Shows
Investment Insight with McCay Wealth AdvisoryIRA Liability LimitsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss protections and liability limits for your IRA.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
Chapters
(00:00:00) - What IRAs and 401Ks You Need to Know2025-07-1702 min
Investment Insight with McCay Wealth AdvisoryBuying Stock in Your CompanyHosts Brent McCay and Hayden Proffitt talk about the benefits and risks of investing in your employer.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
Chapters
(00:00:00) - Should You Buy Company Stock in Your Retirement Plan?2025-07-1002 min
Investment Insight with McCay Wealth AdvisoryProposed Changes to HSAsHosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss new changes to Health Savings Accounts as part of the GOP spending bill.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
Chapters
(00:00:00) - Health Savings Accounts: Update on Tax Legislation2025-07-0301 min
Investment Insight with McCay Wealth AdvisorySavings Rates with 401k InvestmentsHosts Brent McCay and Bradley Covert talk about behavioral trends and challenges for savers with 401k plans, while adjusting for inflation and other issues.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
Chapters
(00:00:00) - Employee 401K Savings Rate hits 14.3%, a record2025-06-2602 min
Investment Insight with McCay Wealth AdvisoryPrivate Market InvestmentsHosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the new trend of private market investments. Learn about the new opportunities with these investments, and why these may or may not be good for your portfolio.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
Chapters
(00:00:00) - Private Markets: Do They Work?2025-06-1902 min
Investment Insight with McCay Wealth AdvisoryTransfer on DeathHosts Brent McCay and Bradley Covert talk about new state-specific laws that can help take advantage of the wealth locked up in real estate when passing property to your heirs.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
Chapters
(00:00:00) - Transfer on Death on Property2025-06-1202 min
Investment Insight with McCay Wealth AdvisoryPicking StocksHosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss a recent article that shows how much research the average investor performs before buying stocks.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
Chapters
(00:00:00) - How To Pick A Stock?2025-06-0504 min
Investment Insight with McCay Wealth AdvisoryDonating Goods to CharityHosts Brent McCay and Bradley Covert discuss IRS requirements for donating goods to charity, focusing on art, real estate, collectibles, and non-traded stocks to avoid penalties.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
Chapters
(00:00:00) - Donating Art Over $5,000 Can Cause an IRS Audit2025-05-2902 min
Investment Insight with McCay Wealth AdvisoryTarget Date FundsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, define target date funds and how that can potentially impact your retirement portfolio.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.
Chapters
(00:00:00) - Should You Put Money in Target Date Funds?2025-05-2202 min
Investment Insight with McCay Wealth AdvisorySocial Security Administration ChangesHosts Brent McCay and Hayden Proffitt talk about new leadership in the Social Security Administration and recent changes to the Social Security program.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-05-1502 min
Investment Insight with McCay Wealth AdvisoryTrade and the DollarHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how the strength of the U.S. Dollar rises and falls with our imports and exports.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-05-0804 min
Investment Insight with McCay Wealth AdvisoryConsumer SentimentHosts Brent McCay and Hayden Proffitt talk about the current consumer sentiment, and look at the usefulness of it when examining the state of our economy.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-05-0102 min
Investment Insight with McCay Wealth AdvisoryValue Added TaxesHosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, talk about Value Added Taxes. We learn what they are and how the world-at-large uses them.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-04-2402 min
Investment Insight with McCay Wealth AdvisoryCheating on TaxesHosts Brent McCay and Hayden Proffitt talk about the potential ramifications of cheating on your taxes, and why we suggest being as truthful as possible when filling out your annual forms.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-04-1703 min
Investment Insight with McCay Wealth AdvisoryMarket VolatilityHosts Brent McCay and Bradley Covert, McCay Wealth Advisory, share a few tips on how to best handle the market’s current volatility and protect your investments.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-04-1002 min
Investment Insight with McCay Wealth AdvisoryState of InsuranceHosts Brent McCay and Hayden Proffitt talk about the current state of insurance companies, and why their profitability can be a benefit to you.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-04-0302 min
Investment Insight with McCay Wealth AdvisoryNew Investments in AmericaHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impacts of new corporate investments in America, specifically Apple and TSMC. Learn how those can affect your own investments.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-03-2702 min
