19 episodes

Vaughan & Co. Securities, Inc. presents "Jim's Take" an investing and financial planning podcast series.

Jim's Take James Vaughan and Tyler Kennedy

    • Business
    • 5.0 • 4 Ratings

Vaughan & Co. Securities, Inc. presents "Jim's Take" an investing and financial planning podcast series.

    Book Recommendations

    Book Recommendations

    Vaughan & Co. Securities, Inc. presents the books that helped shape our Investment Philosophy. Jim and Tyler discuss three books during this episode. Below are the links to the books. 

    Simple Wealth Inevitable Wealth by Nick Murray
    https://www.nickmurray.com/product/simple-wealth-inevitable-wealth-20th-anniversary-edition/

    Just Keep Buying by Nick Maggiulli
    https://ofdollarsanddata.com/justkeepbuying/

    Stocks for the Long Run by Jeremy J. Siegel
    https://wsp.wharton.upenn.edu/book/stocks-for-the-long-run/

    • 35 min
    The Good News Journal

    The Good News Journal

    We are excited to share some good news with our listeners. We at Vaughan & Co. are long-term optimists and when we see good news, we cannot help but share it! Jim covers gridlock and how it helps businesses. Tyler reviews that cash is now earning yield. Jim and Tyler discuss bear markets and buying opportunities. 

    • 28 min
    Required Minimum Distributions 2022

    Required Minimum Distributions 2022

    Jim and Tyler go through the mechanics of RMDs while Jim dives into the changes in RMDs from the SECURE Act. Vaughan & Co. Securities, Inc. processes their client's Required Minimum Distributions (RMD) during November. 

    • 34 min
    Why Invest in Stocks Now?

    Why Invest in Stocks Now?

    Jim and Tyler look back over 95 years of stocks, bonds and inflation to answer the question, "Why Invest in Stocks Now?" Jim discusses how Vaughan & Co. helps clients deal with market volatility. 

    Ibbotson Chart: https://www.newyorklifeinvestments.com/assets/documents/education/investing-essentials-growthofadollar.pdf

    • 37 min
    Estate Planning Part 4: Retired Couple

    Estate Planning Part 4: Retired Couple

    This is the fourth and final episode in the Estate Planning series. Jim and Tyler discuss what an estate plan for a couple that is retired could look like. Jim and Tyler go over key concepts regarding Trusts, Life Insurance, and Power of Attorney.  

    • 38 min
    Estate Planning Part 3: Middle Age Couple

    Estate Planning Part 3: Middle Age Couple

    This is the third episode in a four-part Estate Planning series. Jim and Tyler discuss what an estate plan for a couple in their 40s or 50s could look like. Jim and Tyler go over key concepts regarding Wills and Power of Attorney.  

    • 27 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

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