The Capital Stewards Podcast

Brian Seay, CFA Investment Pro, Business Leader, Financial Advisor
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The Capital Stewards Podcast

Description: Are you a business or government leader who wants straightforward, trustworthy financial guidance that you can act on? Do you find yourself asking: -> How do I invest? -> How do I reduce taxes? -> What financial information can I trust? -> I have a ton of education… so why is managing my money still SO confusing? …or maybe even the biggest question of them all: Am I making smart financial decisions today? Are there things I should be doing with my money that I’m not doing? [insert cringing emoji] We get it! Knowing how to manage your money during your highest-earning years is HARD. It can feel like you need to go back to school and get a degree in personal finance in addition to everything else on your plate. If this is you, then you’re in the right place. Whether you’re a business leader, government leader or an engineer or developer, this is the show for you. On this podcast, we’re going to cover the three things you need know to make smart financial decisions: 1) Financial acumen (think of this as the 101 AND the 102 course on your money) 2) The right money mindset, which leads to smarter decisions 3) Current financial and market news you need to know and act on Hi, I’m Brian and helping you make smart financial decisions is my passion. I started my career more than a decade ago serving wealthy families and non-profits at one of the largest asset managers in the world. Along the way, I earned an MBA from Emory University, earned the Chartered Financial Analyst (CFA) designation and became an investor myself. I started Capital Stewards to help professionals become successful investors and live life fully. Most importantly, I’m still married to my college sweetheart and we have three amazing kids. I want you to know that you CAN make smart financial decisions without spending every minute of your free time researching on the internet. You might even just find that your drive to work (or your daily walk around the neighborhood) got more valuable while you listen. We’re here for you. Links: Want to Talk Live? -＞https://www.thecapitalstewards.com/contact Learn More About Us -＞ https://www.thecapitalstewards.com/aboutus Still Reading Old School Blogs -> https://www.thecapitalstewards.com/learn

  1. 23 DE OUT.

    Year End Outlook: Soft Landings, Mag 7 and the Trump Trade

    Will the market keep charging forward or are we on the brink of a recession? Soft landings are just that, slower, softer economic activity. They don’t feel great. What about the Mag 7 technology stocks, will they continue to lead the way forward? Will a Trump victory ignite more inflation and cause interest rates to rise? I cover all of this and more in our Outlook for the 4th Quarter. Topics: 0:00 - Intro 2:11 - What’s Happened in Markets So Far This Year? 5:45 - Jobs Market 13:49 - Inflation 16:10 - What’s Happening in Real Life with Companies 18:44 - Stock Market Outlook - Mag 7 vs. the 493 22:15 - International Stocks and China 24:38 - Oil and Commodities 28:00 - Long-Term Interest Rates and Bonds 35:18 - Gold 36:55 - Election Impact 39:43 - Takeaways for Investors Watch the Video w/ Charts -> https://www.thecapitalstewards.com/learn/year-end-2024-outlook-soft-landings-are-murky Questions? Start a Conversation with Us -> https://www.thecapitalstewards.com/startconversation Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

    43min

  2. 24 DE SET.

    IRA vs. 401k. vs. ROTH: Which Retirement Accounts to Use and When

    IRAs, 401ks, the TSP, ROTHs. It’s a soup of acronyms. What's the right prioritization of accounts for saving? Which account should you spend from first in Retirement? In this episode I’m diving into the main retirement account types and how to use them. I'll cover: 1) Accumulating wealth…when you’re saving for retirement and 2) Decumulating wealth...or spending your assets in retirement. We will talk about contributions, backdoor contributions, income limitations and common misconceptions. So if you have questions about which retirement accounts to use – you’re not alone – and this is the episode for you. Bucket Chart Referenced In Episode Question? Start A Conversation with Capital Stewards Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

    21min

  3. 27 DE AGO.

    Election 2024 Economic Proposals: Real Insight

    Want to go deeper than cable news on the proposed economic policies of both presidential campaigns? I evaluate policy proposals with history and data as the guide to discover which proposals may really create growth and reduce inflation in the economy. Neither Vice-President Harris nor Former President Trump lay out all good or all bad proposals. Whether you consider yourself a republican, democrat or independent, you might be surprised at the proposals from your party. Lastly, I will discuss what the proposals mean for investors. 0:00 - Intro 2:47 - What Caused Inflation / How Policy May Impact Inflation Going Forward 13:00 - Tax Plans / Tax Burden / "Fair Shares" / Corporate Taxes 30:10 - U.S. Government Spending & Revenue / Tax on Tips 36:20 - Tariffs 42:55 - Raising the Minimum Wage 46:20 - Home Prices / Incentives to Build / Handouts to Buyers 49:05 - Price "Gouging" 51:01 - Infrastructure 52:01 - Energy 53:23 - Where the Race Stands / Conclusions https://www.thecapitalstewards.com/ Start a Conversation: https://www.thecapitalstewards.com/startconversation Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

    56min

  4. 15 DE AGO.

    Is College Worth it? How to Save and Pay for College in 2024

    Is college worth the high cost? If my kids are going to college, how should I save and pay for college? In thie episode we dive into college planning. I cover: 2:15 - A framework to make college pay-off 9:20 - Saving for college, 529s, ROTH IRAs. 17:10 - Paying for college, strategies for asset ownership and the FAFSA https://www.thecapitalstewards.com/startconversation Resources: https://ronlieber.com/books/the-price-you-pay-for-college/ https://collegereadyplan.com/

    22min

  5. 1 DE AGO.