Investment Insight with McCay Wealth AdvisoryAI BoomHosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the current boom in artificial intelligence, and how the market is reacting to AI, along with how you can best benefit with your investments.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-03-2002 min
Investment Insight with McCay Wealth AdvisoryQualified Business Income (QBI) DeductionHosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the importance of the qualified business income deduction for certain individuals. Learn about the qualifications and benefits in this video.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-03-1301 min
Investment Insight with McCay Wealth AdvisoryBessent’s 3/3/3 PlanHosts Brent McCay and Bradley Covert talk about Treasury Secretary Scott Bessent’s proposed 3/3/3 plan and what that means to the economy and to your investments.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-03-0602 min
Investment Insight with McCay Wealth AdvisoryCapital Gains ExclusionHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the qualifications for the 2-year capital gains exclusion. Learn about how much of the capital gains can be excluded, and possible exceptions.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-02-2701 min
Investment Insight with McCay Wealth AdvisoryClaiming DependentsHosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss how long and under which conditions you should claim certain dependents on your tax returns.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-02-2001 min
Investment Insight with McCay Wealth Advisory1099 InfoHosts Brent McCay and Hayden Proffitt talk about the different 1099 forms you may receive through the year, and the deadlines for receiving each.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-02-1302 min
Investment Insight with McCay Wealth AdvisorySocial Security Fairness ActHosts Brent McCay and Bradley Covert talk about the Social Security Fairness Act, and how that especially impacts retired government workers. Listen in to see if you might qualify for higher benefits.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-02-0601 min
Investment Insight with McCay Wealth AdvisoryHomeowner's InsuranceHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impact of recent disasters like hurricanes, floods and fires on homeowner’s insurance programs. Learn how these plans could change in the future, and how you might be able to review your plans and find ways to save money.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-01-3003 min
Investment Insight with McCay Wealth AdvisorySuper CatchupHosts Brent McCay and Hayden Proffitt talk about ways individuals between 60-63 years of age can add more to their retirement savings.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-01-2301 min
Investment Insight with McCay Wealth AdvisoryHome Title TheftHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss certain scams where your home title may easily be stolen, and how you can protect yourself from this growing fraudulent activity.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-01-1602 min
Investment Insight with McCay Wealth AdvisoryBlended Family FinancesHosts Brent McCay and Hayden Proffitt talk about ways you can financially protect your blended family when you pass.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-01-0903 min
Investment Insight with McCay Wealth AdvisoryTariffsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the implications of President-Elect Trump’s proposed tariffs to goods coming to America from overseas.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2025-01-0205 min
Investment Insight with McCay Wealth AdvisoryTax Tips for Self EmployedHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about several ways to help reduce your 2024 tax burden, especially for those who are self employed.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2024-12-2603 min
Investment Insight with McCay Wealth AdvisoryDigital BankingHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss changes in the banking industry and how financial institutions are continuing transitioning to digital transactions.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com2024-12-1904 min
Investment Insight with McCay Wealth AdvisoryBeneficial Ownership FilingHosts Brent McCay and Hayden Proffitt talk about the new regulations for registering your company with the new Beneficial Ownership legislation before the end of the year.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com2024-12-1203 min
Investment Insight with McCay Wealth AdvisoryThe 80/20 RuleHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the 80/20 rule. We look at how it can be a guide for your retirement, if you use it wisely.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com2024-12-0503 min
Investment Insight with McCay Wealth AdvisorySocial Security ChallengesHosts Brent McCay and Hayden Proffitt talk about some challenges that social security is facing in the coming years, and how you can protect your retirement.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com2024-11-2803 min
Investment Insight with McCay Wealth AdvisoryDow and ?Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss why the Dow may not be the best indicator of your financial portfolio performance. It may be better to focus on others than just the Dow.
