Investment Insight with McCay Wealth Advisory Castos https://investment-insight-with-mccay-wealth-.castos.com Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and many other money related matters. We invite you to tune in and to email us questions you may have at brent@mccaywealth.com, so that we can discuss them at a future podcast or meeting. Every second Tuesday we do Investment Insight in person at our Manchester, Tennessee office at 10am and our McMinnville, Tennessee office at 3pm. Thu, 17 Jul 2025 12:30:00 +0000 en © 2023 https://episodes.castos.com/64fa3c97405b70-70800257/images/investment-insight-cover.jpg Investment Insight with McCay Wealth Advisory https://investment-insight-with-mccay-wealth-.castos.com Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and many other money related matters. We invite you to tune in and to email us questions you may have at brent@mccaywealth.com, so that we can discuss them at a future podcast or meeting. Every second Tuesday we do Investment Insight in person at our Manchester, Tennessee office at 10am and our McMinnville, Tennessee office at 3pm. Brent McCay & Hayden Proffitt episodic Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and many other money related matters. We invite you to tune in and to email us questions you may have at brent@mccaywealth.com, so that we can discuss them at a future podcast or meeting. Every second Tuesday we do Investment Insight in person at our Manchester, Tennessee office at 10am and our McMinnville, Tennessee office at 3pm. Brent McCay suzy@mccaywealth.com false https://feeds.castos.com/j34wm yes <![CDATA[IRA Liability Limits]]> Thu, 17 Jul 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2063139 https://investment-insight-with-mccay-wealth.castos.com/episodes/ira-liability-limits Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss protections and liability limits for your IRA.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

Chapters

  • (00:00:00) - What IRAs and 401Ks You Need to Know
]]> full 97 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss protections and liability limits for your IRA.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:00 <![CDATA[Buying Stock in Your Company]]> Thu, 10 Jul 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2063138 https://investment-insight-with-mccay-wealth.castos.com/episodes/buying-stock-in-your-company Hosts Brent McCay and Hayden Proffitt talk about the benefits and risks of investing in your employer.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

Chapters

  • (00:00:00) - Should You Buy Company Stock in Your Retirement Plan?
]]> full 96 false Hosts Brent McCay and Hayden Proffitt talk about the benefits and risks of investing in your employer.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:15 <![CDATA[Proposed Changes to HSAs]]> Thu, 03 Jul 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2063136 https://investment-insight-with-mccay-wealth.castos.com/episodes/proposed-changes-to-hsas Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss new changes to Health Savings Accounts as part of the GOP spending bill.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

Chapters

  • (00:00:00) - Health Savings Accounts: Update on Tax Legislation
]]> full 95 false Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss new changes to Health Savings Accounts as part of the GOP spending bill.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:01:52 <![CDATA[Savings Rates with 401k Investments]]> Thu, 26 Jun 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2063135 https://investment-insight-with-mccay-wealth.castos.com/episodes/savings-rates-with-401k-investments Hosts Brent McCay and Bradley Covert talk about behavioral trends and challenges for savers with 401k plans, while adjusting for inflation and other issues.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

Chapters

  • (00:00:00) - Employee 401K Savings Rate hits 14.3%, a record
]]> full 94 false Hosts Brent McCay and Bradley Covert talk about behavioral trends and challenges for savers with 401k plans, while adjusting for inflation and other issues.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:22 <![CDATA[Private Market Investments]]> Thu, 19 Jun 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2063133 https://investment-insight-with-mccay-wealth.castos.com/episodes/private-market-investments Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the new trend of private market investments.  Learn about the new opportunities with these investments, and why these may or may not be good for your portfolio.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

Chapters

  • (00:00:00) - Private Markets: Do They Work?
]]> full 93 false Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the new trend of private market investments.  Learn about the new opportunities with these investments, and why these may or may not be good for your portfolio.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:28 <![CDATA[Transfer on Death]]> Thu, 12 Jun 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2040139 https://investment-insight-with-mccay-wealth.castos.com/episodes/transfer-on-death Hosts Brent McCay and Bradley Covert talk about new state-specific laws that can help take advantage of the wealth locked up in real estate when passing property to your heirs.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

Chapters

  • (00:00:00) - Transfer on Death on Property
]]> full 92 false Hosts Brent McCay and Bradley Covert talk about new state-specific laws that can help take advantage of the wealth locked up in real estate when passing property to your heirs.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:41 <![CDATA[Picking Stocks]]> Thu, 05 Jun 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2040138 https://investment-insight-with-mccay-wealth.castos.com/episodes/picking-stocks Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss a recent article that shows how much research the average investor performs before buying stocks.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

Chapters

  • (00:00:00) - How To Pick A Stock?
]]> full 91 false Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss a recent article that shows how much research the average investor performs before buying stocks.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:04:31 <![CDATA[Donating Goods to Charity]]> Thu, 29 May 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2040137 https://investment-insight-with-mccay-wealth.castos.com/episodes/donating-goods-to-charity Hosts Brent McCay and Bradley Covert discuss IRS requirements for donating goods to charity, focusing on art, real estate, collectibles, and non-traded stocks to avoid penalties.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

Chapters

  • (00:00:00) - Donating Art Over $5,000 Can Cause an IRS Audit
]]> full 90 false Hosts Brent McCay and Bradley Covert discuss IRS requirements for donating goods to charity, focusing on art, real estate, collectibles, and non-traded stocks to avoid penalties.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:57 <![CDATA[Target Date Funds]]> Thu, 22 May 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2040136 https://investment-insight-with-mccay-wealth.castos.com/episodes/target-date-funds Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, define target date funds and how that can potentially impact your retirement portfolio.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

