Presilium Private Wealth

In our 35th Financial Planning Friday's episode, Jerry discusses 2 additional reasons that we continue to be optimistic about 2023. Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this podc...

In our 34th Financial Planning Friday's episode, Jerry discusses using a Donor Advised Funds to more effectively support your favorite charities. Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The conten...

In our 33rd Financial Planning Friday's episode, Jerry works to clarify much of the confusion around your Social Security benefits by sharing seven key things to consider. Please watch, click the like button, and share with a friend! This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product...

In our 32nd Financial Planning Friday's episode, Jerry discusses three major keys why so many Americans fall short of achieving their financial goals. Please watch, click the like button, and share with a friend! This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The cont...

In our 31st Financial Planning Friday's episode, we review the importance of committing to your unique investment plan and strategy, and not acting on the advice of your neighbors. Please watch, click the like button, and share with a friend! This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment...

In this special Financial Planning Friday's episode, we discuss the big mistake that Silicon Valley Bank made that led to their failure and what this may mean for the future of the U.S. banking system. Please listen, click the like button, and share with a friend! This episode is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase an...

In our 30th Financial Planning Friday's episode, we look at a number of reasons that now is the best time in history to be alive and why this is important for your investment portfolio. Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or in...

This is a Presilium Emergency Drill and may be one of the most important exercises that you can do as a long-term investor. This episode is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this episode is provided solely for your personal use and shall not be deemed to...

In our 28th Financial Planning Friday's episode, we look at the average performance of the S&P 500 during the 13 recessions that we have experienced since World War II. The results will surprise you! Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase...

In our 27th Financial Planning Friday's episode, we look at 2 ways to potentially save on taxes to increase your after-tax return. Please watch, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this podcas...

In our 26th Financial Planning Friday's episode, we look at what the market returns in January have historically meant for the entire calendar year. Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The con...

In our 25th Financial Planning Friday's episode, we look at why you should never give your long-term investments a day off. Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this podcast is p...

In our 24th Financial Planning Friday's episode, we look at a variety of crises over the past 20 years and why you should always stay invested. Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content...

In our Financial Planning Friday's #23 podcast, we discuss your market volatility cushion and why it is so important to know how many years it will last. We also show the percent of time the S&P 500 has been positive over various rolling periods. Please listen, click the like button, and share with a friend! This Podcast is for informational purposes only and does not constitute an offer to se...

In our Financial Planning Friday's #22 podcast, we discuss the best ways to maximize the 2023 IRS limits. We also show the power of saving inside of your retirement accounts as young as possible. Please go to https://www.presiliumpw.com/news_insights/2023-tax-and-retirement-contribution-limits/ to download the one page 2023 tax summary we mention in the podcast. Please listen, click the like butto...

In our Financial Planning Friday's #21 podcast, we give our market outlook and discuss the 3 primary reasons that we are so optimistic about 2023. Please watch, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The conten...

In our Financial Planning Friday's #20 podcast, we review all that has happened in 2022 and revisit a few reasons to be optimistic looking ahead. Please watch, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content...

In our Financial Planning Friday's #19 podcast we discuss the importance of having an updated family balance sheet. Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this podcast is provided...

In our Financial Planning Friday's #18 podcast we discuss the yield curve and where you should consider investing your allocation to bonds and cash. Please listen, click the like button, and share with a friend! Please find the Financial Planning Friday's #!3 video that we mention on optimizing short-term accounts here: https://www.youtube.com/watch?v=4npuI ... The WSJ article, The $42 Billion Dol...

In our Financial Planning Friday's #17 video we discuss the amazing power of compound growth over time. How do you turn $1,000 into $5 Million? By purchasing stocks and then watching your investment grow over long periods of time! Please watch, click the like button, and share with a friend! This podcast for informational purposes only and does not constitute an offer to sell or the solicitation o...

In our Financial Planning Friday's #16 video we discuss market performance after midterm elections. The S&P 500 has been positive 12 months after all 18 midterm elections since 1950 with an average return of 18.6%! Please watch our latest Financial Planning Friday's video on market performance after midterm elections and how the S&P 500 has done with a Democratic White House and Republican...

In our Financial Planning Friday's #15 we discuss the process that we follow with every introduction our clients make to us. We are very grateful for all of the wonderful people that we have met over the past 21 years and appreciate the trust our clients place in us. Please watch, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitut...

In our Financial Planning Friday's #14 podcast we discuss using a 529 college savings plan to make investments in order to fund the rising cost of education. Please watch, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services....

In our Financial Planning Friday's #13 podcast we discuss optimizing your short-term accounts and the different types of investments that we use with our clients. Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or ser...

In our Financial Planning Friday's #12 we look at time in the market vs. market timing and the data that supports staying invested for the long-term. Please watch, click the like button, and share with a friend! This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The conte...