The Travis & Danny Money Podcast

In this episode Travis and Danny are talking about a single guy who wants to know if he can afford his dream car.  They will discuss why he can or can't afford his dream car.  Sometimes we get so wrapped up in saving that we forget to spent it.  What's important is not what you're buying but how you're thinking about it.  

In this episode Travis and Danny are talking about ways to you can help build your kids wealth.

In this episode Travis and Danny are talking about an article written by the Moneyiest on Marketwatch.com.  It's a reaction podcast where we talk about the situation, recommendations and our own take on how to handle your personal finances.

It's our first reaction podcast to a real life situation and another industry professionals take on it.

Our discussions are purely for educational purposes only.  We respect other financial advisors, gurus and industry professionals and are not criticizing their own take on personal finances.  We just thought it would be fun to provide a different take, opinions or strategies on personal finances.

Our podcast is not a recommendation and you should consult with your own financial advisor.

In this video Travis and Danny are talking about GME and AMC stocks.  Why did they rise so fast?  What's a short squeeze?  and is this an investment you should add to your portfolio.

https://macleaniht.com/podcastdisclosure

In this video Travis and Danny are talking about GME and AMC stocks.  Why did they rise so fast?  What's a short squeeze?  and is this an investment you should add to your portfolio.

https://macleaniht.com/podcastdisclosure

In this episode Travis and Danny are talking about 529 College Savings Plans.  These types of plans are great savings accounts for educational savings and tax deferral.  The 529 plans have come a long way since their beginnings and the benefits have grown considerably.  If you have a 529 plan or want to learn more about them this is the episode for you.

In this episode Danny and Travis talk about the HSA or Health Savings Account and it's triple tax benefit.  The healthcare system is super complicated but the HSA is a huge benefit worth taking the time to understand.  It's a type of tax deferred savings account that can be used for qualified medical expenses all while getting some great tax benefits.  There is also a lesser known investment part to the HSA that can benefit you later in life just like another type of retirement plan.

Company Website: https://www.sicklehunter.com

In this episode Danny and Travis talk about ESG and SRI investing.  The big debate is if you can invest in socially responsible styles of investments and still reach your goals.  If you're tired of investing in companies that pollute the world and don't meet your standards for a happier and healthier lifestyle then it may be time to update your portfolio.  We're talking about how the world of investing in ESG and SRI may impact your portfolio and more importantly your financial future.

Company Website: https://www.sicklehunter.com

Roth Conversions are a great way to transfer money from your pretax retirement plans to a Roth IRA.  There are a lot of benefits of using the Roth Conversion strategy from reducing your taxable income in the future to smoothing out your tax brackets over time.  

Company Website: https://www.sicklehunter.com

The battle over which type of IRA continues with the Traditional IRA vs the Roth IRA.  In this episode Travis and Danny begin by talking about a brief overview of the two types of IRAs and how they work.  Then they dig into examples and what you should consider when deciding which one is better for you.  It's a strategy that can help you control taxes today and tomorrow.  Which type of IRA you choose depends on some very important factors.

Company Website: https://www.sicklehunter.com