Chapters

  • (00:00:00) - Should You Put Money in Target Date Funds?
]]> full 89 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, define target date funds and how that can potentially impact your retirement portfolio.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:28 <![CDATA[Social Security Administration Changes]]> Thu, 15 May 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2040134 https://investment-insight-with-mccay-wealth.castos.com/episodes/social-security-administration-changes Hosts Brent McCay and Hayden Proffitt talk about new leadership in the Social Security Administration and recent changes to the Social Security program.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 88 false Hosts Brent McCay and Hayden Proffitt talk about new leadership in the Social Security Administration and recent changes to the Social Security program.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:07 <![CDATA[Trade and the Dollar]]> Thu, 08 May 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2011385 https://investment-insight-with-mccay-wealth.castos.com/episodes/trade-and-the-dollar Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how the strength of the U.S. Dollar rises and falls with our imports and exports.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 87 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how the strength of the U.S. Dollar rises and falls with our imports and exports.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:04:02 <![CDATA[Consumer Sentiment]]> Thu, 01 May 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2011384 https://investment-insight-with-mccay-wealth.castos.com/episodes/consumer-sentiment Hosts Brent McCay and Hayden Proffitt talk about the current consumer sentiment, and look at the usefulness of it when examining the state of our economy.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 86 false Hosts Brent McCay and Hayden Proffitt talk about the current consumer sentiment, and look at the usefulness of it when examining the state of our economy.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:22 <![CDATA[Value Added Taxes]]> Thu, 24 Apr 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2011383 https://investment-insight-with-mccay-wealth.castos.com/episodes/value-added-taxes Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, talk about Value Added Taxes.  We learn what they are and how the world-at-large uses them.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 85 false Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, talk about Value Added Taxes.  We learn what they are and how the world-at-large uses them.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:55 <![CDATA[Cheating on Taxes]]> Thu, 17 Apr 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2011382 https://investment-insight-with-mccay-wealth.castos.com/episodes/cheating-on-taxes Hosts Brent McCay and Hayden Proffitt talk about the potential ramifications of cheating on your taxes, and why we suggest being as truthful as possible when filling out your annual forms.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 84 false Hosts Brent McCay and Hayden Proffitt talk about the potential ramifications of cheating on your taxes, and why we suggest being as truthful as possible when filling out your annual forms.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:03:34 <![CDATA[Market Volatility]]> Thu, 10 Apr 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/2010661 https://investment-insight-with-mccay-wealth.castos.com/episodes/market-volatility-1 Hosts Brent McCay and Bradley Covert, McCay Wealth Advisory, share a few tips on how to best handle the market’s current volatility and protect your investments.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 83 false Hosts Brent McCay and Bradley Covert, McCay Wealth Advisory, share a few tips on how to best handle the market’s current volatility and protect your investments.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:31 <![CDATA[State of Insurance]]> Thu, 03 Apr 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1992313 https://investment-insight-with-mccay-wealth.castos.com/episodes/state-of-insurance Hosts Brent McCay and Hayden Proffitt talk about the current state of insurance companies, and why their profitability can be a benefit to you.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 82 false Hosts Brent McCay and Hayden Proffitt talk about the current state of insurance companies, and why their profitability can be a benefit to you.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:17 <![CDATA[New Investments in America]]> Thu, 27 Mar 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1992312 https://investment-insight-with-mccay-wealth.castos.com/episodes/new-investments-in-america Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impacts of new corporate investments in America, specifically Apple and TSMC.  Learn how those can affect your own investments.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 81 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impacts of new corporate investments in America, specifically Apple and TSMC.  Learn how those can affect your own investments.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:08 <![CDATA[AI Boom]]> Thu, 20 Mar 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1992311 https://investment-insight-with-mccay-wealth.castos.com/episodes/ai-boom Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the current boom in artificial intelligence, and how the market is reacting to AI, along with how you can best benefit with your investments.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 80 false Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the current boom in artificial intelligence, and how the market is reacting to AI, along with how you can best benefit with your investments.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:44 <![CDATA[Qualified Business Income (QBI) Deduction]]> Thu, 13 Mar 2025 12:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1971472 https://investment-insight-with-mccay-wealth.castos.com/episodes/qualified-business-income-qbi-deduction Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the importance of the qualified business income deduction for certain individuals.  Learn about the qualifications and benefits in this video.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 79 false Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the importance of the qualified business income deduction for certain individuals.  Learn about the qualifications and benefits in this video.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:01:50 <![CDATA[Bessent’s 3/3/3 Plan]]> Thu, 06 Mar 2025 13:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1971471 https://investment-insight-with-mccay-wealth.castos.com/episodes/bessents-333-plan Hosts Brent McCay and Bradley Covert talk about Treasury Secretary Scott Bessent’s proposed 3/3/3 plan and what that means to the economy and to your investments.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 78 false Hosts Brent McCay and Bradley Covert talk about Treasury Secretary Scott Bessent’s proposed 3/3/3 plan and what that means to the economy and to your investments.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:06 <![CDATA[Capital Gains Exclusion]]> Thu, 27 Feb 2025 13:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1971469 https://investment-insight-with-mccay-wealth.castos.com/episodes/capital-gains-exclusion Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the qualifications for the 2-year capital gains exclusion.  Learn about how much of the capital gains can be excluded, and possible exceptions.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 77 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the qualifications for the 2-year capital gains exclusion.  Learn about how much of the capital gains can be excluded, and possible exceptions.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:01:24 <![CDATA[Claiming Dependents]]> Thu, 20 Feb 2025 13:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1941144 https://investment-insight-with-mccay-wealth.castos.com/episodes/claiming-dependents Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss how long and under which conditions you should claim certain dependents on your tax returns.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 76 false Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss how long and under which conditions you should claim certain dependents on your tax returns.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:01:11 <![CDATA[1099 Info]]> Thu, 13 Feb 2025 13:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1971467 https://investment-insight-with-mccay-wealth.castos.com/episodes/1099-info Hosts Brent McCay and Hayden Proffitt talk about the different 1099 forms you may receive through the year, and the deadlines for receiving each.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 75 false Hosts Brent McCay and Hayden Proffitt talk about the different 1099 forms you may receive through the year, and the deadlines for receiving each.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:56 <![CDATA[Social Security Fairness Act]]> Thu, 06 Feb 2025 13:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1941141 https://investment-insight-with-mccay-wealth.castos.com/episodes/social-security-fairness-act Hosts Brent McCay and Bradley Covert talk about the Social Security Fairness Act, and how that especially impacts retired government workers.  Listen in to see if you might qualify for higher benefits.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 74 false Hosts Brent McCay and Bradley Covert talk about the Social Security Fairness Act, and how that especially impacts retired government workers.  Listen in to see if you might qualify for higher benefits.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:01:36 <![CDATA[Homeowner's Insurance]]> Thu, 30 Jan 2025 13:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1941094 https://investment-insight-with-mccay-wealth.castos.com/episodes/homeowners-insurance Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impact of recent disasters like hurricanes, floods and fires on homeowner’s insurance programs.  Learn how these plans could change in the future, and how you might be able to review your plans and find ways to save money.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 73 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impact of recent disasters like hurricanes, floods and fires on homeowner’s insurance programs.  Learn how these plans could change in the future, and how you might be able to review your plans and find ways to save money.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:03:31 <![CDATA[Super Catchup]]> Thu, 23 Jan 2025 13:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1941090 https://investment-insight-with-mccay-wealth.castos.com/episodes/super-catchup Hosts Brent McCay and Hayden Proffitt talk about ways individuals between 60-63 years of age can add more to their retirement savings.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 72 false Hosts Brent McCay and Hayden Proffitt talk about ways individuals between 60-63 years of age can add more to their retirement savings.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:01:37 <![CDATA[Home Title Theft]]> Thu, 16 Jan 2025 13:30:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1921681 https://investment-insight-with-mccay-wealth.castos.com/episodes/home-title-theft Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss certain scams where your home title may easily be stolen, and how you can protect yourself from this growing fraudulent activity.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 71 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss certain scams where your home title may easily be stolen, and how you can protect yourself from this growing fraudulent activity.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:51 <![CDATA[Blended Family Finances]]> Thu, 09 Jan 2025 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1876706 https://investment-insight-with-mccay-wealth.castos.com/episodes/blended-family-finances Hosts Brent McCay and Hayden Proffitt talk about ways you can financially protect your blended family when you pass.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 70 false Hosts Brent McCay and Hayden Proffitt talk about ways you can financially protect your blended family when you pass.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:03:39 <![CDATA[Tariffs]]> Thu, 02 Jan 2025 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1921679 https://investment-insight-with-mccay-wealth.castos.com/episodes/tariffs Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the implications of President-Elect Trump’s proposed tariffs to goods coming to America from overseas.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 69 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the implications of President-Elect Trump’s proposed tariffs to goods coming to America from overseas.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:05:12 <![CDATA[Tax Tips for Self Employed]]> Thu, 26 Dec 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1921676 https://investment-insight-with-mccay-wealth.castos.com/episodes/tax-tips-for-self-employed Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about several ways to help reduce your 2024 tax burden, especially for those who are self employed.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 68 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about several ways to help reduce your 2024 tax burden, especially for those who are self employed.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:03:44 <![CDATA[Digital Banking]]> Thu, 19 Dec 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1876707 https://investment-insight-with-mccay-wealth.castos.com/episodes/digital-banking Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss changes in the banking industry and how financial institutions are continuing transitioning to  digital transactions. 

