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In the debut episode of Watch Your Assets, financial analysts Jordan and Steph dive deep into the recent Federal Reserve interest rate cuts and explore the potential impacts of the 2024 U.S. Presidential Election on the stock market, investments, and the overall economy. Get actionable insights on how these key economic factors might shape your financial future.
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In Episode 6 of Watch Your Assets Podcast, we sit down with Jim Creenan, seasoned attorney and owner at Creenan & Baczkowski, PC. Estate planning is an essential step to ensure your family's future is secure and stress-free. In this video, Jim walks us through the fundamentals of creating a solid estate plan, from wills and trusts to powers of attorney and beneficiary designations.
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In this episode of Watch Your Assets, Steph Bracken breaks down what every business owner and high earner should know when it comes to taxes, from smart strategies to avoid surprises, to tips that can help you keep more of what you earn.
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In this episode, Stephanie Bracken dives into the often-overlooked world of insurance, breaking down why it’s not just a safety net, but a powerful financial planning tool. From protecting your income to planning for long-term care, she explains how the right insurance strategies can support you well into your later years. Whether you’re just starting to build your financial foundation or preparing for retirement, this episode highlights why insurance matters more than you think.
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In this episode, Steph is joined by Geno Lodovico of Lodovico & Associates to break down key tax tips and important changes you need to know heading into this year’s tax season.
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A 2% tax drag over 10 years can cost an investor hundreds of thousands of dollars, and most people never see it happening. Today on Off the Charts, Jordan Dunsmore, CEP® sits down with Geno Lodovico, to show exactly how tax drag works and why YTS is now partnering with Lodovico & Associates The Tax Professionals to help clients with their taxes
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