Podcast Episodes
Back to SearchRetirement Plan Changes: What the IRS Update Means for You
The IRS has issued new guidance on early distributions from retirement plans, providing clarity on exceptions to the 10% additional tax for unforesee…
1 year, 11 months ago
InvestTalk 7-22-2024 – CrowdStrike Stock Plummets 13% After Massive IT Outage
CrowdStrike shares tumbled 13% following a global cyber outage caused by a glitchy software update. The incident affected 8.5 million Windows devices…
1 year, 11 months ago
InvestTalk 7-19-2024 – Is a Scarcity Mindset Holding You Back Financially?
In times of economic uncertainty, it's easy to fall into a scarcity mindset, where fear and worry about money can negatively impact your financial we…
1 year, 11 months ago
InvestTalk 7-18-2024 – Market Rotation: Small-Caps Surge, Tech Giants Tumble
A major shift in the stock market is unfolding as small-cap stocks surge while the "Magnificent Seven" tech giants face a significant selloff. How wi…
2 years ago
InvestTalk 7-17-24 - Is the AI Bubble Bursting?
A new Goldman Sachs report questions the massive AI spending with little to show for it, suggesting the AI bubble may be deflating. Tech giants are b…
2 years ago
InvestTalk 7-16-24 - Retirement Account Strategies to Reduce Taxes
Diversifying your retirement savings across pre-tax, post-tax Roth, and taxable accounts can provide flexibility to manage your tax liability in reti…
2 years ago
InvestTalk 7-15-2024 - Fed Rule Change: Big Banks to Save Billions?
The Federal Reserve is considering a rule change that could save the biggest US banks billions in capital requirements by adjusting the Global System…
2 years ago
InvestTalk 7-12-204 - 6 Best High Interest Earning Strategies for 2024
There are several effective high interest earning strategies - including high-yield checking accounts, money market funds, CDs, and bonds - for inves…
2 years ago
InvestTalk 7-11-2024 – 2024 Cost of Living: HCOL vs LCOL States
As we navigate the current economic landscape, it's crucial to understand the stark differences in cost of living between states. Factors like housin…
2 years ago
InvestTalk 7-10-2024 – Nike’s Ex-Exec Return: Stock Boost?
Nike brought back retired executive Tom Peddie to mend strained relationships with key retailers. This move aims to revitalize wholesale partnerships…
2 years ago