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- June 28, 2023
Generous grandparents have even more reasons to establish 529 educational savings plans for their grandchildren in 2024 when new Roth IRA rollover provisions are in effect. Generally, contributions to 529 plans grow tax-deferred and can be withdrawn by beneficiaries tax-free when used to pay for qualifying education expenses, including tuition,…
- June 27, 2023
In this episode, the relatable finance guys dive into technology stocks, particularly those that are tied to artificial intelligence which have seen a strong performance this year. This has led to one of the highest concentrations in stock market indices. The post Relatable Finance Podcast Episode 126: Current Stock Market…
- June 20, 2023
According to the U.S. Bureau of Labor Statistics, the median number of years that wage and salary workers aged 25 and older had been with their current employer in January 2022 was 4.9 years, the same as in 2021 and just 0.01 percent less than in 2018. That translates to…
- June 13, 2023
In this episode, the relatable finance guys discuss the S&P 500 index, which is commonly referred to as the market. This is the most common index in the US and they go into the specifics of what you are investing in if you own it and some potential gaps in…
- June 7, 2023
College tuition costs continue to rise, forcing families to plan far in advance for how they will afford the future costs of their children's higher education. Taking advantage of a 529 saving plan helps families reach these goals while providing significant tax benefits. Contributions you make today to a 529…
- June 1, 2023
Life insurance is a vital estate planning tool intended to protect your family members from significant financial burdens and other economic risks that can occur when you pass away. However, no two policies are alike and navigating the world of life insurance can be quite complex. In the simplest terms,…
- May 23, 2023
In this episode, Relatable Finance host Shane Phillips talks to Jared Husch, Director of Growth at Nearpod. They cover many areas of the start-up world including working in a small company environment, acquisitions and growth potential. They also discuss the old and new Miami start-up scene as well as new…
- April 13, 2023
The recent failure of Silicon Valley Bank and stresses within the banking sector is top of mind for all of us. The relatable finance guys look into what sequence of events led to this, and the impact on the banking sector going forward. The post Relatable Finance Podcast Episode 123:…
- March 30, 2023
FT. LAUDERDALE, FL – March 30, 2023 – Provenance Wealth Advisors announced that Barron’s has once again named PWA chief investment officer and director Todd Moll, CFP®, CFA, to the annual list of top 1,200 financial advisors in the country for the ninth consecutive year. Moll is No. 32 in…