Inevitable Wealth Liberty One Wealth Advisors

In this episode of "Inevitable Wealth," hosts Jacky Petit-Homme and Guilian DiLeonardo delve into the intricacies of investing when the market is at all-time highs.They compare Dollar Cost Averaging (DCA) and Lump Sum Investing, outlining the advantages and disadvantages of each strategy. The episode also explores a hybrid approach that combines both strategies, and emphasizes the importance of aligning investment choices with personal financial goals and risk tolerance.Join us for this insig...

Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." Delve into the fundamental pillars of financial planning as they explore the five critical questions every individual should address: What if I live? What if I die? What if I get sick? What if I get sued? Who gets my money, and how? In this insightful podcast, Guilian and Jacky provide expert insights, actionable advice, ...

Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." In this insightful conversation, they delve into the impending expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, covering:- Changes in individual income tax rates and brackets.- Strategies for Roth conversions and tax planning.- Estate and gift tax exemptions and the importance of estate planning.- The potential impact of the 2024 election...

Over the next 35 days, you may have the opportunity to make significant financial moves. Our hosts, Guilian DiLeonardo & Jacky Petit-Homme break down complex topics into actionable steps, helping you navigate the year-end financial landscape with ease.Join Jacky & Guilian as they unwrap year-end financial tips in a relaxed, easy-to-follow chat. From boosting your retirement savings to smart tax moves, this episode is your cozy guide through the financial to-dos before the New Year bel...

Tune into Episode 5 of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo.Episode five features a conversation demystifying the various types of insurance—Life, Disability, Long-Term Care, and Umbrella—and breaks down their significance and benefits for individuals and families.Are you overwhelmed by the numerous insurance options available or unsure about which insurance policies are essential for safeguarding your financial future?Jacky and Guilian discuss:Life Insurance...

Tune into Episode 4 of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo.In this episode, we delve into frequently asked questions for advisors and shed light on the disparity between the lower suitability standard adhered to by many institutions and the higher fiduciary standard upheld by RIAs like Liberty One Wealth. "Are you a fiduciary?"