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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 ma... more
FAQs about Investment Insight with McCay Wealth Advisory:How many episodes does Investment Insight with McCay Wealth Advisory have?The podcast currently has 97 episodes available.
July 17, 2025IRA Liability LimitsHosts 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....more2minPlay
July 10, 2025Buying Stock in Your CompanyHosts 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....more3minPlay
July 03, 2025Proposed Changes to HSAsHosts 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....more2minPlay
June 26, 2025Savings Rates with 401k InvestmentsHosts 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....more3minPlay
June 19, 2025Private Market InvestmentsHosts 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....more3minPlay
June 12, 2025Transfer on DeathHosts 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....more3minPlay
June 05, 2025Picking StocksHosts 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....more5minPlay
May 29, 2025Donating Goods to CharityHosts 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....more3minPlay
May 22, 2025Target Date FundsHosts 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....more3minPlay
May 15, 2025Social Security Administration ChangesHosts 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....more3minPlay
FAQs about Investment Insight with McCay Wealth Advisory:How many episodes does Investment Insight with McCay Wealth Advisory have?The podcast currently has 97 episodes available.