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LBW Wealth Management द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री LBW Wealth Management या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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We Have The Receipts
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1 Love Is Blind S8: Pods & Sober High Thoughts w/ Courtney Revolution & Meg 1:06:00
1:06:00
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Happy Valentine’s Day! You know what that means: We have a brand new season of Love Is Blind to devour. Courtney Revolution (The Circle) joins host Chris Burns to delight in all of the pod romances and love triangles. Plus, Meg joins the podcast to debrief the Madison-Mason-Meg love triangle. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…
Critical Thinking Required
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Manage series 3534517
LBW Wealth Management द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री LBW Wealth Management या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Welcome to Critical Thinking Required, hosted by LBW Wealth Management. Our goal is simple: we want to challenge you to think differently about finance and business. Join us, and start the journey today!
…
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171 एपिसोडस
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Manage series 3534517
LBW Wealth Management द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री LBW Wealth Management या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Welcome to Critical Thinking Required, hosted by LBW Wealth Management. Our goal is simple: we want to challenge you to think differently about finance and business. Join us, and start the journey today!
…
continue reading
171 एपिसोडस
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×During this quarter of the year, one of the most popular questions is: I heard about tax-loss harvesting from my friends/CPA/family. Should I do it? Tax-loss harvesting is a strategy investors use to offset capital gains by intentionally selling investments in taxable accounts at a loss. While it may be useful for a complex taxable account, it doesn’t necessarily make sense for someone with smaller investable assets. It may even hurt the long-term performance if executed improperly. In this episode, Nathaniel discussed some misconceptions of this strategy, the pros, and the cons. Stay tuned.…
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1 A 1031 Exchange for Real Estate Investments: Is it Right for You? 13:12
13:12
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When it comes to private investments, guess what topic we get asked the most? Yes, real estate! Today, we will discuss a strategy called the “1031 exchange”. The biggest advantage is the tax deferral function. You can keep rolling from one real estate investment to the next (with some nuances.) And if you do it right, it can potentially eliminate capital gains taxes entirely for your heirs. But as with all financial tools, it’s not for everyone. A 1031 exchange also has some strict rules and significant drawbacks. Is it right for you?…
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1 How to pick a Financial Advisor? Part 1 - Fiduciary Duty 10:05
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This is our “How to pick a financial advisor” mini-series. First, did you know that only roughly 15% of financial advisors are “fiduciaries”, meaning we are legally and ethically bound to act in the best interests of our clients. The rest are operating their business under the “suitability rule”, meaning they don’t need to do what’s best for you, as long as it isn’t grossly inappropriate. Some brokers may say that they “act” as fiduciaries, but that may hold no legal validity. Dan discusses why it’s important to find a true fiduciary advisor, and how you can verify this information.…
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1 Investment Champagne Tower - Where To Invest Your Money? 10:00
10:00
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Today, we’re breaking down the order to invest your money. We hear this question from our clients all the time: my friends are investing in this private deal, should I do something like that as well? Well, hold the horses a bit, because before we go all the way to the “private deal”, there are some other basic (maybe not as sexy as a private deal), but more important glasses we need to fill first. Let me introduce you to our Investment Champagne Tower!…
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1 Which is More Important: Risk Mitigation or Return Maximization? 6:10
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Investing can often feel like walking a tightrope. Balancing risk mitigation and return maximization is essential for any successful investment. Should you take a high risk in the hope of a high return? Or should you aim for safety and expect less? In today’s volatile market, which one should take priority?…
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1 How Do High Interest Rates Impact Your Daily Life 7:49
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Nathaniel talked about how high interest rates impact your investments previously. In this episode, Tim discusses how interest rates impact daily financial planning, from mortgages, car loans, and credit cards, to savings and budgeting. Tim said it so well: the point of planning is positioning. It allows you to put yourself in a good position to take advantage when an opportunity presents itself!…
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1 How Do High Interest Rates Impact Your Investments? 5:02
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As you may have already heard, the Federal Reserve announced that it plans to hold interest rates steady amid high inflation, and forecasted just one cut in 2024 instead of three to six. In this episode, Nathaniel discussed what that means for your investments. And why did the market keep going up in a high-interest rate environment when in theory should have gone down?…
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1 Retirement Investment Accounts for Self-Employed People 7:49
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Today we're diving into a topic that's crucial for self-employed individuals: investment account types. Whether you're a freelancer, consultant, or small business owner, understanding these options can be a game-changer for your financial future and retirement. So, let's get started.
