Wealth Formula Podcast Por arte de portada

Wealth Formula Podcast

De: Buck Joffrey
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  • Resumen

  • Financial Education and Entrepreneurship for Professionals
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Episodios
  • 440: What You Need to Know About Liability Insurance

    440: What You Need to Know About Liability Insurance
    Jun 23 2024
    Oh man…we are getting really sexy with topics on this show! On this week’s episode of Wealth Formula Podcast, we are going to talk about liability insurance: malpractice insurance, property insurance—all that kind of stuff. I know this doesn’t sound exciting, but do you know the five different parts of an insurance policy and what part is generally the one that will screw you over? I didn’t think so. Here’s my suggestion. Grab your property insurance policy and follow along with the show. I haven’t read mine and you probably haven’t read yours either. But this is stuff you need to know a little bit about because if you have to change something or get a new policy, now’s the time to do it. Liability insurance is your first line of asset protection so make sure you have a grasp on it. This show will give you a nice place to start and it’s actually pretty interesting. 04:06 Insurance 101 05:22 The 5 Main Parts of Insurance 10:29 How to Look for the Right Insurance Policy 13:19 How to Deal with Claim Adjuster 17:35 What Should You Be Asking When Buying Insurance 20:27 Why Property Insurance is Skyrocketing
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    31 m
  • The Big Career Change You've Always Wanted to Make

    The Big Career Change You've Always Wanted to Make
    Jun 21 2024
    Dr. Jonny Kim managed three impressive career changes going from Navy Seal, to doctor, to NASA astronaut and he did it all by the age of 37. What's your excuse?
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    3 m
  • 439: News of the Week 06/19/24

    439: News of the Week 06/19/24
    Jun 19 2024
    Commentary on Sunday Podcast – Mark Skousen from FreedomFest General Overview: Mark Skousen made various comments on different topics, some of which were agreeable, while others were debatable. Inflation: Agreed: Different people experience different levels of inflation depending on their basket of goods and services. Disagreed: Inflation is not at a 10% rate, even considering shadow inflation (reduction in quantity or quality of goods and services for the same price). Global Warming: Disagreed: Global warming is not a manufactured crisis; clear data supports that the earth is warming and the climate is changing. Notable Data: The 10 most recent years are the warmest in recorded history, with emerging implications (e.g., rising insurance rates in Florida). Electric Vehicles (EVs): Neutral: While there's a debate on whether government mandates on the auto industry for EV production are reasonable, the necessity of such mandates is questioned. Political Spending: Agreed: Both Trump and Biden are big spenders. Disagreed: Democrats are not trying to get away with it, as they have explicitly stated intentions to raise taxes. Opinion: Republicans, by wanting to spend more and tax less, could be seen as trying to get away with increased spending without corresponding revenue. Update on Economy and Markets May CPI: Released data showed a 3.3% price increase on an annual basis, flat compared to April. First flat month-over-month CPI since May 2020, before the Fed's rate hike cycle began. FOMC June Meeting: Rates left unchanged. Signal of likely only one rate cut in 2024, down from previously anticipated two cuts. Stock Market: Continued rally, reaching new highs. Treasury and Mortgage Rates: 10-year treasury decreased by 20 bps to 4.2%. 30-year fixed mortgage rate around 7%. Bitcoin: Down by about 4% from the previous week, exhibiting volatility over the past 2-3 weeks. What are Structured Notes? Definition: Hybrid securities combining a bond and a derivative component linked to an underlier (e.g., S&P 500 index, commodity) designed to target a predefined investment goal. Characteristics: Generally unsecured debt obligations of issuers like investment banks. Performance linked to the underlying asset. Tailored to express a specific market view or meet a particular investment objective. Potential to achieve yield, growth, or principal protection. Risks: Creditworthiness: Dependent on the issuer's creditworthiness. Performance: Target returns are not guaranteed if the underlying asset underperforms. Holding Period: Designed to be held to maturity. Complexity: Financial instruments are complex and hard to understand.
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    28 m
Economía Finanzas Personales
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