Investment Insight with McCay Wealth Advisory

Investment Insight with McCay Wealth Advisory

By Brent McCay & Hayden ProffittBusinessInvesting
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Investment Insight with McCay Wealth Advisory episodes

  • IRA Liability Limits

    Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss protections and liability limits for your IRA.

    We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    2 min
  • Buying Stock in Your Company

    Hosts Brent McCay and Hayden Proffitt talk about the benefits and risks of investing in your employer.

    We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    3 min
  • Proposed Changes to HSAs

    Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss new changes to Health Savings Accounts as part of the GOP spending bill.

    We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    2 min
  • Savings Rates with 401k Investments

    Hosts Brent McCay and Bradley Covert talk about behavioral trends and challenges for savers with 401k plans, while adjusting for inflation and other issues.

    We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    3 min
  • Private Market Investments

    Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the new trend of private market investments.  Learn about the new opportunities with these investments, and why these may or may not be good for your portfolio.

    We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    3 min
  • Transfer on Death

    Hosts Brent McCay and Bradley Covert talk about new state-specific laws that can help take advantage of the wealth locked up in real estate when passing property to your heirs.

    We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    3 min
  • Picking Stocks

    Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss a recent article that shows how much research the average investor performs before buying stocks.

    We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    5 min
  • Donating Goods to Charity

    Hosts Brent McCay and Bradley Covert discuss IRS requirements for donating goods to charity, focusing on art, real estate, collectibles, and non-traded stocks to avoid penalties.

    We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    3 min
  • Target Date Funds

    Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, define target date funds and how that can potentially impact your retirement portfolio.

    We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    3 min
  • Social Security Administration Changes

    Hosts Brent McCay and Hayden Proffitt talk about new leadership in the Social Security Administration and recent changes to the Social Security program.

    We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    3 min

About Investment Insight with McCay Wealth Advisory

From the publisher's feed

Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and…