show episodes
 
Daily join the Real Estate Jerky team, featuring Ed Parcaut, MBA, veteran, and mortgage advisor of Lending for Living, alongside RE/MAX Executive Realtor, Mike Kelly, for an exclusive look at what's happening in the Real Estate market and mortgage industry. Get ready for expert advice, insider knowledge, and in-depth discussions! Monday to Friday, tune in live at 8:30 AM every day on Facebook, LinkedIn, and YouTube for our interactive daily show. We'll keep you informed and entertained with ...
  continue reading
 
Welcome to How to Retire on Time, a show that answers your questions about all things retirement, including income, taxes, Social Security, healthcare, and more. This show is an extension of the book How to Retire on Time, which you can grab today on Amazon or by going to www.howtoretireontime.com. This show is intended for those within 10 years of their target retirement date or for those are are currently retired and are concerned about their ability to stay retired.
  continue reading
 
Artwork
 
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
  continue reading
 
Artwork

1
Key Wealth Matters

Key Wealth Institute

Unsubscribe
Unsubscribe
Monthly+
 
Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
  continue reading
 
Artwork

1
The Wealth Cast

Charles P. Boinske

Unsubscribe
Unsubscribe
Monthly
 
Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love – like fly fishing!Charles Boinske, CFA, is a nationall ...
  continue reading
 
Loading …
show series
 
In today's episode, Mike discusses the various ways in which interest rates going down could affect the market. He also breaks down how interest rates affect younger and older investors differently. Discover how to take advantage of higher interest rates as you create a retirement plan that's designed to last longer than you™.…
  continue reading
 
Welcome to "Market Update Wednesday" on Real Estate Jerky Daily! In today's episode, hosts Ed Parcaut and Mike Kelly dive into the latest trends and data impacting the real estate market. From mortgage application decreases to rising credit card debts, we break down what these numbers mean for you. **Episode Highlights:** - Technical issues and the…
  continue reading
 
Welcome back to another episode of Ed Parcaut's Real Estate Jerky Daily Podcast! 🎙️ Join hosts Ed Parcaut and Mike Kelly as they dive into the latest market updates and discuss the current state of real estate. In today's episode, Ed and Mike explore the various interpretations of the current housing market and how different sectors in the United S…
  continue reading
 
"If you don't know the right questions to ask, you'll never ask them." In today's episode, Mike discusses the Dunning-Kruger effect, false confidence, and potentially missing out on opportunities because someone lacked sufficient experience. Discover when it may make sense to DIY your retirement and when you may consider asking for help.…
  continue reading
 
Today, Rusty and Robyn are joined by Adam Abbas, Head of Fixed Income and Portfolio Manager at Harris Associates. Adam Abbas has been a manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds. He started at Harris Associates in 2018 after working as a lead portfolio manager at…
  continue reading
 
📈 Welcome to Market Update Monday Edition - Real Estate Jerky Daily 📊 Join hosts Ed Parcaut and Mike Kelly as they dive into the latest market trends, real estate insights, and economic updates. In this episode, they discuss the current state of inventory, interest rates, and what the Fed's next moves could mean for the housing market. Plus, get th…
  continue reading
 
In today's episode, Mike explains why he believes fixed-indexed annuities have more growth potential than CDs or Treasuries in the long term. Mike explains how they work from a cash accumulation standpoint while offering a few tips on how to vet them. Not all fixed-indexed annuities are the same. If you decide to explore this possible part of your …
  continue reading
 
Welcome to another episode of Real Estate Jerky Daily with your host Ed Parcaut! 😊 Today, we're diving into the latest updates in the housing market, key economic indicators, and upcoming events that could impact the market. 📉 **Key Points Discussed:** - **Housing Starts:** July figures are down to a 1.2238 million annualized pace, falling short of…
  continue reading
 
Podcasting 2.0 August 16th 2024 Episode 189: "All Carrot No Stick" Adam & Dave Re-Explain what Podcasting 2.0 is and is not! ShowNotes We are LIT We are for freedom! Monumental Monument tot the Forefathers and Lexington Green - 30 against 800 Reset Funding Tag Libsyn not looking good Rob W thoughts Tough for founders - cap table PSP Patreon - Fundi…
  continue reading
 
In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the labor market, industrial production, retail sales, the Consumer Price Index, corporate earnings, and the upcoming Key Wealth National Call. Speakers: B…
  continue reading
 
