Smart Money Insights

Smart Money Insights: Retirement and Investing with Rick and Wes White
  • 3.5（21則評分）
  • 投資
Smart Money Insights

Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.

  1. Decision 2020 & Your Money

    2020/10/30

    Decision 2020 & Your Money

    Tuesday, November 3rd is the big day. Who will it be – Trump or Biden? We know the candidates are polar opposites on the issue of taxes, and that could impact our wallet. But what will happen to the market depending on the outcome? Should “Smart Money” investors worry about what Wall Street does over the next several weeks? Many Americans are asking this question, and Wes is breaking down what our true focus should be on instead of politics and the media.

    11 分鐘
  2. Home Improvement Fever

    2020/10/23

    Home Improvement Fever

    More time at home has motivated many to make a few upgrades and finally fix a few things around the house. In our latest episode, Wes discusses how to plan for these expenses, and how they could pay off down the road.

    11 分鐘
  3. Eddie Van Halen, Sammy Hagar & Chemistry

    2020/10/16

    Eddie Van Halen, Sammy Hagar & Chemistry

    With the recent passing of legendary guitarist Eddie Van Halen, former singer of Van Halen, Sammy Hagar explained how their relationship worked. The immediate answer was Chemistry. In this episode, Kristen and Wes discuss the importance of chemistry, whether it’s between you and a friend, a spouse, or with a financial advisor.

    11 分鐘
  4. Realistically, Could Your Tax Return Look Like Trumps?

    2020/10/09

    Realistically, Could Your Tax Return Look Like Trumps?

    One of the top stories in the news has been the claim that President Trump paid little, or no, taxes over the past decade. Instead of arguing whether that’s accurate or not – We all agree that the ultra-wealthy have ways… legal ways – of reducing the amount of taxes they owe. If you’re part of the middle class and wondering what you’re doing wrong, this episode is for you! Wes spotlights what all of this REALLY means, and how to can find out if you’re able to legally lower your personal tax liabilities.

    13 分鐘
  5. Election Protection 2020

    2020/10/02

    Election Protection 2020

    This isn’t a right vs. left, Trump vs. Biden debate. This episode is all about YOU and your money! With such a heated election season, Wes discusses how Wall Street could react to the outcome… But more importantly, how it could directly impact your bottom line. Yes, we’re faced with a lot of uncertainty, but Wes breaks down the numbers you CAN control… and how to NOT let headlines or politics dictate your future.

    14 分鐘
  6. Preparing For The 1st Ever Wealth Tax

    2020/09/10

    Preparing For The 1st Ever Wealth Tax

    Ever heard the adage “as California goes, so goes the nation?" That saying will fire you up after listening to this episode! California lawmakers are not only trying to hike their state income tax rates, but they’re now also pushing what would be a first-in-the-nation wealth tax! If they get away with it, you KNOW other states will likely attempt to do the same. Whether you work with an advisor or are a DIY investor, Wes explains what to watch out for and how to be as tax efficient as possible with your portfolio.

    10 分鐘
  7. Uncovering Hidden Risk in Your Equity Index Fund

    2020/08/06

    Uncovering Hidden Risk in Your Equity Index Fund

    It’s been said that one of the keys to successful investing is not putting all your eggs in one basket – also known as diversification. So, you’d assume that investing in an index such as the S&P 500 would protect you, right? Well, not necessarily! Wes brings to light that about a quarter of the S&P’s total value is made up of just 6 companies, and he explains what steps you can take to make sure you aren’t putting all of your eggs in one basket.

    10 分鐘
  8. Retirement Headwind: The Fiscal Health of the United States

    2020/07/23

    Retirement Headwind: The Fiscal Health of the United States

    America's retirees today face unique circumstances and challenges given the fiscal health of the United States. In this episode, Wes sits down with his dad, Rick, to discuss the realities retirees face today.

    20 分鐘
顯示全部 (68)

評分與評論

3.5
（滿分 5 顆星）
21 則評分

簡介

Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.

資訊

  • 創作者
    Smart Money Insights: Retirement and Investing with Rick and Wes White
  • 活躍年代
    2018年 - 2020年
  • 集數
    68
  • 年齡分級
    兒少適宜
  • 版權
    © 2017 Patriot Wealth Management
  • 節目網站
    Smart Money Insights

若要收聽兒少不宜的單集，請登入帳號。

隨時掌握此節目最新消息

登入或註冊後，即可追蹤節目、儲存單集和掌握最新資訊。
選取國家或地區

非洲、中東和印度

亞太地區

歐洲

拉丁美洲與加勒比海地區

美國與加拿大