Shows
The Capital Stewards Podcast2026 Tax Strategy Guide | New OBBBA Rules for HuntsvilleThe Super Bowl is over, which means it’s officially tax season on the Capital Stewards Podcast. In this annual tax guide episode, we move beyond the "annual hunt for deductions" to discuss how you can create significant tax reduction over the long term. With the passage of the OBBBA last summer, the tax landscape has changed for 2025 filings and 2026 planning. Whether you are a business owner, a high-earner, or planning for retirement, this episode covers the strategic moves that actually "move the needle".🕒 Key Chapters in This Episode:0:00 – Unofficial Super Bowl Ad "O-Meter" (Anthropic, Budweis...
2026-02-1221 minThe Capital Stewards PodcastIs Your Investment Portfolio Really Diversified?This episode of the Capital Stewards Podcast challenges everything you thought you knew about a balanced portfolio. Many investors believe they are diversified simply because they own multiple funds, but in reality, they are just "collectors" of the same underlying risks. As the "easy" era of zero-interest rates ends, we explore why the old playbook of just buying stocks and bonds is no longer a guaranteed shield. We dive into the math of systematic risk and duration, explaining why high-flying AI tech stocks and long-term bonds can often be the exact same bet. In This Episode, You’ll...
2026-02-0512 minThe Capital Stewards Podcast2026 Economic & Investment Outlook: Physics 101Are we currently in a stock market bubble? In the 2026 Outlook from Capital Stewards, Brian Seay explores the "K-shaped" dichotomy of the current economy: a booming AI sector contrasted with a cooling labor market and stagnating "Main Street" growth. We break down the data on inflation, the impact of 2025 tariffs, and whether the Fed's expected rate cuts will be enough to spur a rebound. Whether you are a Huntsville tech professional or planning for retirement, this episode provides the data-driven roadmap you need for your 2026 investment strategy. Key Topics Covered: The 2025 Market Recap...
2026-01-0637 minThe Capital Stewards PodcastWall Street vs. Reality: Who Got 2025 Right?Did Wall Street predict the 2025 market boom, or did they miss the mark?In this episode of the Capital Stewards Podcast, we are "keeping the receipts." We look back at the forecasts made at the end of 2024 by major firms like Goldman Sachs, JP Morgan, UBS, and PIMCO—as well as our own internal outlook—to see how they stacked up against reality.From the "K-shaped" economy and the massive AI CapEx build-out to the surprise performance of International stocks and Gold, we break down what the experts got right and where they completely missed the...
2025-12-0917 minThe Capital Stewards PodcastAlternative Investments: What You Need to KnowAre "alternative investments" like Private Equity and Venture Capital the secret to building wealth, or are they just complicated hype?In this episode, we break down everything you actually need to know. We ditch the "alternative" label and re-categorize these investments by the job they do for your portfolio: driving growth or providing diversification.We also debunk the biggest myth in investing: the idea that private assets have low risk. We'll show you why that "low volatility" is a statistical illusion and why assets like private equity carry just as much risk...
2025-11-1841 minThe Capital Stewards PodcastYear End Financial Tips for 2025Tax time is NOW, not in March of next year. Once we turn the page to next year, your ability to reduce your taxes and take advantage of some of these strategies will be gone! In our year end planning tips episode, I breakdown 10 strategies for you to consider before we close out 2025. 1) Why you need Tax Projections2) Retirement Account Planning and Contributions for IRAs and 401(s)3) ROTH Conversions4) Flex Spending Accounts 5) Saving Taxes with Health Savings Accounts (HSAs) 6) Avoiding Mutual Fund Distributions / "Phantom" Distributions7...
2025-10-2420 minThe Capital Stewards PodcastEconomic + Investment Outlook: Two Speed EconomyThere are a lot of questions on the minds of investors. Usually after a big market gains like we experienced over the summer, everyone is happy and thinks things are going great. But I hear a lot of concerns from folks on a regular basis this time around. I think that’s warranted because we are living in a world with two different economies running simultaneously. One is in a recession. The other is partying like it’s 1999. How we invest wisely based on what’s really happening is going to be very important over the next few months and in...
2025-10-0933 min
Faithly PodcastThe Worship Initiative - Robbie Seay | Faithly StoriesJoin host Alicia Lee on this episode of the Faithly Stories podcast as she sits down with Robbie Seay—worship leader, songwriter, and EVP of Leader Development at The Worship Initiative—to explore the sacred role of worship leaders in forming Christ-centered communities.
From his early years leading worship alongside David Crowder at Baylor University to mentoring over 11,000 worship leaders today, Robbie shares how worship leadership is more than music, it’s about storytelling and spiritual direction, faithfully shepherding others into God’s wondrous presence.
Together, we unpack the heart behind The Worship Initiative and its miss...
2025-09-3051 minThe Capital Stewards PodcastWhen Should I Claim Social Security?Today we’re diving deep into one of the most important—and often misunderstood—pillars of retirement planning: Social Security. Whether you’re a few years from retirement or already mapping out your retirement income strategy, understanding how Social Security works—and how to optimize it—can make a six-figure difference over your lifetime. We’ll cover everything from when to claim to spousal benefits to tax implications. So Lets Dive in. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, reade...
2025-09-1826 minThe Capital Stewards PodcastAre We In A Stock Market Bubble?Are we in a stock market bubble? The market certainly “feels” overvalued relative to our experiences in the economy day in and day out. The phrase "stock market bubble" is in the media a lot and many of our clients and friends have asked me the magic question – are we in a stock market bubble? Is this irrational exuberance or is it rational growth? So on this episode we will talk about where things stand relative to past bubbles, and I’ll answer the questions no one seems to want to answer on the record – are we in a bubble?
2025-08-2818 minThe Capital Stewards PodcastHow to Plan and Pay for College in 2025It’s back-to-school time at our house so this episode is all about education planning and paying for college. I hear so many question about college planning:How do I guide my kids to choose the right school? Or no school at all? Is college worth it?How do I save money for college? How should I pay for college once they enroll in their dream school?In this episode I cover the framework you should consider using to make smart choices about college. Then we dive into tax smart college savings strategies an...
