Inevitable Wealth

Think all debt is bad or that real estate is the only smart investment? Think again! In this episode, Jacky and Guilian break down common money myths that might be holding you back. From the truth about debt to exploring diverse investment options, this is part one of a two-part series that will challenge your assumptions and help you make informed financial decisions. Don’t miss it!

In this episode of Inevitable Wealth, Jacky and Guilian break down the potential tax policy changes at stake in the 2024 Presidential Election and what they mean for your finances. From income tax rates and capital gains to estate planning and corporate taxes, we cover both candidates' approaches and discuss key strategies for navigating possible changes. Whether the Tax Cuts and Jobs Act sunsets or is extended, this episode offers actionable insights on how to prepare your portfolio and protect your wealth amid policy uncertainty. Tune in to stay one step ahead!

In this episode of Inevitable Wealth, Jacky and Guilian explore recent market volatility and offer strategies for investing during election years. They also delve into Warren Buffett's timeless investment principles, providing practical advice for building and preserving wealth. Whether you're a seasoned investor or just starting out, this episode is packed with insights to help you achieve inevitable wealth.

Key Topics:

- Market volatility
- Election year investing
- Warren Buffett's wisdom

Sources:
https://www.troweprice.com/financial-intermediary/us/en/insights/articles/2024/q2/how-do-us-elections-affect-stock-market-performance.html

https://www.theirrelevantinvestor.com/p/thoughts-selloff

https://www.chase.com/personal/investments/learning-and-insights/article/election-year-investing-jitters-considerations-that-could-set-you-at-ease

In our latest episode of "Inevitable Wealth," we're clearing the air around complex financial topics for different stages of life. Join hosts Jacky Petit-Homme and Guilian DiLeonardo as they discuss the key financial strategies you should focus on in your 20s, 40s, 60s and beyond. 

Whether you're building a strong foundation, preparing for retirement, or planning your legacy, this episode offers valuable insights and practical advice to help you achieve financial security and prosperity. Don't miss out on this essential guide to navigating your financial journey! Tune in now on Spotify or your favorite podcast platform.

In this episode of "Inevitable Wealth," hosts Jacky Petit-Homme and Guilian DiLeonardo delve into the intricacies of investing when the market is at all-time highs.

They compare Dollar Cost Averaging (DCA) and Lump Sum Investing, outlining the advantages and disadvantages of each strategy. The episode also explores a hybrid approach that combines both strategies, and emphasizes the importance of aligning investment choices with personal financial goals and risk tolerance.

Join us for this insightful discussion to help you make informed investment decisions.

https://investor.vanguard.com/investor-resources-education/news/lump-sum-investing-versus-cost-averaging-which-is-better

Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." 

Delve into the fundamental pillars of financial planning as they explore the five critical questions every individual should address: 

• What if I live? 
• What if I die? 
• What if I get sick? 
• What if I get sued? 
• Who gets my money, and how? 

In this insightful podcast, Guilian and Jacky provide expert insights, actionable advice, and practical strategies to help listeners navigate the complexities of financial planning and secure their wealth for the future. Whether you're a seasoned investor or just starting your financial journey, "Inevitable Wealth" offers valuable guidance to ensure your financial well-being.

Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." In this insightful conversation, they delve into the impending expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, covering:

- Changes in individual income tax rates and brackets.

- Strategies for Roth conversions and tax planning.

- Estate and gift tax exemptions and the importance of estate planning.

- The potential impact of the 2024 election on tax policies.

Stay informed and make wise financial choices as you navigate the ever-changing tax landscape.

Over the next 35 days, you may have the opportunity to make significant financial moves. Our hosts, Guilian DiLeonardo & Jacky Petit-Homme break down complex topics into actionable steps, helping you navigate the year-end financial landscape with ease.

Join Jacky & Guilian as they unwrap year-end financial tips in a relaxed, easy-to-follow chat. From boosting your retirement savings to smart tax moves, this episode is your cozy guide through the financial to-dos before the New Year bells ring

Highlights:

✨ Max out those 401(k)s and IRAs.

✨ Navigate capital gains and losses like a pro.

✨ Charitable giving: good for the heart and your taxes.

✨ Peek into 2024: What's new and what matters.

Pour yourself a cup of something nice and tune in for insights that could save you big.

Tune into Episode 5 of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo.

Episode five features a conversation demystifying the various types of insurance—Life, Disability, Long-Term Care, and Umbrella—and breaks down their significance and benefits for individuals and families.

Are you overwhelmed by the numerous insurance options available or unsure about which insurance policies are essential for safeguarding your financial future?

Jacky and Guilian discuss:

• Life Insurance: How to determine your coverage needs and the differences between Term Life and Whole Life insurance.
• Disability Insurance: The importance of income protection in case of unexpected events, and what to look for in a policy.
• Long-Term Care Insurance: Preparing for the costs of long-term medical care and the impact it can have on your financial plans.
• Umbrella Insurance: Why adding an extra layer of liability coverage can be beneficial, and in what scenarios you should consider it.

Don't miss this insightful conversation that aims to simplify the often complex landscape of insurance. Tune in and arm yourself with the knowledge you need to build and protect your wealth.

Tune into Episode 4 of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo.

In this episode, we delve into frequently asked questions for advisors and shed light on the disparity between the lower suitability standard adhered to by many institutions and the higher fiduciary standard upheld by RIAs like Liberty One Wealth. 

"Are you a fiduciary?"