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Fiscal Fitness

Business & Economics Podcasts

Money isn't the only thing, but it touches everything. Too many Americans today struggle with money because they don't know how to play the game. For those who are ready to master the game of money, John Grace and Daniel Medina will be your coaches who first help you know your objectives. Then you can establish personal goals so that whether you live too long or die too soon, you can play the game to win.brbr Our trademark statement, “The Proof is in the Planning” represents the hard work and perseverance, coupled with a sound plan for the future. The financial plans we create are highly customized, but they have three things in common: They are designed to be STRONG, SAFE, and SIMPLE. Strong means they can weather market uncertainty. Safe means they can help protect you from unnecessary risk. Simple means you will understand everything you’re doing all the time. Past performance does not guarantee future results. All investing involves risks including possible loss of principal.

Money isn't the only thing, but it touches everything. Too many Americans today struggle with money because they don't know how to play the game. For those who are ready to master the game of money, John Grace and Daniel Medina will be your coaches who first help you know your objectives. Then you can establish personal goals so that whether you live too long or die too soon, you can play the game to win.brbr Our trademark statement, “The Proof is in the Planning” represents the hard work and perseverance, coupled with a sound plan for the future. The financial plans we create are highly customized, but they have three things in common: They are designed to be STRONG, SAFE, and SIMPLE. Strong means they can weather market uncertainty. Safe means they can help protect you from unnecessary risk. Simple means you will understand everything you’re doing all the time. Past performance does not guarantee future results. All investing involves risks including possible loss of principal.

Location:

United States

Description:

Money isn't the only thing, but it touches everything. Too many Americans today struggle with money because they don't know how to play the game. For those who are ready to master the game of money, John Grace and Daniel Medina will be your coaches who first help you know your objectives. Then you can establish personal goals so that whether you live too long or die too soon, you can play the game to win.brbr Our trademark statement, “The Proof is in the Planning” represents the hard work and perseverance, coupled with a sound plan for the future. The financial plans we create are highly customized, but they have three things in common: They are designed to be STRONG, SAFE, and SIMPLE. Strong means they can weather market uncertainty. Safe means they can help protect you from unnecessary risk. Simple means you will understand everything you’re doing all the time. Past performance does not guarantee future results. All investing involves risks including possible loss of principal.

Language:

English


Episodes

Fiscal Fitness - Long term care can wreck your plans

4/7/2021
Are you planning on leaving your family money or are you believing you are going to be left money? Either way, the investments can be depleted due to long term care costs.

Duration:00:54:52

Fiscal Fitness -Keep Your Assets From Being Handed to You

3/31/2021
What’s an investor to do? The extreme demand for portfolio hedges suggest that all is not well for the U.S stock bull run, which is on shaky ground between rising Treasury yields and extended lockdowns.

Duration:00:55:28

Fiscal Fitness - Auto Save to Avoid Poverty

3/24/2021
Life is so busy and complicated many Americans never get around to planning for their financial success. But the government could make the job a lot easier by making auto-enrollment a requirement at work.

Duration:00:51:17

Fiscal Fitness - Stimulus Checks are in the Mail, What’s Your Pla

3/17/2021
Instead of spend, baby spend, many households plan to “save” their next stimulus checks. Before your check shows up, what do you plan on doing with the money? In one survey we find that Bitcoin is more popular than stocks among those receiving stimulus money.

Duration:00:50:02

Do The Math Before Becoming a Landlord in Retirement

3/10/2021
Private landlords do not always see that they are earning lower returns on their investment. Many fail to count taxes, rent control, ordinary expenses, and changing weather conditions. No one expects rising prices and rents to be any different from recent history.

Duration:00:55:00

Fiscal Fitness - The Widening Gap of Income Inequality

3/3/2021
We all know the old adage, “The rich get richer and the poor get poorer.” While the pandemic helped the richest people, the recovery for many could take over a decade. Tune in to discover what can be done to remedy the gap of income and wealth inequalities.

Duration:00:55:07

Fiscal Fitness - What happens if interest rates rise?

2/24/2021
In fantasy land stock prices are reasonable because rates will stay the lowest you have witnessed forever. Set that fantasy aside and the rationale collapses like Humpty Dumpty. What’s an investor to do if sub-par returns persist in the years ahead?

Duration:00:52:49

Fiscal Fitness - What Can We Learn From China’s New 5 Year Plan?

2/17/2021
Created consistently since 1953, China just completed their 14th policy blueprint for 2021-25. With our trademark, ‘The proof is in the planning’, and our belief that luck is not a strategy, let’s be inspired to draft your family plan.

Duration:00:53:56

Fiscal Fitness - If The Market Drops, Are You Ready?

2/10/2021
iIf The Market Drops Driven by the 3 ‘Rs,’ Are You Ready? Bank of America was ringing the alarm bells over equities recently. BofA submits that the “3R’s of rates, regulation, redistribution are historic catalysts that end bull market & bubbles.” In other words, BofA warns that a correction is looming. If such headwinds take hold, discover how investors can stay their course.

