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 financial timeline.
Educational content dedicated to inflationary aspects of the financial markets and the significance it plays in a post-pandemic world. Learn more at PostPandemicInvesments.com (https://postpandemicinvestments.com/)
Educational content dedicated to the financial regulation of both the stock market and the monetary system, and the significance it plays in the financial sector. Learn more at PostPandemicInvestments.com (https://postpandemicinvestments.com/)
17 Jul 2023
Federal Stimulus HUB (PostPandemicInvestments.com)
Educational insight into the monetary policy and federal stimulus of the Federal Reserve and how that plays into market performance in a post-pandemic world. For more information visit PostPandemicInvestments.com (https://postpandemicinvestments.com/)
17 Jul 2023
Federal Deficit HUB (PostPandemicInvestments.com)
Educational awareness of how the Federal Deficit plays into the overall financial picture in the post-pandemic. Visit PostPandemicInvestments.com (https://postpandemicinvestments.com/) to learn more.
13 Jul 2023
Introduction to PostPandemicInvestments.com
This is a new podcast dedicated to a recently-launched educational platform focusing on key financial elements that can hamper or modify investment returns.
27 Jan 2022
First Episode of 2022 - WISE Financial Strategies Podcast
Our first episode of 2022! Make sure to stay tuned for more content on how to protect your long-term financial interests in a post-pandemic recovery. We are Wealth Income Solutions LLC!
Our Website (https://www.wealthincomesolutions.com/)
3 Jan 2022
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.
4 Nov 2021
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.
4 Oct 2021
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
21 Sept 2021
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/
26 Aug 2021
New Podcast Series - Deferred Compensation Plans - Episode II
This is another podcast added to our new series in which we speak to business owners on the importance of deferred compensation plans to grow and protect their business. When you focus on minimizing an employee's future tax rate, you put yourself in a position to attract talent that your competition can't attract.
For more information on what we do, check out our website www.WealthIncomeSolutions.com.
18 Aug 2021
New Podcast Series - Deferred Compensation Plans
This is a new podcast series speaking to deferred compensation plans for small and medium-sized businesses. In a post-pandemic recovery, where most employees will be onboarded remotely, offering flexible investment alternatives for new employees, outside of 401ks or Traditional IRAs, will prove beneficial for long-term financial success. In this series, we will focus on long-term income planning, tax-advantaged withdrawals, and disability and death benefit protection for the breadwinner's income.
For more information on these sound investment strategies, check us out at www.WealthIncomeSolutions.com (https://www.wealthincomesolutions.com/)
5 Aug 2021
5 trends in a post-pandemic recovery
This is a podcast that discusses 5 trends during the pandemic recovery. Join us as we discuss 5 financial trends shared by Economic Forecaster Marci Rossell and the significant trends to look out for as we attempt to navigate to pre-pandemic strategies.
To learn more about what we do with specialized indexed investments, check us out at www.WealthIncomeSolutions.com.
29 Jul 2021
Misconceptions of the Unemployment Rate
On this podcast, we speak to common misconceptions many investors have regarding the unemployment rate. We discuss the unemployment rate in a post-pandemic world to focus on the term's true meaning and how to look at it objectively. The unemployment rate was first monitored in the 1940s, meaning much has changed since then. We are Wealth Income Solutions for Entrepreneurs and focus on long-term strategies for investors. Thanks for listening.
www.WealthIncomeSolutions.com
21 Jul 2021
WISE Financial Strategies - Episode 3
In this episode of WISE Financial Strategies, we speak with financial professional Jeremy Houser who is a consultant to some of the top financial professionals Nationwide. We discuss the importance of long-term planning while in a post-pandemic reality. The stock market is overleveraged and having the right long-term plan ensures that you never take a step backward in periods of volatility. Join us as we discuss specialized index investments and how they can achieve your long-term goals.
www.WealthIncomeSolutions.com
14 Jul 2021
Daily Reflections - 07-14-21
This is our 2nd episode on our Daily Reflections, where we discuss relevant financial news that pertains to your long-term investments. In this episode, we discuss the new stimulus plan by Senate Democrats to revamp medicare and assist with our post-pandemic push back into the swing of things. This newly reached deal was agreed on at $3.5 trillion dollars. We are Wealth Income Solutions LLC.
www.WealthIncomeSolutions.com (https://www.wealthincomesolutions.com/)
12 Jul 2021
Daily Reflections - 07-11-21
This is a new video podcast where we reflect on financial news that focuses on long-term investments. This is the first episode of our daily reflection, with many more to follow. Thanks for listening! We are WISE Financial Solutions. We provide financial security in an insecure financial world.
www.WealthIncomeSolutions.com
8 Jul 2021
WISE Financial Strategies - Episode 2
In the 2nd snow of our new podcast series, we focus on the evolution of WISE and how we help investors and entrepreneurs focus on what is relevant in a post-pandemic reality. We tune out the noise and turn our attention to what is important. In an overleveraged stock market, long-term investing is not commonly practiced, so we want to refocus the short-term planning model to achieve financial goals 10, 20, and even 30 years out. We are WISE Financial Strategies!
Our Website (https://www.wealthincomesolutions.com/)
6 Jul 2021
WISE Financial Strategies - Episode 1
Welcome to WISE Financial Strategies brought to you by Wealth Income Solutions LLC. In our 1st podcast, we discuss our philosophy to investing and why the stock market is over-leveraged. We explore new concepts that focus on long-term investing, tuning out the noise, and focus on what's ahead.
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