We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com2024-11-2101 min
Investment Insight with McCay Wealth AdvisoryUpcoming Changes to 401k PlansHosts Brent McCay and Hayden Proffitt talk about some changes coming to 401k plans this year and next. We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2024-11-1404 min
Investment Insight with McCay Wealth AdvisoryProtect Your Financial AccountsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss a few ways you can protect your valuable financial account information. We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2024-11-0706 min
Investment Insight with McCay Wealth AdvisoryTips on Estate PlanningHosts Brent McCay and Hayden Proffitt discuss a few ideas to help with your estate planning this year. We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2024-10-3106 min
Investment Insight with McCay Wealth AdvisoryTax Saving Ideas for 2024Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at several ways you can plan now to save on taxes in 2025. We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2024-10-2404 min
Investment Insight with McCay Wealth AdvisoryZero Day OptionHosts Brent McCay and Hayden Proffitt talk about the Zero Day option, or same day option, and if that is a good investment for you. We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2024-10-1702 min
Investment Insight with McCay Wealth AdvisoryInverted Yield CurveHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, help define an inverted yield curve and look at what that means to you. We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.2024-10-1003 min
Investment Insight with McCay Wealth AdvisoryHow the Carry Trade WorksHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss what is called the Carry Trade. Learn how it works and the positive and negative impacts it may have for you.2024-10-0303 min
Investment Insight with McCay Wealth AdvisorySocial Security HighlightsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the basics of social security and the importance of checking on your own situation.2024-09-2604 min
Investment Insight with McCay Wealth AdvisoryChanges in Retirement Accounts in 2024Hosts Brent McCay and Hayden Proffitt talk about some of the highlights in retirement account changes in this calendar year.2024-09-1903 min
Investment Insight with McCay Wealth AdvisoryLarge Local Employer Contract ChangesHosts Brent McCay and Hayden Proffitt look at some things you can do during buyouts and employer transitions to reduce your tax burden.2024-09-1502 min
Investment Insight with McCay Wealth AdvisoryLump Sum Option for My Pension?Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the positive and negative issues when deciding on a lump sum option when you receive your pension.2024-09-1205 min
Investment Insight with McCay Wealth AdvisoryTennessee Franchise and Excise Tax RefundHosts Brent McCay and Hayden Proffitt talk about the Tennessee Franchise and Excise Tax and how you may qualify for a refund under certain conditions.2024-09-0501 min
Investment Insight with McCay Wealth AdvisoryFederal Agencies and Their PoliciesHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impact from the Supreme Court decision that lessons the importance of policy decisions of many federal agencies.2024-08-2905 min
Investment Insight with McCay Wealth AdvisoryU.S. Supreme Court Wealth Tax DecisionHosts Brent McCay and Hayden Proffitt talk about the recent decision from the U.S. Supreme Court that could leave the door open for a future wealth tax.2024-08-2204 min
Investment Insight with McCay Wealth AdvisoryU.S. Immigration and the EconomyHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the economic impact of immigration (legal and illegal) into the United States.2024-08-1504 min
Investment Insight with McCay Wealth AdvisoryPrivate MarketsHosts Brent McCay and Hayden Proffitt talk about changes in private market investments.2024-08-0803 min
Investment Insight with McCay Wealth Advisory24-Hour Trading Day?Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the likelihood of a 24-hour public trading day. 2024-08-0104 min
Investment Insight with McCay Wealth AdvisoryShould I Buy A Home or Rent?Hosts Brent McCay and Hayden Proffitt talk about financial reasons to consider purchasing or renting your next home.2024-07-2505 min
Investment Insight with McCay Wealth AdvisoryNew or Used Car Purchase in 2024?Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at reasons to consider a new or used car when getting ready to purchase your next vehicle.2024-07-1803 min
Investment Insight with McCay Wealth AdvisoryShould I Only Do The 401k Match?Hosts Brent McCay and Hayden Proffitt talk about why you may want to contribute more to your 401k program than is matched by the company.2024-07-1103 min