2025-08-1427 minThe Capital Stewards PodcastOne Big Beautiful PodcastIt’s all about the One Big Beautiful Bill on this episode of the Capital Stewards Podcast. Some would say it’s the hugest, most beautiful bill ever. Well, we will talk about that. Will it be good for the economy? What about the deficit? Is it $4 Trillion in deficit spending or something less? In the second half of the episode, I’ll cover what the Big Beautiful Bill means for your taxes and what tax planning steps you should be thinking about before we head into 2026.© 2025 Capital Stewards, LLC. Any commentary is provided for general information and edu...
2025-07-1020 minThe Capital Stewards Podcast2025 Mid Year Investment Outlook: Slow GrindWelcome to our mid-year outlook on the economy and investment markets. We will talk about tariffs, the conflict in the middle east, whether or not we see a recession brewing, the “big beautiful tax bill” and of course the outlook for stocks, bonds, gold, real estate and other investment assets.01:38 - What's Happened So Far This Year04:37 - U.S. Economic Outlook11:47 - Tariff War Outcomes17:21 - Iran - Israel Conflict19:09 - One Big Beautiful Bill's Economic Impact27:00 - Stock Market Outlook31:00 - Interest Rates and...
2025-06-2042 minThe Capital Stewards PodcastMarket Update: Summer Road TripTrump’s trade policy has been sort of like a summer road trip. We started off at home in April, ventured to an unknown and uncertain land, and now we have returned home, at least mostly. I wanted to share a few thoughts on the economy and markets since our last update happened right on the heels of “liberation day” and we have now journeyed quite a ways in a short period of time. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instea...
2025-05-1414 minThe Capital Stewards PodcastPlay Offense During Down Markets: 5 Strategies to ConsiderMarket volatility and drops make us want to close our eyes and stop watching our portfolios. Challenging markets are not the time to run away and hide. It’s time to go on offense to save future taxes, transfer assets and get ready to take advantage of the next market cycle. In this episode I’m going to cover 5 things you should be thinking about now so that you can be prepared to take advantage of market declines as we go through the rest of 2025. Any commentary is provided for general information and...
2025-04-2509 minThe Capital Stewards PodcastTariffs = Recession: 2nd Quarter Investment OutlookInvestors have lots of questions on their minds. Most importantly, everyone wants to know what the impact of Trump’s proposed Tariffs are to the economy and to investment portfolios. In this episode, we will talk about what I see as the two potential paths forward for the economy and markets based on what we know about tariffs to-date and what those paths mean for your investments. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of...
2025-04-1530 minThe Capital Stewards PodcastShould I Consider A ROTH Conversion?ROTH Conversion are a common question we address with clients. Here is my guide to ROTH conversions. I discuss: - Why you should consider a ROTH Conversion? - Potential Tax Savings - Why someone should NOT do a ROTH Conversion - ROTH Conversion Drawback and Limitations Questions? Start A Conversation with Capital Stewards: https://www.thecapitalstewards.com/startconversationAny commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should...
2025-03-2015 minThe Capital Stewards PodcastWhat Should I Do About Investment Risk and UncertainityYou are likely to experience significant investment losses. If you are under 40, you will probably experience that kind of significant loss more than once. If you are older, you have likely already experienced it. There are a multitude of risks today. Inflation, geopolitics, technology disruption, high valuations, population and immigration changes and the list goes on. So how do we think about risk as investors? In this episode I wanted to talk about real risk – what that is, how we measure it and most importantly what we do about it with clients. Start A...
2025-03-0616 minThe Capital Stewards PodcastYour Guide to Reducing Taxes in 2025 and Beyond! Do You Pay Your Fair Share?The Super Bowl is over which means its tax time on the Capital Stewards Podcast. How can you reduce your 2024 taxes? How can you reduce your taxes long-term? Do you pay your fair share of taxes? All of this and more in this annual tax guide episode. (0:00) Intro and Super Bowl Ad Discussion(2:40) “Turning the Dial” on smaller opportunities to reduce your 2024 taxes(10:00) “Moving the Needle” on larger, long-term tax planning strategies(17:00) And lastly, because the Trump tax cuts expire at year end, my view on tax policy and potential changes, includin...
2025-02-1325 minThe Capital Stewards PodcastTrump 2.0's Impact on Your WalletOne week into the new administration and we have already seen a flurry of executive orders and other actions that will impact your taxes, the economy and your investments. Think of this episode as a primer for Trump 2.0 and your money. We’ll talk about the recent executive orders, tariffs and taxes.Start A Conversion with Capital Stewards: https://www.thecapitalstewards.com/startconversation Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent as...
2025-01-2814 minThe Capital Stewards PodcastWill the Fed Cause a Recession? - 2025 OutlookIs inflation on the rise again? According to the Federal Reserve it may be. Will we have a recession in 2025….or ever? Are stocks overvalued after 2 years of strong returns? Will the largest technology stocks just keep rolling or is it time for other areas of the market to play a bigger role? What about bonds? Why bother with bonds if they have such low returns? These are just a few of the questions investors are asking as we head into 2025. In Capital Stewards's Economic and Investment Outlook for 2025, I...
2024-12-3041 minThe Capital Stewards PodcastHow Accurate Were 2024 Market Forecasts? We Have the Receipts!This time of year is "outlook season" for Wall Street. Investors and analysts are publishing their S&P 500 and economic outlooks for next year. But were they right about this year? Are market forecasts useful for investors?Well, I kept the receipts! In this episode I look back at a few from last year (including my own) and see how they turned out. Understanding how difficult it is to predict the market has significant implications for how investors should build portfolios. I also discuss how to invest if you can't be right about the future...
2024-12-1014 minThe Capital Stewards PodcastMyths & Misconceptions: "Alternative" InvestmentsThis episode covers common myths and misconceptions about alternatives. What are alternative investments? Are private – or alternative – assets just for the ultra-wealthy? What is (or is not) the secret sauce of private managers that drives the high returns you see in the media? How should you think about private assets in your portfolio? 1:54 - Myth 1 - Private Assets are only for the very wealthy and not for me. 2:32 - Myth 2 - New fund structure innovations mean that I don’t really have to give up access to my cash for 8-10 years. 4:25 - Myth 3...
