June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple rate cuts in 2024 to potentially only one rate cut later in the year. However,…
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One question we get a lot is why we’d ever want to invest in countries other than the U.S. The U.S. stock market has done far better than other countries recently. It’s the biggest national…
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Bitcoin ETFs are here! Should you be investing in them? One of our listeners reached out this week to ask whether they’d be a good fit for his retirement account now that he’s back to…
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The “Sandwich Generation” are Gen-Xers and older Millennials who are raising children while also helping their Boomer parents navigate aging. There’s a lot to think about, plan for, and organize, but one of the things…
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This week we cover a listener question about how to handle an inheritance of $850,000. Jason recently dropped the question in our mailbag after receiving the inheritance unexpectedly. He and his wife are in a…
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The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour Our guest on the show this week is Jeremy Harbour. Jeremy has been involved in the M&A market across the globe for decades. He’s…
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May Recap and June Outlook May saw a return to more confidence in the economy and the markets. The Fed met early in the month, and Chairman Powell managed to curb market pessimism by stating…
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Michelle Seiler Tucker is back on the show this week to discuss how higher interest rates have impacted the market climate for business sales. Michelle is the best selling author of Exit Rich and has…
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Similar to the limits placed on contributions to retirement savings plans when you are working, the IRS also has regulations for how to take money out. Because contributions are made with pre-tax dollars, the government…
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This week was relatively slow in market news…..until the Trump verdict came out. Donald Trump was found guilty on all 34 counts brought against him in the hush money trial, which throws more uncertainty into…
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