Investment Insight with McCay Wealth AdvisoryCan I Still Get A 3% Mortgage Today?Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at the option of an assumable mortgage when purchasing a home.2024-07-0401 min
Investment Insight with McCay Wealth Advisory401k Investment OptionsHosts Brent McCay and Hayden Proffitt talk about investment options that are available in most 401k plans.2024-06-2706 min
Investment Insight with McCay Wealth Advisory59 ½ RolloverHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at options available for your 401k when you turn 59 ½ years old.2024-06-2003 min
Investment Insight with McCay Wealth Advisory401k VestingHosts Brent McCay and Hayden Proffitt talk about what it means to be vested in your 401k plan.2024-06-1302 min
Investment Insight with McCay Wealth Advisory401k Match and True UpHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at what it means for an employer to match 401k contributions, as well as what the term ‘True Up’ means when investing in your 401k.2024-06-0602 min
Investment Insight with McCay Wealth AdvisoryMy Old 401kHosts Brent McCay and Hayden Proffitt talk about what options are available for an old 401k if you change jobs.2024-05-3004 min
Investment Insight with McCay Wealth AdvisoryRetiring Before 65?Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at some points to consider if you are looking to retire early.2024-05-2309 min
Investment Insight with McCay Wealth AdvisoryBurning MoneyHosts Brent McCay and Hayden Proffitt talk about what it means when the Federal Reserve ‘burns’ money.2024-05-1605 min
Investment Insight with McCay Wealth AdvisoryRule of 72Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at the Rule of 72 and how that applies to investing in your future.2024-05-0904 min
Investment Insight with McCay Wealth AdvisoryWhere Do I Start When Looking to Invest?Hosts Brent McCay and Hayden Proffitt talk about simple ways to get started planning for your financial future.2024-05-0209 min
Investment Insight with McCay Wealth AdvisoryQuestions for Your Financial AdvisorHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, go through a good list to start with when interviewing your own potential financial advisor.2024-04-2508 min
Investment Insight with McCay Wealth AdvisoryHow Fast Can I Get My Cash?Hosts Brent McCay and Hayden Proffitt discuss the current process for receiving payments when you sell certain investments, and how that is expected to change very soon.2024-04-1805 min
Investment Insight with McCay Wealth AdvisoryCredit Card RewardsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about some pending changes to the perks you can receive with certain credit cards.2024-04-1102 min
Investment Insight with McCay Wealth AdvisoryHealth Savings AccountsHosts Brent McCay and Hayden Proffitt discuss the pros and cons of health savings accounts, and the financial advantages you can gain with an HSA.2024-04-0408 min
Investment Insight with McCay Wealth AdvisorySupreme Court (Moore Case)Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how an expected Supreme Court decision could drastically change our nation’s tax laws.2024-03-2805 min
Investment Insight with McCay Wealth AdvisoryBase Contract Change - March 2024Brent McCay and Hayden Proffitt discuss the new contract change at Arnold Air Force Base and look at how that could affect employee financial plans.2024-03-2605 min
Investment Insight with McCay Wealth AdvisoryEstate TaxHosts Brent McCay and Hayden Proffitt look at key elements of planning for estate taxes. 2024-03-2109 min
Investment Insight with McCay Wealth AdvisoryETFs or Mutual FundsHosts Brent McCay and Hayden Proffitt discuss the similarities and differences between Exchange Traded Funds and Mutual Funds.2024-03-1406 min
Investment Insight with McCay Wealth AdvisoryStarting to InvestHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how to get started investing. No matter your age, you can always work to provide for your future.2024-03-0709 min
Investment Insight with McCay Wealth AdvisoryScamsHosts Brent McCay and Hayden Proffitt look at identity theft protection. Learn what you can do to avoid losing money to scammers and how to best protect yourself.2024-02-2920 min
Investment Insight with McCay Wealth AdvisoryCDsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about Brokerage Certificates of Deposit and Traditional Bank CDs.2024-02-2207 min
Investment Insight with McCay Wealth AdvisoryQualified Charitable DistributionsHosts Brent McCay and Hayden Proffitt discuss Qualified Charitable Distributions (or QCDs) to see how they may help your financial planning, and also look at how QCDs differ from Donor Advised Funds.2024-02-1508 min