Duration:00:54:19

Fiscal Fitness - Stay Sure Footed as the Market Goes Bananas

2/3/2021
Stocks are seeing huge moves daily thanks to short-term traders doing all things possible to maximize immediate profit. Join us to discover ways you may keep your balance before you get sick on the market roller-coaster ride. Now is the time to prepare for what’s next.

Duration:00:54:33

Fiscal Fitness - Stock Market Performance Under Past Presidents

1/27/2021
“Finished off the year with the highest Stock Market in history. Setting records with your 401’s, just like I said you would. Congratulations to all!” That was Former President Donald Trump on Twitter, 12/31/20. Let’s take a look at the record for the Dow Jones performance with Trump, Obama, George W. Bush and Clinton

Duration:00:54:50

Fiscal Fitness - What the Georgia Election Means for Markets and

1/20/2021
The majority of Americans did not expect Georgia to break blue for both the White House and the Senate. That’s because most of us have not learned how to study demographic changes. So, we are left to speak from the perspective of history. Which may leave us unprepared for the unforeseen. Join us with Atlanta Executive Coach, James Rodgers, PH.D., FIMC, to discover why Jim said on 11/3/20 he expected Republicans to lose both the presidency and two Senate seats.

Duration:00:56:26

Fiscal Fitness -7 Ways for Small Businesses to Survive and Thrive

1/13/2021
Thanks to the pandemic, business bankruptcies are set to rise dramatically. At the same time Congress streamlined the rules for small businesses hoping to use bankruptcy to make a fresh start, the increase in Americans starting businesses surged to a 13-year high.

Duration:00:55:27

Fiscal Fitness - Size Doesn’t Matter: The Universal Problems With

1/6/2021
Join us to put some light on three significant subjects: Carl Icahn says he's well hedged for a correction, are you? America First? Why China Will Become #1 World Economy by 2028 Size Doesn’t Matter: The Universal Problems With Pensions

Duration:00:54:13

Fiscal Fitness - The “Santa Claus Rally” is a Jolly Gift

12/30/2020
There are few 7-session stretches that are better for the stock market than the last 5 days of the year and the first 2 days of the New Year. In fact, if history is any guide, the average gain for that period of time is 1.5%, per Bloomberg. Investors are worried about the market’s ability to maintain its historic melt-up and exuberant valuations as the COVID-19 pandemic reminds the world it is far from finished. Join us as we discuss the polarization that isn’t toxic only in politics, it’s...

Duration:00:53:27

Fiscal Fitness - Is it Possible We’re in a Bear Market Rally?

12/23/2020
No one knows when the coronavirus sell-off will end and a new uptrend emerge. But we do know what to do to keep your assets from being handed to you. While investors wonder when Apple, Amazon, Tesla, and Microsoft and other leaders will eventually rebound and a new stock market uptrend will begin, start by looking at volume. And don’t miss what the addition of Tesla might portend for the market. Buy the lows? Maybe, but we are likely to witness several head fakes before we get a true and...

Duration:00:56:02

Fiscal Fitness - The Good, the Bad, and the Unforeseen

12/16/2020
Just suppose the market will test new lows in 2021. After the 20% loss 4th quarter 2018, and the 35% decline Ist quarter 2020, is it possible the first leg down next year could be 40%? Last month, the Dow posted its best month since 1987, and both the Dow and the S&P 500 ranked the best November since 1928. Now before you sing, Happy Days are Here Again, remember that the 1920’s lead off with the Roaring 20’s and ended with a bust. In fact, the 1928 “best November” happened before the market...

Duration:00:55:28

Fiscal Fitness - Coronavirous Infection by Race: What’s Behind the Health Disparities?

12/9/2020
While some Americans can afford the luxury of working from home, other workers put their lives in peril every single day, just doing their jobs. Non-Hispanic American Indian or Alaska Native people had an age-adjusted COVID-19 hospitalization rate about 5.3 times that of non-Hispanic white people, according to data from The Centers for Disease Control and Prevention (CDC). Black people and Hispanic or Latino population were both about 4.7 times the rate of non-Hispanic white people. After...

Duration:00:51:57

Fiscal Fitness - New Businesses in America is Booming. Now what?

12/2/2020
While the pandemic is a disaster of epic proportions, “No other rich-world country is experiencing the same rise in entrepreneurship,” according to The Economist, October 10, 2020. Our panel of experts will share ideas for what it takes for old business as well new businesses to survive and thrive. Andrea Roschke, CPA, Roschke & Wall CPAs Incl, will identify what you need to do to enjoy all of the tax breaks so that your firm avoids the focus of the IRS. Attorney Robert Wynner, Shareholder,...

Duration:00:55:22

What Can Retail Investors Learn From Institutional Investing?

11/25/2020
Yields on traditional income investments have been declining for over a decade. This requires individual investors to adapt their income strategy by moving up the risk spectrum leading to potentially large drawdowns to today’s low yield environment through alternative sources. Listen in as we discuss the benefits of investing in real estate to help provide income and potentially reduce volatility compared to traditional income investments. Bluerock created the Total Income+ real estate fund...

Duration:00:55:16