gov/crs-product/R48910 https://www.irs.gov/newsroom/treasury-irs-issue-guidance-on-trump-accounts-established-under-the-working-families-tax-cuts-notice-announces-upcoming-regulations https://www.federalregister.gov/documents/2026/03/09/2026-04533/trump-accounts https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title26-section530A&num=0&edition=prelim https://www.whitehouse.gov/wp-content/uploads/2025/03/Trump-Accounts-Give-the-Next-Generation-a-Jump-Start-on-Saving.pdf https://www.investor.gov/introduction-investing/investing-basics/investment-accounts/tax-advantaged-accounts/trump-accounts https://www.schwab.com/learn/story/trump-accounts https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/what-to-know-about-new-trump-accounts-for-kids.html https://www.fidelity.com/learning-center/personal-finance/trump-accounts-big-beautiful-bill https://www.fidelity.com/learning-center/personal-finance/trump-accounts-vs-529-utma-ugma-roth-IRA https://www.psca.org/news/psca-news/2026/3/trump-accounts-vs.-529s-for-college-saving _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

11 jun

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34 min
30 jun

Detailing Into Dollars: How One Sonoma Couple Keeps Millions In Assets Sparkling

Protecting millions in luxury automobiles and millions in real estate takes two qualities- precision and trust. We are excited to share the entrepreneurial stories of Ivan Jimenez of Sonoma Auto Spa and Alison Pulido of Green Casa Cleaning in the latest episode of our podcast It's All Money. In this episode you'll discover: How Ivan took his business from sedans to supercars. The importance of non-toxic ingredients to Green Casa’s mission. How diligence and execution led them both to work with Rolls Royce, Sonoma Raceway and more. The challenges and benefits of owning multiple businesses as husband and wife. We hope you find insight and inspiration in this incredible story of business success. Learn more about how Ivan and Allison help clients stay on point here: https://sonomautospa.com/ https://greencasacleaning.com/ Shot on location at Sonoma Raceway – Radical Northwest shop: https://www.radicalnorthwest.com/ Book your Wealth Analysis right here: https://sonomawealthadvisors.com/book-your-wealth-analysis _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

30 jun

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37 min
26 jun

AI Falling Back To Earth? What Fixed Income May Be Saying About The Cycle

SpaceX debuted at $150, surged to $232 in four days on a wave of AI excitement, then lost 34% of its value in a single week. It was the most hyped, most AI-adjacent IPO of 2026 — and when it turned, the Nasdaq, the chip stocks, and the rest of the tech trade turned with it. So is this just a speed bump, or is AI finally falling back to earth? This week Sonoma Wealth Managing Principal Chris Sipes CFP® and Marketing Director Dano Weir examine: • The highs and lows of the SpaceX IPO, and how hyperscaling AI companies are dealing with surging capital expenditures. • How Bitcoin is experiencing it’s own volatility right now. • What is the ‘credit spread cycle’ and how could it be influencing AI growth? • What tomorrow’s rebalancing of the Russell 2000 could mean and could indicate about the future. • Why Daren sees oil is telegraphing that the economy might be slowing down? Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis 0:00 Intro + gold running too hard and fast 4:19 Bitcoin sentiment is low 7:30 Investor sentiment 10:02 Hyperscalers capital expenditures affecting buybacks 13:30 Credit spread cycles 18:40 Where are we in the cycle? 21:40 Gas prices falling?! 24:20 PCE ticking up and market’s reaction 25:03 Interest rate hikes expected 27:20 10-Year Treasury Spread 30:25 Existing vs. New Housing supply 37:30 US Dollar Index 38:50 Gold and oil going down 41:50 Bitcoin loses 8 year old line of support 45:30 Interest rates 47:18 SpaceX played out like a film script for an IPO 50:45 Mag 7 trading down Full video available on our YouTube Channel _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

