Smart Money Insights

Smart Money Insights: Retirement and Investing with Rick and Wes White

3,5 (21)
ĐẦU TƯ

Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.

30/10/2020

Decision 2020 & Your Money

Tuesday, November 3rd is the big day. Who will it be – Trump or Biden? We know the candidates are polar opposites on the issue of taxes, and that could impact our wallet. But what will happen to the market depending on the outcome? Should “Smart Money” investors worry about what Wall Street does over the next several weeks? Many Americans are asking this question, and Wes is breaking down what our true focus should be on instead of politics and the media.

11 phút
23/10/2020

Home Improvement Fever

More time at home has motivated many to make a few upgrades and finally fix a few things around the house. In our latest episode, Wes discusses how to plan for these expenses, and how they could pay off down the road.

11 phút
16/10/2020

Eddie Van Halen, Sammy Hagar & Chemistry

With the recent passing of legendary guitarist Eddie Van Halen, former singer of Van Halen, Sammy Hagar explained how their relationship worked. The immediate answer was Chemistry. In this episode, Kristen and Wes discuss the importance of chemistry, whether it’s between you and a friend, a spouse, or with a financial advisor.

11 phút
09/10/2020

Realistically, Could Your Tax Return Look Like Trumps?

One of the top stories in the news has been the claim that President Trump paid little, or no, taxes over the past decade. Instead of arguing whether that’s accurate or not – We all agree that the ultra-wealthy have ways… legal ways – of reducing the amount of taxes they owe. If you’re part of the middle class and wondering what you’re doing wrong, this episode is for you! Wes spotlights what all of this REALLY means, and how to can find out if you’re able to legally lower your personal tax liabilities.

13 phút
02/10/2020

Election Protection 2020

This isn’t a right vs. left, Trump vs. Biden debate. This episode is all about YOU and your money! With such a heated election season, Wes discusses how Wall Street could react to the outcome… But more importantly, how it could directly impact your bottom line. Yes, we’re faced with a lot of uncertainty, but Wes breaks down the numbers you CAN control… and how to NOT let headlines or politics dictate your future.

14 phút
10/09/2020

Preparing For The 1st Ever Wealth Tax

Ever heard the adage “as California goes, so goes the nation?" That saying will fire you up after listening to this episode! California lawmakers are not only trying to hike their state income tax rates, but they’re now also pushing what would be a first-in-the-nation wealth tax! If they get away with it, you KNOW other states will likely attempt to do the same. Whether you work with an advisor or are a DIY investor, Wes explains what to watch out for and how to be as tax efficient as possible with your portfolio.

10 phút
06/08/2020

Uncovering Hidden Risk in Your Equity Index Fund

It’s been said that one of the keys to successful investing is not putting all your eggs in one basket – also known as diversification. So, you’d assume that investing in an index such as the S&P 500 would protect you, right? Well, not necessarily! Wes brings to light that about a quarter of the S&P’s total value is made up of just 6 companies, and he explains what steps you can take to make sure you aren’t putting all of your eggs in one basket.

10 phút
23/07/2020

Retirement Headwind: The Fiscal Health of the United States

America's retirees today face unique circumstances and challenges given the fiscal health of the United States. In this episode, Wes sits down with his dad, Rick, to discuss the realities retirees face today.

20 phút

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3,5

/5

21 Xếp hạng

Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.

Nhà sáng tạo

Smart Money Insights: Retirement and Investing with Rick and Wes White
Năm hoạt động

2018 - 2020
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68
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Trang web chương trình

Smart Money Insights

Smart Money Insights

Decision 2020 & Your Money

Home Improvement Fever

Eddie Van Halen, Sammy Hagar & Chemistry

Realistically, Could Your Tax Return Look Like Trumps?

Election Protection 2020

Preparing For The 1st Ever Wealth Tax

Uncovering Hidden Risk in Your Equity Index Fund

Retirement Headwind: The Fiscal Health of the United States

Xếp Hạng & Nhận Xét

Giới Thiệu

Thông Tin

Smart Money Insights

Tập

Decision 2020 & Your Money

Home Improvement Fever

Eddie Van Halen, Sammy Hagar & Chemistry

Realistically, Could Your Tax Return Look Like Trumps?

Election Protection 2020

Preparing For The 1st Ever Wealth Tax

Uncovering Hidden Risk in Your Equity Index Fund

Retirement Headwind: The Fiscal Health of the United States

Xếp Hạng & Nhận Xét

Giới Thiệu

Thông Tin