Anderson Business Advisors Podcast

Investing with Confidence: Kevin Simpson on Covered Calls and Elections


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Have you ever worried about protecting your wealth during a volatile election year? Wondering what the rest of 2024 holds for the market? In this episode, Toby Mathis, Esq. chats with Kevin Simpson, founder and chief investment officer of Capital Wealth Planning, LLC. Kevin is a $10.3 billion wealth management expert, and shares insights from his book "Walk Toward Wealth" on navigating market uncertainty. Learn how to manage risk, write covered calls to hedge against volatility, and discover the surprising truth about election year performance. Kevin will also delve into the Madoff scandal, helping you identify a trustworthy custodian for your hard-earned money. Don't miss this opportunity to gain valuable advice and protect your financial future!

Highlights/Topics:
  • Market volatility in an election year
  • Predictions for the market through the end of 2024
  • What’s driving the earnings?
  • Statistics around the economy
  • Capital Wealth manages $10.3 Billion
  • Managing risk
  • Writing covered calls, managing volatility
  • How presidential elections affect the market
  • Stories from Kevin’s book “Walk Toward Wealth”
  • What duty should you be looking for?
  • The Madoff scheme, finding a reputable custodian
  • Advice for Kevin’s younger self
  • Send us your questions and ideas for future show topics!
  • Resources:

    Schedule Your FREE Consultation

    https://andersonadvisors.com/ss/?utm_source=aba&utm_medium=podcast&utm_content=investing-with-confidence

    Kevin Simpson Capital Wealth

    https://capitalwealthplanning.com/team/kevin-simpson/

    Book: Walk Toward Wealth

    https://www.kevinsimpson.com/walk-toward-wealth/

    Anderson Advisors

    https://andersonadvisors.com/

    Tax and Asset Protection Events

    https://andersonadvisors.com/live-tax-and-asset-protection-workshops/

    Toby Mathis on YouTube

    https://www.youtube.com/c/tobymathisesq

     

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