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com

]]> full 67 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss changes in the banking industry and how financial institutions are continuing transitioning to  digital transactions. 

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com

]]> 00:04:59 <![CDATA[Beneficial Ownership Filing]]> Thu, 12 Dec 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1919396 https://investment-insight-with-mccay-wealth.castos.com/episodes/beneficial-ownership-filing Hosts Brent McCay and Hayden Proffitt talk about the new regulations for registering your company with the new Beneficial Ownership legislation before the end of the year.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com

]]> full 66 false Hosts Brent McCay and Hayden Proffitt talk about the new regulations for registering your company with the new Beneficial Ownership legislation before the end of the year.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com

]]> 00:03:27 <![CDATA[The 80/20 Rule]]> Thu, 05 Dec 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1876701 https://investment-insight-with-mccay-wealth.castos.com/episodes/the-8020-rule Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the 80/20 rule.  We look at how it can be a guide for your retirement, if you use it wisely.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com

]]> full 65 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the 80/20 rule.  We look at how it can be a guide for your retirement, if you use it wisely.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com

]]> 00:03:02 <![CDATA[Social Security Challenges]]> Thu, 28 Nov 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1876697 https://investment-insight-with-mccay-wealth.castos.com/episodes/social-security-challenges Hosts Brent McCay and Hayden Proffitt talk about some challenges that social security is facing in the coming years, and how you can protect your retirement.   

