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!
Guest Money Guru Mike McCormick – Markets ups and downs in recent weeks, China and the Coronavirus and how that will affect our markets, China to reduce tariffs for $75 billion American goods, how stock splits work, are malls in the US dying?
Guest money guru and investment expert Mike McCormick – Lots of conversation about how to start investing, real estate investing advantages, the future of print, future of the markets in 2020 and how the Coronavirus and China and Brexit will play into markets.
New year tax tips, how will the China virus affect markets, and what part to demographics play in investing
Took the market 40 days to go from 28,000 to 29,000. Is 30,000 far behind? Are Tesla and some other stocks overpriced. What about green stocks? Are banks forcing investors into the market or destroying the middle class? How much risk is too much risk?
Lots of conservation about the future of the markets, who will get the Democrat nod, population growth down in the US, the future of 5G phone networks, index funds vs. managed funds with fees, and much more….
Mike discusses what to expect in the first quarter of 2020, talking about markets being overpriced, and Mike’s year-end tax tips to save you money.
Mike’s year end and 2020 predictions….
Texters were looking for an explanation of inflation and why we need it. Tom, Shane, and Mike respond…..
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?
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.