WISE Financial Strategies

WISE Financial Strategies

By Cal BurgessBusinessInvesting
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WISE Financial Strategies episodes

  • Fighting Inflation

    There is a very unique relationship between the Federal Reserve and the Stock Market when it comes to fighting inflation.  We discuss these moving parts in a post-pandemic recovery and how it differs from pre-pandemic standards.  Thanks for listening!  You can check us out at www.wealthincomesolutions.com.

    6 min
  • Daily Reflections - A slight tapering of Federal Stimulus

    Starting on December 1st, the Federal Reserve will lower the monthly federal stimulus by just under 15% in both Treasury Securities and Mortgage-Backed Securities.  This is a slight reversal in Federal policy but is still considered a very small step in the overall exit from the stimuli.  To learn more about how we help investors protect their long-term financial interests in a post-pandemic recovery, make sure to visit us at www.WealthIncomeSolutions.com.  

    5 min
  • Estate Planning and Revocable Living Trusts

    In this episode, we speak with estate planning attorney, Teresa Shapiro, who brings over 20 years of experience in estate planning strategies within Central Texas.  We discuss legacy planning, estate taxes, and considerations in sheltering your portfolio in a post-pandemic recovery.  Thanks for listening and stay tuned for much more content to come!


    www.WealthIncomeSolutions.com

    19 min
  • Interview with Laurence Black - The Index Standard

    I had the privilege to interview Laurence Black, the Founder of the Index Standard and advisor to Robert J. Shiller, and speak about the evolution of the specialized indexed investment. Listen as we discuss the inner moving parts within a new standard in investing. In a post-pandemic world, having the ability to protect your principal and interest from an over-leveraged stock market is a key component of maintaining your long-term interests.  


    www.WealthIncomeSolutions.com

    https://www.theindexstandard.com/about-us/

    21 min

About WISE Financial Strategies

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In a post-pandemic world, we help entrepreneurs focus on long-term investing, tuning out the noise, and focusing on what is relevant. Our proven process embraces change throughout our client's…