🧪 The VIP Retirement Income Lab

🗓 5 6 2024 🎙️In this episode, the Kentucky Derby provides the background for economic data that is fading down the stretch.   🕓Then it is back to spend exchange lines with the most likable New York Yankee ever. Yes, its a low bar.  📫 Finally, we discuss the alphabet soup of why you should consider QCDs to fulfill your RMD from your IRA.  🎯Patrick Huey is a small business owner and the author of...

🗓 4 22 2024 🎙️In this episode, we’ll chat about the NHL’s second season and what could be a game-changing week ahead.   🕓Then it is back to a time for a botched exercise that led to a botched operation and eventually a successful military operation. 📫 Finally, we discuss the PCE (the Fed’s preferred inflation measure) and what it means to you and me.   🎯Patrick Huey is a small business owner an...

🗓 4 15 2024 🎙️In this episode, we don special glasses, but not dark ones, for the eclipse; rather, I prefer rose-colored glasses when viewing economic data.   🕓Then it is back to a time for a bloody good Scottish play.  📫 Finally, we discuss the recent survey revealing that the average American thinks they now need $1.46 million to retire. What will that get you? Tune in and find out.  🎯Patrick...

🗓 4 8 2024 🎙️In this episode, we welcome April showers as signs of future growth, but growth might be the last thing Fed watchers want to see right now.  🕓Then it is back to a time when a political figure united people. No, seriously.  📫 Finally, we discuss the market and economic trends of the first quarter of 2024. 🎯Patrick Huey is a small business owner and the author of two books on history...

🗓 3 25 2024 🎙️In this episode we go into overtime with the NCAA tournament and this week’s financial data.   🕓Then it is back in time for some brotherly advice on how to run up debts and raise taxes.  📫 Finally, we discuss what it looks like to invest during an election year. Because in case you haven’t heard, this is one.  🎯Patrick Huey is a small business owner and the author of two books on...

🗓 3 18 2024 🎙️In this episode… raise a pint of Guinness for St. Patrick’s Day but don’t expect data worth celebrating.   🕓Then it is back in time for a volcanic eruption that should teach us something about portfolio risk management.  📫 Finally, we discuss what it looks like to retire in or around 2024. 🎯Patrick Huey is a small business owner and the author of two books on history and finance a...

🗓 3 4 2024 🎙️In this episode… we march into March with an active week for economic data.   🕓Then it is back in time for the most successful flop of all time and what we can learn just one year after I last wrote about it.  📫 Finally, we talk whether or not you should consider a Roth conversion strategy in 2024. 🎯Patrick Huey is a small business owner and the author of two books on history and f...

🗓 2 19 2024 🎙️In this episode… Valentine’s Day sets a romantic tone but hold off on the love letters to the economy for now.   🕓Then it is back in time for some headspinning science about who sits at the center of the universe and how inflation works.  📫 Finally, we talk about the features of various types of annuities. 🎯Patrick Huey is a small business owner and the author of two books on hist...

🗓 2 12 2024 🎙️In this episode… rate hikes take a hike, but when and how they get reversed is a source of tension.   🕓 Then it is back in time for some jazz clarinet that turns 100 years old this week.  📫 Finally, we talk about bunches and bunches of tax deductions.  🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-re...

🗓 2 5 2024 🎙️In this episode… spring is in the air according to a ravenous, sleep-deprived squirrel in Pennsylvania. Whatever, we’re going with it…and so is last week’s economic data.   🕓Then it is back in time to hang with the lord of the mockumentary to find out if this market goes to 11.  📫 Finally, we recap a big surprise in the recent employment reports and what it might mean for your portf...

🗓 1 29 2024 🎙️In this episode… we take an apolitical look at the start of the primary voting season and how the economy and markets are debating inflation and rate cuts.   🕓Then it is back in time to run up a historically high tab. 📫 Finally, we get ready for the least wonderful time of the year, tax season.  🎯Patrick Huey is a small business owner and the author of two books on history and fin...

🗓 1 22 2024 🎙️In this episode… winter weather rolls across the country, and there is a general cooling trend in last week’s financial data.   🕓Then it is back in time to binge on barnacles and birds to determine if the stock market is evolving.  📫 Finally, we dive into the mailbag to discuss the question: Will my taxes be lower in retirement? 🎯Patrick Huey is a small business owner and the auth...

