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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.
The Federal Reserve
Brent 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.
16:0014/12/2023
Annuities
Brent McCay and Hayden Proffitt discuss annuities. They look at the different types of annuities and the fee structures for them.
18:2707/12/2023
Spousal Lifetime Access Trust
Brent 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.
19:5430/11/2023
Structuring Wills and Trusts
Hayden 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.
05:3123/11/2023
Tennessee Investment Services Trust
Brent 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.
22:0616/11/2023
Retirement Options
Brent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC talk about popular retirement options available in today's markets.
18:3409/11/2023
Wills or Trusts
Hayden 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.
07:4802/11/2023
Community Property Trust
Brent McCay from McCay Wealth Advisory, LLC chats with Jonathan Burns, partner at Spencer Fane LLP, about the ins and outs of Community Property Trusts.
18:3726/10/2023
Third Quarter 2023 Update
Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss the highs and lows of the 2023 third quarter in the financial markets.
04:0319/10/2023
Charles Schwab Changeover
Hosts 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.
09:3908/09/2023
Back to School
Hosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss sending kids back to school and planning for their future education.
13:0808/09/2023
Retirement
Hosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss different types of retirement plans.
21:1308/09/2023