Market Moment Podcast

In The News: Spending Financial Aid On Bitcoin, Trump Attacks Amazon, How To Keep Clients' Info Safe

Your eyes will probably widen when you see that headline about college students using portions of their financial aid to invest in bitcoin. You might have also seen President Trump attack Amazon on Twitter recently. We’ll see what kind of impact that might have on Amazon’s future. Should you dump your Amazon stock? What does behavior like that tell us about the market and our own investments? And finally, we’ve had a deep debate recently in the US about privacy. What does your financial advisor do to keep you safe? We’ll find out.

Counterintutive Pieces Of Financial Advice

Some advice just makes good sense. But sometimes the guidance we get doesn’t align with our expectations. That’s not necessarily a bad thing. Unexpected advice can be helpful, especially in getting us to "think outside the box." David Lee will talk about some of the counterintuitive financial advice you may, or may not, receive.

The Important Things You Should Know About 401k Rollovers

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider.

Financial Planning And Future Generations

No matter how old your kids get, there’s a good chance they’ll still play some sort of role in your financial plan. Let’s talk about some of the common scenarios we see where children somehow come into play during the retirement planning process.

In The News

The news has been really slow recently, hasn’t it? Just kidding. We’ve seen the market react to all sorts of news. Fears of a trade war, Facebook in the headlines and further developments in the Mueller investigation have all force market movement. We’ll explore what you should take away from these market hiccups. We’ll also look at why the dollar is losing value and if it’s a bad thing for investors going forward. And is raising the minimum wage a good thing? We’ll explore that question and more as we look “in the news” on this week’s podcast.

Mailbag

We'll take your listener questions on downsizing, working with large financial companies, and preparing for the impact of recent tax changes on your retirement.

April: National Distracted Investor Awareness Month

They say these days that there’s a holiday of every day of the year. It’s kind of true. In fact, the month of April, for example, is home to Bowel Cancer Awareness Month, Fresh Florida Tomato Month, Fresh Celery Month, Multiple Birth Awareness Month and National Soft Pretzel Month (sorry hard pretzels, you guys have to wait until the overall National Pretzel Month in October). What does all this have to with finances? Well, April is also National Distracted Driving Awareness Month, which gave us the idea to discuss some of things that distract us financially. And since every single other thing in existence gets a holiday, we’ll make up our own to discuss on this week’s podcast. It’s National Distracted Investor Awareness Month. We’ll reveal the distractions that often peel our attention away from being good investors and savers and give you tips on how to stay on track.

The Four Things We Wish Everyone Knew

If you only knew… As financial professionals, there are things that we wish everyone knew and understood. On this podcast, with David Lee of Mach 1 Financial Group, we’ll explore how a financial advisor’s job would be different, and easier, if everybody understood at least four things.

Keep It Simple, Stupid

We’re not trying to be mean at all, but it’s a good idea to be blunt when it comes to this topic. You see, retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. On this podcast, let’s explore why people make things harder than they need to be and what we can all do to keep the process simpler and easier to understand.

Shopping At The Retirement Grocery Store

You probably have a specific routine for how you like to go grocery shopping. Some of us are list-makers, others kind of wing it. Some put everything neatly in the cart while you might be one of those folks who just tosses it all into a big pile. Let’s discuss how retirement is a lot like shopping for groceries.

Mailbag Part 2

We've got another round of listener questions to answer. These ones will be about planning for world events and saving to pay for college.

The Bonus And The Miata: Can You Buy More Time For Your Retirement?

Are you lined up for a big bonus from work this year? Have you thought about what you'll do with that bonus? If you're thinking about purchasing a car or another material item, you might want to think about it some more. On this week's podcast, Kyle Alexander takes us through a fantastic illustration of what would happen if you spent that bonus on, for example, a Miata. And then we'll look at what would happen if you utilized those dollars a little differently. The results might surprise you. 

 

For the "Can You Buy More Time To Enjoy Retirement?" White Paper, click here

Mailbag: Part 1

It's that time again on the Mach 1 Market Moment Podcast where we crack open the mailbag to answer questions from listeners like you. In this edition, let's discuss the recent tax code changes, and more.

The Financial Lies We Tell Ourselves

You know it’s not a good thing to lie to yourself in any aspect of life. So, let’s “keep it real” and go over some of the common financial lies we tell ourselves and explore why it’s dangerous to approach retirement planning with these mindsets.

In The News

Several companies have announced employee bonuses and increases in their company-wide minimum wage because of the new tax reform. Find out how those bonuses could affect you.

Explaining Away Questionable Financial Decisions

Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.

Stress And Retirement Part 2

We continue our discussion on the stressors that are unique to retirement, and how to handle them.

Stress And Retirement Part 1

Life changes when you enter retirement. Let's examine some potential stressors of retirement and how to deal with them.

Mailbag

In this mailbag edition of the podcast, Kyle answers questions about risk tolerance, who needs an advisor during retirement planning, and more.

Tax Code Changes

Kyle Alexander gives us all the details of the new changes to the United States federal tax code.