Your Money & A Cup of Joe

With the first nine months of the trading year coming to a close, and a Presidential Election around the corner, it's time for another Market Recap! On the latest episode of Your Money & A Cup of Joe, we're exploring last quarter's winners and losers in the market, as well as what the rest of the year will look like.  Chapters: 0:00 - Introduction and overview on the topic of the show 0:5...

Charitable giving is consistently one of the most common goals of many individuals and families. On the latest episode of Your Money & A Cup of Joe, we’re exploring a type of philanthropic tool, called recoverable grants, that may appeal to donors with particular goals and charitable interests. Chapters: 0:00 - Introduction and overview on the topic of the show 1:08 - The current state of phil...

Financial surprises can creep up on even the most organized people, causing everything from minor annoyances to major issues. On the latest episode of Your Money & A Cup of Joe, we’re diving into some common financial surprises and how you can take steps to avoid them. Chapters: 0:00 - Introduction and overview on the topic of the day 1:07 - The unfortunate reality of a negative financial surp...

We’re examining a really interesting topic that is so relevant to so many people. How often do distractions pull you away from your quest to reach major meaningful goals—in your life, your work or both? On the latest episode of Your Money & A Cup of Joe, we’re exploring a process often called monk mode that can empower you to ignore life’s annoyances and do the work needed to achieve big break...

If you’re an entrepreneur, the idea of selling your business may have crossed your mind more than once. If you ultimately decide to sell your business, you’ll likely encounter two main types of buyers: financial and strategic. It’s critically important to consider which type of buyer is the right one for you and your company. On the latest episode of Your Money & A Cup of Joe, we’re exploring&...

On the latest episode of Your Money & A Cup of Joe, we're diving into Q2 of 2024 for another Market Review. Stick around for Joe's take on Q3 and where the market trends are heading.  Chapters: 0:00 - Introduction and overview on the topic of the day 1:00 - Gains and Clear Winners 2:20 - Losers for Q2 3:08 - Rail Shipments and What They Mean 4:40 - The U.S Election and It's Impact on the...

On the latest episode of Your Money & A Cup of Joe, we're exploring how artificial intelligence will continue to influence the market. With improving visibility for AI infrastructure spending that should extend beyond the initial training and inferencing boom and amid broadening demand for AI applications and models, we have raised our revenue estimate for the industry by 40%.  Chapters:...

Our latest installment of Your Money & A Cup of Joe examines some key planning considerations surrounding retirement in 2024, as well as the impacts the Secure Act 2.0 will have on everyone's retirement planning efforts and timeline. Additionally, Joe analyzes updated information on Social Security and Medicare, as well as higher income taxes in the event Congress does not extend 2017 tax cuts...

Our topic for the latest installment of Your Money & A Cup of Joe is how to respond to a lawsuit if you’re sued, which is an area of concern for many affluent individuals and families with significant wealth. In this conversation, we’re looking at asset protection planning, what to do if you’re sued, and the types of professionals you may want on your team. This episode is packed with some hel...

Selling a business that you’ve worked to build for years or decades comes with an enormous number of considerations—not the least of which is easing the tax burden that accompanies a big sale. On the latest episode of Your Money & a Cup of Joe, we’re looking at four ways business owners who sell their companies might mitigate taxes. Let’s dive in! Chapters: 0:00 - Introduction and overview on...

Building wealth through hard work can feel tougher than ever these days! On the latest episode of Your Money & A Cup of Joe, we’re looking at the wealth creation strategy of building a personal brand and how it can potentially be instrumental to the success of professionals, entrepreneurs and others. This episode is bound to leave you with some key takeaways for your own personal brand and how...

Family banks are a tool that some very wealthy families use for a number of reasons, and they’re increasingly being adopted by more and more families across the net worth spectrum. On the latest episode of Your Money & A Cup of Joe, we’re looking at whether family banks could be a smart move for you and your family's financial world. Chapters: 0:00 - Introduc...

