Wealth Vision 20/20 Podcast

Today’s episode is called “Taxes, Real Estate, and the Pause that Refreshes” where we discuss the upcoming income tax and deadlines for all things IRA and 401k, Powell, the Federal Reserve, and his recent testimony on Capital Hill, thoughts on housing and the stock market’s reaction to it all. After the S&P 500’s stellar return of over 25% in 2024, will we have a repeat or will the market pause or even see a bit of turbulence?

Today’s episode is called “New World, New Vision-Here we Come” where we discuss the new Secretary of the Treasury Scott Bessent’s framework for achieving economic success known as the 3-3-3 plan. We’ll tell what each of those 3’s mean, how they will work together and the ultimate result if they do. Also, we’ll discuss China’s shocking DeepSeek AI model and how we may have just reached a “Sputnik Moment”.  Is the US behind in this AI race, or did DeepSeek just poke the Bear? 

Today’s episode is called “9 Predictions for 2025” where we discuss the new administration, expected congressional action, oil and gas prices and the state of interest rates as well as the economic outlook for GDP, inflation and the markets. Will 2025 be a continuation of the hot market from last year, or does the Bull need to sit down of a minute and rest?

Today’s episode is called “Year End Planning” where we discuss the upcoming end of year deadlines for IRAs, Required Minimum Distributions, Qualified Charitable Distributions and Roth Conversions, certain tax planning tips that may reduce your overall tax bill, and an increase in Social Security. With less than 30 days to go before we wrap up the year we’ll arm you with the information needed to give you a jump start on 2025.

Today’s episode is called “America Votes: Insights on the Presidential Showdown” where we discuss the recent election along with the potential red wave seizing control of both the House and the Senate, Jay Powell’s decision for cutting interest rates further, and the market’s reaction to it all. Why did this take so many people by surprise and are we in the throes of political party reinventions?

Today’s episode is called “Welcome to the Battle of AI and US Shipping Ports” where we discuss the Fed’s newest move to start cutting interest rates, the latest challenge to the economy with the potential longshoremen’s strike that could shut down US ports all along the east coast, what the union wants besides the 77% wage increase, and why the use of AI in other ports around the world has the union unnerved. Is the US at risk of falling behind and ignoring the AI train that’s coming down the track and why is the administration suddenly silent?

Today’s episode is called “From the Hum Drum to Stranger than Fiction” where we discuss the Fed’s shift in focus from inflation to the other half of the dual mandate, maximum employment, the 2 week countdown to the first Fed rate cut since March 2020, and election Moneyball strategy that reveals what paths each side has to gain the White House and one very real possibility of a electoral college tie. If you think it’s been weird so far, just wait, we’ll let you know what could happen and how the founding fathers anticipated this in 1804.

Today’s episode is called “It’s not when, but why?” where we discuss the forgone conclusion of a rate cut in the month of September and how the market may react short term vs long, the uncomfortable position of Jay Powell cutting rates just before an election, and the welcome distraction of the Summer Olympics. If you thought this election year was full of drama so far…..just wait. The temperature is about to rise.

Today’s episode is called “Financial Literacy Crisis in America” where we discuss the Milken Institute study highlighting the disturbing fact that financial literacy in the US is alarmingly low and shows little indication of improvement. We’ll look at the facts, discuss the challenge and point out why this subject is so important..... Are Americans doomed to financial ignorance and missteps or can the proper plan of action right the ship for upcoming generations?

Today’s episode is called “Divergence of Policy” where we discuss the Eurozone’s divergence from the US policy of higher for longer as the EU plans for rate cuts in June, the conundrum of how to please 20 members of the EU when one member has inflation of only 2.5% while another is still at 9.5%, and the effect that all of this may have on the US. Is Europe really ahead of us in the inflation fight, or is all this talk of rate cutting a desperate move to avert a European recession.