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!

Smart Ways to Save for Something Important

The best way to save for important things turns out to be the easiest.  They key is to make it automatic.  But there are a few important mistakes to avoid along the way.  

February 2018 Letter to Clients

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.

How to Handle Cyberthreat

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.

Invest for Tax Efficiency

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!

Smartest Ways To Give To Charity

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!

Allocating Your Money

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.

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!

February 2018 Letter to Clients

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.

How to Handle Cyberthreat

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.

Invest for Tax Efficiency

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!

Smartest Ways To Give To Charity

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!

Allocating Your Money

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.

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