Alien & AI news cycle, gifting rules, mkt update with S&P down 2%, financial guests on podcasts.
Jun 16, 202611m
TJ and Charles discuss How wild the news cycle is. Mkt update. Getting on track.
Hosted by Thomas Kavanagh · EN · 53 episodes
Established thought leaders with verified media credentials.
Examining the ideas, techniques, and tools of wealth management to help you on your personal finance journey. Interviews with experts and exploring finance topics from different angles.
Thomas Kavanagh hosts Adventures in Wealth Management, a business show with 53 episodes published.
TJ and Charles discuss How wild the news cycle is. Mkt update. Getting on track.
Tj and Charles dig into the new trump accounts, market thoughts and some good takes from Llyod's new book. https://www.wsj.com/personal-finance/the-hack-that-turns-trump-accounts-into-multimillion-dollar-tax-free-nest-eg
Ross Mayfield joins to talk 2026.
123 Pod with TJ Kavanagh and Charles Fry. 1. Personal Finance Topic - What happens when you have to start taking money out of a 401k. 2. Markets - are we seeing a rotation? 3. 2026 Outlooks RMD Article https://www.bairdw
Tj and Charles dig into Roths, the current market and investing at all time highs.
Over the last few weeks we have been getting questions on the new bill. Go through 6 areas we are focusing on. Donor Advised Funds.pdf https://www.youtube.com/watch?v=7HwDaM-wsHk
Charles and TJ dig into The % benefits of having a financial plan. What keeps us motivated in the market. Investing at all time highs.
1-2-3 Podcast Social Security Fears Market Volatility Individual Investors and shorter investment time frames.
Tj and Charles have Ross Mayfield in the room chatting about. Donor Advised Funds. Market Seasonality The attention span of investors and the social media onslaught
On this episode, TJ and Charles tackle the age-old question for wealth management: when's the right time to deploy that sidelined cash? On the market side they also break down the January barometer—because, sure, let's p
Tj and Charles dig into 3 topics. Morgan Housel on the Huberman pod talking about personal finance. https://open.spotify.com/episode/5in0bWIi05XzEwhdyLbrTe?si=5f07340d77f74fa4 Trends in the market going into and post ele
TJ and Charles dig into Baird 2025 Planning Guide https://www.bairdwealth.com/insights/wealth-management-perspectives/2024/11/your-planning-guide-to-2025-taxes/ Stocks ups 30% https://awealthofcommonsense.com/2024/11/30-
Personal Finance: What happens with Decedent IRAs Mkts: ASU study that looked at 29,000 stocks over 100 years. Interesting: Why getting that first $100,000 is important and ways to structure.
Charles digs into staying the course during market volatility. TJ talks about market drawdowns and how millennials are actually ok.
Charles and TJ dig into Personal Finance: Direct Indexing. What is it? Market Updates. Interesting - the seasonality of markets.
TJ and Charles dig into Why you should set up a budget. Investing at all time highs. Rodger Federer commencement speech. https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/
Dig into Why you don't need to be 50+ years old to have a financial plan. Not overthinking a bull mkt. Joys of compouding.
The guys dig into What happens when you inherit an IRA. Why the economy isn't always the same as the stock market. Where people get their money advice from.
Digging into What American's think they need to retire https://www.wsj.com/personal-finance/retirement/retirement-savings-needed-increased-2024-9f7c01e0 Seasonality of the market What Charles looks for in Trends and Char
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Adventures in Wealth Management is hosted by Thomas Kavanagh. The show is categorised under business (investing) and has published 53 episodes.
Adventures in Wealth Management has published 53 episodes.
Adventures in Wealth Management regularly covers business, investing, management. It sits in the business category, with a investing focus.
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