Wealth Vision 20/20 Podcast

Today’s episode is called “And Then There Were None” where we discuss the Fed’s pause and whether that means the rate hikes are over or the pace has simply been slowed down, the stock markets narrow leadership and what that means for a diversified portfolio, and the challenging environment for Real Estate as the Fed signals that rates will remain higher for longer. 

Andrea Carroll joins me as we discuss that and more.

Today’s episode is called “The Sausage Factory” where we discuss the final version of the Debt Ceiling Bill and look at what is all included in it, the Fed’s upcoming pivot or pause decision as more members of the board express dissenting opinions on raising rates further, and the stock markets’ reaction to it all. Could it be that all of the drama and hype was a bit overdone?  …..again?

Today’s episode is called “The Pause that refreshes” where we discuss the latest Fed signaling that the end of rate hikes is either near or already here, the stress on the mid-sized banking system from those rate hikes and the delicate balance to not go too far and create a new problem, and the effort to increase the debt ceiling for a whopping 79th time. Is all this drama and rhetoric unnecessary or does it somehow serve and important purpose?

Today’s episode is called “It’s darkest before the dawn” where we discuss the workings of the bond market and why it just produced its worse return in 188 years, the collapse of Silicon Valley bank and how that related directly to the ailing bond market, the latest inflation numbers that point to the Federal Reserve soon wrapping up their rate hikes and the stellar first quarter results of both the stock and bond markets. 

Today’s episode is called “When Good News is Bad News” where we discuss the strong jobs numbers, strong retail spending, greater than expected GDP growth, and the smallest rate hike from the fed in 11 months. Could it be that all this good economic news is actually bad news? Welcome to the upside-down world. 

We’ll also update you on the Ukraine war now that it has stretched past a year

Andrea Carroll joins me as we discuss that and more. 

Today’s episode is called “Preparation, Preparation, Preparation ” where we discuss tax time, which is right around the corner and how you should prepare for it, the 8th Fed rate hike which has ramped down and may be one the last hikes before their long awaited pause, and the Market's great start for 2023 which no one has noticed. Could it be that the light at the end of the tunnel is something other than a train coming our way?

Andrea Carroll joins me as we discuss that and more. 

Today’s episode is called “A Break for the Taxpayer” where we discuss the 2023 changes in the tax tables, increased standard deduction amounts, a new required minimum distribution age, new IRA and 401(k) contribution limits, and a new solution to overfunded 529 plans. Could it be that the IRS became just a little bit friendlier?  

Andrea Carroll joins me as we discuss that and more. 

Today’s episode is called “Economic jigsaw puzzle” where we discuss the intricacies in US and EU sanctions which are about to institute a cap on the price of Russian oil, China’s failed zero Covid policy and how they are likely to maneuver out of it amid the riots and discontent spreading among their populace, and the first sign that the Federal Reserve is looking to moderate their rate hikes giving a bit of clarity while traveling down this foggy road and the markets reaction to that. ...........Tune in as we discuss that and more.

Today’s episode is called “Year End Planning” where we discuss the upcoming end of year deadlines for IRA Required Minimum Distributions, Qualified Charitable Distributions and Roth Conversions, certain tax planning tips that may reduce your over all tax bill, and the most sizeable increase in Social Security since the 1980’s. and wait for it….no increase in Medicare premiums. With less than 60 days to go before we wrap of the year we’ll arm you with the information to make help good decisions.......Tune in as we discuss that and more. 

Today’s episode is called “New Ways Forward” where we discuss the new guidance by the Fed for when they will wrap up the interest rate hikes, the stock markets negative reaction to that new guidance, the upcoming mid term elections where we make predictions on the House and Senate outcome and a new venture by Elon Musk that just might make it more difficult for totalitarian regimes to censor information. The two word tweet from Elon over Iranian censorship that said ……“Activating Starlink”