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com

]]> full 64 false Hosts Brent McCay and Hayden Proffitt talk about some challenges that social security is facing in the coming years, and how you can protect your retirement.   

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com

]]> 00:03:32 <![CDATA[Dow and ?]]> Thu, 21 Nov 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1876693 https://investment-insight-with-mccay-wealth.castos.com/episodes/dow-and Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss why the Dow may not be the best indicator of your financial portfolio performance.   It may be better to focus on others than just the Dow.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com

]]> full 63 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss why the Dow may not be the best indicator of your financial portfolio performance.   It may be better to focus on others than just the Dow.

We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com

]]> 00:01:39 <![CDATA[Upcoming Changes to 401k Plans]]> Thu, 14 Nov 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1849229 https://investment-insight-with-mccay-wealth.castos.com/episodes/upcoming-changes-to-401k-plans Hosts Brent McCay and Hayden Proffitt talk about some changes coming to 401k plans this year and next.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 62 false Hosts Brent McCay and Hayden Proffitt talk about some changes coming to 401k plans this year and next.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:04:25 <![CDATA[Protect Your Financial Accounts]]> Thu, 07 Nov 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1849228 https://investment-insight-with-mccay-wealth.castos.com/episodes/protect-your-financial-accounts Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss a few ways you can protect your valuable financial account information.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 61 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss a few ways you can protect your valuable financial account information.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:06:22 <![CDATA[Tips on Estate Planning]]> Thu, 31 Oct 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1849227 https://investment-insight-with-mccay-wealth.castos.com/episodes/tips-on-estate-planning Hosts Brent McCay and Hayden Proffitt discuss a few ideas to help with your estate planning this year.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 60 false Hosts Brent McCay and Hayden Proffitt discuss a few ideas to help with your estate planning this year.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:06:56 <![CDATA[Tax Saving Ideas for 2024]]> Thu, 24 Oct 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1849226 https://investment-insight-with-mccay-wealth.castos.com/episodes/tax-saving-ideas-for-2024 Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at several ways you can plan now to save on taxes in 2025.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 59 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at several ways you can plan now to save on taxes in 2025.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:04:30 <![CDATA[Zero Day Option]]> Thu, 17 Oct 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1833976 https://investment-insight-with-mccay-wealth.castos.com/episodes/zero-day-option Hosts Brent McCay and Hayden Proffitt talk about the Zero Day option, or same day option, and if that is a good investment for you.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 58 false Hosts Brent McCay and Hayden Proffitt talk about the Zero Day option, or same day option, and if that is a good investment for you.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:02:32 <![CDATA[Inverted Yield Curve]]> Thu, 10 Oct 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1833974 https://investment-insight-with-mccay-wealth.castos.com/episodes/inverted-yield-curve Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, help define an inverted yield curve and look at what that means to you.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> full 57 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, help define an inverted yield curve and look at what that means to you.  We would love to help you prepare for your financial future.  Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

]]> 00:03:30 <![CDATA[How the Carry Trade Works]]> Thu, 03 Oct 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1812859 https://investment-insight-with-mccay-wealth.castos.com/episodes/how-the-carry-trade-works Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss what is called the Carry Trade.  Learn how it works and the positive and negative impacts it may have for you.

]]> full 52 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss what is called the Carry Trade.  Learn how it works and the positive and negative impacts it may have for you.

]]> 00:03:36 <![CDATA[Social Security Highlights]]> Thu, 26 Sep 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1812862 https://investment-insight-with-mccay-wealth.castos.com/episodes/social-security-highlights Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the basics of social security and the importance of checking on your own situation.

]]> full 54 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the basics of social security and the importance of checking on your own situation.

]]> 00:04:57 <![CDATA[Changes in Retirement Accounts in 2024]]> Thu, 19 Sep 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1812860 https://investment-insight-with-mccay-wealth.castos.com/episodes/changes-in-retirement-accounts-in-2024 Hosts Brent McCay and Hayden Proffitt talk about some of the highlights in retirement account changes in this calendar year.

]]> full 53 false Hosts Brent McCay and Hayden Proffitt talk about some of the highlights in retirement account changes in this calendar year.

]]> 00:03:01 <![CDATA[Large Local Employer Contract Changes]]> Sun, 15 Sep 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1833973 https://investment-insight-with-mccay-wealth.castos.com/episodes/large-local-employer-contract-changes Hosts Brent McCay and Hayden Proffitt look at some things you can do during buyouts and employer transitions to reduce your tax burden.

]]> full 56 false Hosts Brent McCay and Hayden Proffitt look at some things you can do during buyouts and employer transitions to reduce your tax burden.

]]> 00:02:59 <![CDATA[Lump Sum Option for My Pension?]]> Thu, 12 Sep 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1833410 https://investment-insight-with-mccay-wealth.castos.com/episodes/lump-sum-option-for-my-pension Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the positive and negative issues when deciding on a lump sum option when you receive your pension.

]]> full 52 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the positive and negative issues when deciding on a lump sum option when you receive your pension.

]]> 00:05:21 <![CDATA[Tennessee Franchise and Excise Tax Refund]]> Thu, 05 Sep 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1812857 https://investment-insight-with-mccay-wealth.castos.com/episodes/tennessee-franchise-and-excise-tax-refund Hosts Brent McCay and Hayden Proffitt talk about the Tennessee Franchise and Excise Tax and how you may qualify for a refund under certain conditions.

]]> full 51 false Hosts Brent McCay and Hayden Proffitt talk about the Tennessee Franchise and Excise Tax and how you may qualify for a refund under certain conditions.

