Best Marketnews Podcasts (2024)

1
Episode 15 | Amazon’s Financial Future: Navigating Growth, Debt, and Maintaining the Day 1 Culture Under CEO Jassy 27:41

2d ago27:41

27:41

In Episode 15 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, reviews Amazon's recent financial performance, focusing on the increased debt levels on the balance sheet since Andy Jassy took over as CEO. Lake examines the company's trajectory, highlighting a significant rise in free cash flow—now nearing $50 …

1
Episode 14 | Navigating Internships and Networking: Insights from GWSB Student Will Ahrens 21:57

9d ago21:57

21:57

In Episode 14 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, sits down with Will Ahrens, current GW student and investment enthusiast, to discuss the value of internships and networking for aspiring finance professionals. Will shares personal experiences, emphasizing the importance of starting early in the …

1
Episode 13 | Visa's Capital Allocation and Growth Prospects 22:57

16d ago22:57

22:57

In Episode 13 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, reviews Visa's current performance, focusing on its capital allocation and management under Ryan McHenry. Lake highlights Visa's investments in new products and services while defending its market position against competitors like PayPal. With imp…

1
Episode 12 | A Conversation with GWSB Interim Dean Vanessa Perry About Real Estate Regulations and AI in the Future of Work 19:08

23d ago19:08

19:08

In Episode 12 of "Market News with Rodney Lake," Rodney Lake talks with Vanessa Perry, Interim Dean at the GW School of Business, about recent changes in real estate regulations and the expanding role of AI in the workplace. Dean Perry explains how new rules may impact home buyers and sellers, potentially complicating markets and adversely impactin…

1
Episode 11 | Assessing Microsoft: Valuation, Balance Sheet, and Strategic Growth 22:22

1M ago22:22

22:22

In Episode 11 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, analyzes Microsoft's current valuation and financial health. He discusses the company's slightly elevated valuation, which remains near its 10-year median, and highlights its robust balance sheet, characterized by strong free cash flow and a high …

1
Tax Efficient Asset Allocation Strategies 28:22

1M ago28:22

28:22

You may feel confident with your asset allocation strategies, but how do you know if you’ve optimized them for tax efficiency? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss asset allocation location buckets and which bucket for which account. They also cover recent Cen…

1
Episode 10 | Apple Under the Microscope: Innovation, Management, and Valuation 22:20

1M ago22:20

22:20

In Episode 10 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, examines Apple’s current performance and prospects. He discusses the company’s innovation in chip design and its AI challenges, commends Tim Cook’s management while noting succession planning concerns, and evaluates Apple's strong balance shee…

1
Episode 9 | Balance Sheet within the GWII BMPB Investment Framework 18:17

1M ago18:17

18:17

In Episode 9 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, delves into the intricacies of assessing a company's balance sheet as part of the GWII BMPB Investment Framework. Focusing on companies like Apple and Procter & Gamble, Professor Lake illustrates the impact of financial health on investment dec…

1
SECURE Act 2.0 Changes on Retirement Savings 29:58

2M ago29:58

29:58

If you’re looking to maximize your retirement savings, the SECURE Act 2.0 made some significant changes. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the effects of the SECURE Act 2.0 on retirement savings including business owners, retirees, and employer-sponsored plan…

1
Episode 8 | Decoding Apple's Valuation – with a Focus on Using the PE Ratio 21:33

2M ago21:33

21:33

In Episode 8 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, provides a comprehensive exploration of Apple's price vs. valuation a component of the GWII BMPB Investment Framework, with a focus on using price-to-earnings (PE) ratio. Comparing Apple’s PE of 35.5 with the S&P 500’s 23, he explains that its …

1
Episode 7 | Management in GWII's BMPB Framework 22:12

2M ago22:12

22:12

In Episode 7 of "Market News with Rodney Lake," Rodney Lake, Director of the GW Investment Institute, discusses the critical alignment of management incentives with shareholder interests. He uses Tesla’s unique performance-based pay package as an example to highlight the importance of evaluating compensation packages through proxy statements. Profe…

1
Episode 6 | The Business in GWII's BMPB Framework 18:50

2M ago18:50

18:50

In Episode 6 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute (GWII), explains the business aspect of GWII's BMPB framework (Business, Management, Price/Valuation, and Balance Sheet). He explores the practical applications of the DuPont formula in evaluating business quality, underscores the importance of …

1
Episode 5 | Nvidia in the AI Age 22:42

2M ago22:42

22:42

In Episode 5 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, delves into the significance of Nvidia in the AI era. He explains how Nvidia's graphics processing units are central to AI applications, contributing to the company's substantial market cap of approximately $3 trillion. He highlights Nvidia's i…

1
Preparing for Retirement: Withdrawal Rates 30:08

2M ago30:08

30:08

If you’ll be retiring soon, you may wonder how you’ll pay for it. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about ways to plan your withdrawal rates in retirement so your money lasts as long as possible. They also discuss interest rates, the Chinese regional bank cris…

