The real estate market has experienced significant shifts since the 2021 boom, particularly due to rising interest rates. In a recent Retirement Fiduciary Podcast episode, realtor Rachel Alley provides a deep dive into these changes, offering valuable advice for both buyers and sellers looking to navigate today’s real estate landscape. Since 2021, interest rates have […]
In this episode of the Retirement Fiduciary Podcast, Adam Kos discusses the powerful concept of tax loss harvesting. This strategy can help investors reduce their tax liabilities by offsetting investment gains with losses. Let’s break it down. Tax loss harvesting is a technique where you sell investments that have declined in value, known as unrealized […]
Join us as we unravel the intricate relationship between politics and investing during election years, offering valuable insights on maintaining a steady course amidst market volatility. Investing during an election year can be a rollercoaster ride, with political news often dictating short-term market fluctuations. However, keeping a long-term perspective is crucial to weathering the storm. […]
The Key Elements To truly understand what makes these strategies so impactful, it’s important to look at the core components that form the foundation. Typically, these strategies consist of several key elements: In practice, these areas often overlap and complement one another, offering a more integrated approach to securing your financial future. For instance… In […]
Welcome to The Retirement Fiduciary podcast, where candid insights on retirement planning and investment management are unveiled. Join Adam Koós in exposing the wolves of Wall Street and unmasking unethical practices in the financial advisory world, with insights presented in two parts to cover a wealth of information. To become a true fee-only fiduciary, professionals […]
The thrill of victory, the rush of adrenaline, lavish lifestyle, hefty paychecks: isn’t this kind of athletic success still a dream for many? Contracts worth millions or those endorsement deals can change one’s life overnight, but only those who make it to the top with their hard-core efforts. But let’s have a reality check: earning […]
It happened… and it’ll happen again. The market dropped roughly -10% in only four weeks. That’s pretty fast! I mean… it’s not “COVID fast” (the market dropped -34% in only 22 days back then). Oh, and it’s not “Black Monday fast,” either (the market dropped -22.6% in one day back in 1987). You’re starting to […]
In this episode of “Meet the Expert with Elliot Kallen,” we dive into the niche world of sports facility management with Jason Clement, CEO of Sports Facilities Companies. Discover how Jason’s company builds and manages sports complexes that drive economic growth and community engagement. We also explore the vital role sports play in youth development, […]
If you’re among the 66 percent of U.S. households that own a pet, your furry (or feathered) friend is likely a beloved member of your family. But what would happen to them if something unexpected happened to you? Have you made any arrangements to ensure your pet is taken care of if they outlive you? […]
Join us in exploring the innovative approach of Adam Zuckerman and Buried In Work to simplify estate planning and empower individuals in securing their future. Adam Zuckerman’s journey from managing his father’s estate to founding Buried In Work showcases a personal mission to streamline end-of-life preparations. His dedication shines through, emphasizing the human aspect of […]