2024-11-2522 minThe Capital Stewards PodcastYear End Financial Planning Tips + Election ImplicationsYear-end is upon us. The time to plan reduce your 2024 taxes and get your financial house in order is now, not after we turn the calendar page to 2025 and you can no longer act! Here is our year-end financial planning tips checklist with items that you should consider before the end of the year. 1:40 - Election Recap and Implications for Investors3:19 - Retirement Account Planning and Contributions for IRAs and 401ks5:12 - How to Reduce Taxes on Required Minimum Distributions (RMDs) 5:46 - ROTH Conversions6:57 - Flex Spending Accounts (FSAs)
2024-11-0718 minThe Capital Stewards PodcastYear End Outlook: Soft Landings, Mag 7 and the Trump TradeWill the market keep charging forward or are we on the brink of a recession? Soft landings are just that, slower, softer economic activity. They don’t feel great. What about the Mag 7 technology stocks, will they continue to lead the way forward? Will a Trump victory ignite more inflation and cause interest rates to rise? I cover all of this and more in our Outlook for the 4th Quarter. Topics:0:00 - Intro2:11 - What’s Happened in Markets So Far This Year?5:45 - Jobs Market13:49 - Inflation16...
2024-10-2342 minThe Capital Stewards PodcastIRA vs. 401k. vs. ROTH: Which Retirement Accounts to Use and WhenIRAs, 401ks, the TSP, ROTHs. It’s a soup of acronyms. What's the right prioritization of accounts for saving? Which account should you spend from first in Retirement? In this episode I’m diving into the main retirement account types and how to use them. I'll cover:1) Accumulating wealth…when you’re saving for retirement and 2) Decumulating wealth...or spending your assets in retirement. We will talk about contributions, backdoor contributions, income limitations and common misconceptions. So if you have questions about which retirement accounts to use – you’re not alone –...
2024-09-2420 min
VIRGINIANS OF INTERESTE 28: Honoring Veterans Through Education and Resilience: An Inside Look at the Virginia War Memorial with Pam Seay and Bob ArcherWhat if you could honor our veterans in a way that truly makes a difference? Join us as we welcome Pam Seay and Bob Archer from the Virginia War Memorial. Pam, a passionate advocate for veterans, shares her inspiring journey from Floyd County to Richmond and her transition from nonprofit work to her meaningful role at the War Memorial Foundation. Bob, a proud Hokie and dedicated board member since 2015, brings his unique insights into the Memorial's history and strategic location on Belvedere, offering a breathtaking view of the James River.Our conversation takes you on a fascinating...
2024-09-0351 minThe Capital Stewards PodcastElection 2024 Economic Proposals: Real InsightWant to go deeper than cable news on the proposed economic policies of both presidential campaigns? I evaluate policy proposals with history and data as the guide to discover which proposals may really create growth and reduce inflation in the economy. Neither Vice-President Harris nor Former President Trump lay out all good or all bad proposals. Whether you consider yourself a republican, democrat or independent, you might be surprised at the proposals from your party. Lastly, I will discuss what the proposals mean for investors.0:00 - Intro2:47 - What Caused Inflation / How Policy May Impact...
2024-08-2756 minThe Capital Stewards PodcastIs College Worth it? How to Save and Pay for College in 2024Is college worth the high cost? If my kids are going to college, how should I save and pay for college? In thie episode we dive into college planning. I cover: 2:15 - A framework to make college pay-off 9:20 - Saving for college, 529s, ROTH IRAs.17:10 - Paying for college, strategies for asset ownership and the FAFSAhttps://www.thecapitalstewards.com/startconversationResources:https://ronlieber.com/books/the-price-you-pay-for-college/https://collegereadyplan.com/
2024-08-1522 minThe Capital Stewards PodcastWhat Does it Mean to "Be a Good Steward?”I named the firm “The Capital Stewards” for a reason. I’ve discussed stewardship in other articles and podcast episodes, but this is a concept that we all wrestle with so I wanted to lay out a framework that I hope will be helpful as you think about stewarding the resources that you have been entrusted with. Whether you believe the Bible or not, I think this episode will be helpful in understanding how to think wisely about your money. We discuss: 1) A Biblical Framework for Money2) Generosity & Tithing3) Investing Wisely 4...
2024-08-0218 minThe Capital Stewards PodcastShould I Buy An Annuity?In this episode, we discuss Annuities. Are they useful financial tools or are they terrible products? Annuities are like any other financial product, they are useful in some situations and useless in others. The real issue with annuities, like other kinds of insurance, is that they are often sold and promoted by salespeople masquerading as “financial advisors.” So in this episode we are going to shine the light on annuities. We discuss:1:16 - Finding quality, unconflicted advice about annuities and retirement income2:38 - Types of Anuities4:29 - Situations when Annuities Might Be U...
2024-07-1916 minThe Capital Stewards PodcastIs a Recession on the Horizon? Midyear Economic and Investment OutlookInflation is falling, unemployment is rising and after a strong start to the year,economic data has turned noticeably weaker. Is a recession on the horizon? Inour outlook we will talk about inflation, the jobs market and the economy. Moreimportantly, we dive into what the current economic outlook means for investorsin stocks, bonds, real estate and other asset classes. So, if you are wonderingif a recession is coming, and how to invest now, this is the episode for you. Learn More About Us...
2024-06-2128 minThe Capital Stewards PodcastIs Social Security going bankrupt? How does that impact my retirement?As we move into political silly season, Social Security will become even more of a political hot-potato. Social Security garners lots of hot takes, not all of which are correct. In this episode, my goal is to lay out:How social security worksWhere the program is likely headed and What that means for participants both now and in the futureLastly, we will talk about how you should plan for social security, regardless of your income level. Sources: https://www.ssa.gov/oact/trsum/https://www.cbo.gov...
2024-06-0614 minThe Capital Stewards PodcastRetirement Planning 201: Real Advice on Taxes, Social Security, Healthcare and InvestingRetirement Planning 201. We dive deep into strategies for those considering retirement in the next 5 years. This is 201 because we go much deeper into taxes, healthcare, social security and investing than the typical retirement planning article. We discuss:0:00 Your Most Valuable Resource (Time) + Working in Retirement5:14 How long will you live? + How much will you spend? 8:10 When to Take Social Security11:40 IRAs vs. 401ks vs. ROTH + Reducing Taxes In Retirement15:00 Early Retirement Healthcare + Original Medicare vs. Medicare Advantage18:40 Investing for Retirementhttps://www.thecapitalstewards.com/st...