Investment Insight with McCay Wealth AdvisoryRequired Minimum DistributionsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the ins and out of RMDs, including current tax laws and qualified charitable distributions.2024-02-0814 min
Investment Insight with McCay Wealth AdvisoryIndicesHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about the advantages of different markets, such as the Dow, NASDAQ, S&P500, and Russell 2000.2024-02-0108 min
Investment Insight with McCay Wealth AdvisoryBondsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the different types of bonds available on today’s markets.2024-01-2513 min
Investment Insight with McCay Wealth AdvisoryDonor Advised FundsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about how Donor Advised Funds started and how they allow you to control your charitable giving.2024-01-1810 min
Investment Insight with McCay Wealth AdvisoryTD Ameritrade Charles Schwab Merger Tax FormsBrent McCay and Hayden Proffitt talk about the tax forms you should expect and when you should expect to receive them, if you have accounts with Charles Schwab and TD Ameritrade after the recent merger.2024-01-1103 min
Investment Insight with McCay Wealth AdvisoryRoth IRAsHosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about many of the details of Roth IRAs, such as contribution limits, income limits, backdoor contributions, RMDs, and inheritance issues.2024-01-0408 min
Investment Insight with McCay Wealth AdvisoryFear of Missing OutBrent McCay and Hayden Proffitt talk about the mindset defined today as ‘Fear of Missing Out,’ and how it applies to investing.2023-12-2806 min
Investment Insight with McCay Wealth AdvisoryRebalancing and Asset AllocationBrent McCay and Hayden Proffitt discuss asset allocation and rebalancing portfolios, and why that is a good idea. They also talk about different asset classes and modern portfolio theory.2023-12-2109 min
Investment Insight with McCay Wealth AdvisoryThe Federal ReserveBrent McCay and Hayden Proffitt talk about the Federal Reserve. They discuss the function of the Fed and look at how it influences today's markets.2023-12-1416 min
Investment Insight with McCay Wealth AdvisoryAnnuitiesBrent McCay and Hayden Proffitt discuss annuities. They look at the different types of annuities and the fee structures for them.2023-12-0718 min
Investment Insight with McCay Wealth AdvisorySpousal Lifetime Access TrustBrent McCay, McCay Wealth Advisory, LLC, and Jonathan Burns, partner at Spencer Fane, LLP, discuss how to best utilize the Spousal Lifetime Access Trust in your financial planning.2023-11-3019 min
Investment Insight with McCay Wealth AdvisoryStructuring Wills and TrustsHayden Proffitt of McCay Wealth Advisory, LLC talks with Jonathan Burns, partner at Spencer Fane, LLP about tips on how to structure your wills and trusts.2023-11-2305 min
Investment Insight with McCay Wealth AdvisoryTennessee Investment Services TrustBrent McCay from McCay Wealth Advisory talks with Jonathan Burns, partner at Spencer Fane, LLP, about the advantages and disadvantages of the Tennessee Investment Services Trust.2023-11-1622 min
Investment Insight with McCay Wealth AdvisoryRetirement OptionsBrent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC talk about popular retirement options available in today's markets.2023-11-0918 min
Investment Insight with McCay Wealth AdvisoryWills or TrustsHayden Proffitt from McCay Wealth Advisory, LLC speaks with Jonathan Burns, partner at Spencer Fane, LLP, about the differences between Wills and Trusts, and the advantages and disadvantages of each.2023-11-0207 min
Investment Insight with McCay Wealth AdvisoryCommunity Property TrustBrent McCay from McCay Wealth Advisory, LLC chats with Jonathan Burns, partner at Spencer Fane LLP, about the ins and outs of Community Property Trusts.2023-10-2618 min
Investment Insight with McCay Wealth AdvisoryThird Quarter 2023 UpdateBrent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss the highs and lows of the 2023 third quarter in the financial markets.2023-10-1904 min
Investment Insight with McCay Wealth AdvisoryCharles Schwab ChangeoverHosts Brent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC discuss the changeover to Charles Schwab accounts, taking place over the Labor Day holiday 2023.2023-09-0809 min
Investment Insight with McCay Wealth AdvisoryBack to SchoolHosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss sending kids back to school and planning for their future education.2023-09-0813 min
Investment Insight with McCay Wealth AdvisoryRetirementHosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss different types of retirement plans.2023-09-0821 min