1
Episode 4 | AI in Business: Driving Efficiency and Profitability 27:29

3M ago27:29

27:29

In Episode 4 of "Market News with Rodney Lake," Rodney Lake, the Director of the GW Investment Institute, discusses the pervasive impact of artificial intelligence (AI) on businesses. The episode explores how AI technologies, such as ChatGPT and other machine learning applications, are revolutionizing industries by enhancing efficiency and profitab…

1
What are Structured Products? 24:48

3M ago24:48

24:48

If you’re wondering if structured products can help smooth out the effects of market volatility on your investment portfolio, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss why investment banks use them, how the average investor can take advantage of t…

1
Don’t Pay the Sticker Price for College 34:57

3M ago34:57

34:57

If you’re shocked by the price of college, wait until you find out which schools might offer little-known discounts. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss ways to lower the price of college, strategies to pay for it, and student loans. As mentioned by Kevin in …

1
Property and Casualty Insurance Shopping Guide 27:04

4M ago27:04

27:04

You’ve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer an insurance shopping guide with strategies for shopping around and lowering your property and casualty insurance costs. P & C …

1
Election Year and the Markets 31:43

5M ago31:43

31:43

What should investors be doing during an election year? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II host Global Wealth Advisors’ Chief Investment Officer Keith Sprauer. They discuss how election years affect the market and how politics plays into the mix. They also jump into…

1
Interest Rate Update 15:21

5M ago15:21

15:21

If you’ve wondering whether there will be an interest rate cut this year, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II give another rousing round of Central Bank Roundup and discuss whether investors can expect a rate cut or increase along with what some oth…

1
Your Top 6 Market Questions Answered 29:55

6M ago29:55

29:55

If you’re invested in the market and want a more specific definition for some of the jargon and topics in the news lately, this podcast episode is dedicated to you. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II unzip the mailbag and answer your top six questions about the mark…

1
Picking Good Stocks: What Do You Look For? 32:04

6M ago32:04

32:04

If you’re invested in the stock market, how do you pick your stocks? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the different types of analysis when selecting stocks including technical vs fundamental analysis, qualitative vs quantitative analysis, and evaluating an…

1
Life Insurance Strategies 29:46

7M ago29:46

29:46

Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics about life insurance and the flexibility available. They also investigate whether AI, …

1
About Employer Stock Programs 29:27

7M ago29:27

29:27

Handcuffing employees to companies often occurs by granting employer stock. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics around non-qualified stock-based compensation, employee stock purchase plans, and margin of safety involved with employer stock progr…

1
Avoiding Capital Gains 28:19

8M ago28:19

28:19

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income T…

1
Stock Market Bias 20:43

8M ago20:43

20:43

Do you go into the market making investments based on what your friends and family are doing, or do you think you’re immune to influences? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the various types of stock market bias you may not realize you have that can derail yo…

1
Backdoor Roth IRA Rollover Strategy 32:37

9M ago32:37

32:37

If you have the option through your employer-sponsored retirement plan to make non-deductible contributions to an IRA after you max out your 401(k) limits, you may be able to use a Backdoor Roth. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the specifics. Work with your…

1
Four Pillars of Recession 24:01

10M ago24:01

24:01

People are wondering if we should still be concerned about a recession. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss inflation, the four pillars of recession, and lowering interest rates. They also discuss the Goldilocks scenario and sovereign debt crisis. [Embed podc…

1
End-of-Year Planning 30:52

11M ago30:52

30:52

At this point, you’re probably wondering if the Fed is shooting darts, or if they actually know what they’re doing when it comes to interest rates. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the Fed, Japanese equities, and dig into some end-of-year planning strategies…

1
October Review 24:34

11M ago24:34

24:34

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover several financial topics including the big sell-off, reinvestment risk, and bond laddering. They also offer a bold prediction on whether rates have peaked. Watch the video podcast on YouTube Find it Fast: October Review The M…

1
Watching the Wealth Markers 30:22

11M ago30:22

30:22

What are wealth markers and why should we care? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover several interesting topics including mortgage rates, debt to GDP, and Crypto. They also discuss how Ireland’s rise correlates to increased wealth. If you’ll be signing up for Me…

1
Open Enrollment Tips 24:20

1y ago24:20

24:20

Feeling like you relived the entirety of 2022 in September? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II dig into last month’s numbers and spend several good minutes discussing tips for employee open enrollment. Find it Fast: Month-End Financial Update: 00:00—Intro 01:11—Mark…

1
Cash is King 28:08

1y ago28:08

28:08

If cash is king, what do you do with it? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss what to do with your cash. Listen in as they dig into money market accounts, treasury bills, CDs, and municipal bonds. They also answer your questions about the future of bank failur…

