Dollar Wise Podcast

Jason Gabrieli speaks with Kevin Davis from Spotlight Energy Solutions all about the considerations to make when evaluating adding solar to your home or business as well as how the various incentives work and how things have changed over the years.  Spotlight has been in business for 34 years and have their roots in providing quality electric work for their customers, eventually growing into a specialization in green energy solutions like solar and electric vehicle charging.  Listen to the end, when we get into some of the ancillary benefits of solar, beyond the “free electric bill” that most people think of when they think solar.  Kevin and his team can be contacted at https://www.gospotlight.co/.

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Jason Gabrieli is joined by technology and cybersecurity expert Tim Guim, President and CEO of PCH Technologies. They discuss the new threats that have emerged since the COVID pandemic over the last year and how some of the more prominent scams for the average person may be far more personal than a “hacker” finding your password. Tim will provide some practical ways to protect yourself and a quick look into the future of cybersecurity in the US.

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Jason Gabrieli and Tyler Reedman get into some of the purposes for your overall financial plan of holding cash, review some concepts on how to set your “cash comfort” level, and discuss some ideas and strategies for what to do with excess cash. This is a question we’ve been getting more and more, especially since many people ended up spending a lot less than normal over the last year or so staying home, as well as paying down some debt, or maybe even selling a property or a business. It’s important to understand how to determine the “right” amount of cash for your personal situation and when it might make sense to look to invest cash in pursuit of your mid and longer term goals.

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Many of our clients believe a big part of their identity and purpose is their job or career. When they get closer to retirement, it may be the first time they think about what they want to do versus what they had to do while working.

Join Jason Gabrieli and Catherine Allen-Carlozo as we discuss what our clients are doing to prepare and transition for the next chapter of their lives aside from the financial aspect and exploring new ideas to enjoy freedom of their time without the guilt.

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Tyler Reedman is joined by Jason Gabrieli on this episode where they dive into the current student loan situation in the US, how COVID policies have affected repayment for borrowers, and some important considerations to make when deciding on your own strategy for paying back your loans.

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Jason Gabrieli and Tyler Reedman take us back to March 23, 2020. The world seemed to be paralyzed by the spread of the COVID pandemic and stock markets around the world experienced one of the fastest drops in history. No one knew it at the time, but that day would be the “market bottom” and we would see the greatest 12 month period return since the Great Depression recovery. They discuss the prevalence of pessimism in the financial world and how optimism about the future can be the most powerful element of your investment philosophy.

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Young professionals listen up… Managing your finances (like really having to manage them for the first time) can feel like a juggling act. You may be graduating from college, starting your career, developing a budget, figuring out how to get out from under those student loans, investing in a 401(k), buying your first home… the list goes on and on. If you’re curious about any of these topics, in this episode Jason Gabrieli and Tyler Reedman explore personal finance, specifically as it relates to young adults or anyone wanting to start out on the right foot.

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Attorney Casey Price’s own family knew his grandmother needed help when the “meatballs tasted funny”. In this episode, Casey shares with Jason Gabrieli the role of Elder Law Planning in ensuring loved ones get the level of care they need and protect the assets they spent a lifetime building, while retaining their independence and quality of life as long as possible. Whether you’re planning far in advance or sitting in the hospital discharge waiting for your loved one to be moved to a care facility – all is not lost and there is almost always something that can be done. Casey’s firm, Price & Price (www.pricelawpractice.com), specializes is helping families with Elder Law and Estate Planning and Administration.

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With all that’s gone on in the stock market over the last couple of weeks, investors may be feeling that that investing in stocks is just gambling or that the market is some-how rigged against the everyday investor. On this episode, Jason Gabrieli and Catherine Allen-Carlozo talk about what’s causing this sentiment, discuss in plain English how “the market” works, and provide some historical context to remind of us the immense wealth creation power of diversified stock investing over the long-term.  

Link to Ben Carlson’s Blog Article: https://awealthofcommonsense.com/2021/02/how-the-stock-market-works/

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Jason Gabrieli and Catherine Allen-Carlozo dive into a common question we get from our clients when markets are at all-time highs: Should I invest a lump sum of cash now? Investors’ minds tend to play games with them when it comes to investing a lump sum of cash – is it the right time, is there a better time, how much risk am I taking, etc. We discuss some of the historical context around investing cash into stocks at “all-time highs”, as well as some considerations to make when considering such an investment.

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