In this podcast, Michael Collopy and Mike Mess discuss the evolving landscape of retirement planning, emphasizing the importance of setting personal goals, maintaining health, and fostering community connections. They explore the technical aspects of retirement savings, tax strategies, and the significance of accountability in financial planning. The conversation highlights the need for a balanced approach to spending and saving, ensuring that individuals can enjoy their lives while preparing for a fulfilling retirement.

In this episode, we discuss the differences between tax planning and tax preparation, along with some examples highlighting the importance of tax planning.

In this episode, we discuss the pros and cons of holding cash and cash alternatives, versus using more traditional stock and bond investments. This topic is relevant as cash and cash alternatives are currently generating yields close to 5%, while the traditional stock and bond investments have been volatile. Many investors are wondering if it's better sit on the sidelines earning 5%, rather than allocating to longer term investments. 

On today's episode of the Capital Conversations podcast, the team discusses the upcoming midterm elections and how the markets and economy could be impacted before and after the results at the polls are revealed.

On today's episode of the Capital Conversations podcast, Charles and John Rogers discuss 5 key considerations business owners should bear in mind when benchmarking the company 401(k) plan.

On today's episode of Capital Conversations, Kevin, Mike and Charles discuss 5 challenges that high income earners face- managing cashflow appropriately, saving adequately for their retirement needs, a need for more sophisticated tax planning, protecting their assets well, and not neglecting to put a great financial plan in place for the future. 

Unfortunately, many Americans have seen firsthand the impact of a long-term care event on the life and wallet of a family member. In the final installment of this series, the Veracity Capital advisement team discusses the broad facets of long-term care that could impact an individual’s financial planning for a future care need.

On today's episode, the Capital Conversations team of Mike Collopy and Charles Crowley put the recent surge in volatility into historical perspective, discuss the outlook for potential recession, and provide insight into how investors should think through the current circumstances as it relates to investing money for the future.

Today's episode references the following webinar distributed by Veracity Capital:
"May 2022 Market Update" https://www.veracitycapital.com/resource-videos/ 
Charts and data can be provided upon request by emailing the team members below:
[email protected]
[email protected]

One of the dominating headlines as of late has been concerning energy prices. Specifically, there is significant buzz surrounding the contribution rising energy costs has to the soaring inflation numbers. The team discusses this concept with our very own Veracity advisor, Lee Liscom, on this episode of the Capital Conversations podcast. (recording as of 3/9/22)

We recently had the pleasure of speaking with Crissi Cole, founder of Penny Finance, about her journey of building a startup. We discussed how being a startup founder is romanticized, the many challenges of building a business, and most importantly, the mindset necessary to take this journey. https://lnkd.in/gM4TT_uJ

https://www.penny-finance.com/?utm_source=veracity&utm_medium=podcast