2024-05-0924 minThe Capital Stewards Podcast5 Common Challenges of Investing for Non-Profits, Endowments and ChurchesSit on an Investment Committee or Nonprofit Board? Stewarding the generous gifts of your congregation and community is a high calling but often leaders get stuck facilitating their investment committee. Investing with an organization is very different, and often more challenging, than personal investing. In this episode we discuss overcoming 5 challenges we see with organizational investors. 3:04 - Slow and Ineffective Investment Committees9:20 - Lack of Focus on Asset Allocation10:52 - Under-Developed Investment Policy 13:20 - High Fees and Lack of Transparency15:00 - No Performance TrackingMore...
2024-05-0318 minThe Capital Stewards PodcastAre Immigrants Stealing Jobs? The Real Story Around Immigration in 2024Everytime you turn on the news there is another story about the southern border or immigration. The U.S. economy continues to create more jobs than expected, largely due to "foreign born workers"The Bible teaches that we should love foreigners and refugees. But much has been written about migrant workers stealing jobs from Americans and driving down wages. So how do we reconcile all of that? In this episode of the podcast, we examine the data for immigration and employment in America. 0:00 Intro2:14 Legal vs. Illegal Immigration3:28 Immigration...
2024-04-1818 minThe Capital Stewards PodcastEconomic & Investment Outlook: Perception Isn't Reality Q2 2024Feeling down about the economy and markets? Paying high prices at the store while watching the S&P 500 hit all-time highs? Often, how we feel about the market and our investments doesn't jive with what's really happening. In our Q2 outlook, we look at the data to get a better picture of what's really happening in the economy and financial markets. 0:00 - Inflation Feels Different Than Reality3:03 - What's Happened So Far This Year?4:06 - Why Long-Term Perspective is So Important6:00 - Job Market8:36 - Layoffs
2024-04-0435 minThe Capital Stewards PodcastInvesting in Bitcoin and CryptocurrencyWondering whether Bitcoin should be a part of your investment portfolio? In this episode we share our perspective on how to consider a crypto investment. What about the new Bitcoin ETFs, should those be a part of your investment portfolio? We discuss:(0:00) Intro & Thesis on Bitcoin(2:53) Blockchain & Distributed Ledger Technology vs. Cryptocurrencies(6:35) Is Bitcoin a Currency?(8:58) Is Bitcoin a good Inflation Hedge?(11:37) Bitcoin as a Safety-Net(12:53) Cryptocurrency Volatility(13:52) New Bitcoin ETFs(15:55) Should Bitcoing Be Part of an Investment Portfolio? Blog Post:
2024-03-2119 minThe Capital Stewards PodcastReducing Taxes in 2024! Short and Long-Term Tax Planning.The superbowl is over. Taylor Swift clearly won. Its baseball season and all of that means it's time for taxes in 2024. In this episode, we cover things you can do to reduce your tax bill for 2023 and we also discuss strategies you can use for long-term tax planning. More than 90% of filers are using the standard deduction each year. That means tax reduction isn't about a "hunt for deductions" each year, its about long-term strategies that lower your tax bill over time. Listen to the episode for more insight on all things taxes for 2024!
2024-02-1522 minThe Capital Stewards PodcastWhat Impact Will the 2024 Election Have on the Stock Market?It's hard not to notice, but we are in an election year. Did you know that the stock market does better when Democrats hold the oval office? Well... sorta...not really. There is lot's of discussion about the impact of the election on the stock market, interest rates and the economy. In this episode we will break it down and discuss the real impact elections have (or don't have) on markets. We cover:What impact might the election have on stock market returns in 2024?Does it matter if a Democrat or Republican wins the election?Does the stock...
2024-01-3113 minThe Capital Stewards PodcastBetter New Year's ResolutionsHappy New Year! It's resolution time, but instead of focusing on 5 "check boxes" for a financially successful 2024, what if we took a step back to make a giant leap forward? In this short episode, I dive into a better approach for financial resolutions: aligning your life with your resources. Here are four questions to ask yourself as you kick off 2024:Why am I here? How am I uniquely gifted? How am I creating opportunities for my family to thrive and grow?What am I passionate about changing in my community? What areas of my life are well-resourced? What...
2024-01-0508 minThe Capital Stewards Podcast2024 Economic & Investment Outlook: The Sugar High is OverWill we have a recession in 2024? How will inflation and interest rates impact my job, my investments and the economy? Where should I consider investing in 2024? We dive into those questions and more in our latest outlook. Topics:(0:00) - Intro(1:13) - Post-Covid Economic History 101(4:29) - Normal vs. The Sugar High (6:08) - Where are We Really on The Investment Journey?(8:21) - Recession Debate and GDP Components(8:55) - Job Market & Strong Consumer(14:52) - Consumer Debt Increasing(16:17) - Consumer Spending Over the Holidays
2023-12-1444 minThe Capital Stewards PodcastTax Time is NOW i.e. Year End Tax Planning TipsTAX TIME IS NOW! Not in March of next year. Now is the time to start thinking about strategies to manage your 2023 taxes and it’s also a great time to find professional support to help prepare your tax returns. In this episode we discuss year end planning, including: Tax Loss Selling in Bond PortfoliosRetirement Account Contributions, Distributions and Charitable ContributionsROTH ConversionsManaging Stock OptionsYear Trust and Estate PlanningYear End 2023 Planning Tips Article: https://www.thecapitalstewards.com/learn/tips-for-2023-year-end-tax-planningHave investment or financial planning questions? Start a conversation with our team: https://www.th...
2023-11-2114 minThe Capital Stewards PodcastImpact of Rising Interest Rates on Investing and Financial PlanningThe interest rate on the 10-year U.S. Treasury has risen from less than 1% in 2020 to almost 5% today. Everyone is talking about mortgage rates, but the implications of higher rates are broader than simply higher mortgage payments. In this episode, we discuss the changes we believe investors should consider for their portfolios and financial plans in this new interest rate environment. We discuss: Re-thinking your investment allocation, i.e., the mix of stocks, bonds and other assets New wealth transfer opportunities created by higher interest ratesRead Our Article on Rising Interest Rates: https...
2023-11-0213 minThe Capital Stewards PodcastReal Estate Market Update (Should I Buy an Airbnb or Office Property Now?)In part two of our series on real estate investing we discuss our outlook for the real estate market. We cover both the residential and commerical real estate markets from the perspective of a long-term, generational investor. We discuss:The different types of real estate investors should consider owningOur outlook for residential real estateThe profitability of current and new short-term rentals (Airbnb and VRBO) with real-time dataOur outlook for commercial real estateThe impact of higher rates on propertiesLearn More: https://www.thecapitalstewards.comHave investment or financial planning questions? Schedule time with a...