🗓 1 15 2024 🎙️In this episode… I lament missing a concert by U2 and work their lyrics into this week’s inflation data.   🕓Then it is back in time to think like Ike. More or less.  📫 Finally, we dive into the mailbag to discuss the CPI and what it means to the modern investor.  🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated...

🗓 1 8 2024 🎙️In this episode… we feel the effects of that New Year's party, and so does the economy.   🕓Then it is back in time to sink our costs as well as a few warships. 📫 Finally, we dive into the mailbag to recap 2023 and look at what might be ahead if this darn crystal ball would just work for once.   🎯Patrick Huey is a small business owner and the author of two books on history and finan...

🗓 1 1 2024 🎙️In this episode… we party hearty for New Years despite being in bed by 10PM on New Year’s Eve.   🕓Then it is back in time to make some waves with King Cnut, the Viking King of England.  📫 Finally, we dive into the mailbag to recap the absolute dumpster fire that was the end of my fantasy football season, and what it taught me about investing.  🎯Patrick Huey is a small business owne...

🗓 12 18 2023 🎙️In this episode… we find out the naughty and the nice in last week’s economic data.   🕓Then it is back in time to make peace across the trench lines of Wolrd War I, at least for a time.  📫 Finally, we dive into the mailbag for a visit from that fat, jolly old elf, Santa Clause.  🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as...

🗓 12 112023 🎙️In this episode… we get Blitzen with Holiday Cheer…at least for most of the data released last week.   🕓Then it is back in time to attack uphill against a prepared position which is historically a bad decision for any battle commander. We’ll figure out what was learned and what wasn’t from the DEbacle at Mayre’s Heights. 📫 Finally, we dive into the mailbag and talk about….Holiday m...

🗓 12 04 2023 🎙️In this episode… I propose tongue firmly in cheek, wrapping your gifts in dollar bills to save on wrapping paper during the Holiday season.  🕓Then it is back in time to look at the tallest buildings in the world and some perspective on how we keep reaching onward and upward.  📫 Finally, we dive into the mailbag and talk about….me…again! I’m performing at the Marco Island Arts Cent...

History Lessons Podcast: 🎂Birthday Wishes, Optimistic Anecdotes & A Hell of a Book  🗓 11 013 2023 🎙️In this episode… we start with birthday wishes and find out who in the economy is blowing out candles and making wishes as we near the end of 2023.   🕓Then it is back in time for some Presidential optimism, something seriously lacking in today’s world, whether you are in the Oval Office or the mor...

🗓 11 06 2023 🎙️In this episode… dance the night away or be a wallflower as I compare the latest data releases to a high school dance where the Fed Cheerleaders are happy but the math club is getting ready to take over. Then its back in time to visit with the world’s most famous comet tracker who knows a thing or two about cyclicality.  Finally, we dive into the mailbag and talk about my biggest in...

🗓 10 30 2023 🎙️In this episode… we go strolling through the neighborhood with all the ghouls and goblins to find that there isn't much scary about the economy right now except for that incessant mooch dipping into everyone’s candy: inflation. Then we charge up the Way Back Machine to check in again with everyone’s favorite heretic for controversial theories on planetary alignment and the quantity...

🗓 10 23 2023 📈  In this episode… we do some recession research and realize belatedly that 2023 isn’t going to be the year it happens. Then, if you haven’t seen her enough on football Sundays… we learn lessons in research, long-term results, and being realistic in your projections courtesy of Taylor Swift. 🎤   And finally, its on to the mailbag where we discuss the excellent start to my fantasy f...

🗓 10-16-2023 In this episode…⚾️ rule changes by MLB make the playoffs tolerable, much like recent inflation readings. But wait until you hear how that data is warming up in the bullpen. Next, we visit with that cuddly gangster Al Capone and find out how to remain untouchable. Finally, we dive into the mailbag and celebrate National Boss’s Day with songs by The Boss. National Boss’s Day was Born i...

In this episode…The Comedies of William Shakespeare provide some mirth in a week of geo-political tragedy. The story of the death of Meriwether Lewis gives us the framework for talking about risk and the renaissance of the conservative investor. And we wrap up by talking about Bears…not the stock market variety, but the football team and their recently snapped fourteen-game losing streak. Grab a k...

How Do I Minimize Taxes Through Planning? It’s Friday, and before you start your weekend, let’s talk about your finances. Reach me at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czq Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly...