45 episodes
The Capital Stewards Podcast Brian Seay, CFA Investment Pro, Business Leader, Financial Advisor
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- Business
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5.0 • 6 Ratings
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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
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Are Immigrants Stealing Jobs? The Real Story Around Immigration in 2024
Everytime you turn on the news there is another story about the southern border or immigration. The U.S. economy continues to create more jobs than expected, largely due to "foreign born workers"
The Bible teaches that we should love foreigners and refugees. But much has been written about migrant workers stealing jobs from Americans and driving down wages. So how do we reconcile all of that?
In this episode of the podcast, we examine the data for immigration and employment in America.
0:00 Intro
2:14 Legal vs. Illegal Immigration
3:28 Immigration Facts
3:58 Impact on Economic Growth
8:19 Are Immigrants "Stealing Jobs?"
11:22 Immigration Reduces Wages
13:25 Immigration Reducing Inflation
16:01 Conclusion
Start A Conversation With Us: https://www.thecapitalstewards.com/startconversation
© 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, viewers 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. -
Economic & Investment Outlook: Perception Isn't Reality Q2 2024
Feeling down about the economy and markets? Paying high prices at the store while watching the S&P 500 hit all-time highs?
Often, how we feel about the market and our investments doesn't jive with what's really happening. In our Q2 outlook, we look at the data to get a better picture of what's really happening in the economy and financial markets.
0:00 - Inflation Feels Different Than Reality
3:03 - What's Happened So Far This Year?
4:06 - Why Long-Term Perspective is So Important
6:00 - Job Market
8:36 - Layoffs
11:04 - Inflation
12:28 - How Are Companies Doing?
17:19 - Stock Prices and Valuation
20:46 - International Markets
24:13 - Bonds and Interest Rates
27:00 - Where Will Long-Term Interest Rates Land?
30:40 - Gold
31:54 - Conclusions & What Investors Should Consider
Start A Conversation With Us: https://www.thecapitalstewards.com/startconversation
© 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, viewers 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. -
Investing in Bitcoin and Cryptocurrency
Wondering whether Bitcoin should be a part of your investment portfolio? In this episode we share our perspective on how to consider a crypto investment. What about the new Bitcoin ETFs, should those be a part of your investment portfolio? We discuss:
(0:00) Intro & Thesis on Bitcoin
(2:53) Blockchain & Distributed Ledger Technology vs. Cryptocurrencies
(6:35) Is Bitcoin a Currency?
(8:58) Is Bitcoin a good Inflation Hedge?
(11:37) Bitcoin as a Safety-Net
(12:53) Cryptocurrency Volatility
(13:52) New Bitcoin ETFs
(15:55) Should Bitcoing Be Part of an Investment Portfolio?
Blog Post:
https://www.thecapitalstewards.com/learn/investing-in-bitcoin
Want to Start a Conversation About Your Investments? -> https://www.thecapitalstewards.com/startconversation
© 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. -
Reducing Taxes in 2024! Short and Long-Term Tax Planning.
The superbowl is over. Taylor Swift clearly won. Its baseball season and all of that means it's time for taxes in 2024. In this episode, we cover things you can do to reduce your tax bill for 2023 and we also discuss strategies you can use for long-term tax planning.
More than 90% of filers are using the standard deduction each year. That means tax reduction isn't about a "hunt for deductions" each year, its about long-term strategies that lower your tax bill over time.
Listen to the episode for more insight on all things taxes for 2024!
Want to Start a Conversation About Your Long-Term Tax Plan -> https://www.thecapitalstewards.com/startconversation
Link to the "Dunkings" Commercial Video ->https://www.youtube.com/watch?v=Ve2miT5iF2M
© 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. -
What Impact Will the 2024 Election Have on the Stock Market?
It's hard not to notice, but we are in an election year. Did you know that the stock market does better when Democrats hold the oval office? Well... sorta...not really. There is lot's of discussion about the impact of the election on the stock market, interest rates and the economy. In this episode we will break it down and discuss the real impact elections have (or don't have) on markets. We cover:
What impact might the election have on stock market returns in 2024?Does it matter if a Democrat or Republican wins the election?Does the stock market actually perform better during Democrat or Republican administrations?What economic policy ideas should we watch for when we evaluate candidates.
Have investment or financial planning questions? Start a conversation with our team: https://www.thecapitalstewards.com/startconversation
© 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. -
Better New Year's Resolutions
Happy New Year! It's resolution time, but instead of focusing on 5 "check boxes" for a financially successful 2024, what if we took a step back to make a giant leap forward? In this short episode, I dive into a better approach for financial resolutions: aligning your life with your resources. Here are four questions to ask yourself as you kick off 2024:
Why am I here? How am I uniquely gifted? How am I creating opportunities for my family to thrive and grow?What am I passionate about changing in my community? What areas of my life are well-resourced? What areas need more resources, either time, attention,or money?
Have investment or financial planning questions? Start a conversation with our team: https://www.thecapitalstewards.com/startconversation
© 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.
Customer Reviews
Great listen!
Loving the episodes so far, Brian really helps educate the listeners which I appreciate and I love the fun couple dynamic Saxon and Brian offer! Highly reccommend
Investing goals
This was awesome! It is exactly what you advised us to do with our retirement! You helped us see that we are able to spend money and enjoy our retirement! We are no longer worrying about every dollar of our retirement we spend!
5 questions to ask your financial advisor
Excellent information. I will use it for future advisors