Monterey Wealth
Stacks of CashEpisodes
Episodes of Stacks of Cash
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In the previous episode, Monterey Wealth discussed the advantages of rebalancing an investment portfolio when choosing a customized allocation. However, many participants are invested in target date funds within their retirement plans. This ca
In this episode Monterey Wealth discusses the importance of rebalancing your investment portfolio and the tools at your disposal to automate your rebalancing efforts.
In this episode, Monterey Wealth break down the interview with Jerome Powell, the Federal Reserve Chairman. Highlights include: Sentiment driving Q4-2023 equity returnsExpectations on future Federal Reserve decisionsHow Jerome Powell's comments
Trusts can play an important role in the Estate Planning process. In this episode we discuss.What happens, practically speaking, when someone dies.Why Trusts can expediate the process for your heirsWho is the right person to be a TrusteeBenefit
Monterey Wealth host Seth Toporek, Founder and Owner of Southeastern Mortgage Solutions, to discuss the current landscape of the mortgage and real estate market. In this episode we discuss: How have interest rates impacted the mortgage business
What do Mark Cuban, Arthur Blank and Walt Disney all have in common? Each were laid off from their respective companies before going on to start their own business and become successful business owners. Companies have, yet again, started layoff
As a continuation to our Silicon Valley Bank episode, Monterey Wealth discusses the newest developments from the regional banking world. Many updates have occurred in this sector over the last 30 days including:The continued rising interest rat
As the regional and community banks are under pressure and monopolizing the news cycle, Monterey Wealth discusses what is actually going on with Silicon Valley Bank (SVB) and how this could potentially be a catalyst for other regional banks. Ep
As we close the month of February, Monterey Wealth discusses the current status of the economy and capital markets. Looking through their lenses, they share what they have their eye on: Conference Boards Leading Economic IndicatorsThe Money Sup
Monterey Wealth discusses their outlook as the calendar turns and we head into 2023. In addition, they touch on: Market UpdatesHow the election results could impact the stock marketCEO sentimentsLeading IndicatorsIf you have any questions, plea
Taking a break from financial news and topics - Monterey Wealth dives head first in the discussion of home grills. Which is better Traeger Pellet Grill or a Big Green Egg? We explain, you decide!
You've inherited an IRA, now what? Over the past couple of years, the rules regarding beneficiary IRAs have evolved coming out of the SECURE Act. The distribution rules can be quite confusing in cumbersome for you. In this episode, Monterey Wea
The last market update from Monterey Wealth was on 7/20/2022. Since then, the markets have experienced increased volatility and angst among investors. In this episode Monterey Wealth covers:What is causing the volatility?Update on interest rate
We constantly hear on the news why rising interest rates are bad for the economy and could eventually lead to a recession. What we never hear are the positives of rising interest rates.To all our savers out there - you'll want to listen up. The
What if we were to tell you that if you invested $10,000 in the S&P 500 on 12/31/2006 and left it alone for 15 years, you would have $45,682 on 12/31/2021? That's a 10.66% annualized total return.!What if you tried to time the market and missed
Monterey Wealth is excited to invite Guest Host Devin Phillips, Partner of Weener, Nathan, Phillips, LLP back to discuss the importance of creating and updating your Estate Plan. Devin touches on the basics and differences between Revocable vs.
Monterey Wealth is excited to invite Guest Host Devin Phillips, Partner of Weener, Nathan, Phillips, LLP to discuss the importance of creating and updating your Estate Plan. Devin touches on the basics and differences between simple Last Will a
Monterey Wealth revisits an episode on inflation that was recorded in July 2021. Over the course of the year, the messaging from the Federal Government and the Federal Reserve Bank shifted from "transitory inflation" to more longer-term inflati
In this episode Monterey Wealth focuses their attention to the world of Term Life Insurance. The guys cover:Term vs. Permanent Life InsuranceWays Term insurance can protect against premature deathHelp answer the question: How much life insuranc
Most investors are familiar with the S&P 500 index but few investors know how the index is comprised. In this episode Monterey Wealth tackles:Market Cap Weighted vs. Equal Weighted IndexesValue Companies vs. Growth CompaniesWhat causes volatili
One of the questions asked so often when meeting with our 401(k) plan participants: What is the difference between Roth 401(k) contributions vs. Pre-tax 401(k) contributions? In this six minute episode Monterey Wealth will explain the differenc
The recent war between Russia and Ukraine has sparked additional volatility into the markets. These geo-political challenges coupled with an uncertain interest rate environment, caused Monterey Wealth to provide their thoughts on current events
In the first episode of 2022, Monterey Wealth discusses the recent volatility in the market, what is causing the volatility and how investors should approach large swings in the market.
In this episode, Monterey Wealth invites Social Security expert, Faye Sykes of Social Security Benefit Planners, to the podcast to discuss a variety of Social Security topics and success stories. If you have any questions, please feel free to F
Ever wonder what you should be looking for in a financial advisor? Better yet, do you even need a financial advisor? In this episode we cover:How to determine if you need an advisor. What to look for when hiring an advisor.Red Flags when vettin
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