2023-10-0626 minThe Capital Stewards Podcast4th Quarter Economic and Investment Outlook: This Time is Not DifferentOne of the most anticipated recessions in U.S. history has not occured yet in 2023. Is this time different? We discuss why markets have been strong so far, and why they may slow down going forward. As always, we discuss what actions investors should consider based on what's happening in the economy and markets. We discuss:0:00 Overview + Long-Term Perspective6:18 Labor Market8:20 Inflation13:35 Manufacturing Decline  Ser14:24 Consumer Headwinds17:30 Debt & Deficits23:20 Are We In A Recession?24:35 Interest Rates27:08 Stock Market Outlook 28:45 B...
2023-10-0336 minThe Capital Stewards PodcastInvesting in Real Estate, a Multi-Generational PerspectiveWe get tons of questions about real estate. Should I invest in real estate? How should I invest in real estate; through funds or direct property owenship? How much should I own and how do I think about real estate in the context of my total invstment portfolio. In this episode we discuss long-term real estate investing. In our next episode we will provide an outlook for real estate given today's environment. In this episode, we cover: The case for including real estate in your investment portfolioUnique tax advantages of real estateHow much real estate you should ownSix...
2023-09-2819 minThe Capital Stewards PodcastGenerational Wealth: Estate Planning = Springboard for Next GenIn the third part of our series on Multi-Generational Wealth, we dive into transferring wealth to the next generation. But this is much more than boring, complex meetings with an attorney and dividing up your assets. Wealth transfer planning is a journey that occurs over many years. Effective wealth transfer should result in leaving a financial springboard for your family. That should be exciting to work on! In this episode we cover:Training Your family529 Plans: Good for Training; Great for Wealth TransferReducing Taxes Through Estate PlanningCharitable Foundations for Everyone / Donor Advised FundsHow Multi-Generational Investing Differs from Retirement...
2023-09-0823 minThe Capital Stewards PodcastGenerational Wealth: How to Not Spoil Your KidsEpisode 2 in our 3 part series on generational wealth. We discuss one of the top concerns for families: how to not spoil your children and grandchildren. These concepts apply to everyone with kids!Stewarding wealth, like anything else, requires training over time, not just a one-time meeting or estate planning document. In this episode we discuss how to build the next generation of great wealth stewards using 5 key principles:Engaging the next generation in decision making while they are kids!Getting involved in philanthropy togetherInvolving your children in investment, tax and wealth planning discussions in their 30s...
2023-08-2517 minThe Capital Stewards PodcastGenerational Wealth: You Can Do It + Where to StartThinking about building generational wealth for your family? Wondering where to start...or if it's even possible? In this series of episodes we share our perspective about income, assets and wealth. You don't have to be a Rockefeller or a Youtube star to think about building a financial foundation for your family. Multigenerational wealth also doesn't mean that your kids don't need to work and you can sit around all day. Real people can build generational wealth that provides flexibility for their family and empowers generosity. In this episode we talk about:Myths and Real-Life Assets >...
2023-08-1016 minThe Capital Stewards PodcastQ3 Investment Outlook: Are We There Yet?Are we there yet? Will the recession ever arrive? In this episode we share Capital Steward's investment and economic outlook for the second half of 2023. We discuss our views on inflation, the economy, the stock market and bonds. Most importantly, we share practical advice for investors to consider. Video version with charts: https://youtu.be/Ygd6hDPg8ocLearn More: https://www.thecapitalstewards.comHave investment or financial planning questions? Schedule time with a professional member of our team: https://www.thecapitalstewards.com/contactAgenda:0:00 Intro / The Big Picture
2023-07-1127 minThe Capital Stewards PodcastActive Mutual Funds are Making a Comeback...OR NOT!Are active fund managers beating passive funds in post-pandemic markets? Should you own only passive index funds? What is the best way to invest and gain exposure to stock and bond markets? Our work suggests the majority of investment assets should be managed passively to maximize results and reduce both costs and taxes. However, active management may be useful in a few, less mature asset classes. We lay out our perspective in this episode so that you have real data to make informed decisions. Want to Talk Live ?->https://www.thecapitalstewards.com...
2023-06-2712 minThe Capital Stewards PodcastSummer Reflections On Stewardship, Money and InvestingWe all wrestle with the concept of stewardship. Is money the root of all evil? Is it a tool to use for good purpose? Should we take our own “giving pledge” and give it all away? What about providing for our family and kids? I don’t have all the answers, but I can share my perspective based on our personal life and my work with clients over the years. We hope this episode helps you put a framework around how you think about money!Written Blog Post on Stewardship + Links -> https://www.thecapitalstewards.com/learn/worry...
2023-06-1510 minThe Capital Stewards PodcastWhat Should I Do With My Bonus? (Cash & Stock?)April is often the time when your bonus from last year will be paid out. This is likely the largest cash and stock infusion you will have throughout the year, and we get lots of questions about what to do 1st, 2nd 3rd etc.. And, by the way, we think its OK to have a little fun with your bonus money! In this episode we discuss the 4 things you should do with your bonus payout. Want to Talk Live ?->https://www.thecapitalstewards.com/contactLearn More About Us -> https://www.thecapitalstewards.com
2023-04-2811 minThe Capital Stewards PodcastQ2 Investment Outlook: Are Things as Bad as they Seem?In our outlook we cover our views on markets as we head into the 2nd quarter of 2023. We discuss inflation, the banking turmoil and interest rates; as well as what the economic backdrop means for investment assets like stocks and bonds. Watch the video version on our website with the charts below or listen to the podcast version! 0:00 - Intro1:56 - Long-Term Focus4:01 - Inflation7:12 - Fed Rate Hikes9:01 - Are we headed for Recession?12:43 - Bond Fixed Income Investing15:50 - Banking Turmoil21:48...
2023-04-0532 minThe Capital Stewards PodcastBank Failures - Real Perspective on Safe MoneySilicon Valley Bank failed , now Credit Suisse merged with UBS. Can we trust banks and is our money safe? In this episode we cut through the noise on recent bank failures and provide perspective to help you make smart decisions with your cash. We cover:1) What happened with Silicon Valley Bank & Credit Suisse2) Why banks just don't have all of our cash on-hand3) Are banks safe? What should we be doing to be smart with our cash?4) Are we bailing out banks again? What will happen in the future given the...