In today's episode, Mike talks to people who are wanting to retire around 60 years of age, but have concerns with how to cover healthcare while waiting for Medicare. How does Mike suggest you bridge that gap? What are the tax implications? What about healthcare insurance premiums from age 60 to 65? Should you delay retirement or get a part-time job…
  continue reading
 
Welcome to another insightful episode of the Real Estate Jerky Daily! Today, Ed delivers the latest updates on the financial and housing markets, alongside some critical community news. In this episode: - **Retail Sales & Jobless Claims:** - Retail sales surged by 1% in July, far surpassing expectations. - Walmart's earnings beat estimates, indicat…
  continue reading
 
Welcome to another insightful episode of the Real Estate Jerky Daily! Today, Ed dives into the latest updates in the financial market, focusing on the Consumer Price Index (CPI) and its impact on consumer-level inflation. Ed also shares valuable advice for business owners, particularly in the real estate and mortgage sectors, on how to effectively …
  continue reading
 
In this episode of Real Estate Jerky Daily, Ed Parcaut discusses the latest economic reports and their potential impact on the real estate market. Despite Mike Kelly being on vacation, Ed brings you the news and insights you need to stay informed. Topics covered: - National Federation of Independent Business Small Business Optimism Index - Producer…
  continue reading
 
Today, Rusty and Robyn are joined by David Ricci, a Portfolio Manager at William Blair. David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also a portfolio manager on the Mid Cap Growth strategy. Previously, he was the group head for the consumer sector,…
  continue reading
 
Welcome to Real Estate Jerky Daily! Join your hosts, Ed Parcaut and Mike Kelly, as they delve into the latest trends and updates in the real estate market. **In This Episode:** - Ed & Mike's weekend trips and local happenings - Rising inventory with 9024 new listings nationwide - Upcoming key economic indicators: Small Business Optimism Index, Prod…
  continue reading
 
Podcasting 2.0 August 9th 2024 Episode 188: "Nothing Doodle" Adam & Dave do some sexy SQL talk and are filled with Fweedom! ShowNotes We are for freedom! GARM - meh Libsyn not looking good Episodes.FM soon ALL podcasts! We don't shadow ban Welcome back Mitch! We have the V4V License in place (music) categories Suzanne Santo Oscar Wallets UID2 Overv…
  continue reading
 
Market Minutes Recap - Market Update (Perspectives on the Economic Calendar and Recent Market Volatility) In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on recent market volatility and its implications for investors. Our panel shares predictions on earnings season and insights on the f…
  continue reading
 
In today's episode, Mike tells us how to create a retirement plan out of a 401(k). Is accumulating assets in your 401(k) during your working years a set-and-forget guarantee for retirement bliss? What happens when you retire and need to draw income from your retirement account? Discover ways to take your 401(k) and turn it into a tax-efficient reti…
  continue reading
 
Welcome to another episode of "Real Estate Jerky Daily" with your hosts Ed Parcaut and Mike Kelly. In today’s Market Update Thursday Edition, we dive into the latest real estate news and trends to keep you informed and ahead of the game. Join us as we discuss important topics, including: - The drop in initial jobless claims and its impact on the re…
  continue reading
 
Welcome to another episode of Real Estate Jerky Daily with your hosts Ed Parcaut and Mike Kelly! In today's Market Update Wednesday edition, we dive into the latest trends and insights in the real estate market. **In This Episode:** - Ed and Mike discuss the recent improvements in mortgage rates and the volatility surrounding them. - Key tips on na…
  continue reading
 
In today's episode, Mike discusses all the intricacies associated with managing a portfolio while trying to beat the market. Discover why the statistic that claims no one can beat the market may not be as certain as many would suggest. Answer questions like, "Can I ride a stock/bond fund portfolio all the way into retirement bliss?"…
  continue reading
 
In today's episode, Mike talks about employer-sponsored 401(k) retirement plans. How can you be proactive with a 401(k)? Should you keep all of your retirement savings in the 401(k) or roll it over to an IRA? Should you fund the pre-tax part or the after-tax part of your 401(k)? There are more strategies than you may realize. Discover what may be m…
  continue reading
 
Welcome to another insightful episode of Real Estate Jerky Daily with hosts Ed Parcaut and Mike Kelly! In today's Market Update Tuesday Edition, we delve into several crucial topics affecting the real estate market and broader economy. Join us as Ed and Mike discuss: - The impact of the recent market drop and arbitrage strategies - Japanese yen and…
  continue reading
 
