Preserving Wealth Podcast
WITH MIKE MCCORMICK
Mike McCormick has been delivering financial advice over the air in southwest Montana for the past eight years.
It’s been a source of joy for Mike to dissect and relay timely economic concepts and concerns to a wide audience.
We’ve decided to make our own podcast, discussing topics that our listeners want to hear more of!
Lots of questions for Mike from our texters on investing in index funds, inheritance tax, mutual funds, Mike’s list of winning places to put your money.
Guest Money Guru Mike McCormick – Real estate rates, elderly power of attorney, how would markets handle a Trump impeachment, will December 15 new tariffs affect the markets, would a free market approach to interest rates work? Is Disney a buy stock right now? Are the banks getting secret money? Mike and Shane explain. If Trump is removed would the markets do better under Pence?
The KMMSam Morning Soapbox was a fun one today! We talked about why I choose to be a fiduciary for my clients, and what that means. Also we discussed the TD Ameritrade acquisition and the Saudi Aramco deal. Lot’s of great questions from listeners as well!
1450am Invites me to visit, take calls, and entertain the community on Thursdays at 7am.
This morning we took a look at Disney versus Netflix. And we also got deep into the new Peak Oil idea and new energy tech. Oh, and if you are nearing retirement, you may hold too much risky stuff.
On Thursday mornings at 7am I join Tom and Shane on 1450am as a regular guest. This morning we did get political, just a bit! But then I brought things around and we had a great chat about how many bonds have a feature that allows them to terminate the contract and put the money back to you before the original term. Check it out!
Radio Show 10-3-2019. Every Thursday at 7am I join Tom and Shane of the KKMSam Morning Soapbox as we review current market events, take live calls, and talk about Financial Literacy.
In today’s show we covered a bit of it all. Check it out!
KMMS Morning Soapbox with Tom and Shane.
We had some great calls on this show about financial planning and retirement distributions.
A fun show with several great listener questions. Thank you Tom and Shane for putting up with me!
A short stop in with Tom and Shane of 1450am. Yes, we had a sell off, no, I’m not calling recession. After a short market update we get to answer some great questions from the listeners about impeachment worries, Elder Fraud, and where this trade mess will go.
A great show today where we covered current events and how they impact your wallet. We specifically focused on using 1031 exchanges to improve cash flow in retirement.
Preserving Your Wealth
WITH MIKE MCCORMICK
Mike McCormick has been delivering financial advice over the air in southwest Montana for the past eight years. It’s been a source of joy for Mike to dissect and relay timely economic concepts and concerns to a wide audience. We’ve decided to make our own podcast, discussing topics that our listeners want to hear more of!
The selloff of Feb 2018 was the first significant down day for the stock market in seven years. But it’s not rising interest rates or inflation, or even tumbling stocks that caused me to write to clients. Here, I outline larger concerns that we make sure to incorporate into long-term values based fiduciary planning.
Was the internet ever, truly secure? How we address Cyber Security is a rapidly changing task. We offer a few suggestions to help you build a lasting strategy to rest easy and handle a potential crisis.
It’s not what you make, but what you keep. Being middle income these days can mean paying lifetime taxes to the tune of more than $1.4 Million! If you are looking for a good return on your invested capital, listen to the tactics in this podcast. Remember, Mike is not a tax advisor, so bring these ideas to your CPA!
One of the greatest rewards of financial success is giving back to causes you believe in. Charitable giving from an estate can be accomplished in several tax efficient ways. We want to help you make sure that your giving plan has the maximum impact for you and the causes you support!
Typical financial advice looks like 60% Stocks and 40% bonds. But in this podcast, we introduce a new way to look at what you own, why you own it AND how to organize your assets a way that makes sense at every point in your life.