Brent McCay & Hayden Proffitt
Investment Insight with McCay Wealth Advisory
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 brent@mccaywealth.com, 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.
Author
Brent McCay & Hayden Proffitt
Category
Podcast website
Latest episode
Jul 17, 2025
Where to listen?
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Episodes
Super Catchup 23.01.2025 1:37
Hosts Brent McCay and Hayden Proffitt talk about ways individuals between 60-63 years of age can add more to their retirement savings. 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.
Home Title Theft 16.01.2025 2:51
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss certain scams where your home title may easily be stolen, and how you can protect yourself from this growing fraudulent activity. 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.
Blended Family Finances 09.01.2025 3:39
Hosts Brent McCay and Hayden Proffitt talk about ways you can financially protect your blended family when you pass. 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.
Tariffs 02.01.2025 5:12
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the implications of President-Elect Trump’s proposed tariffs to goods coming to America from overseas. 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.
Tax Tips for Self Employed 26.12.2024 3:44
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about several ways to help reduce your 2024 tax burden, especially for those who are self employed. 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.
Digital Banking 19.12.2024 4:59
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss changes in the banking industry and how financial institutions are continuing transitioning to digital transactions. 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
Beneficial Ownership Filing 12.12.2024 3:27
Hosts Brent McCay and Hayden Proffitt talk about the new regulations for registering your company with the new Beneficial Ownership legislation before the end of the 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
The 80/20 Rule 05.12.2024 3:02
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the 80/20 rule. We look at how it can be a guide for your retirement, if you use it wisely. 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
Social Security Challenges 28.11.2024 3:32
Hosts Brent McCay and Hayden Proffitt talk about some challenges that social security is facing in the coming years, and how you can protect your retirement. 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
Dow and ? 21.11.2024 1:39
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss why the Dow may not be the best indicator of your financial portfolio performance. It may be better to focus on others than just the Dow. 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
Upcoming Changes to 401k Plans 14.11.2024 4:25
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.
Protect Your Financial Accounts 07.11.2024 6:22
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.
Tips on Estate Planning 31.10.2024 6:56
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.
Tax Saving Ideas for 2024 24.10.2024 4:30
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.
Zero Day Option 17.10.2024 2:32
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.
Inverted Yield Curve 10.10.2024 3:30
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.
How the Carry Trade Works 03.10.2024 3:36
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.
Social Security Highlights 26.09.2024 4:57
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.
Changes in Retirement Accounts in 2024 19.09.2024 3:01
Hosts Brent McCay and Hayden Proffitt talk about some of the highlights in retirement account changes in this calendar year.
Large Local Employer Contract Changes 15.09.2024 2:59
Hosts Brent McCay and Hayden Proffitt look at some things you can do during buyouts and employer transitions to reduce your tax burden.
Lump Sum Option for My Pension? 12.09.2024 5:21
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.
Tennessee Franchise and Excise Tax Refund 05.09.2024 1:38
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.
Federal Agencies and Their Policies 29.08.2024 5:37
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.
U.S. Supreme Court Wealth Tax Decision 22.08.2024 4:01
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.
U.S. Immigration and the Economy 15.08.2024 4:06
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the economic impact of immigration (legal and illegal) into the United States.
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