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内容由Kristen Charles and Talon Wealth提供。所有播客内容(包括剧集、图形和播客描述)均由 Kristen Charles and Talon Wealth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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The Banking Crisis & Why Mike’s Hacked Off

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Manage episode 358599075 series 2304474
内容由Kristen Charles and Talon Wealth提供。所有播客内容(包括剧集、图形和播客描述)均由 Kristen Charles and Talon Wealth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

March has been mind-boggling when it comes to economic updates! 🤯 The sudden failure of Silicon Valley Bank panicked the markets and investors, and Mike “Silver Lining” Lester is here to translate how the banking crisis does and does not impact consumers.

March is also a very exciting month for NCAA 🏀. But if you’ve listened to previous episodes, you likely know Mike isn’t a huge sports fan. He’s also not a CPA. However, he is a fee-only fiduciary financial advisor that keeps an eye on tax brackets (not basketball brackets) and how planning for inflation AND future taxes in retirement could impact the success of a financial plan.

Then, based on the volatility of wall street and how things over all just “don’t feel right”... Kristen asks Mike a brave question: Should we consider an Annuity if it pays 5% since that’s currently higher than many money market and savings accounts?

His answer may surprise you...

See omnystudio.com/listener for privacy information.

  continue reading

100集单集

Artwork
icon分享
 
Manage episode 358599075 series 2304474
内容由Kristen Charles and Talon Wealth提供。所有播客内容(包括剧集、图形和播客描述)均由 Kristen Charles and Talon Wealth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

March has been mind-boggling when it comes to economic updates! 🤯 The sudden failure of Silicon Valley Bank panicked the markets and investors, and Mike “Silver Lining” Lester is here to translate how the banking crisis does and does not impact consumers.

March is also a very exciting month for NCAA 🏀. But if you’ve listened to previous episodes, you likely know Mike isn’t a huge sports fan. He’s also not a CPA. However, he is a fee-only fiduciary financial advisor that keeps an eye on tax brackets (not basketball brackets) and how planning for inflation AND future taxes in retirement could impact the success of a financial plan.

Then, based on the volatility of wall street and how things over all just “don’t feel right”... Kristen asks Mike a brave question: Should we consider an Annuity if it pays 5% since that’s currently higher than many money market and savings accounts?

His answer may surprise you...

See omnystudio.com/listener for privacy information.

  continue reading

100集单集

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