17 episodes
Get To It With Grace Get to it with Grace
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5.0 • 4 Ratings
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Welcome to “Get to it with Grace”. I'm Grace Speckman, a financial advisor at Evans May Wealth in Carmel, Indiana. I understand firsthand how intimidating, confusing, and complicated investing can feel. In this series, I will break down current market activity, investment strategies, finance jargon... you name it!... in an easy to understand format. So, let’s get to it…
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Backdoor Roth IRAs: Everything You Need to Know!
Roth IRAs. You know em and love em…. And if you don’t, where have you been?? Go watch my prior episode on Roth IRAs and why they’re one of my favorite ways to take
advantage of tax-free growth for retirement.
They’re so good, the IRS set income limits on who can contribute to a Roth, preventing highly paid workers
from benefiting. So, what’s one to do?! Enter the backdoor Roth strategy. It involves the conversion of funds in a traditional IRA into a Roth IRA, benefiting taxpayers who are ineligible to make direct contributions to a Roth. In this
episode, I’ll share how the process works, and why it can be great for some investors, but not all.
Let’s get to it…
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Connect with us on the following!
- LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmay
- LINKEDIN (Grace Speckman): https://www.linkedin.com/in/grace-speckman
- INSTAGRAM: https://www.instagram.com/evansmaywealth
- FACEBOOK: https://www.facebook.com/evansmaywealth
- EMAIL: info@evansmay.com
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Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC
The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. -
Is This Really the Best Investment Right Now? What You Need to Consider Before Investing in Cash
When money markets are yielding 5+%, is there a case for investing in cash, or moving to cash? Tempting, I know.
In this episode, I share the biggest factors you need to consider, along with some compelling data on the impacts of moving to cash vs. staying invested, and why time in the market vs. timing the market matters. Let’s get to it…
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Connect with us on the following!
- LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evan...
- LINKEDIN (Grace Speckman): https://www.linkedin.com/in/grace-spe...
- INSTAGRAM: https://www.instagram.com/evansmaywea...
- FACEBOOK: https://www.facebook.com/evansmaywealth
- EMAIL: info@evansmay.com
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Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC
The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. -
These Financial Scams Can Cost You Everything: How to Recognize and Prevent Fraud
If you think you’re immune to fraud, cybersecurity threats, scams, etc., let me tell you, you’re probably not! I was horrified by the sophistication of one of the more recent scams I’ve seen. In this episode, I’ll share some of the exact scams I’ve witnessed, the warning signs, how to protect yourself, and what to do if you think you’re the target of fraud. Let’s get to it...
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Connect with us on the following!
- LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evan...
- LINKEDIN (Grace Speckman): https://www.linkedin.com/in/grace-spe...
- INSTAGRAM: https://www.instagram.com/evansmaywea...
- FACEBOOK: https://www.facebook.com/evansmaywealth
- EMAIL: info@evansmay.com
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Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC
The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. -
How to Protect Your Money: FDIC & SIPC Insurance Explained
In the aftermath of the downfall of Silicon Valley Bank, there has been NO shortage of jargon, acronyms, and talking heads…. FDIC, SIPC, SVB, ERISA…. What does it all mean?! In this episode, I’ll break down the acronyms YOU need to know as it relates to your asset safety and protection. What is FDIC and SIPC insurance? What is your coverage? How are your assets protected? Let’s get to it…
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Disclaimer: Grace Speckman is a Registered Representative of
Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary
Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member
FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC
Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary
Securities, Inc. and Sanctuary Advisors, LLC
The subject matter in this communication is educational only
and provided with the understanding that Sanctuary Wealth is not rendering
legal, accounting, investment advice or tax advice. You should consult with
appropriate counsel, financial professionals, or other advisors on all matters
pertaining to legal, tax, investment or accounting obligations and
requirements. -
Total Return Investing: Discover the Hidden Benefits and Why Income-Oriented Investors Should Take Note!
Is total return investing a superior approach for income investors? In my last video I answered a viewer’s question on strategies for passive income… at the end, I teased another investment strategy income investors should consider. Total return investing.
In this episode, I compare income investing and total return investing and what you need to consider. Let’s get to it…
Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC
The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. -
Looking for Passive Income Strategies? 3 Investment Types to Consider
In this episode, I’m answering a viewer’s question: What are some strategies for building passive income, short-term and long-term?
I share three investment categories income-focused investors should consider!
Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC
The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.