The Wealth Advocates Podcast

Thanks for watching The Wealth Advocates podcast on financial planning in a politically charged environment.

Patrick Jenkins
[email protected]
John Mickelson
[email protected]
www.wealth-advocates.com

🎬TIME STAMPS🎬
0:09 Introduction
1:27 We are emotionally affected by media
3:40 Investment advisors bring objectivity
4:00 Do the markets care who is in the White House?
5:20 Tariffs & market drop
6:38 Political noise and how to avoid it
8:08 3 Preventative measures advisors take
8:33 Stress testing portfolios
10:28 Cash management
12:35 Staying disciplined
15:53 What should you do when you’re feeling scared?
17:36 Recap

“Hidden” Taxes 

1:00 Hidden taxes

1:47 Required Distributions

5:42 Qualified charitable distributions

6:47 Capital Gains Brackets

10:35 IRMA – income related monthly adjusted amount 

12:30 Tax planning approach

Investing in 2025

1:33 Secure 2.0 & RMDs

3:15 Roth 401k

5:50 Over age 65? New Social Security tax discount

7:29 Social Security changes & maximization

14:00 Income bucket planning

16:45 Take aways

Thanks for watching our podcast on One Big Beautiful Bill. If you'd like to schedule a free consultation, you can click here: https://calendly.com/wealth-advocates 

🎬TIME STAMPS🎬 

0:00 Intro 

1:00 Roth Conversions 

2:57 2 thing the BBB introduced 

4:45 Phase Outs 

7:13 When to consider a conversion? 

8:38 SALT deduction (State and Local Taxes) 

11:45 Early conversion is best 

Patrick Jenkins Information: [email protected] 

John Mickelson Information: [email protected] 

www.wealth-advocates.com

https://youtu.be/kfBrQ08C6X0

Thanks for listening to the Wealth Advocates Podcast. 

If you'd like to schedule a free consultation, you can click here:
https://calendly.com/wealth-advocates

🎬TIME STAMPS🎬
1:30 Tax brackets
2:45 Capital Gains tax
5:15 Retirement contribution limits
8:00 Annual exclusion gifts
12:00 Required minimum distributions
15:40 529 plan conversions
18:50 Roth conversion benefits
20:20 Charitable contributions


Patrick Jenkins Information:
[email protected]

John Mickelson Information:
[email protected]

www.wealth-advocates.com

Thanks for listening to our market review and economic outlook for 2025. 
This podcast was recorded on February 21, 2025.

🎬TIME STAMPS🎬
1:13 5 Key Areas we focus your Financial Plan on
2:15 What is happening in the market right now
5:30 Federal Reserve Rates
8:00 Inflation & unemployment
10:07 Interest rates & bonds
13:00 Cost of safety
17:30 Predictions for rate cuts
20:30 Long term strategy
21:40 Potential for a correction?
24:25 recap

If you'd like to schedule a free consultation, you can click here:
https://calendly.com/wealth-advocates

Patrick Jenkins Information:
[email protected]

John Mickelson Information:
[email protected]

www.wealth-advocates.com

Thanks for listening to our discussion on market volatility. 

If you'd like to schedule a free consultation, you can click here: 

https://calendly.com/wealth-advocates 

🎬TIME STAMPS🎬 

0:50 - emotional reaction to market changes 

3:38 - sports analogy 

4:50 - terminology 

7:30 - Individual Timelines 

Patrick Jenkins Information: [email protected] 

John Mickelson Information: [email protected] 

www.wealth-advocates.com

https://youtu.be/qRUgowu2H6g