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- May 27, 2024
In this episode, relatable finance guys discuss something that affects every American: the United States national debt. Listen as they discuss where the national debt currently stands, explore the factors that have contributed to its rise, and consider the potential impacts on our economy and everyday lives. The post Relatable…
- May 22, 2024
Just as annual medical check-ups help you maintain proper health, regular insurance plan reviews can provide invaluable benefits. Evaluating current insurance policies once a year or every two years can help to ensure your policies keep up with your changing circumstances and may even result in re-rated and reduced premiums…
- May 13, 2024
Dive into the complexities of the Federal Reserve’s delicate balancing act with the South Florida Relatable Finance guys. Despite expectations of interest rate cuts, the resilient economy and the approaching presidential election add layers of complexity to the Fed’s decisions, as they do not want to be viewed as impacting…
- May 8, 2024
In 2023, the U.S. Department of Labor, Internal Revenue Service and Pension Benefit Guaranty Corporation issued final changes to how retirement plan sponsors must annually report critical information about their employee benefit plans under the Secure Act that was passed into law in 2021. These updates apply to employers’ annual…
- May 2, 2024
The threat of tax increases and a reduction to the federal estate tax exemption is something high-net-worth families must consider when planning for wealth preservation. One strategy investors and family offices are increasingly relying on to prepare for an eventual shift in tax policy is private placement life insurance (PPLI)…
- April 23, 2024
Congratulations! Your child has been accepted into college and will potentially move out of your family home in the next few months. During this time of excitement and, perhaps, sadness, don’t forget that the law no longer recognizes you as your child’s legal guardian. Unless you prepare in advance, you…
- April 22, 2024
The South Florida Relatable Finance Guys discuss unexpected money and how to make the most of it. From defensive strategies like bolstering your emergency fund and paying off debt, to bold moves like pursuing your dreams or launching your own business. Don’t miss out on valuable insights and practical tips…
- April 8, 2024
In this episode, join the South Florida relatable finance guys as they tackle the ever-relevant topic of inflation, but with a twist – exploring its impact through the prism of changing lifestyles and the journey of growing up. The discussion delves into the dual perspectives of rising costs and the…
- March 26, 2024
If you turned 62 this year, congratulations! You may be eligible to begin collecting Social Security benefits. However, the longer you wait to start claiming benefits, the higher the monthly payout you will receive. For example, by waiting until you reach your full retirement age (FRA), as defined by the…
- March 25, 2024
In the latest Relatable Finance podcast episode, the South Florida finance guys delve into the often overlooked realms of alternative investments and private markets. While stocks and bonds dominate financial discussions, we shed light on the potential of alternative avenues. Discover the allure of these investments, offering attractive returns beyond…