Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...

In this episode of Inevitable Wealth, we break down the biggest forces shaping your portfolio in 2025—from market momentum and Fed policy to sweeping tax law changes under the One Big Beautiful Bill Act (OBBBA). We cover: Why the market is rallying (and whether it’s sustainable)Jerome Powell’s next move and what it means for interest ratesHow new SALT deduction rules and tax bracket changes impact high earnersBig opportunities (and risks) as 401(k) plans open to alternative investmentsWhy we’...

We’re covering four major forces shaping markets in 2025: The Fed’s Dilemma: With rates still at 4.25%–4.50% and inflation stubborn, we unpack whether cuts are really coming.Tariffs & Trade: How rising tensions could impact portfolios and global growth.Tax Sunset Prep: What high earners should be doing now before rates and exemptions change in 2026.AI: Boom or Bubble? We spotlight where real long-term value may lie—and what to avoid.Smart insights to help you invest with confidence in an ...

It’s been five years since the COVID-19 pandemic sent markets into a historic tailspin. In this episode, we take a look back at the dramatic market crash of early 2020, the rapid recovery fueled by government stimulus, and the lasting economic shifts that still shape investing today. From the initial panic and unprecedented volatility to the winners (like tech stocks and meme stocks) and losers (travel and retail), we break down the key lessons investors can take away. How has inflation...

Think all debt is bad or that real estate is the only smart investment? Think again! In Part 2, Jacky and Guilian break down more common money myths that might be holding you back. From the truth about debt to exploring diverse investment options, this is part two of a two-part series that will challenge your assumptions and help you make informed financial decisions. Don’t miss it!

Think all debt is bad or that real estate is the only smart investment? Think again! In this episode, Jacky and Guilian break down common money myths that might be holding you back. From the truth about debt to exploring diverse investment options, this is part one of a two-part series that will challenge your assumptions and help you make informed financial decisions. Don’t miss it!

In this episode of Inevitable Wealth, Jacky and Guilian break down the potential tax policy changes at stake in the 2024 Presidential Election and what they mean for your finances. From income tax rates and capital gains to estate planning and corporate taxes, we cover both candidates' approaches and discuss key strategies for navigating possible changes. Whether the Tax Cuts and Jobs Act sunsets or is extended, this episode offers actionable insights on how to prepare your portfolio and prot...

In this episode of Inevitable Wealth, Jacky and Guilian explore recent market volatility and offer strategies for investing during election years. They also delve into Warren Buffett's timeless investment principles, providing practical advice for building and preserving wealth. Whether you're a seasoned investor or just starting out, this episode is packed with insights to help you achieve inevitable wealth. Key Topics: - Market volatility - Election year investing - Warren Buffett's wisdo...

In our latest episode of "Inevitable Wealth," we're clearing the air around complex financial topics for different stages of life. Join hosts Jacky Petit-Homme and Guilian DiLeonardo as they discuss the key financial strategies you should focus on in your 20s, 40s, 60s and beyond. Whether you're building a strong foundation, preparing for retirement, or planning your legacy, this episode offers valuable insights and practical advice to help you achieve financial security and prosperity....

In this episode of "Inevitable Wealth," hosts Jacky Petit-Homme and Guilian DiLeonardo delve into the intricacies of investing when the market is at all-time highs. They compare Dollar Cost Averaging (DCA) and Lump Sum Investing, outlining the advantages and disadvantages of each strategy. The episode also explores a hybrid approach that combines both strategies, and emphasizes the importance of aligning investment choices with personal financial goals and risk tolerance. Join us for this i...

Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." Delve into the fundamental pillars of financial planning as they explore the five critical questions every individual should address: What if I live? What if I die? What if I get sick? What if I get sued? Who gets my money, and how? In this insightful podcast, Guilian and Jacky provide expert insights, actionable advice...

Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." In this insightful conversation, they delve into the impending expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, covering: - Changes in individual income tax rates and brackets. - Strategies for Roth conversions and tax planning. - Estate and gift tax exemptions and the importance of estate planning. - The potential impact of the 2024 el...

Over the next 35 days, you may have the opportunity to make significant financial moves. Our hosts, Guilian DiLeonardo & Jacky Petit-Homme break down complex topics into actionable steps, helping you navigate the year-end financial landscape with ease. Join Jacky & Guilian as they unwrap year-end financial tips in a relaxed, easy-to-follow chat. From boosting your retirement savings to smart tax moves, this episode is your cozy guide through the financial to-dos before the New Year be...

Tune into Episode 5 of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo. Episode five features a conversation demystifying the various types of insurance—Life, Disability, Long-Term Care, and Umbrella—and breaks down their significance and benefits for individuals and families. Are you overwhelmed by the numerous insurance options available or unsure about which insurance policies are essential for safeguarding your financial future? Jacky and Guilian discuss: Life In...

Tune into Episode 4 of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo. In this episode, we delve into frequently asked questions for advisors and shed light on the disparity between the lower suitability standard adhered to by many institutions and the higher fiduciary standard upheld by RIAs like Liberty One Wealth. "Are you a fiduciary?"

Tune into episode three of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo. This episode features a conversation around the debt ceiling negotiations. Is it time to prepare your portfolio for a U.S. government default?

Tune into episode #2 of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo. Episode two features a conversation around the recent WSJ Article "Fidelity and State Street Push to Make 401(k)s More Like Pensions". Would this be a good fit for your financial plan and investment strategy?

Tune into episode #1 of Inevitable Wealth. In this episode, Guilian & Jacky provide insight around recent headlines surrounding Silicon Valley bank and the government response.