Tag: Investments
Market Shifts: How to Stay Informed and Prepared (Ep. 71)

Market Shifts: How to Stay Informed and Prepared (Ep. 71)

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As inflation cools, new questions arise about the market’s direction and future economic trends.

How will the Fed’s decisions on interest rates affect your investments? Can the economy withstand reduced inflation without entering a recession?

This week, Josh Leonard and Pete Belcastro dive into the significant shift of investor concerns from inflation to other economic factors, highlighting vital strategies to navigate these changes. 

Join them as they discuss how these trends influence your retirement planning, the potential for future rate adjustments, and strategies to protect your investments during market volatility. 

Josh and Pete discuss: 

  • Understanding the shift from inflation to broader economic concerns 
  • Strategies to manage potential market volatility and protect your investments
  • The impact of interest rate changes on savings and investments
  • The importance of staying informed and focused on long-term trends in financial planning
  • And more!

Resources:

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Connect with Pete Belcastro: 

 

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Spring Cleaning! 10 Tips to Clean up your Finances (Ep. 14)

Spring Cleaning! 10 Tips to Clean up your Finances (Ep. 14)

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As the flowers bloom, the grass gets greener and our worries feel lighter, we know that spring is around the corner. You’re probably cleaning out your closets this spring or your garden beds but we’re going to talk about financial spring cleaning as this is a great time to get organized. It is a process of organizing your finances and reviewing your financial position. It can help find areas to save money, reduce expenses and improve your retirement.

In this episode, Josh Leonard discusses 10 different ways you can clean up your finances to get ready for this season and easily transition, helping you feel confident in your portfolio. 

Josh discusses: 

  • How you can calculate and review your expenses 
  • Cleaning up debt and checking your credit report
  • How to approach that junk drawer we all dread going in to 
  • Optimizing your tax strategy to pay fewer taxes in retirement
  • Some strategies on how to operate inactive accounts from prior jobs or student accounts that are no longer in use
  • And more

Resources:

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5 Hidden Year-End Tax Saving Strategies (Ep. 7)

5 Hidden Year-End Tax Saving Strategies (Ep. 7)

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2022 has been a challenging year, to say the least. From the war in Ukraine, inflation and elections to the downward shift in the market, there are a number of factors coming together, causing us to stress about our finances. Thankfully, the year is not over yet and we have a few effective strategies that might save you tax-free money. 

In this episode, Josh Leonard discusses five hidden tax-saving opportunities you may want to take advantage of before year-end.  

Josh dives into: 

  • How to get more tax-free money
  • Making savvy retirement planning moves
  • Being charitable, skipping your RMD, or getting rid of some qualified money
  • Bundling up the deductions as you make big money moves
  • Maximizing the current tax discounts
  • And more

Resources:

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