Most investors fall into costly traps by assuming their recent double-digit returns will continue forever, and missing the critical importance of liquidity and risk management. If you're building wealth and want to avoid the biggest pitfalls that can hold you back, this episode is essential listening.

In this episode, Mike Collopy and Mike Mess discuss the intricacies of tax-deferred savings, focusing on retirement accounts like 401ks and IRAs. They explore the benefits and challenges of these accounts, including tax implications, liquidity issues, and strategic planning for different life stages. The conversation also touches on the psychological aspects of financial planning and the importance of diversifying savings across various accounts.

In this podcast, Michael Collopy and Mike Mess discuss the evolving landscape of retirement planning, emphasizing the importance of setting personal goals, maintaining health, and fostering community connections. They explore the technical aspects of retirement savings, tax strategies, and the significance of accountability in financial planning. The conversation highlights the need for a balanced approach to spending and saving, ensuring that individuals can enjoy their lives while preparing for a fulfilling retirement.

In this episode, we discuss the differences between tax planning and tax preparation, along with some examples highlighting the importance of tax planning.

In this episode, we discuss the pros and cons of holding cash and cash alternatives, versus using more traditional stock and bond investments. This topic is relevant as cash and cash alternatives are currently generating yields close to 5%, while the traditional stock and bond investments have been volatile. Many investors are wondering if it's better sit on the sidelines earning 5%, rather than allocating to longer term investments.

On today's episode of the Capital Conversations podcast, the team discusses the upcoming midterm elections and how the markets and economy could be impacted before and after the results at the polls are revealed.

On today's episode of the Capital Conversations podcast, Charles and John Rogers discuss 5 key considerations business owners should bear in mind when benchmarking the company 401(k) plan.

On today's episode of Capital Conversations, Kevin, Mike and Charles discuss 5 challenges that high income earners face- managing cashflow appropriately, saving adequately for their retirement needs, a need for more sophisticated tax planning, protecting their assets well, and not neglecting to put a great financial plan in place for the future.