Over the last few weeks we have been getting questions on the new bill. Go through 6 areas we are focusing on. 

 Donor Advised Funds.pdf

https://www.youtube.com/watch?v=7HwDaM-wsHk

Charles and TJ dig into

The % benefits of having a financial plan.

What keeps us motivated in the market.

Investing at all time highs. 

1-2-3 Podcast

1. Social Security Fears
2. Market Volatility 
3. Individual Investors and shorter investment time frames. 

Tj and Charles have Ross Mayfield in the room chatting about.

1. Donor Advised Funds.
2. Market Seasonality
3. The attention span of investors and the social media onslaught 

On this episode, TJ and Charles tackle the age-old question for wealth management: when’s the right time to deploy that sidelined cash? 

On the market side they also break down the January barometer—because, sure, let’s predict the market based on one month of vibes—and what it could mean for the rest of the year.

To wrap it up on the lighter side, they dig into Jerry Jones’s unexpected cameo on Landman, where he waxes poetic about family, business, and, life. Markets, metrics, and a little bit of melodrama—it’s all here

Tj and Charles dig into 3 topics.

1. Morgan Housel on the Huberman pod talking about personal finance.  https://open.spotify.com/episode/5in0bWIi05XzEwhdyLbrTe?si=5f07340d77f74fa4
2. Trends in the market going into and post election.
3. https://nypost.com/2024/11/27/lifestyle/gen-z-has-an-inflated-sense-of-what-salary-they-should-make-for-success-study-reveals/ 

TJ and Charles dig into 

1. Baird 2025 Planning Guide
   1. https://www.bairdwealth.com/insights/wealth-management-perspectives/2024/11/your-planning-guide-to-2025-taxes/
2. Stocks ups 30%
   1. https://awealthofcommonsense.com/2024/11/30-up-years-in-the-stock-market/

Personal Finance: What happens with Decedent IRAs 

Mkts: ASU study that looked at 29,000 stocks over 100 years.

Interesting: Why getting that first $100,000 is important and ways to structure. 

Charles digs into staying the course during market volatility. 

TJ talks about market drawdowns and how millennials are actually ok.