]]> 00:01:38 <![CDATA[Federal Agencies and Their Policies]]> Thu, 29 Aug 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1778358 https://investment-insight-with-mccay-wealth.castos.com/episodes/federal-agencies-and-their-policies Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impact from the Supreme Court decision that lessons the importance of policy decisions of many federal agencies.

]]> full 50 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impact from the Supreme Court decision that lessons the importance of policy decisions of many federal agencies.

]]> 00:05:37 <![CDATA[U.S. Supreme Court Wealth Tax Decision]]> Thu, 22 Aug 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1778357 https://investment-insight-with-mccay-wealth.castos.com/episodes/us-supreme-court-wealth-tax-decision Hosts Brent McCay and Hayden Proffitt talk about the recent decision from the U.S. Supreme Court that could leave the door open for a future wealth tax.

]]> full 49 false Hosts Brent McCay and Hayden Proffitt talk about the recent decision from the U.S. Supreme Court that could leave the door open for a future wealth tax.

]]> 00:04:01 <![CDATA[U.S. Immigration and the Economy]]> Thu, 15 Aug 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1778355 https://investment-insight-with-mccay-wealth.castos.com/episodes/us-immigration-and-the-economy Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the economic impact of immigration (legal and illegal) into the United States.

]]> full 48 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the economic impact of immigration (legal and illegal) into the United States.

]]> 00:04:06 <![CDATA[Private Markets]]> Thu, 08 Aug 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1778354 https://investment-insight-with-mccay-wealth.castos.com/episodes/private-markets Hosts Brent McCay and Hayden Proffitt talk about changes in private market investments.

]]> full 47 false Hosts Brent McCay and Hayden Proffitt talk about changes in private market investments.

]]> 00:03:35 <![CDATA[24-Hour Trading Day?]]> Thu, 01 Aug 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1778353 https://investment-insight-with-mccay-wealth.castos.com/episodes/24-hour-trading-day Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the likelihood of a 24-hour public trading day. 

]]> full 46 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the likelihood of a 24-hour public trading day. 

]]> 00:04:13 <![CDATA[Should I Buy A Home or Rent?]]> Thu, 25 Jul 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1766400 https://investment-insight-with-mccay-wealth.castos.com/episodes/should-i-buy-a-home-or-rent Hosts Brent McCay and Hayden Proffitt talk about financial reasons to consider purchasing or renting your next home.

]]> full 45 false Hosts Brent McCay and Hayden Proffitt talk about financial reasons to consider purchasing or renting your next home.

]]> 00:05:24 <![CDATA[New or Used Car Purchase in 2024?]]> Thu, 18 Jul 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1766399 https://investment-insight-with-mccay-wealth.castos.com/episodes/new-or-used-car-purchase-in-2024 Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at reasons to consider a new or used car when getting ready to purchase your next vehicle.

]]> full 44 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at reasons to consider a new or used car when getting ready to purchase your next vehicle.

]]> 00:03:18 <![CDATA[Should I Only Do The 401k Match?]]> Thu, 11 Jul 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1766397 https://investment-insight-with-mccay-wealth.castos.com/episodes/should-i-only-do-the-401k-match Hosts Brent McCay and Hayden Proffitt talk about why you may want to contribute more to your 401k program than is matched by the company.

]]> full 43 false Hosts Brent McCay and Hayden Proffitt talk about why you may want to contribute more to your 401k program than is matched by the company.

]]> 00:03:50 <![CDATA[Can I Still Get A 3% Mortgage Today?]]> Thu, 04 Jul 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1766395 https://investment-insight-with-mccay-wealth.castos.com/episodes/can-i-still-get-a-3-mortgage-today Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at the option of an assumable mortgage when purchasing a home.

]]> full 42 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at the option of an assumable mortgage when purchasing a home.

]]> 00:01:37 <![CDATA[401k Investment Options]]> Thu, 27 Jun 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1749399 https://investment-insight-with-mccay-wealth.castos.com/episodes/401k-investment-options Hosts Brent McCay and Hayden Proffitt talk about investment options that are available in most 401k plans.

]]> full 41 false Hosts Brent McCay and Hayden Proffitt talk about investment options that are available in most 401k plans.

]]> 00:06:33 <![CDATA[59 ½ Rollover]]> Thu, 20 Jun 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1749398 https://investment-insight-with-mccay-wealth.castos.com/episodes/59-rollover Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at options available for your 401k when you turn 59 ½ years old.

]]> full 40 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at options available for your 401k when you turn 59 ½ years old.

]]> 00:03:00 <![CDATA[401k Vesting]]> Thu, 13 Jun 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1749397 https://investment-insight-with-mccay-wealth.castos.com/episodes/401k-vesting Hosts Brent McCay and Hayden Proffitt talk about what it means to be vested in your 401k plan.

]]> full 39 false Hosts Brent McCay and Hayden Proffitt talk about what it means to be vested in your 401k plan.

]]> 00:02:38 <![CDATA[401k Match and True Up]]> Thu, 06 Jun 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1749396 https://investment-insight-with-mccay-wealth.castos.com/episodes/401k-match-and-true-up Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at what it means for an employer to match 401k contributions, as well as what the term ‘True Up’ means when investing in your 401k.

]]> full 38 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at what it means for an employer to match 401k contributions, as well as what the term ‘True Up’ means when investing in your 401k.

]]> 00:02:57 <![CDATA[My Old 401k]]> Thu, 30 May 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1749395 https://investment-insight-with-mccay-wealth.castos.com/episodes/my-old-401k Hosts Brent McCay and Hayden Proffitt talk about what options are available for an old 401k if you change jobs.

