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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Your Money & A Cup of Joe

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by Joe Calao

5.0(8 reviews)

60 episodes

Updated Weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

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!

Language

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Publishing Since

3/16/2022

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Recent Episodes

October 23, 2024

Q3 Market Recap and Outlook for Q4 of 2024

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 show0:56 - The latest economic trends 2:55 - How the upcoming presidential election is impacting the markets4:36 - The big winners from last quarter and the year so far5:44 - An update on real estate overall6:31 - Headwinds turned to tailwinds when it comes to bonds7:25 - Technology and AI forecasting for next year12:23 - How AI is influencing other areas of the economy13:59 - Is a rebound on the way for real estate? 15:13 - Consumer spending throughout 202416:56 - Energy sector weakens in the third quarter18:34 - How you can get in touch with Joe and his team to discuss the markets19:45 - Closing remarks

September 24, 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 show1:08 - The current state of philanthropy in the country2:01 - Where recoverable grants fit into someone's interests and goals for charitable giving3:01 - Returned funds are used to make additional grants3:42 - How charitable vehicles help donors assess the results of their giving4:50 - Recoverable grants are leveraged for a few specific scenarios5:54 - Helping nonprofits expand their mission or reach6:57 - How a recoverable grant functions8:00 - Keep this in mind when looking into leveraging a recoverable grant9:22 - How to get in touch with Joe and his team10:28 - Closing remarks

August 28, 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 day1:07 - The unfortunate reality of a negative financial surprise2:30 - Some surprises we should be on the lookout for4:17 - A particular surprise that can impact retirees5:50 - Living longer tends to create additional expenses for you and your family7:17 - Financial surprises that can impact someone in their working years8:34 - One big and impactful financial surprise10:15 - Dealing with the financial impacts of a lawsuit11:44 - What people can be doing to avoid these problematic surprises13:26 - How to get in touch with Joe and his team14:00 - Closing remarks

60 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Your Money & A Cup of Joe?: 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!
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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