In episode six of Doxa Takes, Chase takes the interviewer seat to ask David about some popular financial planning topics. As a reminder, David Mucciaro is the co-founder of Doxa Capital where he has guided clients through all of their ups and downs for nearly a decade. He's an expert in personal finance - helping families reach their goals while being smart and efficient in how it gets done.
(3:56) Chase gives a quick market update post-debt ceiling drama and outlines a big picture scenario for the rest of the year.
(9:41) Why is planning so important? What is the value of a financial plan?
(11:10) A plan's first step: an emergency fund. David talks about how much should be set aside and what to do with it.
(19:20) Do I have enough for a rental property? Is it easy to do? Do I have an advantage?
(24:27) Saving for kids - 529's, HSA's, and budgeting big purchases.
(32:45) The secret art of crafting a unique plan for every situation.
All feedback is good feedback and don't forget to subscribe - enjoy! Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not always predictive of future results.
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