78 episodes
The Money Huddle Vertex Capital Advisors
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5.0 • 18 Ratings
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This show is for young families, entrepreneurs, and business owners who want to make better decisions with their finances. We explore a variety of financial topics--from the standpoint of financial professionals and as husbands/fathers. Learn more about us at www.vertexcapitaladvisors.com. All opinions expressed by Michael and Ross or any podcast guests are solely their own opinions and may not reflect the opinions of Advisory Alpha. The podcast recording is for informational purposes only and should not be relied upon for investment decisions. Clients of Advisory Alpha may maintain positions in securities discussed on the program.Investment advisory and financial planning services offered through by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC.You can view our disclosures at: https://vertexcapitaladvisors.com/full-disclosure
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New Year, New Regulations: Here Comes SECURE Act 2.0
While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years.
In this episode we briefly highlight several areas which include:
New rules for required minimum distributionsAdditional areas for consideration in ROTH IRAs & 529 AccountsChanges to employer matching & catch-up provisions inside employer sponsored plansOne of the realities of financial planning is that rules and regulations can always be subject to change. This is why planning is a process---not an event.
Thanks for checking out our podcast!
We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
themoneyhuddle@vcplanning.com
Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started! -
IUL Policies: The Retirement Account of the Future? Or Just Hype?
One of the most commonly misrepresented financial products is Indexed Universal Life insurance. You may have heard these described as:
MPI strategyCompound AccountsMillionaire's ROTH IRAThe Secret Sauce that Millionaire use...and the list goes on and on.
In this episode, we talk to an insurance specialist in an attempt to separate fact from fiction when it comes to Indexed Universal Life products. Take a listen!
Thanks for checking out our podcast!
We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
themoneyhuddle@vcplanning.com
Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started! -
Are Annuities The Devil?
One of the most polarizing financial products in the marketplace is annuities. Love 'em or Hate 'em, annuities are not going away.
In this episode, we sit down with 2 industry experts that specialize in the fixed insurance space--specifically, working with annuities. Some areas we discuss:
how opinions on annuities are influenced by advisors & compensationunderstanding how annuities can mitigate riskwhat annuities can do that other asset classes can't dohow annuities can protect one's lifestyle in retirement Please take a listen---and don't forget to subscribe to our podcast!
An Annuity is a long-term financial product designed largely for asset accumulation and retirement needs. All guarantees are backed by the claims-paying ability of the issuing insurance company.
Thanks for checking out our podcast!
We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
themoneyhuddle@vcplanning.com
Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started! -
Lighter Than Expected (2 minute drill)
The next 48 hours could be significant investors, as they attempt to digest several important economic data points:
CPI comes in lighter than expected at 7.1% vs 7.3%The Fed has its December rate announcement on Dec. 14thCould we see some dovish comments or more doublespeak?Also, SBF was arrested.... strangely, he was taken 1 day before he was scheduled to testify. Odd timing for sure. More and more, this FTX thing appears to be another scam where custody is at the heart of the issue.
Thanks for checking out our podcast!
We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
themoneyhuddle@vcplanning.com
Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started! -
The Market Bounce, Dad Jokes, and The Bumpy Road into 2023
In this episode:
ChatGPT writes us a new introThe coming Fed decisionThe latest market moves and economic data we're watchingWhen to get started with Retirement PlanningSneak peek into upcoming Money Huddle episodesThanks for checking out our podcast!
We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
themoneyhuddle@vcplanning.com
Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started! -
The Midterms Are Over (2 minute drill)
In this episode, we make a quick recap of several news stories we are monitoring:
the outcome of the 2022 midterm elections some canaries in the economic coal minesa major political announcementWe end with a response to an age-old question: "What do you think of gold as an investment?"
Thanks for checking out our podcast!
We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
themoneyhuddle@vcplanning.com
Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!
Customer Reviews
Fun and engaging
Great advice delivered in a fun and engaging way. I believe this is an important skill if you are going to touch a lot of people’s lives. Great job.
Great Stuff
Keep up the good work
Great podcast!
They educate you on different strategies of money/investing while keeping it fun and entertaining.