29 episodes
A Wealth of Advice Kathmere Capital Management
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- Investing
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5.0 • 10 Ratings
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A Wealth of Advice is an open exploration of ideas and actionable advice with the goal of helping you to achieve your personal aspirations. The team at Kathmere Capital and their guests strive to deliver thoughtful insights on how to manage your wealth, realize successes in your career and live a healthy, personally fulfilling life.
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What Is a Mega Backdoor Roth IRA and Why It's Such A Great Option
In today's episode Nicholas Olesen, CFP®, CPWA® shares one of the best tools for retirement savings, the Mega Backdoor IRA. The team at Kathmere has found this to be a unique and not well known way to save into a Roth IRA even if you are over the income limit. In this episode he covers:
How the Mega Backdoor Roth IRA contribution works The biggest mistakes people make when trying to do it How the prorata rule can void the benefit of a traditional Roth IRA conversion Flowchart we have used to help navigate the complexities of the Mega Backdoor Roth IRA contribution and also Roth IRA conversions Please send us feedback and any topic or questions you would like us to cover. Email us at: nolesen@kathmere.com
Transcript and other information can be found at: www.kathmere.com
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Will Rising Rates Cause Stocks to Fall?
Today we talk about the latest topic to take over financial media and investors mind, rising interest rates. We have received many questions from both clients and listeners on what the "drastic" rise in interest rates could mean for stocks, so we cover it here.
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How To Get The Most Tax Benefit From Charitable Contributions
In today's episode Nicholas Olesen, CFP®, CPWA® shares some great strategies to help reduce your taxes through direct stock contributions to charities. The team at Kathmere has found this, along with Donor Advised Funds, to be some of the best ways to maximize your tax benefit from charitable donations.
The difference in cash vs stock donations The benefit from donating stock 3 rules to avoid a tax headache The best and worst types of stock to donate How to "lump" donations together to maximize itemized vs standard deduction levels Please send us feedback and any topic or questions you would like us to cover. Email us at: nolesen@kathmere.com -
The Gamestop Short Squeeze
In today's episode Nicholas Olesen, CFP®, CPWA® and Nicholas Ryder, CFA® talk about the latest stock to take over financial media and investors mind, GameStop ( GME ). We have received many questions from both clients and friends on what is happening and why, so we cover it here.
What is WallStreetBets ( WSB ) How shorting stocks work How a short squeeze can happen Historical context to other short squeezes What should investors do Nicholas Ryder wrote a commentary on this, which can be read here: Individual Stock Mania
Please send us feedback and any topic or questions you would like us to cover. Email us at: nolesen@kathmere.com -
What To Expect In 2021 - Biden's Policies, Stimulus Packages, & Tax Changes
In today's episode Nicholas Olesen, CFP®, CPWA® shares thoughts on financial planning for 2021 given the likely changes due to President-elect Biden's policies.
Nicholas talks about:
GA runoff election has given Democrats complete control for the next two years The next large stimulus plan - where will the focus be and how much will it be fore Student loan debt forgiveness Affordable Care Act changes - "Bidencare" COVID vaccine rollout Cabinet selection under Biden Corporate tax increases to 28% SALT deductions to be brought back Additional tax, like NIIT or additional Medicare tax, coming for high income earners Please send us feedback and any topic or questions you would like us to cover. Email us at: nolesen@kathmere.com -
How To Determine Which Portfolio To Invest In
In today's episode Nicholas Olesen, CFP®, CPWA® answers a great question we received after the How I Invest My Own Money podcast episode: What process do you use to actually determine the model portfolio for your clients?
Nicholas also discusses:
How to define risk need versus tolerance What to do when those two do not align How we view risk, in the volatility and also "looking different" lens Please send us feedback and any topic or questions you would like us to cover. Email us at: nolesen@kathmere.com
Customer Reviews
Love this podcast
Great content and discussion in well prepared and relevant “bite sized” segments. Well done. Tom - NYC.
Unbiased Intelligent Understandable
Great advice. Easy to understand. Not political or biased which is hard to find in any subject now.