Interested in building passive income? Watched a few (or maybe a hundred) YouTube videos by people who seem to have it all figured out? In this episode we dive into passive income. What's real...and what's not. We cover:

1. What is passive income?
2. Types of passive income
3. How to build passive income from creative assets or intellectual property
4. Building passive income when you aren't creative :) or don't have IP
5. How to think about passive investments, including real estate when you build a long-term strategy.

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Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, listeners should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

Searching for ways to reduce your taxes? In this episode we cover short and long-term tax planning ideas. Plus, our review of the best Super Bowl commercials we've seen so far! We discuss:

• Why tax reduction is a long-term game
• Tax planning ideas for your 2022 taxes
• Long-term tax planning strategies... so you can win the long-game!

Resources:

2023 Tax Planning Guide -> https://www.thecapitalstewards.com/learn/reducing-taxes-in-2023-the-ultimate-guide-for-huntsville

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com

Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, listeners should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

Wondering why markets are up so much to start the year - especially since Wall Street expected them to drop? What about that jobs report - it seems like the labor market is still really strong despite the news of layoffs. In this stock market update episode we cover:

• What is happening in the Stock Market and Bond Market so far in 2023
• The strong performance of international and emerging markets
• The jobs report and how the economy is impacting markets
• Why was the consensus wrong - and where do markets go from here?
• What long-term investors should do given the quick rise.

Resources:

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com

Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, listeners should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

Want to make a financial resolution you can keep in 2023? We discuss how automating your savings is the best way to actually accomplish your financial goals in 2023. We also discuss the Secure Act 2.0. and what it means for your retirement savings:

• What does the Secure Act 2.0 mean for you?
• How does the Secure Act 2.0 impact professionals saving for retirement
• How does the Secure Act 2.0 impact current retirees
• How does the Secure Acto 2.0 impact business owners

Resources:

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com

Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, listeners should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.

Will we have a recession? What does that mean for investors? Does a technical recession impact investment strategy, or is a recession just a statistical exercise?

In our 2023 Outlook, we discuss the economy, inflation, interest rates, and unemployment. We weigh the evidence for and against a recession in 2023. Then we get practical and discuss investment considerations for 2023. We cover the stock market, bond market and commodities. We wrap up with a long-term view on inflation and supply driven economics. In our view, better economy and immigration policy is required to prevent a repeat of the 1970s. Don't forget to check out the full video version on our website that includes the charts!

Resources:

Video Version -> https://www.thecapitalstewards.com/learn/2023-economic-and-investment-outlook-lies-damn-lies-and-recessions

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com/aboutus

Listen to this episode before you push the "easy button" for your 2023 company benefits. Many employers offer great benefits packages, but it's up to you to take advantage of all of the offerings. We delve into health care coverage, life and disability insurance, executive liability and retirement accounts on this quick episode. Listen on your way to work, before you make those final selections for 2023!

Resources:

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com/aboutus

Every investment firm and advisor has "3 secret keys" for investing success. However, there are no "secrets" to successful investing. Successful investors apply wisdom and discipline over long periods of time. In this episode we discuss 4 principles, backed by history, that every investor should employ to be successful. Now there are no more secrets :). They are:

1) Goals and objectives form the foundation of investment decisions. The best investors in the world all have specific objectives they use to build their portfolios.

2) The goal is to grow your assets responsibly over the long-term, not to “beat the market” short-term.

3) Get the big picture right: Asset Allocation

4) Taxes and fees matter

Resources:

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com/aboutus

Should your values impact the way you invest? What is Socially Responsible Investing - or ESG Investing - and what does it mean for investors? In this episode, we discuss what ESG really mena and look at data to provide fresh perspective on ESG investing. We cover:

1) What does ESG mean? What is Sociall Responsible Investing?

2) Do ESG factors lead to higher returns and better results for investors?

3) How should individual investors think about ESG investing?

4) Should those investing on behalf of others, like Pension Funds and 401K administrators, require ESG targets for their portfolios?

Resources:

Scientific Beta, “Honey I Shrunk the ESG Alpha”

Boustanifar and Kang, “Employee Satisfaction and Long-Term Stock Returns”

ESG Investing and the Battle of "Good vs. Evil" Investors

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com/aboutus

In this episode, we discuss where the economy and markets are headed as we close

out the year. We discuss:

1. What’s causing negative stock and bond returns so far in 2022
2. Why long-term perspective matters
3. What’s really driving inflation
4. Are rates high enough? What history tells us about the Federal Reserve and interest rates.
5. What about all those stories about layoffs in the media?
6. Why you may not want to follow popular rules of thumb when investing in a challenging environment
7. Practical steps to take in your portfolio

Resources:

Video Version -> https://www.thecapitalstewards.com/learn/4th-quarter-market-outlook

Want to Talk Live ?->https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com/aboutus

Wondering how to guide your student to the college of their dreams? What how to pay for it once they get in...without taking on a massive amount of student loan debt? Today we go back to school again and revist the process of college admissions and financial aid with Shellee Howard. Shellee is the author of the bestselling book "How to Send your Student to College Without Losing Your Mind or Your Money" and the founder of College Ready. We Discuss:

1) Misconceptions about college planning

2) When to start planning for college

3) How to get scholarships

4) Tips for lowering your EFC (Expected Family Contribution) and managing the FAFSA

5) Making sure your 529 Plan and other assets don't hurt you in the aid process.

Resources:

Get Shellee's Free Best Sellling Book

Connect with College Ready

Want to Talk Live ?-> https://www.thecapitalstewards.com/contact

Learn More About Us -> https://www.thecapitalstewards.com/aboutus