Welcome to Your Money & A Cup of Joe, where we pursue what matters most: Your life, your wealth, and your future!
Starring Joe Calao, Senior Vice President-Wealth Management of the Calao Wealth Management Group, we'll explore unique wealth management discussions, strategies, and solutions on every episode. We're bringing the same conversations that Joe is having with his clients right to this show!
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
So come and join us for some informative and intriguing discussions surrounding a variety of wealth planning topics. Enjoy!
With the first nine months of the trading year coming to a close, and a Presidential Election around the corner, it's time for another Market Recap!
On the latest episode of Your Money & A Cup of Joe, we're exploring last quarter's winners and losers in the market, as well as what the rest of the year will look like.
Chapters:
0:00 - Introduction and overview on the topic of the show
0:56 - The latest economic trends
2:55 - How the upcoming presidential election is impacting the markets
4:36 - The big winners from last quarter and the year so far
5:44 - An update on real estate overall
6:31 - Headwinds turned to tailwinds when it comes to bonds
7:25 - Technology and AI forecasting for next year
12:23 - How AI is influencing other areas of the economy
13:59 - Is a rebound on the way for real estate?
15:13 - Consumer spending throughout 2024
16:56 - Energy sector weakens in the third quarter
18:34 - How you can get in touch with Joe and his team to discuss the markets
19:45 - Closing remarks
24 Sept 2024
The Appeal of Recoverable Grants
Charitable giving is consistently one of the most common goals of many individuals and families.
On the latest episode of Your Money & A Cup of Joe, we’re exploring a type of philanthropic tool, called recoverable grants, that may appeal to donors with particular goals and charitable interests.
Chapters:
0:00 - Introduction and overview on the topic of the show
1:08 - The current state of philanthropy in the country
2:01 - Where recoverable grants fit into someone's interests and goals for charitable giving
3:01 - Returned funds are used to make additional grants
3:42 - How charitable vehicles help donors assess the results of their giving
4:50 - Recoverable grants are leveraged for a few specific scenarios
5:54 - Helping nonprofits expand their mission or reach
6:57 - How a recoverable grant functions
8:00 - Keep this in mind when looking into leveraging a recoverable grant
9:22 - How to get in touch with Joe and his team
10:28 - Closing remarks
28 Aug 2024
Don't Let These Financial Surprises Trip You Up!
Financial surprises can creep up on even the most organized people, causing everything from minor annoyances to major issues.
On the latest episode of Your Money & A Cup of Joe, we’re diving into some common financial surprises and how you can take steps to avoid them.
Chapters:
0:00 - Introduction and overview on the topic of the day
1:07 - The unfortunate reality of a negative financial surprise
2:30 - Some surprises we should be on the lookout for
4:17 - A particular surprise that can impact retirees
5:50 - Living longer tends to create additional expenses for you and your family
7:17 - Financial surprises that can impact someone in their working years
8:34 - One big and impactful financial surprise
10:15 - Dealing with the financial impacts of a lawsuit
11:44 - What people can be doing to avoid these problematic surprises
13:26 - How to get in touch with Joe and his team
14:00 - Closing remarks
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