26 jun

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57 min
19 jun

The Rate Held, But The Fed Has Changed

The Federal Reserve just held interest rates steady — but for the first time in years, the bigger story isn't the number, it's the man behind the decision. Kevin Warsh walked into his first FOMC meeting, cut the Fed's statement by more than half, skipped his own dot plot, and left Wall Street with more questions than answers. What a quieter Fed means for your money and your portfolio — let's find out on the markets. This week Sonoma Wealth Managing Principal Chris Sipes CFP® and Marketing Director Dano Weir examine: • Rates held, and the Fed indicated a potential rate hike. But Daren sees one sign that a rate cut may in fact be coming this year. • The index you might not know that’s quietly outperforming the biggest 7 stocks in the world. • How did SpaceX’s IPO fare in it’s first full week? • Who thought you could have a more out of touch product launch than the Metaverse? Snapchat said “I’ll take those odds” this week, and their share price paid the price. 0:00 Intro 7:57 Changes at The Fed 11:10 IPO returns over time lag the market 13:00 The Knicks are a stock? 16:24 Investor sentiment 19:30 Historical US valuations 22:38 Russell 2000 outperforms Mag 7? 25:40 Seasonal performance matters? 26:30 Bond escape velocity 34:00 How did rate news affect the market? 50:00 Gold on the struggle bus Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

19 jun

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1 h
24 abr

Is Stagflation Coming? What the Markets Are Telling Us Right Now

Search analytics platforms are seeing a bump this week in the term “stagflation”, a stagnant economy that is also experiencing inflation. Does the narrative hold true in the numbers? Or is it just another storyline blowing in the wind? Let’s find out On The Markets. This week Sonoma Wealth Managing Principals Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir examine: • The Strait of Hormuz seems as available as a pop-up food truck right now. In the event of closure, how does the US stack up in oil reserves? • How the K-shaped economy can result in consumer sentiment at an all-time low while the purchases are at an all-time high. • What price-action in bitcoin and gold could be signaling about this quarter’s market potential. • The portfolio tracking that’s on pace for it’s greatest year since 1933. 0:00 What is stagflation? 5:10 Worldwide oil reserves 8:20 Investor sentiment 17:34 Price changes expected in the next year 20:18 Food inflation 21:00 How inflation affects portfolios 23:10 Permanent portfolios on track for best year since 1933 25:09 S&P 500 and Nasdaq last 3 years 30:10 Russell 2000 trend 30:57 Developed markets looking strong 31:42 Emerging markets looking strong 32:30 Bonds trading sideways 35:40 Gold looking a little off... 37:27 Bitcoin showing a little strength Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/ Audio also available on Apple Podcasts https://podcasts.apple.com/us/podcast/on-the-markets/id1802984526 Spotify https://open.spotify.com/show/2YqyNLN7mcBApS5RL2piAj _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

24 abr

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46 min
22 may

SpaceX IPO: The $2 Trillion Sign Of The Times

SpaceX just filed the largest IPO in history with a $1.7 trillion price tag, but the S-1 reveals a much murkier story. Starlink is the only division turning a profit — the rocket business loses money, the AI business loses even more, and Elon Musk controls 85% of the voting power. Is this a high water mark for the fundamentals-less Mag 7 era? Or the bellweather for a new world with no math? It’s a sign of the times...let's find out on the markets. This week Sonoma Wealth Managing Principals Chris Sipes CFP®, Daren Blonski CFP® and Marketing Director Dano Weir examine: • SpaceX is going public, and not just for institutional investors. Is this your chance to get in on the ground floor of the next Pacific Railroad? Or a launchpad explosion waiting to happen? • What does this moment signify about a greater bubble potential in the market? How does that compare with 5 other US market bubbles over the past 200 years? • Is $6 a gallon cramping your road trip plans? Wait until you see how much of that came from our own oil reserves. 0:00 Opening discussion of the SpaceX IPO 10:30 NBA Playoffs are same as investing? 21:00 Bubbles throughout the years 28:00 Drawdowns in recovery periods 29:40 Europe’s growth mirrors USA minus the Mag 7 30:40 Retail sales haven’t grown in 5 years 31:17 Americans own more stocks than ever 34:21 Real yield on treasury inflation protected securities 36:30 Historic strategic oil reserve drawdown this year 50:48 Bitcoin down 51:40 Oil markets trending down 53:30 Gold soft since January Full video of episode here: https://youtube.com/live/L9XMyiWS07Y Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