]]> full 37 false Hosts Brent McCay and Hayden Proffitt talk about what options are available for an old 401k if you change jobs.

]]> 00:04:40 <![CDATA[Retiring Before 65?]]> Thu, 23 May 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1716828 https://investment-insight-with-mccay-wealth.castos.com/episodes/retiring-before-65 Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at some points to consider if you are looking to retire early.

]]> full 35 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at some points to consider if you are looking to retire early.

]]> 00:09:02 <![CDATA[Burning Money]]> Thu, 16 May 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1716825 https://investment-insight-with-mccay-wealth.castos.com/episodes/burning-money Hosts Brent McCay and Hayden Proffitt talk about what it means when the Federal Reserve ‘burns’ money.

]]> full 34 false Hosts Brent McCay and Hayden Proffitt talk about what it means when the Federal Reserve ‘burns’ money.

]]> 00:05:40 <![CDATA[Rule of 72]]> Thu, 09 May 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1689327 https://investment-insight-with-mccay-wealth.castos.com/episodes/rule-of-72 Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at the Rule of 72 and how that applies to investing in your future.

]]> full 34 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at the Rule of 72 and how that applies to investing in your future.

]]> 00:04:18 <![CDATA[Where Do I Start When Looking to Invest?]]> Thu, 02 May 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1689325 https://investment-insight-with-mccay-wealth.castos.com/episodes/where-do-i-start-when-looking-to-invest Hosts Brent McCay and Hayden Proffitt talk about simple ways to get started planning for your financial future.

]]> full 33 false Hosts Brent McCay and Hayden Proffitt talk about simple ways to get started planning for your financial future.

]]> 00:09:22 <![CDATA[Questions for Your Financial Advisor]]> Thu, 25 Apr 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1689324 https://investment-insight-with-mccay-wealth.castos.com/episodes/questions-for-your-financial-advisor Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, go through a good list to start with when interviewing your own potential financial advisor.

]]> full 31 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, go through a good list to start with when interviewing your own potential financial advisor.

]]> 00:08:21 <![CDATA[How Fast Can I Get My Cash?]]> Thu, 18 Apr 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1716824 https://investment-insight-with-mccay-wealth.castos.com/episodes/how-fast-can-i-get-my-cash Hosts Brent McCay and Hayden Proffitt discuss the current process for receiving payments when you sell certain investments, and how that is expected to change very soon.

]]> full 31 false Hosts Brent McCay and Hayden Proffitt discuss the current process for receiving payments when you sell certain investments, and how that is expected to change very soon.

]]> 00:05:08 <![CDATA[Credit Card Rewards]]> Thu, 11 Apr 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1716823 https://investment-insight-with-mccay-wealth.castos.com/episodes/credit-card-rewards Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about some pending changes to the perks you can receive with certain credit cards.

]]> full 30 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about some pending changes to the perks you can receive with certain credit cards.

]]> 00:02:04 <![CDATA[Health Savings Accounts]]> Thu, 04 Apr 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1662521 https://investment-insight-with-mccay-wealth.castos.com/episodes/health-savings-accounts Hosts Brent McCay and Hayden Proffitt discuss the pros and cons of health savings accounts, and the financial advantages you can gain with an HSA.

]]> full 29 false Hosts Brent McCay and Hayden Proffitt discuss the pros and cons of health savings accounts, and the financial advantages you can gain with an HSA.

]]> 00:08:04 <![CDATA[Supreme Court (Moore Case)]]> Thu, 28 Mar 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1662517 https://investment-insight-with-mccay-wealth.castos.com/episodes/supreme-court-moore-case Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how an expected Supreme Court decision could drastically change our nation’s tax laws.

]]> full 28 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how an expected Supreme Court decision could drastically change our nation’s tax laws.

]]> 00:05:59 <![CDATA[Base Contract Change - March 2024]]> Tue, 26 Mar 2024 16:23:55 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1704168 https://investment-insight-with-mccay-wealth.castos.com/episodes/base-contract-change-march-2024 Brent McCay and Hayden Proffitt discuss the new contract change at Arnold Air Force Base and look at how that could affect employee financial plans.

]]> full 27 false Brent McCay and Hayden Proffitt discuss the new contract change at Arnold Air Force Base and look at how that could affect employee financial plans.

]]> 00:05:26 <![CDATA[Estate Tax]]> Thu, 21 Mar 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1662133 https://investment-insight-with-mccay-wealth.castos.com/episodes/estate-tax Hosts Brent McCay and Hayden Proffitt look at key elements of planning for estate taxes. 

]]> full 25 false Hosts Brent McCay and Hayden Proffitt look at key elements of planning for estate taxes. 

]]> 00:09:02 <![CDATA[ETFs or Mutual Funds]]> Thu, 14 Mar 2024 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1634611 https://investment-insight-with-mccay-wealth.castos.com/episodes/etfs-or-mutual-funds Hosts Brent McCay and Hayden Proffitt discuss the similarities and differences between Exchange Traded Funds and Mutual Funds.

]]> full 25 false Hosts Brent McCay and Hayden Proffitt discuss the similarities and differences between Exchange Traded Funds and Mutual Funds.

]]> 00:06:49 <![CDATA[Starting to Invest]]> Thu, 07 Mar 2024 16:26:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1634614 https://investment-insight-with-mccay-wealth.castos.com/episodes/starting-to-invest Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how to get started investing.  No matter your age, you can always work to provide for your future.

]]> full 24 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how to get started investing.  No matter your age, you can always work to provide for your future.