    What Does it Mean to "Be a Good Steward?”

    I named the firm “The Capital Stewards” for a reason. I’ve discussed stewardship in other articles and podcast episodes, but this is a concept that we all wrestle with so I wanted to lay out a framework that I hope will be helpful as you think about stewarding the resources that you have been entrusted with. Whether you believe the Bible or not, I think this episode will be helpful in understanding how to think wisely about your money. We discuss: 1) A Biblical Framework for Money 2) Generosity & Tithing 3) Investing Wisely 4) The Importance of "Doing the Hard Work" Learn More or Connect: https://www.thecapitalstewards.com © 2024 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

    18min

  6. 19 DE JUL.

    Should I Buy An Annuity?

    In this episode, we discuss Annuities. Are they useful financial tools or are they terrible products? Annuities are like any other financial product, they are useful in some situations and useless in others. The real issue with annuities, like other kinds of insurance, is that they are often sold and promoted by salespeople masquerading as “financial advisors.” So in this episode we are going to shine the light on annuities. We discuss: 1:16 - Finding quality, unconflicted advice about annuities and retirement income 2:38 - Types of Anuities 4:29 - Situations when Annuities Might Be Useful 10:29 - Fixed Index Annuities (FIAs), Variable Annuities and Situations When Annuities Don't Make Sense Learn More About Us or Reach Out: https://www.thecapitalstewards.com/ Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

    16min

  7. 21 DE JUN.

    Is a Recession on the Horizon? Midyear Economic and Investment Outlook

    Inflation is falling, unemployment is rising and after a strong start to the year, economic data has turned noticeably weaker. Is a recession on the horizon? In our outlook we will talk about inflation, the jobs market and the economy. More importantly, we dive into what the current economic outlook means for investors in stocks, bonds, real estate and other asset classes. So, if you are wondering if a recession is coming, and how to invest now, this is the episode for you. Learn More About Us: https://www.thecapitalstewards.com/ (0:00) Intro: Is a recession on the horizon? (0:43) Long-term returns (3:05) What’s happened in markets so far this year? (3:55) Economic growth slowing, but not in recession (4:10) Big misconception – inflation is causing slow down (5:35) Magnificent 7 Stocks (6:24) Economy slowing down (6:55) Jobs market outlook (8:55) Is inflation going down? (12:35) Why is some inflation good? (13:40) U.S. Stock Market Outlook (17:30) Global Stock Market Outlook (21:19) Interest Rate and Bond Market Outlook (23:13) Real Estate Outlook (26:18) How to Invest Now Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

    28min

  8. 6 DE JUN.

    Is Social Security going bankrupt? How does that impact my retirement?

    As we move into political silly season, Social Security will become even more of a political hot-potato. Social Security garners lots of hot takes, not all of which are correct. In this episode, my goal is to lay out: How social security worksWhere the program is likely headed and What that means for participants both now and in the future Lastly, we will talk about how you should plan for social security, regardless of your income level. Sources: https://www.ssa.gov/oact/trsum/ https://www.cbo.gov/publication/59184 Learn More About Us: https://www.thecapitalstewards.com/ Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

    14min
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Description: Are you a business or government leader who wants straightforward, trustworthy financial guidance that you can act on? Do you find yourself asking: -> How do I invest? -> How do I reduce taxes? -> What financial information can I trust? -> I have a ton of education… so why is managing my money still SO confusing? …or maybe even the biggest question of them all: Am I making smart financial decisions today? Are there things I should be doing with my money that I’m not doing? [insert cringing emoji] We get it! Knowing how to manage your money during your highest-earning years is HARD. It can feel like you need to go back to school and get a degree in personal finance in addition to everything else on your plate. If this is you, then you’re in the right place. Whether you’re a business leader, government leader or an engineer or developer, this is the show for you. On this podcast, we’re going to cover the three things you need know to make smart financial decisions: 1) Financial acumen (think of this as the 101 AND the 102 course on your money) 2) The right money mindset, which leads to smarter decisions 3) Current financial and market news you need to know and act on Hi, I’m Brian and helping you make smart financial decisions is my passion. I started my career more than a decade ago serving wealthy families and non-profits at one of the largest asset managers in the world. Along the way, I earned an MBA from Emory University, earned the Chartered Financial Analyst (CFA) designation and became an investor myself. I started Capital Stewards to help professionals become successful investors and live life fully. Most importantly, I’m still married to my college sweetheart and we have three amazing kids. I want you to know that you CAN make smart financial decisions without spending every minute of your free time researching on the internet. You might even just find that your drive to work (or your daily walk around the neighborhood) got more valuable while you listen. We’re here for you. Links: Want to Talk Live? -＞https://www.thecapitalstewards.com/contact Learn More About Us -＞ https://www.thecapitalstewards.com/aboutus Still Reading Old School Blogs -> https://www.thecapitalstewards.com/learn

Informações

  • Criado por
    Brian Seay, CFA Investment Pro, Business Leader, Financial Advisor
  • Anos de atividade
    2022 - 2024
  • Episódios
    55
  • Classificação
    Livre
  • Copyright
    © Copyright 2024 Brian Seay, CFA Investment Pro, Business Leader, Financial Advisor
  • Site do podcast
    The Capital Stewards Podcast

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