Investment Insight with McCay Wealth Advisory all Episodes with AI Transcript | PodExtra.AI

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Brent McCay & Hayden Proffitt

Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and many other money related matters. We invite you to tune in and to email us questions you may have at [email protected], so that we can discuss them at a future podcast or meeting. Every second Tuesday we do Investment Insight in person at our Manchester, Tennessee office at 10am and our McMinnville, Tennessee office at 3pm.

Total 62 episodes

1

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Upcoming Changes to 401k Plans

Upcoming Changes to 401k Plans

Hosts 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.

04:2514/11/2024

Protect Your Financial Accounts

Protect Your Financial Accounts

Hosts 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.

06:2207/11/2024

Tips on Estate Planning

Tips on Estate Planning

Hosts 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.

06:5631/10/2024

Tax Saving Ideas for 2024

Tax Saving Ideas for 2024

Hosts 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.

04:3024/10/2024

Zero Day Option

Zero Day Option

Hosts 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.

02:3217/10/2024

Inverted Yield Curve

Inverted Yield Curve

Hosts 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.

03:3010/10/2024

How the Carry Trade Works

How the Carry Trade Works

Hosts 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.

03:3603/10/2024

Social Security Highlights

Social Security Highlights

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the basics of social security and the importance of checking on your own situation.

04:5726/09/2024

Changes in Retirement Accounts in 2024

Changes in Retirement Accounts in 2024

Hosts Brent McCay and Hayden Proffitt talk about some of the highlights in retirement account changes in this calendar year.

03:0119/09/2024

Large Local Employer Contract Changes

Large Local Employer Contract Changes

Hosts Brent McCay and Hayden Proffitt look at some things you can do during buyouts and employer transitions to reduce your tax burden.

02:5915/09/2024

Lump Sum Option for My Pension?

Lump 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.

05:2112/09/2024

Tennessee Franchise and Excise Tax Refund

Tennessee Franchise and Excise Tax Refund

Hosts Brent McCay and Hayden Proffitt talk about the Tennessee Franchise and Excise Tax and how you may qualify for a refund under certain conditions.

01:3805/09/2024

Federal Agencies and Their Policies

Federal Agencies and Their Policies

Hosts 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.

05:3729/08/2024

U.S. Supreme Court Wealth Tax Decision

U.S. Supreme Court Wealth Tax Decision

Hosts 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.

04:0122/08/2024

U.S. Immigration and the Economy

U.S. Immigration and the Economy

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the economic impact of immigration (legal and illegal) into the United States.

04:0615/08/2024

Private Markets

Private Markets

Hosts Brent McCay and Hayden Proffitt talk about changes in private market investments.

03:3508/08/2024

24-Hour Trading Day?

24-Hour Trading Day?

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the likelihood of a 24-hour public trading day.

04:1301/08/2024

Should I Buy A Home or Rent?

Should I Buy A Home or Rent?

Hosts Brent McCay and Hayden Proffitt talk about financial reasons to consider purchasing or renting your next home.

05:2425/07/2024

New or Used Car Purchase in 2024?

New 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.

03:1818/07/2024

Should I Only Do The 401k Match?

Should 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.

03:5011/07/2024

Can I Still Get A 3% Mortgage Today?

Can 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.

01:3704/07/2024

401k Investment Options

401k Investment Options

Hosts Brent McCay and Hayden Proffitt talk about investment options that are available in most 401k plans.

06:3327/06/2024

59 ½ Rollover

59 ½ Rollover

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at options available for your 401k when you turn 59 ½ years old.

03:0020/06/2024

401k Vesting

401k Vesting

Hosts Brent McCay and Hayden Proffitt talk about what it means to be vested in your 401k plan.

02:3813/06/2024

401k Match and True Up

401k Match and True Up

Hosts 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.

02:5706/06/2024

My Old 401k

My Old 401k

Hosts Brent McCay and Hayden Proffitt talk about what options are available for an old 401k if you change jobs.

04:4030/05/2024

Retiring Before 65?

Retiring 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.

09:0223/05/2024

Burning Money

Burning Money

Hosts Brent McCay and Hayden Proffitt talk about what it means when the Federal Reserve ‘burns’ money.

05:4016/05/2024

Rule of 72

Rule of 72

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at the Rule of 72 and how that applies to investing in your future.

04:1809/05/2024

Where Do I Start When Looking to Invest?

Where 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.

09:2202/05/2024

Questions for Your Financial Advisor

Questions for Your Financial Advisor

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, go through a good list to start with when interviewing your own potential financial advisor.

08:2125/04/2024

How Fast Can I Get My Cash?

How 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.

05:0818/04/2024

Credit Card Rewards

Credit Card Rewards

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about some pending changes to the perks you can receive with certain credit cards.

02:0411/04/2024

Health Savings Accounts

Health Savings Accounts

Hosts Brent McCay and Hayden Proffitt discuss the pros and cons of health savings accounts, and the financial advantages you can gain with an HSA.

08:0404/04/2024

Supreme Court (Moore Case)

Supreme 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.

05:5928/03/2024

Base Contract Change - March 2024

Base Contract Change - March 2024

Brent McCay and Hayden Proffitt discuss the new contract change at Arnold Air Force Base and look at how that could affect employee financial plans.

05:2626/03/2024

Estate Tax

Estate Tax

Hosts Brent McCay and Hayden Proffitt look at key elements of planning for estate taxes.

09:0221/03/2024

ETFs or Mutual Funds

ETFs or Mutual Funds

Hosts Brent McCay and Hayden Proffitt discuss the similarities and differences between Exchange Traded Funds and Mutual Funds.

06:4914/03/2024

Starting to Invest

Starting to Invest

Hosts 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.

09:1307/03/2024

Scams

Scams

Hosts 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.

20:4929/02/2024

CDs

CDs

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about Brokerage Certificates of Deposit and Traditional Bank CDs.

07:2622/02/2024

Qualified Charitable Distributions

Qualified Charitable Distributions

Hosts 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.

08:2715/02/2024

Required Minimum Distributions

Required Minimum Distributions

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the ins and out of RMDs, including current tax laws and qualified charitable distributions.

14:0508/02/2024

Indices

Hosts 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.

08:3601/02/2024

Bonds

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the different types of bonds available on today’s markets.

13:5725/01/2024

Donor Advised Funds

Donor Advised Funds

Hosts 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.

10:0818/01/2024

TD Ameritrade Charles Schwab Merger Tax Forms

TD Ameritrade Charles Schwab Merger Tax Forms

Brent 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.

03:0511/01/2024

Roth IRAs

Hosts 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.

08:3404/01/2024

Fear of Missing Out

Fear of Missing Out

Brent McCay and Hayden Proffitt talk about the mindset defined today as ‘Fear of Missing Out,’ and how it applies to investing.

06:2928/12/2023

Rebalancing and Asset Allocation

Rebalancing and Asset Allocation

Brent 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.

09:1721/12/2023