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Chase Wilsey: A Look at How the New Administration Might Change Your Tax Outlook and Retirement Savings Plan
A Look at How the New Administration Might Change Your Tax Outlook and Retirement Savings Plan
Episode 088
with Chase Wilsey of Wilsey Asset Management
Chase Wilsey has established himself as a highly regarded investment analyst in the San Diego area. He currently serves as the Vice-President of Wilsey Asset Management, an SEC, Registered Investment Advisory Firm. Chase plays a key role in building the WAM client portfolios by applying proven fundamental analysis to company research and asset selection.
For over 5 years, he has also co-hosted the Smart Investing Show with Brent and Chase Wilsey. The show has been heard on San Diego airwaves for over 27 years and is now airing on FM 97.3 The Fan, KPRZ 1210 AM/106.1 FM, AM760 as well as by Podcast. In addition, Chase serves as a regular financial contributor for Fox 5 San Diego, speaking on a variety of financial and economic topics.
Chase is a student-athlete alumnus of Northern Arizona University, graduating Summa Cum Laude with a Finance degree. He also earned his MBA from Mississippi State University.
Listen to this information-packed BizSoup Podcast Radio episode with Chase Wilsey about how the new administration might change tax outlooks and retirement savings plans.
Talking points include:
● How there might be possible 401k tax changes.
● How a tax increase or no tax increase could affect your bottom line.
● How to prepare for the end of the year and the tax changes to look out for.
Connect with Chase Wilsey
Website
wilseyassetmanagement.com
@BrentWilsey
facebook.com/wilseyassetmanagment
linkedin.com/in/brentwilsey
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By John Debevoise
5
4040 ratings
A Look at How the New Administration Might Change Your Tax Outlook and Retirement Savings Plan
Episode 088
with Chase Wilsey of Wilsey Asset Management
Chase Wilsey has established himself as a highly regarded investment analyst in the San Diego area. He currently serves as the Vice-President of Wilsey Asset Management, an SEC, Registered Investment Advisory Firm. Chase plays a key role in building the WAM client portfolios by applying proven fundamental analysis to company research and asset selection.
For over 5 years, he has also co-hosted the Smart Investing Show with Brent and Chase Wilsey. The show has been heard on San Diego airwaves for over 27 years and is now airing on FM 97.3 The Fan, KPRZ 1210 AM/106.1 FM, AM760 as well as by Podcast. In addition, Chase serves as a regular financial contributor for Fox 5 San Diego, speaking on a variety of financial and economic topics.
Chase is a student-athlete alumnus of Northern Arizona University, graduating Summa Cum Laude with a Finance degree. He also earned his MBA from Mississippi State University.
Listen to this information-packed BizSoup Podcast Radio episode with Chase Wilsey about how the new administration might change tax outlooks and retirement savings plans.
Talking points include:
● How there might be possible 401k tax changes.
● How a tax increase or no tax increase could affect your bottom line.
● How to prepare for the end of the year and the tax changes to look out for.
Connect with Chase Wilsey
Website
wilseyassetmanagement.com
@BrentWilsey
facebook.com/wilseyassetmanagment
linkedin.com/in/brentwilsey
Learn more about your ad choices. Visit megaphone.fm/adchoices