Is it possible for tips and social security not to be taxed? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the presidential election results and dive into central bank news and how the market is reacting to the incoming Trump administration. #taxstrategy #financialadvice #wealthmanagement #election2024

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Find it Fast:

00:00—Intro
01:01—Election thoughts
09:03—Revisit of magazine covers and headlines as indicators

Central Bank Roundup:

18:32—Will there be more interest rate cuts?
20:40—What’s next?

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed this informative podcast, follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us on: LinkedIn | Facebook | Instagram | X| YouTube

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank or financial institution, and are subject to risks, including possible loss of the principal invested.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Advisor. Advisory services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. The Global Wealth Advisors headquarters is located at 4400 State Hwy 121, Ste. 200, Lewisville, TX 75056, (972) 930-1238, or info@gwadvisors.net.

If you’re wondering what to expect with the presidential election, listen in for some tips on potential changes you might wish to make in your portfolio depending upon the election outcome. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the presidential election and some of the tax policy being floated by the candidates. To get the Tax Cut and Jobs Act Sunset Provision Comparison Guide for 2025 that was mentioned in this podcast, reach us at info@gwadvisors.net and we’ll be happy to send it to you. #taxstrategy #financialadvice #wealthmanagement #election2024

Find it Fast:

00:00—Intro
01:02—Election thoughts
07:59—What to expect with taxes, capital gains, and pledges made
12:15—Ordinary income tax rate

Trump Tax Cuts:

15:22—Tax Cut and Jobs Act sunset comparisons

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about the potential effects of the presidential election, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us on: LinkedIn | Facebook | Instagram | X| YouTube

What is the difference between tax planning vs tax advice? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss planning versus advice and the potential strategies used to lower your lifetime tax bill. #taxstrategy #financialadvice #wealthmanagement

Find it Fast:

What You Need to Know:

00:00—Intro
01:20—Tax planning vs tax advice
05:24—Technology and modeling strategies out

Roleplay

11:07—Rate cut
14:24—Dock workers
15:56—S&P 15,000 prediction
18:21—Losing a fortune with Pelton
20:26—Founder of Barnes and Noble
22:32—Bond market vs. stock market

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about tax planning and strategies, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank or financial institution, and are subject to risks, including possible loss of the principal invested.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Advisor. Advisory services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. Global Wealth Advisors Headquarters is located at 4400 State Hwy 121, Ste. 200, Lewisville, TX 75056, (972) 930-1238, or at info@gwadvisors.net.