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Investment Insight with McCay Wealth Advisory
Brent McCay & Hayden Proffitt
97 episodes
3 months ago
Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and many other money related matters. We invite you to tune in and to email us questions you may have at brent@mccaywealth.com, so that we can discuss them at a future podcast or meeting. Every second Tuesday we do Investment Insight in person at our Manchester, Tennessee office at 10am and our McMinnville, Tennessee office at 3pm.
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Investing
Business
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All content for Investment Insight with McCay Wealth Advisory is the property of Brent McCay & Hayden Proffitt and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and many other money related matters. We invite you to tune in and to email us questions you may have at brent@mccaywealth.com, so that we can discuss them at a future podcast or meeting. Every second Tuesday we do Investment Insight in person at our Manchester, Tennessee office at 10am and our McMinnville, Tennessee office at 3pm.
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Investing
Business
Episodes (20/97)
Investment Insight with McCay Wealth Advisory
IRA Liability Limits
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss protections and liability limits for your IRA. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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3 months ago
2 minutes

Investment Insight with McCay Wealth Advisory
Buying Stock in Your Company
Hosts Brent McCay and Hayden Proffitt talk about the benefits and risks of investing in your employer. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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4 months ago
2 minutes 15 seconds

Investment Insight with McCay Wealth Advisory
Proposed Changes to HSAs
Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss new changes to Health Savings Accounts as part of the GOP spending bill. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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4 months ago
1 minute 52 seconds

Investment Insight with McCay Wealth Advisory
Savings Rates with 401k Investments
Hosts Brent McCay and Bradley Covert talk about behavioral trends and challenges for savers with 401k plans, while adjusting for inflation and other issues. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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4 months ago
2 minutes 22 seconds

Investment Insight with McCay Wealth Advisory
Private Market Investments
Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the new trend of private market investments.  Learn about the new opportunities with these investments, and why these may or may not be good for your portfolio. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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4 months ago
2 minutes 28 seconds

Investment Insight with McCay Wealth Advisory
Transfer on Death
Hosts Brent McCay and Bradley Covert talk about new state-specific laws that can help take advantage of the wealth locked up in real estate when passing property to your heirs. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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5 months ago
2 minutes 41 seconds

Investment Insight with McCay Wealth Advisory
Picking Stocks
Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss a recent article that shows how much research the average investor performs before buying stocks. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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5 months ago
4 minutes 31 seconds

Investment Insight with McCay Wealth Advisory
Donating Goods to Charity
Hosts Brent McCay and Bradley Covert discuss IRS requirements for donating goods to charity, focusing on art, real estate, collectibles, and non-traded stocks to avoid penalties. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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5 months ago
2 minutes 57 seconds

Investment Insight with McCay Wealth Advisory
Target Date Funds
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, define target date funds and how that can potentially impact your retirement portfolio. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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5 months ago
2 minutes 28 seconds

Investment Insight with McCay Wealth Advisory
Social Security Administration Changes
Hosts Brent McCay and Hayden Proffitt talk about new leadership in the Social Security Administration and recent changes to the Social Security program. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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5 months ago
2 minutes 7 seconds

Investment Insight with McCay Wealth Advisory
Trade and the Dollar
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how the strength of the U.S. Dollar rises and falls with our imports and exports. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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6 months ago
4 minutes 2 seconds

Investment Insight with McCay Wealth Advisory
Consumer Sentiment
Hosts Brent McCay and Hayden Proffitt talk about the current consumer sentiment, and look at the usefulness of it when examining the state of our economy. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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6 months ago
2 minutes 22 seconds

Investment Insight with McCay Wealth Advisory
Value Added Taxes
Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, talk about Value Added Taxes.  We learn what they are and how the world-at-large uses them. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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6 months ago
2 minutes 55 seconds

Investment Insight with McCay Wealth Advisory
Cheating on Taxes
Hosts Brent McCay and Hayden Proffitt talk about the potential ramifications of cheating on your taxes, and why we suggest being as truthful as possible when filling out your annual forms. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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6 months ago
3 minutes 34 seconds

Investment Insight with McCay Wealth Advisory
Market Volatility
Hosts Brent McCay and Bradley Covert, McCay Wealth Advisory, share a few tips on how to best handle the market’s current volatility and protect your investments. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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7 months ago
2 minutes 31 seconds

Investment Insight with McCay Wealth Advisory
State of Insurance
Hosts Brent McCay and Hayden Proffitt talk about the current state of insurance companies, and why their profitability can be a benefit to you. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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7 months ago
2 minutes 17 seconds

Investment Insight with McCay Wealth Advisory
New Investments in America
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impacts of new corporate investments in America, specifically Apple and TSMC.  Learn how those can affect your own investments. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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7 months ago
2 minutes 8 seconds

Investment Insight with McCay Wealth Advisory
AI Boom
Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the current boom in artificial intelligence, and how the market is reacting to AI, along with how you can best benefit with your investments. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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7 months ago
2 minutes 44 seconds

Investment Insight with McCay Wealth Advisory
Qualified Business Income (QBI) Deduction
Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the importance of the qualified business income deduction for certain individuals.  Learn about the qualifications and benefits in this video. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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8 months ago
1 minute 50 seconds

Investment Insight with McCay Wealth Advisory
Bessent’s 3/3/3 Plan
Hosts Brent McCay and Bradley Covert talk about Treasury Secretary Scott Bessent’s proposed 3/3/3 plan and what that means to the economy and to your investments. We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
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8 months ago
2 minutes 6 seconds

Investment Insight with McCay Wealth Advisory
Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and many other money related matters. We invite you to tune in and to email us questions you may have at brent@mccaywealth.com, so that we can discuss them at a future podcast or meeting. Every second Tuesday we do Investment Insight in person at our Manchester, Tennessee office at 10am and our McMinnville, Tennessee office at 3pm.