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WISE Financial Strategies

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This podcast has
19 episodes
Language
English
Publisher
Cal Burgess
Explicit
No
Date created
2021/07/22
Latest episode
2023/07/17
Average duration
7 min.
Release period
64 days

Description

In a post-pandemic world, we help entrepreneurs focus on long-term investing, tuning out the noise, and focusing on what is relevant. Our proven process embraces change throughout our client's financial timeline.

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Check latest episodes from WISE Financial Strategies podcast


Inflationary Trends HUB (PostPandemicInvestments.com)
2023/07/17
Educational content dedicated to inflationary aspects of the financial markets and the significance it plays in a post-pandemic world. Learn more at PostPandemicInvesments.com
Financial Regulation (PostPandemicInvestments.com)
2023/07/17
Educational content dedicated to the financial regulation of both the stock market and the monetary system, and the significance it plays in the financial sector. Learn more at PostPandemicInvestments.com
Federal Stimulus HUB (PostPandemicInvestments.com)
2023/07/17
Educational insight into the monetary policy and federal stimulus of the Federal Reserve and how that plays into market performance in a post-pandemic world. For more information visit PostPandemicInvestments.com
Federal Deficit HUB (PostPandemicInvestments.com)
2023/07/17
Educational awareness of how the Federal Deficit plays into the overall financial picture in the post-pandemic. Visit PostPandemicInvestments.com to learn more.
Introduction to PostPandemicInvestments.com
2023/07/13
This is a new podcast dedicated to a recently-launched educational platform focusing on key financial elements that can hamper or modify investment returns.
First Episode of 2022 - WISE Financial Strategies Podcast
2022/01/27
Our first episode of 2022!  Make sure to stay tuned for more content on how to protect your long-term financial interests in a post-pandemic recovery.  We are Wealth Income Solutions LLC! Our Website
Fighting Inflation
2022/01/03
There is a very unique relationship between the Federal Reserve and the Stock Market when it comes to fighting inflation.  We discuss these moving parts in a post-pandemic recovery and how it differs from pre-pandemic standards.  Thanks for listening!  You can check us out at www.wealthincomesolutions.com.
Daily Reflections - A slight tapering of Federal Stimulus
2021/11/04
Starting on December 1st, the Federal Reserve will lower the monthly federal stimulus by just under 15% in both Treasury Securities and Mortgage-Backed Securities.  This is a slight reversal in Federal policy but is still considered a very small step in the overall exit from the stimuli.  To learn more about how we help investors protect their long-term financial interests in a post-pandemic recovery, make sure to visit us at www.WealthIncomeSolutions.com.  
Estate Planning and Revocable Living Trusts
2021/10/04
In this episode, we speak with estate planning attorney, Teresa Shapiro, who brings over 20 years of experience in estate planning strategies within Central Texas.  We discuss legacy planning, estate taxes, and considerations in sheltering your portfolio in a post-pandemic recovery.  Thanks for listening and stay tuned for much more content to come! www.WealthIncomeSolutions.com
Interview with Laurence Black - The Index Standard
2021/09/21
I had the privilege to interview Laurence Black, the Founder of the Index Standard and advisor to Robert J. Shiller, and speak about the evolution of the specialized indexed investment. Listen as we discuss the inner moving parts within a new standard in investing. In a post-pandemic world, having the ability to protect your principal and interest from an over-leveraged stock market is a key component of maintaining your long-term interests.   www.WealthIncomeSolutions.com https://www.theindexstandard.com/about-us/
New Podcast Series - Deferred Compensation Plans - Episode II
2021/08/26
This is another podcast added to our new series in which we speak to business owners on the importance of deferred compensation plans to grow and protect their business.  When you focus on minimizing an employee's future tax rate, you put yourself in a position to attract talent that your competition can't attract.   For more information on what we do, check out our website www.WealthIncomeSolutions.com.  
New Podcast Series - Deferred Compensation Plans
2021/08/18
This is a new podcast series speaking to deferred compensation plans for small and medium-sized businesses.  In a post-pandemic recovery, where most employees will be onboarded remotely, offering flexible investment alternatives for new employees, outside of 401ks or Traditional IRAs, will prove beneficial for long-term financial success.  In this series, we will focus on long-term income planning, tax-advantaged withdrawals, and disability and death benefit protection for the breadwinner's income.   For more information on these sound investment strategies, check us out at www.WealthIncomeSolutions.com

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