The Money Huddle

In this episode we reflect on the terrible economic news that is coming our way, starting with unemployment numbers. We discuss  our thoughts about why these numbers are going to be horrific, and at the same time, we chat about how we can look for a path to recovery. 

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

While we are stuck at home, we are making the best of things and trying to continue discussing events as they unfold. In this episode we discuss the CARES Act and some folks who could potentially benefit from the recent legislation. 

There are multiple pieces to this legislation- from stimulus checks to penalty-free distributions from retirement accounts. This is fresh legislation, and we continue to get updates from Congress about how this will play out. Enjoy the discussion.

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

As we move full swing into the Coronavirus media cycle, we are getting a constant barrage of negative headlines. Despite the serious nature of what's happening, there are some very encouraging and positive developments happening. We chose to speak about a few of these "happy" topics instead of the negative ones.

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

By the time this show is published, the narrative on Coronavirus will be firmly entrenched in the media cycle. Fear, Doom and Gloom are running rampant, and there are growing concerns of what this latest threat could mean for the global economy. 

We make an attempt to put this latest crisis into context, and we also discuss some positive money moves you can be doing at this time along with some potential outcomes we may see when this virus runs its course. 

https://www.worldometers.info/coronavirus/ 

https://finance.yahoo.com/news/58-americans-less-1-000-090000503.html  

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

One of the most frequently discussed topics when it comes to investing is WHAT you should be considering as an investment. Many people also wonder what kind of investments make sense for them as they grow their wealth and look toward retirement. Real Estate investing is a popular topic, and there are some investors who are completely devoted to real estate as their means of building wealth and their retirement.

We decided to sit down with Jay Rinehart of Rinehart Realty, one of our local real estate experts, to discuss the basics of investing in real estate and how you can begin that journey. Enjoy the show. 

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

In this episode, we sit down with our friend Thomas Brown of TT Stein, a local tax team. We chat about some tax prep basics, and we also ask him to reveal what he believes to be one of the biggest mistakes people make when it comes to their taxes. We hope you enjoy the show!

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

In this episode, we spend some time discussing some updates involving the SECURE Act, a new piece of regulation involving the retirement system here in the US. The end of the Stretch IRA will likely result in the need for some people to review estate plans and beneficiary designations on retirement accounts. 

We also spend some time discussing the failure of yet another large pension plan and why this could be a significant indicator for the road ahead. 

Some of the articles we discuss in the episode can be found in the links below:

https://www.postandcourier.com/news/south-carolina-s-looming-pension-crisis/article_dd4cd1e2-b03d-11e6-9d85-7b24e6e338ed.html 

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

In this episode, we take a trip down memory lane to visit a headline that was shared with us by one of our listeners. Every year, they wrap their Christmas ornaments in newspaper, and this year they noticed they had an old headline from December 2010, which reflected the Dow just over 13k.

The question was "What would have The Money Huddle been discussing during December 2010?"

We also discuss the big news about Ron Rivera being fired as the Head Coach for the Carolina Panthers, why some folks can't take action, and the importance of experts.

Enjoy the show!

For articles and references check out:

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

In this episode, we had some fun comparing some NFL quarterbacks with stocks. This was both an attempt to be lighthearted and highlight some important challenges investors face when it comes to chasing returns, recency bias and the endowment effect. 

We hope you enjoy the show!

Disclaimer: Nothing in this show should be considered advice or a recommendation to buy/sell securities. All price and return information was sourced from ycharts.com

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

In this episode, we discuss a recent discovery that was allowing online traders to generate almost unlimited trading leverage. We also dive into a recent article that revealed 10 Scary Statistics for Retirees and the fact that a certain insurance product still dominates in its marketplace.

To check out articles and topics discussed in this show, you can visit the links below:

Yahoo Article Infinite Money Cheat Code -

https://finance.yahoo.com/news/robinhood-traders-discovered-glitch-gave-164704113.html

Margin Accounts Explained -

https://www.investopedia.com/terms/m/marginaccount.asp

Youtube Video of Trader losing money -

 https://www.youtube.com/watch?v=A-tNkuYV4_Q

ALCI Report -

https://www.acli.com/-/media/ACLI/Files/Fact-Books-Public/07FB19FChap7LifeInsurance.ashx?la=en

10 Scary Retirement Statistics -

 http://bit.ly/10ScaryStats

Peter Mallouk Tweet About Private Equity - 

https://twitter.com/PeterMallouk/status/1192081975508643843?s=20

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!