1
Building an Efficient Income Stream 35:24

1y ago35:24

35:24

If you’re looking to create a tax-efficient income stream, we might have one answer. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II begin digging into building a tax-efficient income stream using municipal bonds. They also discuss the current market situation and what we might …

1
Tax Avoidance Strategies 31:07

1y ago31:07

31:07

When the Trump tax cuts go away at the end of 2025, will everyone’s taxes increase? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the implications for taxpayers and which increases and reductions are going to catch people off guard. They also discuss a few tax avoidanc…

1
Midyear 2023 Update 27:31

1+ y ago27:31

27:31

We’ve hit the midyear mark and investors want to know what to expect during the next half of this year. In episode 67 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II hold an in-depth discussion on the current conditions, stress in the market, and some positive news. They also offer up a couple …

1
Merger Mania 27:47

1+ y ago27:47

27:47

Investors want to know what’s up with the merger mania in the news lately. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II question bank crisis profits, the lithium market, and Fed bank bailouts. They also discuss market stress, the doughnut effect, and Nostra-Thomas finds out w…

1
The Value of a College Degree 33:32

1+ y ago33:32

33:32

For those wondering if there is still value in holding a college degree, listen in as we review some interesting stats. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the hyperbolic rise of Nvidia, the debt ceiling, and whether the economy will have a hard landing. T…

1
College Update 30:57

1+ y ago30:57

30:57

Do you wear a monkey suit or not? College students in graduation mode are wondering how they will move up in their first job. In this college update episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer advice to new grads entering the workforce. They also dig into a few market headline…

1
Paying Your Fair Share 28:37

1+ y ago28:37

28:37

We keep hearing that the wealthy don’t pay their fair share, but what exactly does that mean? In episode 63 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, you’ll watch CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II give their end-of-month recap for April, including discussion on equity markets, the debt ceiling, gold and the dollar, the ho…

1
Central Bank and Recession 28:29

1+ y ago28:29

28:29

Welcome to our first-ever video podcast! In episode 62 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, you’ll get to watch CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II hold another Central Bank Roundup, this time covering the central bank and recession. They also talk about interest rates and inflation and dig into the latest financial he…

1
Quarter End Market Update 20:20

1+ y ago20:20

20:20

Is the move in yields for fixed income giving investors a bit of a scare? In episode 61 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover quarter end details including fixed-income volatility, commodities, and real estate. They also dig into some bold predictions about the Masters. Find it …

1
Headlines Edition Midmonth Podcast 29:42

1+ y ago29:42

29:42

In the headlines edition of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss a variety of headlines including interest rates, commercial real estate, global banks and Credit Suisse. They also revisit headlines over the last couple of weeks ago. Find it Fast in the Headlines Edition: Central…

1
Failing Banks, Runs, and the FDIC 19:58

1+ y ago19:58

19:58

Investors are wondering just how safe their money is. With the recent news unfolding, we’ve been fielding numerous calls since late last week about the failing banks including Silicon Valley Bank (SVB) and Signature Bank. In episode 59 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the b…

1
Saddle Up for the Housing Industry 28:37

1+ y ago28:37

28:37

As investors grow weary of getting spurred by the Fed, they’re wondering if the pain will continue with the housing industry. In episode 58 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the housing market, where it’s headed, and dig their heels in for another rip-roaring Central Bank …

1
The Personal Finance Edition 32:20

1+ y ago32:20

32:20

Check out the personal finance edition. In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the retirement age, marriage and money, and what economists get wrong. You’ll also get a visit from Nostra-Thomas and discussion on whether GM buying a lithium mine and facial recogn…

1
Are We There Yet? Is This a Potential Rally? 23:54

1+ y ago23:54

23:54

Is this the rally investors have been hoping for or should we continue to exercise caution? In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II review market activities over the past month and discuss any potential rally conditions for the months to come. They also offer their bold pr…

1
Secure Act 2.0 35:56

1+ y ago35:56

35:56

Investors are wondering what’s on the horizon with Secure Act 2.0. In episode 55 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the effects of Secure Act 2.0 on RMDs, 529 Plans, and Roth conversions. Unpack even more information as they discuss whether the Fed is pivoting on rates, …

1
Bold Predictions and Hot Takes for 2023 28:42

1+ y ago28:42

28:42

In episode 54 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II revisit the pain of 2022 and make some bold predictions of their own for 2023. Definitely worth a listen for Tom and Kevin’s hot takes as they discuss the housing market, gold, whether a wealth tax will make the rounds, and crypto. F…

1
Recession and the Fed’s Lost Credibility 30:16

2y ago30:16

30:16

In episode 53 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II dissect the signs of recession including the market, the potential for a housing crash, and the Fed’s loss of credibility. They also give their year in review and thoughts on the Russia-Ukraine war, the potential end of Donald Trump’…

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