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1 2024 First Quarterly Commentary: Stock Markets, Inflation, And The US Election 5:02
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This is our 2024 first-quarter commentary. Nathaniel discussed 3 main topics: US stock market performance, and why the S&P 500 doesn’t truly reflect the overall stock market; inflation, and how it impacts your investments; and lastly, the 2024 presidential election and how it may affect your financial planning.…
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1 Financial Planning For New Parents (and Parents-To-Be) 33:27
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If you are planning to have a child, or you just had one, there are some financial preparations that you may find extremely beneficial in the long run: 1. Cash Flow: Create a realistic budget and increase your emergency fund; 2. Estate Planning: Pick your guardians, create a trust, or at least complete the free estate planning templates your state provides; 3. Life Insurance: Now that you have (or are about to have) another person who depends on you, please review your insurance needs. It's a risk management tool, not an investment! 4. Education Planning: Utilize 529 plans and other useful investment vehicles for your child; 5. Tax Breaks: Talk to your advisor and CPA about child and dependent care credits, FSAs, and other tax benefits.…
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1 Performance: Why Are My Stocks Not Doing As Well As The S&P 500? 24:36
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In this episode, Nathaniel and Tim discussed what the S&P 500 index is, its performance, and does it truly represent the overall stock market. From January 1 to June 20, 2023, the S&P 500 increased 14.3%. That's well above the 10-year and 20-year averages through that same time period of 3.6% and 3%, respectively. "The markets must be doing really well this year then!", you may think. But why are your 401(k)/retirement accounts not doing as well? Did you know that the top 9 companies of this index (Apple, Microsoft, Amazon.com, Nvidia, Tesla, Alphabet, Meta Platforms, Berkshire Hathaway, and UnitedHealth Group) accounted for almost 31% of the market capitalization? And if you exclude these top 9 stocks, the index would be up about 3% in the same time frame, making it a very mediocre year. Nathaniel talked about what drives the 2023 jump, and the volatility of the short-term market.…
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1 What Happens To Your Digital Assets After Death? 21:41
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In this episode, Tim and Nathaniel discussed estate planning for digital assets. This is a relatively new concept for older generations. Most of us are familiar with wills and trusts for cash, real estate, and other investments. But what about digital assets like Bitcoin, online bank accounts, etc.? If you are an influencer or work in the media industry, what about your social media accounts, movie/music rights? Nathaniel and Tim also discussed password management. We understand that estate planning is always difficult because we don’t want to face our mortality. But please give it a try, and do the hard work on estate planning, so that your loved ones can focus on mourning your passing and building a meaningful life afterward, instead of stressing out about where everything is.…
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1 Private Investments - The Top 1%'s Favorite (Dangerous) Game 30:48
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In this episode, Tim and Nathaniel discussed private investments: what're their qualifications, why they have income/assets restrictions, and how should one view them. A couple of research filters to go through: define your goals, understand the vehicles, consider the risk, know the management/leadership, and pay the right price. Nathaniel made a great point: if you have a small business or part-time side business, the best private investment could actually be your own company. You know the industry well, you understand the product/service, and you are in control of the execution. When it comes to investments, new and shiny may not be the best option. Why not put your money into things you know best?!…
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1 Twitter vs Threads: Who Gets To Sit On The Iron Throne? 19:08
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Threads is Meta’s latest social media app. It’s a Twitter-like product with short missives you can share with followers. It lets you post text, photos, links, and videos. It reached 100 million subscribers in a record time: within 2 days. In comparison: it took ChatGPT 2 months, TikTok 9 months, Instagram 30 months, cell phones 15 years, and telephones 75 years. Tim and Nathaniel discussed from an investor’s perspective, what Twitter’s and Thread’s (really Twitter and Meta’s) pros and cons are and what the future may hold for them.…
For this episode, Nathaniel and Tim discussed investments within the music industry. The earning method has changed in the past decade with streaming services. Nathaniel used Taylor Swift as a perfect example of how top artists can change the power dynamic with corporate giants. There are many different types of organizations in the music industry (artists, music production, recording companies, publishing companies, agencies, etc.); which ones will Nathaniel choose to invest with? He gave his answer and reasoning.…
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