Selling a business that you’ve worked to build for years or decades comes with an enormous number of considerations—not the least of which is easing the tax burden that accompanies a big sale. On the latest episode of Your Money & A Cup of Joe, we’re looking at four ways business owners who sell their companies might mitigate taxes. Let’s dive in! Chapters: 0:00 - Introduction and overview on...

Simply having significant wealth doesn’t guarantee a great life. For example, inheritors often face a number of significant challenges at various points in their lives, including the years before they receive their inheritance as well as after wealth is transferred to them. On the latest episode of Your Money & A Cup of Joe, we’re looking at some of the issues and hurdles that inheritors of si...

As we move into 2024, there are countless learnings we can draw from how the market finished up in Q4 of 2023. On this episode of Your Money & A Cup of Joe, we're analyzing the key highlights from Q4, as well as providing an outlook on how the market will continue to move in the new year.  Chapters: 0:00 - Introduction and overview on the topic of the day 1:46 - A strong finish to 2023 3:...

To be financially successful at any age, it’s important to be financially literate and know how to navigate foundational concepts and ideas about money. The earlier we can instill that knowledge in our kids, the better off they potentially could be. On this episode of Your Money & A Cup of Joe, we’re examining how parents and grandparents can help their heirs, and maybe even themselves, become...

One mistake that can be so easy to make is to focus on just one aspect of our financial life. In doing so, we can miss opportunities as well as take on unnecessary levels of risk. On the latest episode of Your Money & A Cup of Joe, we’re going to explore a way to avoid that problem and address the full range of financial concerns using wealth planning. Chapters: 0:00 - Introduction and overvie...

Even if you’ve done excellent planning for your golden years, it’s possible to make mistakes once you’re in retirement that can prove to be costly. On the latest episode of Your Money & A Cup of Joe, we’re examining some of the big mistakes that retirees tend to make—along with potential solutions and, even better, ways to avoid making them in the first place. Chapters: 0:00 - Introduction and...

A stress test is a process that can help you decide if one or more of your wealth planning strategies needs to be revised or even replaced. It can also help you assess new solutions you’re considering implementing. On the latest episode of Your Money & A Cup of Joe, we’re examining everything that goes into a stress test and how you can leverage one to achieve your financial goals. Chapters: 0...

Simply having significant wealth doesn’t guarantee a great life. For example, inheritors often face a number of significant challenges at various points in their lives—including the years before they receive their inheritance as well as after wealth is transferred to them. On the latest episode of the podcast, we’re looking at some of the issues and hurdles that inheritors of significant wealth ma...

Today's episode is packed with a variety of topics, all of which centered around the market's performance across numerous sectors. Joe and his team have been keeping a close eye on the market's performance throughout Q3, drawing conclusions on where they believe the market will continue to head as 2023 draws to a close.  Let's dive into the details! Timecodes: 0:06 - Introduction and overview...

Any wealth manager you consider working with, or currently work with, should possess three key characteristics to address your key concerns. On today's episode of Your Money & A Cup of Joe, we’re going to explore those three characteristics, and offer ways that you can assess a wealth manager and other financial professionals in all three areas. Timecodes: 0:06 - Introduction and overview on t...

The people you know can play a big part in the amount of success you achieve in business and in life. But for contacts to be important and valuable to that success, you need to develop powerful relationships with them that get results for all involved. On today's episode of Your Money & A Cup of Joe, we’re exploring some key ways to make that happen. Timecodes: 0:06 - Introduction and overview...

If you’re a business owner, do you have key person insurance or a buy-sell agreement in place? If so, when was the last time you updated it? If your solutions are more than a few years old, you could be setting yourself up for financial disaster. On this episode of Your Money & A Cup of Joe, we’re examining why this is the case and what entrepreneurs can do about it right now! Timecodes: 0:06...

As an entrepreneur, are you doing what it takes to help your employees, freelancers and other team members engage fully with both your company and the specific tasks they need to accomplish to generate success? On the latest episode of Your Money & A Cup of Joe, we’re examining three key moves that can help you get the most from your people! Timecodes: 0:06 - Introduction and overview on the t...