2023-03-2019 minThe Capital Stewards PodcastHow to Build Passive Income...The Right Way.Interested in building passive income? Watched a few (or maybe a hundred) YouTube videos by people who seem to have it all figured out? In this episode we dive into passive income. What's real...and what's not. We cover:What is passive income?Types of passive incomeHow to build passive income from creative assets or intellectual propertyBuilding passive income when you aren't creative :) or don't have IPHow to think about passive investments, including real estate when you build a long-term strategy. Want to Talk Live ?->https://www.thecapitalstewards.com/contactLearn More About...
2023-03-0914 minThe Capital Stewards Podcast2023 Tax Reduction Strategies...and Super Bowl Commercials!Searching for ways to reduce your taxes? In this episode we cover short and long-term tax planning ideas. Plus, our review of the best Super Bowl commercials we've seen so far! We discuss:Why tax reduction is a long-term game Tax planning ideas for your 2022 taxesLong-term tax planning strategies... so you can win the long-game!Resources: 2023 Tax Planning Guide -> https://www.thecapitalstewards.com/learn/reducing-taxes-in-2023-the-ultimate-guide-for-huntsvilleWant to Talk Live ?->https://www.thecapitalstewards.com/contactLearn More About Us -> https://www.thecapitalstewards.comAny commentary...
2023-02-1018 minThe Capital Stewards PodcastWhat's UP With Markets?Wondering why markets are up so much to start the year - especially since Wall Street expected them to drop? What about that jobs report - it seems like the labor market is still really strong despite the news of layoffs. In this stock market update episode we cover: What is happening in the Stock Market and Bond Market so far in 2023The strong performance of international and emerging marketsThe jobs report and how the economy is impacting marketsWhy was the consensus wrong - and where do markets go from here?What long-term investors should do given the...
2023-02-0924 minThe Capital Stewards PodcastBest Financial New Year's Resolution + How Secure Act 2.0 Impacts Your RetirementWant to make a financial resolution you can keep in 2023? We discuss how automating your savings is the best way to actually accomplish your financial goals in 2023. We also discuss the Secure Act 2.0. and what it means for your retirement savings:What does the Secure Act 2.0 mean for you? How does the Secure Act 2.0 impact professionals saving for retirementHow does the Secure Act 2.0 impact current retireesHow does the Secure Acto 2.0 impact business ownersResources: Want to Talk Live ?->https://www.thecapitalstewards.com/contactLearn More About Us -> https://www.thecapitalstewards...
2023-01-0519 min
WGN Morning News PodcastHoliday Clip Show!For Episode 13 of the WGN Morning News Podcast, Brian and Ross celebrate the holidays with the WGN Morning News Podcast Holiday Clip Show. They share some of their favorite moments from the podcast, Robin sheds some light on when we'll meet Mr. X, and we play some brand new, never before heard listener voicemails for Larry, Robin, Dean and Ana.
2022-12-2359 minWGN Morning News PodcastMorning Show Announcer Mike ToomeyFor Episode 12 of the WGN Morning News Podcast, Brian and Ross sit down with Morning Show Announcer Mike Toomey. Mike answers nine very personal questions, talks about the evolution of his many Morning Show characters, and tells us about the time he saved Christmas. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-12-1959 minWGN Morning News PodcastAround Town Reporter Ana BelavalFor Episode 11 of the WGN Morning News Podcast, Brian and Ross sit down with Around Town Reporter Ana Belaval. Ana answers nine very personal questions, talks about her reporting in Puerto Rico, and tells us about the Belaval Curse. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-12-1248 minThe Capital Stewards Podcast2023 Outlook: Lies, Damn Lies and RecessionsWill we have a recession? What does that mean for investors? Does a technical recession impact investment strategy, or is a recession just a statistical exercise? In our 2023 Outlook, we discuss the economy, inflation, interest rates, and unemployment. We weigh the evidence for and against a recession in 2023. Then we get practical and discuss investment considerations for 2023. We cover the stock market, bond market and commodities. We wrap up with a long-term view on inflation and supply driven economics. In our view, better economy and immigration policy is required to prevent a repeat of the 1970s. Don't...
2022-12-0932 minWGN Morning News PodcastEntertainment Reporter and Critic Dean RichardsFor Episode 10 of the WGN Morning News Podcast, Brian and Ross sit down with Entertainment Reporter and Critic Dean Richards. Dean answers nine very personal questions, talks about his favorite celebrity interview, and tells us about the first time he met Bozo. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-12-0547 min
LifeBloodBeing a Good Steward with Brian SeayLifeBlood: We talked about being a good steward of your money, how to give people what they want and expect as a financial advisor, the value of a fiduciary and transparency, and how to get started, with Brian Seay, CFO and Founding Partner of the Capital Stewards.
Listen to learn why it’s dangerous to chase trends!
You can learn more about Brian at TheCapitalStewards.com, Twitter, YouTube and LinkedIn.
Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here:
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2022-11-2817 minWGN Morning News PodcastMorning Show Anchor Robin BaumgartenFor Episode 9 of the WGN Morning News Podcast, Brian and Ross sit down with Morning Show Anchor Robin Baumgarten. Robin answers nine very personal questions, talks about the very first day of Skycam 9, and shares an eye-opening story from her childhood. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-11-2150 minThe Capital Stewards Podcast*Special Episode* Maximize Your Company BenefitsListen to this episode before you push the "easy button" for your 2023 company benefits. Many employers offer great benefits packages, but it's up to you to take advantage of all of the offerings. We delve into health care coverage, life and disability insurance, executive liability and retirement accounts on this quick episode. Listen on your way to work, before you make those final selections for 2023!Resources: Want to Talk Live ?->https://www.thecapitalstewards.com/contactLearn More About Us -> https://www.thecapitalstewards.com/aboutus
2022-11-1610 minWGN Morning News PodcastMorning Show Anchor Larry PotashFor Episode 8 of the WGN Morning News Podcast, Brian and Ross sit down with Morning Show Anchor Larry Potash. Larry answers nine very personal questions, talks about what it took to lose his Boston accent, and walks us through a series of crazy stories from his career and life. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-11-1451 minWGN Morning News PodcastWeatherman Paul KonradFor Episode 7 of the WGN Morning News Podcast, Brian and Ross sit down with Weatherman Paul Konrad. Paul answers nine very personal questions, gives Ross some parenting tips, and talks about the time he saw Bozo in his underwear. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-11-0757 minThe Capital Stewards Podcast4 Real Principles for Successful InvestingEvery investment firm and advisor has "3 secret keys" for investing success. However, there are no "secrets" to successful investing. Successful investors apply wisdom and discipline over long periods of time. In this episode we discuss 4 principles, backed by history, that every investor should employ to be successful. Now there are no more secrets :). They are: 1) Goals and objectives form the foundation of investment decisions. The best investors in the world all have specific objectives they use to build their portfolios.2) The goal is to grow your assets responsibly over the long-term, not to “beat the ma...
