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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.
February 27, 2025Capital Gains ExclusionHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the qualifications for the 2-year capital gains exclusion. Learn about how much of the capital gains can be excluded, and possible exceptions.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
February 20, 2025Claiming DependentsHosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss how long and under which conditions you should claim certain dependents on your tax returns.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
February 13, 20251099 InfoHosts Brent McCay and Hayden Proffitt talk about the different 1099 forms you may receive through the year, and the deadlines for receiving each.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
February 06, 2025Social Security Fairness ActHosts Brent McCay and Bradley Covert talk about the Social Security Fairness Act, and how that especially impacts retired government workers. Listen in to see if you might qualify for higher benefits.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
January 30, 2025Homeowner's InsuranceHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impact of recent disasters like hurricanes, floods and fires on homeowner’s insurance programs. Learn how these plans could change in the future, and how you might be able to review your plans and find ways to save money.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....more4minPlay
January 23, 2025Super CatchupHosts Brent McCay and Hayden Proffitt talk about ways individuals between 60-63 years of age can add more to their retirement savings.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
January 16, 2025Home Title TheftHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss certain scams where your home title may easily be stolen, and how you can protect yourself from this growing fraudulent activity.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
January 09, 2025Blended Family FinancesHosts Brent McCay and Hayden Proffitt talk about ways you can financially protect your blended family when you pass.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....more4minPlay
January 02, 2025TariffsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the implications of President-Elect Trump’s proposed tariffs to goods coming to America from overseas.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....more6minPlay
December 26, 2024Tax Tips for Self EmployedHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about several ways to help reduce your 2024 tax burden, especially for those who are self employed.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....more4minPlay
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.