Adventures in Wealth Management

By Thomas Kavanagh

Examining the ideas, techniques, and tools of wealth management to help you on your personal finance journey. Interviews with experts and exploring finance topics from different angles.... more

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FAQs about Adventures in Wealth Management:

How many episodes does Adventures in Wealth Management have?

The podcast currently has 52 episodes available.

Adventures in Wealth Management episodes:

December 12, 2024$500k = happiness? , if you're on the financial extremes you might need a financial plan (yolo vs fire) and trends going into and post election.
Tj and Charles dig into 3 topics.

Morgan Housel on the Huberman pod talking about personal finance. https://open.spotify.com/episode/5in0bWIi05XzEwhdyLbrTe?si=5f07340d77f74fa4

Trends in the market going into and post election.

https://nypost.com/2024/11/27/lifestyle/gen-z-has-an-inflated-sense-of-what-salary-they-should-make-for-success-study-reveals/
...more
18min
November 21, 2024Mkts up ~30% ... what's next?, Planning thoughts for 2025 Taxes, Trends into elections
TJ and Charles dig into

Baird 2025 Planning Guide

https://www.bairdwealth.com/insights/wealth-management-perspectives/2024/11/your-planning-guide-to-2025-taxes/

Stocks ups 30%

https://awealthofcommonsense.com/2024/11/30-up-years-in-the-stock-market/
...more
21min
October 16, 2024 Inherited an IRA…now what? What looking at 29,000+stocks over 100 years teaches you. Getting that first $100,000.
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.
...more
16min
September 10, 2024 Millennials are pulling ahead, staying the course and drawdowns.
Charles digs into staying the course during market volatility.

TJ talks about market drawdowns and how millennials are actually ok.
...more
19min
August 15, 2024Direct Indexing and Frech Drains, Mkt Update, Seasonality of markets
Charles and TJ dig into

Personal Finance: Direct Indexing. What is it?

Market Updates.

Interesting - the seasonality of markets.
...more
19min
June 27, 2024 What Rodger Federer taught us about investing, some quick budget thoughts post grad, market update
TJ and Charles dig into

Why you should set up a budget.

Investing at all time highs.

Rodger Federer commencement speech.

https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/

...more
18min
June 10, 2024What to expect from Financial Plan, Don't overthink a bull mkt, Joys of compoudning
Dig into

Why you don't need to be 50+ years old to have a financial plan.

Not overthinking a bull mkt.

Joys of compouding.
...more
22min
May 23, 2024What happens when you inherit an IRA? The Economy isn't the Stock Market. Where people get their financial advice from matters!
The guys dig into

What happens when you inherit an IRA.

Why the economy isn't always the same as the stock market.

Where people get their money advice from.
...more
16min
April 26, 2024 What Americans think they need to retire, seasonality of the markets, why Charles likes to look at charts
Digging into

What American's think they need to retire

https://www.wsj.com/personal-finance/retirement/retirement-savings-needed-increased-2024-9f7c01e0

Seasonality of the market

What Charles looks for in Trends and Charts
...more
21min
April 04, 2024Tax refunds and bills, what has happened when the mkt is up 27% in 5 months, don't forget about your yielding CDs!
Tj and Charles have been on the road and dive into 3 main areas.

Thinking about your tax return.

What has happened when the mkt was up 27% in 5 months.

How High-Yield CDs Turn Into 0.05% CDs While You're Not Looking

https://www.wsj.com/personal-finance/high-yield-certificate-deposit-lower-rates-f926545d
...more
9min

FAQs about Adventures in Wealth Management:

How many episodes does Adventures in Wealth Management have?

The podcast currently has 52 episodes available.