Geopolitical tensions have risen lately. In this episode, the relatable finance guys go over some of the recent events and discuss their implications for the economy and asset markets
Selling a company that you put your heart and soul into building can provide significant rewards, including financial security for the remainder of your lifetime and potentially your heirs. Nevertheless, achieving that aim and reaping the full potential of the proceeds from a business sale requires careful reviews of where your business currently fits within […]
In this episode, the relatable finance guys look at the decision of saving now and enjoying your money in the future or YOLO, spend now and enjoy life in the moment. The topic came from a couple of client conversations where business owners sold their businesses and made comments such as “I have been wealthy […]
It is good practice to assess your physical and mental well-being regularly to identify changes you may make to improve your current circumstances. For some, this may result in simply eating a healthier diet, committing to a more rigorous exercise routine or working with a therapist or other licensed medical professional. The same advice applies […]
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 Generally, contributions to 529 plans grow tax-deferred and can be withdrawn by beneficiaries tax-free when used to pay for qualifying education expenses, including tuition, books, computers, and room and […]
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.
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 approximately nine jobs over 45 […]
The death of a spouse can be one of the most devastating events in an individual’s life. Not only must surviving spouses cope with the emotional, mental and physical turmoil of their crushing grief, but they will also face a tsunami of legal and financial decisions, including the responsibility to pay their bills, keep the […]
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 your investments if this is […]
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 college-saving plan grow tax-deferred until […]
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, a life insurance policy is […]
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 innovations such as ChatGPT and […]
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.
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 Barron’s as one of the […]