Today, Rusty and Robyn are joined by Eric Crittenden, Founder and Chief Investment Officer at Standpoint Asset Management. Standpoint is an investment firm focused on bringing all-weather portfolio solutions to US investors. Eric has over 20 years of experience researching, designing and managing alternative asset portfolios. Eric holds a BA in Fin…
  continue reading
 
Welcome to Real Estate Jerky Daily with your hosts Ed Parcaut and Mike Kelly! In today's episode, we dive into the latest market updates and key economic indicators shaping the real estate landscape. Join Ed and Mike as they discuss: - Ed’s return to Apple and the tech glitches that came with it. - Rising inventories and what that means for the mar…
  continue reading
 
In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the JOLTS report, the Case-Shiller, the Employment Cost Index, the Employment Situation Summary, the recent FOMC meeting, and the VIX index. Speakers: Bria…
  continue reading
 
Podcasting 2.0 August 2nd 2024 Episode 187: "PR Hijack!" Adam & Dave Review Bands at Bitcoin and do Hot Namespace Talk Phase 7! ShowNotes Rebuilding the Road Machine Review of Bands at Bitcoin New Bolt11 Wallets $350 Million from Patreon Dave Jackson now at PodPage Spotify is going to let you leave comments on podcast episodes - The Verge We are LI…
  continue reading
 
Welcome to another episode of Real Estate Jerky Daily with your hosts Ed Parcaut and Mike Kelly! In today's episode, we bring you the latest market updates and discuss key trends affecting the real estate landscape. From job reports to the nuances of the mortgage industry, we've got you covered. **In This Episode:** 0:00 - Introduction and a quick …
  continue reading
 
🎙️ Welcome to the Thursday edition of Real Estate Jerky Daily! 🎙️ Join hosts Ed Parcaut and Mike Kelly for the latest updates and insights in the ever-changing real estate market. In today's episode, we delve into: 🔹 An increase in initial jobless claims and what it means for the market. 🔹 The Fed's recent announcements and their potential impact o…
  continue reading
 
Welcome to another episode of Real Estate Jerky Daily with your hosts, Ed Parcaut and Mike Kelly! **In This Episode:** 📈 Market Updates: Get the latest scoop on the current real estate market trends. 💼 ADP Employment Report: Find out how job numbers are affecting the market. 🏘️ Commission Sharing Websites: Learn about the new platforms for commissi…
  continue reading
 
Welcome to another episode of Real Estate Jerky Daily with your hosts Ed Parcaut and Mike Kelly! Today’s Market Update Tuesday Edition is packed with insights and updates on the latest trends and news in the real estate market. **In this episode:** 1. **Veterans Administration Updates:** - Discussion on the recent policy changes allowing VA buyers …
  continue reading
 
Today, Rusty and Robyn are joined by Mike Singleton, Senior Analyst and Principal at Invictus Research. Mike studied finance and theology at the University of Notre Dame, where he graduated summa cum laude. After graduating, Mike had the opportunity to work for several years with Broad Run Investment Management, where he spent most of his time cond…
  continue reading
 
Welcome back to another episode of Real Estate Jerky Daily! Join hosts Ed Parcaut and Mike Kelly as they dive into the latest real estate market updates and insights. In this "Market Update Monday Edition," we discuss: - The latest inventory numbers and what they mean for the real estate market. - Comparisons to previous years and the trends we're …
  continue reading
 
"You can't change horses midstream", or so goes the old saying. In today's episode, Mike discusses when or if it makes sense to change, or surrender an annuity, and pay the penalty or fees. What situations are beneficial to include an annuity as part of your retirement plan? If you have one, and the rates drop, should I get out of it? Does paying t…
  continue reading
 
In today's episode, Mike gives tips and general advice for those planning their estate. There are many things to consider when planning your estate, from tax planning, IRS codes, legacy plans, gifting and legal issues. This is why it is very important to have a team helping you plan your estate: a tax professional, a financial professional, and an …
  continue reading
 
Podcasting 2.0 July 26th 2024 Episode 186: "Room 2514" Adam & Dave are joined by Kyrin, Oscar, Nick and Dovydas live from Bands at Bitcoin in Nashville! ShowNotes Bands @ Bitcoin Live BBall Spotify is going to let you leave comments on podcast episodes - The Verge We are LIT ------------------------------------- MKUltra chat Transcript Search What …
  continue reading
 
Loading …

Quick Reference Guide