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. Listen now!
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 effect on earnings, providing personal […]
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 Social Security Administration (SSA) based […]
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 the traditional options. However, be […]
The COVID pandemic created a prolonged period of economic uncertainty that has left an indelible mark on individuals and businesses across the globe. While it is natural to become anxious and question whether you are fully prepared for the current period and any challenges that may arise in the future, you should focus your attention […]
FT. LAUDERDALE, FL – March 1, 2024 – Provenance Wealth Advisors today announced that it has been named by InvestmentNews Magazine as one of the country’s Best Places to Work for Financial Advisors in the USA. The program features a survey of all firm employees and completion of a questionnaire which asks questions about culture, […]
One of the biggest challenges entrepreneurs must confront is how and when they will exit the businesses they spent most of their lives building. After all, business owners view their companies as extensions of their personal identities. They neither have the desire nor the time to think about what will happen if and when they […]
After what seemed like years, Bitcoin ETF’s have finally been approved by the SEC. The South Florida relatable finance guys dive a little deeper into what this means for the asset class.
Ever since the creation of the first investable index fund in 1975, investors have debated whether it is better to invest in actively or passively managed investments. Is one superior to the other? Not necessarily. Should you utilize one over the other? Probably not. With passively managed investments, your money is automatically put into securities […]
China seems to have been in the news a lot recently, particularly as tensions with the U.S. seem elevated. Interestingly, China’s stock market has been under pressure while the U.S. market and economy continues to perform better than many expected. Join the South Florida relatable finance guys as they discuss China and the U.S. markets.
Beginning January 1, 2024, 401(k) and 403(b) retirement savings plans must meet a series of new requirements under the SECURE Act of 2019 and SECURE Act 2.0 of 2022 that essentially simplify plan rules for employers, expand coverage to more employees and help plan participants save more for their future. As a reminder, some of […]
In this Relatable Finance Podcast episode, the South Florida relatable guys dive into some of the different areas to consider when buying a home, how interest rates affect mortgage rates and values along with some of the fundamentals to always keep in mind.
The nation’s 71 million recipients of Social Security and/or Supplement Security (SSI) benefits are seeing those payments rise by 3.2 percent in 2024, a sharp contrast to last year’s 8.7 percent increase. According to the Social Security Administration, the 2024 cost-of-living adjustment (COLA) represents an additional benefit of $50 per recipient each month. The Social […]
In this episode, the South Florida Relatable Finance guys discuss artificial intelligence (AI) and its impact on the world and investments. They specifically discuss AI’s effect on the magnificent 7, the two broad types and AI, the types of companies using or creating AI and how to play both of this from an investment perspective.
The IRS recently released the 2024 cost-of-living adjustments to various provisions of the tax code, which you will use to file your federal income tax return in 2025. Marginal Income Tax Rates The following rates apply to individuals’ income in 2024. 37 percent for individual, single taxpayers with incomes greater than $609,350 ($731,200 for married […]