In this episode Monterey Wealth focuses their attention to the world of Term Life Insurance. The guys cover:

• Term vs. Permanent Life Insurance
• Ways Term insurance can protect against premature death
• Help answer the question: How much life insurance do I need?

As always, if you have any questions, we invite you to visit www.montereywealth.com or reach out to us with any questions. Enjoy! 

Most investors are familiar with the S&P 500 index but few investors know how the index is comprised. In this episode Monterey Wealth tackles:

• Market Cap Weighted vs. Equal Weighted Indexes
• Value Companies vs. Growth Companies
• What causes volatility in the market

If you have any questions, please visit us at www.montereywealth.com. Enjoy! 

One of the questions asked so often when meeting with our 401(k) plan participants: What is the difference between Roth 401(k) contributions vs. Pre-tax 401(k) contributions? In this six minute episode Monterey Wealth will explain the differences and provide examples to help answer that very question. 

www.montereywealth.com

The recent war between Russia and Ukraine has sparked additional volatility into the markets. These geo-political challenges coupled with an uncertain interest rate environment, caused Monterey Wealth to provide their thoughts on current events and how they will impact your wallet.

www.montereywealth.com

In the first episode of 2022, Monterey Wealth discusses the recent volatility in the market, what is causing the volatility and how investors should approach large swings in the market. 

In this episode, Monterey Wealth invites Social Security expert, Faye Sykes of Social Security Benefit Planners, to the podcast to discuss a variety of Social Security topics and success stories.

If you have any questions, please feel free to Faye Sykes at [email protected] or visit her website at https://socialsecuritybp.com/.

To receive $97 off your planning fee, use code STACKSOFCASH at  https://socialsecuritybp.com/select-your-plan/. 

Ever wonder what you should be looking for in a financial advisor? Better yet, do you even need a financial advisor? In this episode we cover:

• How to determine if you need an advisor. 
• What to look for when hiring an advisor.
• Red Flags when vetting a potential advisor. 

We welcome you to listen to this episode. As always, if you have any questions, please feel free to reach via our website at www.montereywealth.com.

How saving in your 401k plan can "snowball" in size over time. 

In this episode we cover:

• The concept of Compound Interest
• Real life examples of the importance of saving
• How saving will impact your paycheck today
• Importance of taking advantage of your employer match

Does it feel like you are paying more for items you use everyday? The reason you are is inflation. In this episode Monterey Wealth discuss the following topics:

• What is inflation?
• What causes inflation?
• Winners and Losers in an inflationary environment
• Ways to curb inflation

www.montereywealth.com

In this episode Monterey Wealth discusses cryptocurrencies, such as Bitcoin, and why there is a buzz around it. Highlights from the episode include: 

• What is Currency?
• Currency throughout history
• What role do Central Banks play?
• Alternative forms of currency and why do they exist?
• Are Cryptocurrencies here to stay?

For more information, visit our website at www.montereywealth.com