2022-11-0114 minWGN Morning News PodcastSports Anchor Pat TomasuloFor Episode 6 of the WGN Morning News Podcast, Brian and Ross sit down with Morning Show Sports Anchor Pat Tomasulo. Pat answers nine very personal questions, tells us about which flowers his wife likes best, and talks about his rocky start in stand-up comedy. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-10-3149 minThe Capital Stewards PodcastESG: The Battle of Good vs. Evil InvestorsShould your values impact the way you invest? What is Socially Responsible Investing - or ESG Investing - and what does it mean for investors? In this episode, we discuss what ESG really mena and look at data to provide fresh perspective on ESG investing. We cover:1) What does ESG mean? What is Sociall Responsible Investing?2) Do ESG factors lead to higher returns and better results for investors? 3) How should individual investors think about ESG investing? 4) Should those investing on behalf of others, like Pension Funds and 401K administrators, require ESG...
2022-10-2716 minWGN Morning News PodcastMorning Show Anchor Lauren JiggettsFor Episode 5 of the WGN Morning News Podcast, Brian and Ross sit down with Morning Show Anchor Lauren Jiggetts. Lauren answers nine very personal questions, tells us about the advice her dad's given her for a career in broadcasting, and talks about that time Michael Bay yelled at her. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-10-2436 minWGN Morning News PodcastTrending News Anchor Marcus LeshockFor Episode 4 of the WGN Morning News Podcast, Brian and Ross sit down with the country's only Roller Coaster Bureau Chief: Feature Reporter and Trending News Anchor Marcus Leshock. Marcus answers nine very personal questions, tells us about his favorite and least favorite roller coasters, and talks about why he never expected to be on camera. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-10-1732 minThe Capital Stewards PodcastThe Medicine Tastes Bad...4th Quarter Economic and Market OutlookIn this episode, we discuss where the economy and markets are headed as we closeout the year. We discuss: What’s causing negative stock and bond returns so far in 2022Why long-term perspective mattersWhat’s really driving inflationAre rates high enough? What history tells us about the Federal Reserve and interest rates.What about all those stories about layoffs in the media?Why you may not want to follow popular rules of thumb when investing in a challenging environmentPractical steps to take in your portfolioResources:Video Version -> https://www.thec...
2022-10-1027 minWGN Morning News PodcastMeteorologist Morgan KolkmeyerFor Episode 3 of the WGN Morning News Podcast, Brian and Ross sit down with Morning Show Meteorologist Morgan Kolkmeyer. Morgan answers nine very personal questions, clarifies a hot take on a beloved foodstuff, and reveals a hidden talent. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-10-1027 min
The Capital Stewards PodcastThe Medicine Tastes Bad...4th Quarter Economic and Market OutlookIn this episode, we discuss where the economy and markets are headed as we close out the year. We discuss: What’s causing negative stock and bond returns so far in 2022Why long-term perspective mattersWhat’s really driving inflationAre rates high enough? What history tells us about the Federal Reserve and interest rates.What about all those stories about layoffs in the media?Why you may not want to follow popular rules of thumb when investing in a challenging environmentPractical steps to take in your portfolioResources:Video Version -> https://www.thecapitalstewards.com/lear...
2022-10-0624 minWGN Morning News PodcastMorning Show Anchor Dan PonceFor Episode 2 of the WGN Morning News Podcast, Brian and Ross sit down with Morning Show Anchor Dan Ponce. Dan answers nine very personal questions, shares some of his best impressions, and talks about what it was like working as a touring musician with his a cappella group Straight No Chaser. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-10-0328 minWGN Morning News PodcastTraffic Reporter Sarah JindraFor Episode 1 of the WGN Morning News Podcast, Brian and Ross sit down with Traffic Reporter Sarah Jindra. Sarah answers nine very personal questions, talks about what it's like working with Mike Toomey, and tells us about a surfing adventure gone wrong. Plus, a surprise appearance from another one of your favorite Morning Show personalities.
2022-09-2621 minThe Capital Stewards PodcastIs Your Family College Ready? How to Get In to College and How to Pay for College...Wondering how to guide your student to the college of their dreams? What how to pay for it once they get in...without taking on a massive amount of student loan debt? Today we go back to school again and revist the process of college admissions and financial aid with Shellee Howard. Shellee is the author of the bestselling book "How to Send your Student to College Without Losing Your Mind or Your Money" and the founder of College Ready. We Discuss: 1) Misconceptions about college planning2) When to start planning for college3) How...
2022-09-1728 minThe Capital Stewards PodcastIs Your Family College Ready? How to Get in to College and How to Pay for CollegeWondering how to guide your student to the college of their dreams? What about how to pay for that college once they get in...without taking out a massive amount of debt? Today we go back to school again and revist the process of college admissions and financial aid with Shellee Howard. Shellee is the author of the bestselling book "How to Send Your Student to College Without Losing Your Mind or Your Money" and the founder of College Ready. We Discuss:1) Misconceptions about college planning2) When to start planning for college3) How...
2022-09-1628 minThe Capital Stewards PodcastShould I Buy Life Insurance?Do you need life insurance? Is life insurance a good investment? In this episode we cover all things life insurance so that you can make smart decisions about how to protect yourself and your family. We cover:1) What is the purpose of life insurance?2) How much life insurance do you need? 3) Term life Insurance vs. Permanent life insurance (Variable / Whole Life)4) How life insurance is useful for business planning and minimizing estate taxes5) How to find low cost term life insuranceWant to Talk Live ?-> https...