]]> 00:09:13 <![CDATA[Scams]]> Thu, 29 Feb 2024 16:25:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1634613 https://investment-insight-with-mccay-wealth.castos.com/episodes/scams Hosts Brent McCay and Hayden Proffitt look at identity theft protection.  Learn what you can do to avoid losing money to scammers and how to best protect yourself.

]]> full 23 false Hosts Brent McCay and Hayden Proffitt look at identity theft protection.  Learn what you can do to avoid losing money to scammers and how to best protect yourself.

]]> 00:20:49 <![CDATA[CDs]]> Thu, 22 Feb 2024 16:24:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1634612 https://investment-insight-with-mccay-wealth.castos.com/episodes/cds Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about Brokerage Certificates of Deposit and Traditional Bank CDs.

]]> full 22 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about Brokerage Certificates of Deposit and Traditional Bank CDs.

]]> 00:07:26 <![CDATA[Qualified Charitable Distributions]]> Thu, 15 Feb 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1662129 https://investment-insight-with-mccay-wealth.castos.com/episodes/qualified-charitable-distributions Hosts Brent McCay and Hayden Proffitt discuss Qualified Charitable Distributions (or QCDs) to see how they may help your financial planning, and also look at how QCDs differ from Donor Advised Funds.

]]> full 20 false Hosts Brent McCay and Hayden Proffitt discuss Qualified Charitable Distributions (or QCDs) to see how they may help your financial planning, and also look at how QCDs differ from Donor Advised Funds.

]]> 00:08:27 <![CDATA[Required Minimum Distributions]]> Thu, 08 Feb 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1615569 https://investment-insight-with-mccay-wealth.castos.com/episodes/required-minimum-distributions Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the ins and out of RMDs, including current tax laws and qualified charitable distributions.

]]> full 16 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the ins and out of RMDs, including current tax laws and qualified charitable distributions.

]]> 00:14:05 <![CDATA[Indices]]> Thu, 01 Feb 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1615573 https://investment-insight-with-mccay-wealth.castos.com/episodes/indices Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about the advantages of different markets, such as the Dow, NASDAQ, S&P500, and Russell 2000.

]]> 19 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about the advantages of different markets, such as the Dow, NASDAQ, S&P500, and Russell 2000.

]]> 00:08:36 <![CDATA[Bonds]]> Thu, 25 Jan 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1615572 https://investment-insight-with-mccay-wealth.castos.com/episodes/bonds-1 Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the different types of bonds available on today’s markets.

]]> full 18 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the different types of bonds available on today’s markets.

]]> 00:13:57 <![CDATA[Donor Advised Funds]]> Thu, 18 Jan 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1615571 https://investment-insight-with-mccay-wealth.castos.com/episodes/donor-advised-funds-1 Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about how Donor Advised Funds started and how they allow you to control your charitable giving.

]]> full 17 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about how Donor Advised Funds started and how they allow you to control your charitable giving.

]]> 00:10:08 <![CDATA[TD Ameritrade Charles Schwab Merger Tax Forms]]> Thu, 11 Jan 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1630431 https://investment-insight-with-mccay-wealth.castos.com/episodes/td-ameritrade-charles-schwab-merger-tax-forms Brent McCay and Hayden Proffitt talk about the tax forms you should expect and when you should expect to receive them, if you have accounts with Charles Schwab and TD Ameritrade after the recent merger.

]]> full 16 false Brent McCay and Hayden Proffitt talk about the tax forms you should expect and when you should expect to receive them, if you have accounts with Charles Schwab and TD Ameritrade after the recent merger.

]]> 00:03:05 <![CDATA[Roth IRAs]]> Thu, 04 Jan 2024 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1615568 https://investment-insight-with-mccay-wealth.castos.com/episodes/roth-iras Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about many of the details of Roth IRAs, such as contribution limits, income limits, backdoor contributions, RMDs, and inheritance issues.

]]> full 15 false Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about many of the details of Roth IRAs, such as contribution limits, income limits, backdoor contributions, RMDs, and inheritance issues.

]]> 00:08:34 <![CDATA[Fear of Missing Out]]> Thu, 28 Dec 2023 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1613655 https://investment-insight-with-mccay-wealth.castos.com/episodes/fear-of-missing-out Brent McCay and Hayden Proffitt talk about the mindset defined today as ‘Fear of Missing Out,’ and how it applies to investing.

]]> full 14 false Brent McCay and Hayden Proffitt talk about the mindset defined today as ‘Fear of Missing Out,’ and how it applies to investing.

]]> 00:06:29 <![CDATA[Rebalancing and Asset Allocation]]> Thu, 21 Dec 2023 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1613652 https://investment-insight-with-mccay-wealth.castos.com/episodes/rebalancing-and-asset-allocation Brent McCay and Hayden Proffitt discuss asset allocation and rebalancing portfolios, and why that is a good idea. They also talk about different asset classes and modern portfolio theory.

]]> full 13 false Brent McCay and Hayden Proffitt discuss asset allocation and rebalancing portfolios, and why that is a good idea. They also talk about different asset classes and modern portfolio theory.

]]> 00:09:17 <![CDATA[The Federal Reserve]]> Thu, 14 Dec 2023 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1613651 https://investment-insight-with-mccay-wealth.castos.com/episodes/the-federal-reserve Brent McCay and Hayden Proffitt talk about the Federal Reserve. They discuss the function of the Fed and look at how it influences today's markets.

]]> full 12 false Brent McCay and Hayden Proffitt talk about the Federal Reserve. They discuss the function of the Fed and look at how it influences today's markets.

