Accumulating Wealth

In this special holiday episode, the guys are going through their wish list for the economy in 2025. Hoping Sanra will bring them tax reform, easing of long-term rates and wholesale insurance reform, they also discuss how the new administration may bring changes for the upcoming year.

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Getting financially organized can feel overwhelming when done at the last minute, so preparing ahead of time for the upcoming year is crucial. Not only will setting a cadence of payments and document submissions help your advisor, but it will also help you make the most out of your financial plan.

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Student loan debt can be daunting, as it stays with you for years post-graduation and there are several philosophies on how to work payments into your financial plan. The guys are joined by a special guest to discuss PAYE versus SAVE payment plans, average rates and considerations of refinancing your loans.

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The holiday season is here, bringing a time of joy and giving, but for some, it's a budgeting nightmare. With seemingly endless gifts to buy, setting boundaries around how much you're spending can be a difficult task. The guys offer tips on setting a holiday budget and sticking to it.

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The IRS released the new tax-advantaged contribution limits for next year, and the guys walk through the numbers for 401(k), IRAs, capital gain rates and more. Though the revised contribution limits aren't as significant as hoped, they will still provide the opportunity to save more.

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Notice 2024-80

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Many market sectors continued to be up since the election, but oil was down 5%. With the new administration, what is the future of energy, including oil and renewables? The guys revisit their post-election analysis, diving into the potential future of energy production, crypto trends and merger and acquisition regulations.

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Election night brought a generational day in the market, with the S&P 500, mid- and small-caps and the Russell 2000 Index all up. Why were these surges so drastic and will these surges last with the new presidency? The guys dive into what the election results mean big picture for the economy in four significant policy categories: tariffs, taxes, immigration and infrastructure.

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It's Election Day, and the guys share why it's crucial to avoid attempting to time the market during this transitional period. They also discuss which states face the heaviest taxpayer burden, how the tenure treasury bond yield impacts mortgage rates and how to be cautious of letting emotions dictate your investments.

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Truth in Accounting Financial State of the States

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There's a significant difference in the way men and women make financial decisions and feel towards their investments. A special guest joins the guys to share research on gender differences in financial planning and why it's so important to intentionally spread financial literacy.

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In many states, a large portion of energy consumption is dedicated to data processing centers, fueling the way for technological development. In addition to talking about national energy distribution, the guys discuss near-shoring possibilities, the influence of fiscal policy against fixed rate payments, and possible solutions to Social Security funding.

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