2022-09-0214 minThe Capital Stewards PodcastSpecial Episode: Student Loan ForgivenessShort episode with everything you need to know around the announcement of the Student Loan Forgiveness program on August 24th, 2022. Are you eligible for loan forgiveness? What should you do next?Will student loan forgiveness create higher inflation? Is student loan forgiveness a good policy decsion? Will it make education less expensive? Want to Talk Live ?-> https://www.thecapitalstewards.com/contactLearn More About Us -> https://www.thecapitalstewards.com/aboutus
2022-08-2510 minThe Capital Stewards PodcastDon't Let These Retirement Spending Surprises Derail Your Plan!Often in life we can't peer around the corner and know what's on the otherside. That's true for many things in retirement. But we CAN use data and our experience helping clients navigate retirement to show you some unexpected surprises that often catch people off guard. In this episode, we discuss common retirement spending surprises so that you can plan ahead! We cover:How much will you really spend in retirement? Will your spending go down? How much will health insurance cost? What happens to health care costs before turning 65 (early retirement planners listen here)What about Medicare...
2022-08-2411 minThe Capital Stewards PodcastBack To School: Planning and Paying for CollegeCollege is a HUGE expense - the second biggest expense for many families behind their home. How do we pay for college? But before we even think about paying for college its important to take a step back and figure out what we are buying with all of that money. What is the purpose of college? How much should we spend? What is the smart way for parents and grandparents to think about the economics of college? How do we make smart financial decisions about college as a family? In this episode we cover:1) What is the...
2022-08-0238 minThe Capital Stewards PodcastDebunking Misconceptions About Investing in a Slower Growth Environment - 2nd Half 2022 OutlookWe tackle where markets are and provide real perspective for investing in the second half of 2022. As we move into a slower period of growth, we discuss how to avoid falling for misconceptions about investing in this environment. We discussActual vs. perceived market returns since 2020Real portfolio diversification - are you as diversified as you think?What's really causing inflation and will that create a recessionWhy growing companies outperform value oriented staples in recessionsFull Mid-Year Outlook Video: https://youtu.be/39Nj5C89nzgConnect With Us:Want to Talk Live...
2022-07-1512 minThe Capital Stewards PodcastTeaching Your Kids (of ALL AGES) About MoneyWill your children be able to manage money responsibly as adults? Not sure? The school system is terrible at teaching financial concepts....and most of us are uncomfortable talking about money...to anyone. So how are your kids learning about money if you aren't talking about it? ...and by kids we mean both children that live under your roof and those that are adults! In this episode we discuss practical tips you can use to educate your family about money. Hopefully you find this Father's Day edition of the podcast helpful. We cover:How to teach young children...
2022-06-2224 minThe Capital Stewards PodcastThe "R" Word...RecessionsMarkets have been really volitile over the past week and "Recession" has been one of the most searched terms online. But what actually happens during a recession? Are we headed for another deep crisis? Can the talking heads on TV actually predict where we are going? In this episode we discuss:What actually happens during a recession?How do we know if a recession is coming...can we predicit it?Do we have conditions for a recession to occur?What should investors do if the economy slows down?Links:Recession Forecast Accuracy:...
2022-06-1514 minThe Capital Stewards PodcastDemystifying Retirement Accounts: Contributing to Your 401k and IRA on Autopilot May NOT Be For EveryoneConfused about the different types of retirement accounts? The names don't make it easy either; 401k, IRA, ROTH, ESOP and on and on. In this episode we help bring simplicity to a confusing topic by organizing the mess of accounts into two buckets that you can remember. We dive into strategies to reduce your taxes long-term, many of which are contrary to the rules of thumb you may be using. We also discuss these 4 tips for making smart long-term retirement planning and investing decisions:Contribute to a ROTH IRA or 401K earlier in your career if possibleCheck your...
2022-06-0818 minThe Capital Stewards PodcastSmart Actions Investors Should Consider During Market Drops (Other than Panic Selling)Feeling uncertain about markets and your portfolio? Markets and investment portfolios are down this year - almost across the board. So how should investors react? What smart steps should 6-Figure Investors take when markets are volitile? In this episode we discuss:1) Investor Emotions: The spectrum from panic selling to "doing nothing" during market drops2) What to do if you feel nervous about your portfolios 3) Actions long-term investors should take, like rebalancing and tax-loss harvesting, which are better than "doing nothing" around market bottomsLinks: Modern Asset Allocation -> https...
2022-06-0319 minThe Capital Stewards Podcast5 Questions to Ask Your Financial AdvisorFeel like finding financial advice is an icky process? Struggling to find answers to your financial questions and hate feeling like you are being sold all the time? We get it. The investment industry deserves that negative perception. Despite all the "noise," good advice that you can trust is out there. We discuss how to find high quality, trustworthy financial advice. In this episode we give you 5 questions that you can ask any financial advisor or investment firm to help you determine whether they have your best interest at heart. Our 5 key questions you should ask your current or...
2022-05-2516 minThe Capital Stewards PodcastInflation. What is Inflation and What Should I Do About It?Worried about high inflation and its impact on your investments? Wondering what is stagflation and how could that impact your portfolio? In this episode we discuss inflation in a practical way so that you understand the current environment and how to invest during high inflation. We discuss:What is inflation?How is inflation good and bad?What is stagflation and how is that harmful?What's causing inflation to be so high right now?Will energy and gas prices remain high long-term?How to invest during high inflation?Links:Learn More About Us ->
2022-05-2519 minThe Capital Stewards PodcastMove from a Mess of Investment Accounts to SimplicityHave a mess of investment accounts? Do you know the mix of stocks, bonds and other assets you own? Trying to manage your portfolio across multiple accounts, at multiple financial institutions from multiple employers can be a real challenge. We talk with clients and friends everyday that are struggling to stick to their investment strategy because its just too complex to implement across a web of accounts. In this episode we discuss an approach for simplifying your account structure - and your life. We cover:What types of investment accounts do I need?What is the difference between...
2022-05-2514 minThe Capital Stewards PodcastInvesting Goals When You Don't Have Your Life Mapped OutInvesting and smart financial decision making enables you to live the life you desire…the life you are passionate about…the life that makes you excited to wake up in the morning. But what if I don't know exactly what that life looks like? How do I invest if I don't have my life planned out? What if I don't know everything about the next 5, 10 or 30 years? We get it. In fact most other professionals don't have great answers to those questions either. Since we all live in reality, in this episode we discuss our framework for about aligning your...
2022-05-2515 min