Shows
Jim's TakeThe Risks of being a Saver, Lender and OwnerJim and Tyler discuss Vaughan & Co.'s famous Saver, Lender and Owner speech in terms of the Risk. Jim explains the different types of Risk involved with different asset classes. 2023-07-1133 minJim's TakeValue Style vs. Growth Style - What is Style?Jim and Tyler expand upon the debate of Stocks vs. Bonds to include a breakdown of Value vs. Growth. 2023-06-2016 minJim's TakeQuestions You Were Afraid to Ask Part 4Welcome to part four of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler answer "What is the RIGHT investment for me?"2023-06-0617 minJim's TakeFight Night - Questions You Were Afraid to Ask Part 3Welcome to part three of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler discuss the battle of Stock vs. Bonds2023-05-2318 minJim's TakeMarket Minutes No. 3Welcome back to "Market Minutes", where Jim and Tyler attempt to give you a market summary in under 5 minutes. In this episode, we cover Banks, GDP, and Unemployment. 2023-05-0910 minJim's TakeQuestions You Were Afraid to Ask Part 2Welcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler answer "What are Mutual Funds, Exchange Traded Funds, and Hedge Funds?"2023-04-2528 minJim's TakeQuestions You Were Afraid to AskWelcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler answer "What is Active vs. Passive investing?"2023-04-1124 minJim's Take"What is a DOW?"This episode reviews indexes and why they are important. Jim and Tyler explain what each index represents and the history behind them. They hope you will be able to answer "What is a Dow?" by the end of this episode. 2023-03-2823 minJim's TakeSilicon Valley Bank - Market Minutes No. 2Jim and Tyler dive into the bank failure of Silicon Valley Bank. In the face of market volatility, they explain the importance of a long-term mindset. In addition, they share some good news regarding the economy. 2023-03-1421 minJim's TakeA Guide for Widows"A Guide for Widows" is a continuation of both our Estate Planning and Book Recommendation episodes. Jim and Tyler discuss key takeaways from the book "On Your Own: A Widow's Passage to Emotional and Financial Well-Being" by Alexandra Armstrong and Mary Donahue. 2023-03-0753 minJim's TakeThe SECURE Act 2.0Jim and Tyler discuss the new laws enacted in Setting Every Community Up for Retirement Act (SECURE) 2.0. They dive into major changes in IRAs, 529 plans, and Retirement Plans. Click the link to read the latest blog post on SECURE Act 2.0 for more information. 2023-02-2231 minJim's TakeMarket Minutes No. 1Welcome to our new segment, "Market Minutes". Where Jim and Tyler attempt to give you a market summary in under 5 minutes. 2023-02-0709 minJim's TakeHere to Help with Your Retirement Plans (401k and 403b)Jim and Tyler discuss common mistakes their clients make with their Retirement Plans (401k and 403b). They go into detail about how Vaughan & Co. has a solution to solve this problem. For more information go to www.vaughanandco.com2023-01-2431 minJim's TakeRetirement For Teachers!Jim and Tyler discuss different factors of retirement for teachers. Tyler explains all the New Jersey Teacher Pension options. Jim describes the importance of using a financial plan to make the right retirement decision for each teacher. 2023-01-1023 minJim's Take1000 Days ReviewNot one, not two, but a three-year review of the stock market. Jim and Tyler explain events and their impact on the stock market. Jim goes into detail about the mindset of an equity-oriented investor. 2022-12-2722 minJim's TakeEducation Saving Programs and More!Jim and Tyler discuss different education savings programs with a focus on 529 plans. Also, Jim explains how to keep up with the rising cost of education. Click the link below to learn how Vaughan & Co. Securities, Inc can help you with education savings. https://vaughanandco.com/education-savings/2022-12-1334 minJim's TakeBook RecommendationsVaughan & Co. Securities, Inc. presents the books that helped shape our Investment Philosophy. Jim and Tyler discuss three books during this episode. Below are the links to the books. Simple Wealth Inevitable Wealth by Nick Murrayhttps://www.nickmurray.com/product/simple-wealth-inevitable-wealth-20th-anniversary-edition/Just Keep Buying by Nick Maggiullihttps://ofdollarsanddata.com/justkeepbuying/Stocks for the Long Run by Jeremy J. Siegelhttps://wsp.wharton.upenn.edu/book/stocks-for-the-long-run/2022-11-2935 minJim's TakeThe Good News JournalWe are excited to share some good news with our listeners. We at Vaughan & Co. are long-term optimists and when we see good news, we cannot help but share it! Jim covers gridlock and how it helps businesses. Tyler reviews that cash is now earning yield. Jim and Tyler discuss bear markets and buying opportunities. 2022-11-1528 minJim's TakeRequired Minimum Distributions 2022Jim and Tyler go through the mechanics of RMDs while Jim dives into the changes in RMDs from the SECURE Act. Vaughan & Co. Securities, Inc. processes their client's Required Minimum Distributions (RMD) during November. 2022-11-0134 minJim's TakeWhy Invest in Stocks Now?Jim and Tyler look back over 95 years of stocks, bonds and inflation to answer the question, "Why Invest in Stocks Now?" Jim discusses how Vaughan & Co. helps clients deal with market volatility. Ibbotson Chart: https://www.newyorklifeinvestments.com/assets/documents/education/investing-essentials-growthofadollar.pdf2022-10-1837 minJim's TakeEstate Planning Part 4: Retired CoupleThis is the fourth and final episode in the Estate Planning series. Jim and Tyler discuss what an estate plan for a couple that is retired could look like. Jim and Tyler go over key concepts regarding Trusts, Life Insurance, and Power of Attorney. 2022-10-0638 minJim's TakeEstate Planning Part 3: Middle Age CoupleThis is the third episode in a four-part Estate Planning series. Jim and Tyler discuss what an estate plan for a couple in their 40s or 50s could look like. Jim and Tyler go over key concepts regarding Wills and Power of Attorney. 2022-10-0527 min