Andrew McNair
What Your Money Would Say
Swan Capital, LLC (“SWAN”) is a Registered Investment Adviser ("RIA"). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. SWAN renders individualized investment advice to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a...
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Szerző
Andrew McNair
Kategória
A podcast weboldala
Legutóbbi epizód
2026. júl. 11.
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Epizódok
Taking Control of Retirement - November 22, 2025 24.11.2025 54:54
“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors gui...
Elevate Savings-New Retirement Reality - November 15, 2025 17.11.2025 54:54
“What Your Money Would Say,” presented by Swan Capital, is hosted by Andrew McNair, founder and president of Swan Capital, alongside Luanne Fulmer. Each episode delivers practical advice for retirees and those planning for retirement, focusing on strategies like tax optimization, income planning, investment management, and estate planning. Andrew and his team of credentialed financial advisors gui...
Preserving and Optimizing your 401k - November 8, 2025 10.11.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Strategies To Help Maximize Your Retirement Income - November 1, 2025 03.11.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Retirement Checklist - October 25, 2025 27.10.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Protected Income - October 18, 2025 20.10.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Estate and Legacy Planning - October 11, 2025 13.10.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/ The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Think Fast 5 - October 4, 2025 06.10.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/ The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Growing Government Debt - September 27, 2025 29.09.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/ The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Four Retirement Unknowns - September 20, 2025 22.09.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/ The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Falling Interest Rates - September 13, 2025 15.09.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/ The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
The Longevity Challenge - August 23, 2025 25.08.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/ The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
The Reality of Retirement Spending - August 16, 2025 18.08.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/ The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Active vs. Passive Investing - August 2, 2025 04.08.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/ The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Tax-Savvy Retirement Strategies - June 21, 2025 30.06.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/ The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Retirement Income Blueprint - June 14, 2025 16.06.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
5 Financial Stages of Life - June 7, 2025 09.06.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Behavioral Finance and You - May 31, 2025 02.06.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Creating Dependable Income - April 19, 2025 21.04.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Retirement Income Faces Tax Challenges - April 12, 2025 14.04.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Helping Protect Your Retirement from Hidden Obstacles - March 5, 2025 07.04.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Retirement Planning for Women - March 15, 2025 17.03.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Optimizing Social Security - March 8, 2025 17.03.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
Boomers Up to Bat - March 1, 2025 03.03.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
401k IRA Decisions - February 1, 2025 24.02.2025 54:54
The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on. https://swan-capital.com/attend-an-event/
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