Today we will be discussing a government program that pays over 1 trillion in total benefits to over 69 million Americans every year. That’s right, Social Security.
Special Episode – Macroeconomics (Group Practice Accelerator Podcast Rebroadcast)
Episode 5 – Back to School
With summer winding down and back-to-school season in full swing, we thought that this would be a great opportunity to discuss education planning and answer some of the most common questions that we receive from our clients.
HAPPY LABOR DAY!
Wealth Management Quarterly: The Culture of Attention & Distraction Markets
Episode 4—From the Desk of Podcast: Emotions in the Market
Mary Katherine Glassman and Donna Rasile talk about Emotions in the Market. When markets get volatile, it can be tempting to make changes. During times of stress, following the herd mindset may lead to poor decision-making. Following what “others” may be doing may not be right for you. Everyone’s personal financial situation is unique to them, and therefore even though it seems like everyone else is investing a certain way doesn’t mean it is your right decision.
Episode 3—From the Desk of Podcast: Coffee, Tea, Taxes, and Roth Conversions
As we end the second quarter and approach the July 4th holiday, I thought we might focus today’s podcast on coffee, tea, and taxes. After the worst first half of the year for the stock market since 1970, I think most of us could use a little caffeinated pick-me-up before we pitch our stocks and bonds overboard into the harbor to protest the inflation tax which has descended upon the nation. So, with me today to discuss better forms of tax protests are FinTrust Director of Financial Planning Cassidy Murphy, and Will Kibler, Investment Advisor with FinTrust, who works with retirement plans, retirement plan participants, and personal wealth clients.