]]> 00:16:00 <![CDATA[Annuities]]> Thu, 07 Dec 2023 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1610889 https://investment-insight-with-mccay-wealth.castos.com/episodes/annuities Brent McCay and Hayden Proffitt discuss annuities. They look at the different types of annuities and the fee structures for them.

]]> full 11 false Brent McCay and Hayden Proffitt discuss annuities. They look at the different types of annuities and the fee structures for them.

]]> 00:18:27 <![CDATA[Spousal Lifetime Access Trust]]> Thu, 30 Nov 2023 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1576066 https://investment-insight-with-mccay-wealth.castos.com/episodes/spousal-lifetime-access-trust Brent McCay, McCay Wealth Advisory, LLC, and Jonathan Burns, partner at Spencer Fane, LLP, discuss how to best utilize the Spousal Lifetime Access Trust in your financial planning.

]]> full 10 false Brent McCay, McCay Wealth Advisory, LLC, and Jonathan Burns, partner at Spencer Fane, LLP, discuss how to best utilize the Spousal Lifetime Access Trust in your financial planning.

]]> 00:19:54 <![CDATA[Structuring Wills and Trusts]]> Thu, 23 Nov 2023 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1576062 https://investment-insight-with-mccay-wealth.castos.com/episodes/structuring-wills-and-trusts Hayden Proffitt of McCay Wealth Advisory, LLC talks with Jonathan Burns, partner at Spencer Fane, LLP about tips on how to structure your wills and trusts.

]]> full 9 false Hayden Proffitt of McCay Wealth Advisory, LLC talks with Jonathan Burns, partner at Spencer Fane, LLP about tips on how to structure your wills and trusts.

]]> 00:05:31 <![CDATA[Tennessee Investment Services Trust]]> Thu, 16 Nov 2023 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1576060 https://investment-insight-with-mccay-wealth.castos.com/episodes/tennessee-investment-services-trust Brent McCay from McCay Wealth Advisory talks with Jonathan Burns, partner at Spencer Fane, LLP, about the advantages and disadvantages of the Tennessee Investment Services Trust.

]]> full 8 false Brent McCay from McCay Wealth Advisory talks with Jonathan Burns, partner at Spencer Fane, LLP, about the advantages and disadvantages of the Tennessee Investment Services Trust.

]]> 00:22:06 <![CDATA[Retirement Options]]> Thu, 09 Nov 2023 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1576058 https://investment-insight-with-mccay-wealth.castos.com/episodes/retirement-options Brent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC talk about popular retirement options available in today's markets.

]]> full 7 false Brent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC talk about popular retirement options available in today's markets.

]]> 00:18:34 <![CDATA[Wills or Trusts]]> Thu, 02 Nov 2023 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1576054 https://investment-insight-with-mccay-wealth.castos.com/episodes/wills-or-trusts Hayden Proffitt from McCay Wealth Advisory, LLC speaks with Jonathan Burns, partner at Spencer Fane, LLP, about the differences between Wills and Trusts, and the advantages and disadvantages of each.

]]> full 6 false Hayden Proffitt from McCay Wealth Advisory, LLC speaks with Jonathan Burns, partner at Spencer Fane, LLP, about the differences between Wills and Trusts, and the advantages and disadvantages of each.

]]> 00:07:48 <![CDATA[Community Property Trust]]> Thu, 26 Oct 2023 16:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1576052 https://investment-insight-with-mccay-wealth.castos.com/episodes/community-property-trust Brent McCay from McCay Wealth Advisory, LLC chats with Jonathan Burns, partner at Spencer Fane LLP, about the ins and outs of Community Property Trusts.

]]> full 5 false Brent McCay from McCay Wealth Advisory, LLC chats with Jonathan Burns, partner at Spencer Fane LLP, about the ins and outs of Community Property Trusts.

]]> 00:18:37 <![CDATA[Third Quarter 2023 Update]]> Thu, 19 Oct 2023 15:00:00 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1576017 https://investment-insight-with-mccay-wealth.castos.com/episodes/third-quarter-2023-update Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss the highs and lows of the 2023 third quarter in the financial markets.

]]> full 4 false Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss the highs and lows of the 2023 third quarter in the financial markets.

]]> 00:04:03 <![CDATA[Charles Schwab Changeover]]> Fri, 08 Sep 2023 14:41:42 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1552410 https://investment-insight-with-mccay-wealth.castos.com/episodes/charles-schwab-changeover Hosts Brent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC discuss the changeover to Charles Schwab accounts, taking place over the Labor Day holiday 2023.

]]> 3 false Hosts Brent McCay and Hayden Proffitt of McCay Wealth Advisory, LLC discuss the changeover to Charles Schwab accounts, taking place over the Labor Day holiday 2023.

]]> 00:09:39 <![CDATA[Back to School]]> Fri, 08 Sep 2023 14:36:40 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1552402 https://investment-insight-with-mccay-wealth.castos.com/episodes/back-to-school-7 Hosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss sending kids back to school and planning for their future education.

]]> 2 false Hosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss sending kids back to school and planning for their future education.

]]> 00:13:08 <![CDATA[Retirement]]> Fri, 08 Sep 2023 14:29:42 +0000 Brent McCay & Hayden Proffitt https://permalink.castos.com/podcast/55843/episode/1552397 https://investment-insight-with-mccay-wealth.castos.com/episodes/retirement Hosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss different types of retirement plans.

]]> full 1 false Hosts Brent McCay and Hayden Proffitt from McCay Wealth Advisory, LLC discuss different types of retirement plans.

]]> 00:21:13