While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years. In this episode we briefly highlight several areas which include: New rules for required minimum distributionsAdditional areas for consideration in ROTH IRAs & 529 AccountsChanges to employer matching & catc...

One of the most commonly misrepresented financial products is Indexed Universal Life insurance. You may have heard these described as: MPI strategyCompound AccountsMillionaire's ROTH IRAThe Secret Sauce that Millionaire use...and the list goes on and on. In this episode, we talk to an insurance specialist in an attempt to separate fact from fiction when it comes to Indexed Universal Life products. Take a listen! Thanks for checking out our podcast! We make every effort to discuss top...

One of the most polarizing financial products in the marketplace is annuities. Love 'em or Hate 'em, annuities are not going away. In this episode, we sit down with 2 industry experts that specialize in the fixed insurance space--specifically, working with annuities. Some areas we discuss: how opinions on annuities are influenced by advisors & compensationunderstanding how annuities can mitigate riskwhat annuities can do that other asset classes can't dohow annuities can protect on...

The next 48 hours could be significant investors, as they attempt to digest several important economic data points: CPI comes in lighter than expected at 7.1% vs 7.3%The Fed has its December rate announcement on Dec. 14thCould we see some dovish comments or more doublespeak?Also, SBF was arrested.... strangely, he was taken 1 day before he was scheduled to testify. Odd timing for sure. More and more, this FTX thing appears to be another scam where custody is at the heart of the issue. Thanks ...

In this episode: ChatGPT writes us a new introThe coming Fed decisionThe latest market moves and economic data we're watchingWhen to get started with Retirement PlanningSneak peek into upcoming Money Huddle episodesThanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at: themoneyhuddle@vcplanning.com Interested in working with our team? Yo...

In this episode, we make a quick recap of several news stories we are monitoring: the outcome of the 2022 midterm elections some canaries in the economic coal minesa major political announcementWe end with a response to an age-old question: "What do you think of gold as an investment?" Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can ema...

In this episode, our conversation focuses on the idea that someone, somewhere is going to ride in and save us from financial failure. Americans have become champion consumers, yet we need to be champion savers. We need to shake off the feelings of malaise and get focused on our long-term financial goals. While this doesn't mean that we cannot "live" some today, it does mean that many of us need to get re-oriented towards a retirement future that is going to look quite different ...

Please see show webpage for summary and resources related to this episode. Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at: themoneyhuddle@vcplanning.com Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

The last 2 months have been brutal for investors, as the market has posted 7 straight losing weeks.... that is, until this week. Are we seeing a reversal in the downtrend? OR Is this a bear market bounce? Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at: themoneyhuddle@vcplanning.com Interested in...

Elon Musk steps in to buy Twitter. Negative GDP print for Q1 2022. Student loan debt forgiveness and borrowing trends. Annuities should be part of Retirement...but maybe not why you think? Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at: themoneyhuddle@vcplanning.com Interested in working with our team? You can create a FREE repo...

In this episode with sit down with Jon Lohr to discuss several topics that are top of mind for investors today. Jon has a diverse background in corporate finance and investment management, and we enjoy bringing him on the show to hear his perspective on technical topics like interest rates, inflation, and the yield curve. Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that ...

In this episode we are joined by Steve Osterink, Jr. to discuss some recent updates and current trends within the stock market. For a full description, you can visit the show's webpage at: https://vertexcapitaladvisors.com/our-podcast/state-of-the-markets-with-steve-osterink-jr Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can emai...

In this episode we touch discuss a handful of recent topics: -Walmart earnings and the growing trend of delivery / convenience services in retail and food industries -The Fed's latest minutes -Will SC see a state income tax deduction? -The recent market volatility and how investors can think about the road ahead Thank you for listening. Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve...

In this episode, we discuss the current market and economic climate after January 2022. Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at: themoneyhuddle@vcplanning.com Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

This year has been quite a ride. There were numerous stories that captured attention. In this episode, we stroll down memory lane and chat about some of the stories that stuck out to us. What events had the most impact on you in 2021? Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at: themoneyhuddle@vcplanning.com Interested in worki...

While many Americans were enjoying Thanksgiving leftovers and Black Friday shopping, the news broke that there is a new COVID variant of concern. Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at: themoneyhuddle@vcplanning.com Interested in working with our team? You can create a FREE report using our Asset-Map software program...

In this episode we discuss: A huge blunder by Zillow The rise of Stable Coins in the US financial system A time tested Retirement Income "rule" could be on shaky ground. Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at: themoneyhuddle@vcplanning.com Interested in working with our team? You can create a FREE ...

Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at: themoneyhuddle@vcplanning.com Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

In this episode we discuss some of the persistent trends resulting from the COVID19 pandemic--inflation and employees leaving their jobs. Check it out. Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at: themoneyhuddle@vcplanning.com Interested in working with our team? You can create a FREE report using our Asset-Map sof...

One of our favorite conversation topics in the office is sports. No matter the season, we find something to discuss aside from our day to day conversations about money. Football, however, holds a special place in our hearts. That's why we are back this year with another "If Quarterbacks Were Stocks" episode. We hope you enjoy. Thanks for checking out our podcast! We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that y...