22 may

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1 h 1 min
29 may

Stock Market vs Economy: The Disconnect Explained

In the month of May 2026, The Dow hit a record high on the exact same day consumer sentiment hit an all-time low — and that disconnect is telling us something important. Wall Street is celebrating eight straight winning weeks while everyday Americans post their third straight monthly decline in confidence, creating the widest gap between markets and reality we've seen in years. Does sentiment finally catch up with the market and bring it back to earth? Or like a SpaceX rocket are we about to blast even higher? Let's find out On The Markets. This week Sonoma Wealth Managing Principals Chris Sipes CFP®, Daren Blonski CFP® and Marketing Director Dano Weir examine: • Consumer sentiment just hit an all-time low. Historically, what have the next 12-months of S&P returns looked like in those scenarios? • What 4 categories of loan delinquencies say about the average American family, only one isn’t near all-time highs. • The Top 20% of America meanwhile are on an unprecedented run of growth since 2019, we’ve got the data to prove it. • S&P 500 another all-time high. The key resistance line that has Daren thinking we're headed for "blue sky" territory. Episode video available here: https://youtube.com/live/mnrwP9gSj74 Book Your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/book-your-wealth-analysis _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

29 may

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56 min
17/07/2024

Should I Put Everything In A 5% Money Market?

It seems simple enough- "money markets" and other instruments are "paying 5% right now". Who doesn't want to make 5% on their money doing nothing? So should you shift your entire portfolio to something with purported reliable returns and alleged "lack of risk"? Wait...WHY are savings accounts paying 5%? It's All Money Host and Sonoma Wealth Marketing Director Dano Weir sits down with Sonoma Wealth Co-Founder Chris Sipes CFP®, AIF® to discuss the circumstances which have led to savings rates "partying like it's 2009" and potential upsides and downsides to making a move there. Video also available for every episode of It’s All Money on our YouTube channel: https://www.youtube.com/@sonomawealth See the Slides and References here: https://sonomawealthadvisors.com/file/9/Its%20All%20Money%20Episode%202-Money%20Markets.pdf _______________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

17/07/2024

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30 min
23/05/2025

Tarrific

The kids say T-I-L, “today I learned”, that the word terrific meant “frightening”. It’s current and past meanings seemed to sum up the duality of the current tariff situation, so credit to Daren Blonski for coining the phrase TAR-RI-FIC for today’s episode of On The Markets. This week, Sonoma Wealth Managing Principals Daren Blonski CFP® and Marketing Director Dano Weir look at: Trump made new tariff threats against the EU and Apple (can you tariff a company??) Friday, and yet the market sort of shrugged it off? Why Gold might be looking at a breakout to all-time highs again after looking like a downturn just one week ago. What in the heck are “inverse ETFs”? 3:24 30 Year Bond high again 6:46 Oil Signaling Recession? 9:33 S&P Cold Chillin 16:00 Mags trending down 17:30 Gold back up? 20:40 A look at Apple 24:30 The Market Xmas Tree 25:00 What are inverse ETFs? Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ ________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

23/05/2025

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33 min
07/06/2025

How To Lose A Guy In 10 Months

Our show On The Markets is a market show but...hard to ignore the biggest headline this week, so we thought we’d have a little fun. Please enjoy our new episode- How To Lose A Guy In 10 Months. “If you aren’t laughin you aren’t livin” sounds like something Matthew McConaughey might say, and with that in mind we tried for some humor on the “breakup” this week of Elon Musk and President Trump. The part we're more interested in- the market doesn't seem to care. Why the market is leaving Trump “on sent”, basically ignoring his headlines, finally. Crucial items and services on the market have hit a 25 year low. What does that mean? Which states in the union suddenly have a ton of housing inventory? Take a deep breath, we might be able to say “all-time highs” again soon. 3:00 The Trump and Elon “breakup” 6:50 Unemployment rate 7:47 Investor Sentiment 9:56 National Debt by President 18:25 Money supply indicating market could be going up 20:26 The dollar index 23:50 Key staples in your life are at a 25 year low on the S&P 27:44 Shift in housing inventory 32:27 S&P this week – all time highs again? 36:24 S&P heat map 38:20 Gold 39:26 Bond market 43:10 Oil Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ ________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

07/06/2025

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55 min

Telling the stories of the Northern California Bay Area, one episode at a time.