Get To It With Grace

Get to it with Grace
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Get To It With Grace

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…

  1. The Election, Does It Really Matter (For Your Investments)?

    14 OCT.

    The Election, Does It Really Matter (For Your Investments)?

    Politics can bring out strong emotions, but as investors, we would be wise to tune out the noise and focus on the long term. Why? Historical data suggests this is the right approach because economic and inflation trends, more so than election outcomes, have a stronger, more consistent relationship with stock market returns. Catch Grace’s latest video where she explains how elections move markets… which just might surprise you… __________________________________________________ Connect with us on the following! - LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth - LINKEDIN (Grace Speckman): https://www.linkedin.com/in/grace-speckman - INSTAGRAM: https://www.instagram.com/evansmaywealth - FACEBOOK: https://www.facebook.com/evansmaywealth - EMAIL: grace.speckman@evansmay.com __________________________________________________ Chart Sources: Growth of a hypothetical $1,000 investment in S&P 500 Index https://www.capitalgroup.com/ria/insights/articles/how-elections-move-markets-in-5.html S&P 500 Index – Average annual total return (1933-2023) https://www.capitalgroup.com/ria/insights/articles/how-elections-move-markets-in-5.html Chance of winning… (Senate Map 2024) https://electionbettingodds.com/SenateWithMap2024.html Chance of winning… (House Control 2024) https://electionbettingodds.com/House-Control-2024.html Average S&P 500 Total Return – Year Following Election https://www.ftportfolios.com/Common/ContentFileLoader.aspx?ContentGUID=6350924f-883f-4b57-a77f-35cbdb09486c S&P 500 futures, at five-minute intervals https://www.wsj.com/articles/why-forecasts-for-a-trump-victory-market-collapse-were-so-wrong-1478808517 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.

    6 min
  2. Maximize Your 529 Savings: New Rules You Need to Know!

    24 SEPT.

    Maximize Your 529 Savings: New Rules You Need to Know!

    With kids back in school, education funding is top of mind for many parents—especially if you just paid a big tuition bill! In this episode, I dive into one powerful education savings tool: the 529 plan. I’ll break down what it is, how it works, and the pros and cons you need to know. Plus, there’s a major new rule affecting how you can use excess 529 funds. If you have an existing 529, this could be a game-changer for you. Let’s get to it… __________________________________________________ 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: grace.speckman@evansmay.com __________________________________________________ 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.

    8 min
  3. Health Savings Accounts: The Triple Tax-Advantaged Secret to Boosting Your Retirement Savings

    13 JUIN

    Health Savings Accounts: The Triple Tax-Advantaged Secret to Boosting Your Retirement Savings

    How much do you think, on average, a couple will need to save for healthcare costs in retirement? According to Fidelity, a whopping $315,000 after taxes. And that’s in today’s dollars. Now, what if you could save for current medical expenses and for retirement in a TRIPLE tax advantaged way? This is one of the most powerful investment vehicles in the tax code, and is often underutilized, misunderstood, and not fully taken advantage of. The health savings account, or HSA. In this episode, I’ll share what an HSA is, who qualifies, and how to leverage its triple tax advantaged benefits. Let’s get to it… __________________________________________________ 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: grace.speckman@evansmay.com __________________________________________________ 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.

    8 min
  4. Backdoor Roth IRAs: Everything You Need to Know!

    4 AVR.

    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… __________________________________________________ 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 __________________________________________________ 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.

    9 min
  5. Is This Really the Best Investment Right Now? What You Need to Consider Before Investing in Cash

    15/11/2023

    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… ________________________________________________________ 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 ________________________________________________________ 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.

    5 min
  6. These Financial Scams Can Cost You Everything: How to Recognize and Prevent Fraud

    31/10/2023

    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... ________________________________________________________ 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 ________________________________________________________ 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.

    7 min
  7. How to Protect Your Money: FDIC & SIPC Insurance Explained

    20/03/2023

    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… _______________________________________________________________________   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.

    8 min
  8. Total Return Investing: Discover the Hidden Benefits and Why Income-Oriented Investors Should Take Note!

    02/02/2023

    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.

    6 min
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À propos

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…

Informations

  • Création
    Get to it with Grace
  • Années d’activité
    2022 - 2024
  • Épisodes
    20
  • Classification
    Tous publics
  • Copyright
    © Get to it with Grace
  • Site web de l’émission
    Get To It With Grace

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