Investment Insight with McCay Wealth Advisory

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss protections and liability limits for your IRA. 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. Chapters (00:00:00) - What IRAs and 401Ks You Need to Know

Hosts Brent McCay and Hayden Proffitt talk about the benefits and risks of investing in your employer. 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. Chapters (00:00:00) - Should You Buy Company Stock in Your Retirement Plan?

Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss new changes to Health Savings Accounts as part of the GOP spending bill. 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. Chapters (00:00:00) - Health Savings Accounts: Update on Tax Legislation

Hosts Brent McCay and Bradley Covert talk about behavioral trends and challenges for savers with 401k plans, while adjusting for inflation and other issues. 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. Chapters (00:00:00) - Employee 401K Savings Rate hits 14.3%, a record

Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the new trend of private market investments.  Learn about the new opportunities with these investments, and why these may or may not be good for your portfolio. 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 McCayWealt...

Hosts Brent McCay and Bradley Covert talk about new state-specific laws that can help take advantage of the wealth locked up in real estate when passing property to your heirs. 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. Chapters (00:00:00) - Transfer on Death on Proper...

Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss a recent article that shows how much research the average investor performs before buying stocks. 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. Chapters (00:00:00) - How To Pick A Stock?

Hosts Brent McCay and Bradley Covert discuss IRS requirements for donating goods to charity, focusing on art, real estate, collectibles, and non-traded stocks to avoid penalties. 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. Chapters (00:00:00) - Donating Art Over $5,000...

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, define target date funds and how that can potentially impact your retirement portfolio. 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. Chapters (00:00:00) - Should You Put Money in Target Date Funds?

Hosts Brent McCay and Hayden Proffitt talk about new leadership in the Social Security Administration and recent changes to the Social Security program. 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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how the strength of the U.S. Dollar rises and falls with our imports and exports. 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.

Hosts Brent McCay and Hayden Proffitt talk about the current consumer sentiment, and look at the usefulness of it when examining the state of our economy. 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.

Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, talk about Value Added Taxes.  We learn what they are and how the world-at-large uses them. 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.

Hosts Brent McCay and Hayden Proffitt talk about the potential ramifications of cheating on your taxes, and why we suggest being as truthful as possible when filling out your annual forms. 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.

Hosts Brent McCay and Bradley Covert, McCay Wealth Advisory, share a few tips on how to best handle the market’s current volatility and protect your investments. 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.

Hosts Brent McCay and Hayden Proffitt talk about the current state of insurance companies, and why their profitability can be a benefit 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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impacts of new corporate investments in America, specifically Apple and TSMC.  Learn how those can affect your own investments. 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.

Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the current boom in artificial intelligence, and how the market is reacting to AI, along with how you can best benefit with your investments. 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.

Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the importance of the qualified business income deduction for certain individuals.  Learn about the qualifications and benefits in this video. 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.

Hosts Brent McCay and Bradley Covert talk about Treasury Secretary Scott Bessent’s proposed 3/3/3 plan and what that means to the economy and to your investments. 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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the qualifications for the 2-year capital gains exclusion.  Learn about how much of the capital gains can be excluded, and possible exceptions. 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.

Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss how long and under which conditions you should claim certain dependents on your tax returns. 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.

Hosts Brent McCay and Hayden Proffitt talk about the different 1099 forms you may receive through the year, and the deadlines for receiving each. 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.

Hosts Brent McCay and Bradley Covert talk about the Social Security Fairness Act, and how that especially impacts retired government workers.  Listen in to see if you might qualify for higher benefits. 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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impact of recent disasters like hurricanes, floods and fires on homeowner’s insurance programs.  Learn how these plans could change in the future, and how you might be able to review your plans and find ways to save money. We would love to help you prepare for your financial future.  Please give us a call to schedule your...