In episode six of Doxa Takes, Chase takes the interviewer seat to ask David about some popular financial planning topics. As a reminder, David Mucciaro is the co-founder of Doxa Capital where he has guided clients through all of their ups and downs for nearly a decade. He's an expert in personal finance - helping families reach their goals while being smart and efficient in how it gets done.

(3:56) Chase gives a quick market update post-debt ceiling drama and outlines a big picture scenario for the rest of the year.

(9:41) Why is planning so important? What is the value of a financial plan?

(11:10) A plan's first step: an emergency fund. David talks about how much should be set aside and what to do with it.

(19:20) Do I have enough for a rental property? Is it easy to do? Do I have an advantage?

(24:27) Saving for kids - 529's, HSA's, and budgeting big purchases.

(32:45) The secret art of crafting a unique plan for every situation.

All feedback is good feedback and don't forget to subscribe - enjoy! Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not always predictive of future results.

For terms and conditions, please visit our website at ⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠

Music by ⁠⁠⁠Agent Method

**Special Episode**

We want to try something new with QuickTakes - a short 15-min chat about how we are thinking through current events and the effects they may have on our investing style. Here, David and Chase discuss the debt ceiling showdown, interest rates, and the regional bank "crisis". Quicktakes is something we'll do from time to time, so please let us know if you're a fan. Enjoy!

Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase and David and should not be held as representations of Doxa Capital. Past performance is not a guarantee of future results.

For terms and conditions, please visit our website at ⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠

Music by ⁠⁠⁠Agent Method

David & Chase are joined by Ryan Nicholas, a real estate agent from a top Northern Virginian team at Coldwell Banker. He's been recognized as a NOVA 40 under 40 realtor and is one of the best to chat with about what he's seeing during the spring selling season. Housing is a big topic so we split our conversation into three parts (w/ timestamps):

(3:45) Chase recaps the national market and how it's evolved post-Covid.

(10:50) Ryan talks about what he is seeing on the ground with traffic, prices, inventory, and both buyers and sellers.

(28:05) David takes the financial planning approach and talks through some of the common real estate questions he hears the most from home buyers and investors alike.

All feedback is good feedback and don't forget to subscribe - enjoy! Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase, David, and Ryan and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at ⁠⁠https://doxacap.com/terms-conditions/⁠⁠

Music by ⁠⁠Agent Method

David & Chase are joined by Callie Cox from eToro US to chat about the economy and the outlook for the rest of the year. Callie has been featured on CNBC, Bloomberg, the Financial Times, Yahoo Finance, and Barron's. She is one of the best at making complicated things simple - a talent really needed as we break down inflation and the job market. And of course we also touch on the recent bank deposit crisis and how the economic outlook has been altered because of it. Combined with the best audio to date, episode 4 easily sits on top as our best podcast yet. Enjoy!

Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase, David, and Callie and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at ⁠https://doxacap.com/terms-conditions/⁠

Music by ⁠Agent Method

In this episode, Chase & Brian banter is back to check in on the economy since they last chatted in December. They discuss recent updates and the evolving outlook on inflation and where interest rates are headed (11:30). Then they lightly touch on bank earnings (28:30) and end with some takes on tech, Google and the ChatGPT hype (35:33).

*Please note it's only our third episode - and while our editing skills are getting much better, we're still working through different mic setups to get the sound right (i.e. Brian needs a new one). All of your feedback has been great and thank you for bearing with us! 

Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & Brian and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at https://doxacap.com/terms-conditions/

Music by Agent Method

A new logo, new music, and a new guest! (Only ep.2 and we're already improving!) In this episode, we hopped on a call with Doxa Capital's David Mucciaro. Chase & David started Doxa Capital together back in 2015 and he has been the leading man on financial planning ever since. We talk about the importance of planning, how Doxa's philosophy is unique, and hit some frequently asked planning questions. For more information about David or Doxa's process, go to their website www.doxacap.com. Enjoy!

*Note: David's connection was a little shaky for the first few minutes, but then clears up. We apologize!

Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & Brian and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at https://doxacap.com/terms-conditions/

Music by Agent Method

Welcome to our first episode of Doxa Takes! Here we talk about the investing landscape for 2023, the outlook for inflation, and how we are thinking about portfolio management. Enjoy!

See: Doxa's 2023 Outlook Here

Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & Brian and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at https://doxacap.com/terms-conditions/