Sinopsis
Timely tips and education on actively managing your retirement money. Jason MacGregor and James Minich, principals at Minich MagCregor Wealth Mangement in Saratoga Springs, NY, help filter out the market noise, establish and execute a portfolio management strategy that that is not based on guessing or hoping.
Episodios
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Market volatility is no reason to panic (if you have a system)
16/08/2013 Duración: 10minJim and Jason talk about the latest market changes and how having a well defined system keeps emotional decisions out of the process.
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Transitioning from Growth to Income at Retirement
28/06/2013 Duración: 11minJim Minich and Jason MacGregor talk about taking the portfolio you have been growing for your retirment and switching gears to having that money now provide you with an income.
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Don't go on a mental vacation from your portfolio this summer
21/06/2013 Duración: 12minJim MInich and Jason MacGregor talk about the volatility in the market this week and which of our indicators were affected.
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Know what your market indicators are and how to use them
14/06/2013 Duración: 14minJim Minich and Jason MacGregor talk about defining and using your short , medium and long term market indicators in your investment playbook.
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Rising Interest Rates - Is that good or bad?
07/06/2013 Duración: 11minJim Minich and Jason MacGregor discus the effects of rising interest rates and how investors might keep an eye on it.
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"The Market" is more than just stocks, don't forget about the bonds!
31/05/2013 Duración: 11minJim MInich and Jason MacGregor talk "bonds 101" and discuss how the bond market is a valuable indicator for your portfolio.
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Evaluating Your 401k as an Employer or Employee
24/05/2013 Duración: 15minJim Minich and Jason MacGregor talk about the importance of evaluating your 401k plan whether you are an employer sponsoiring the plan or an employee participating in it.
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Don't ignore market seasonality, but don't bet on it either.
10/05/2013 Duración: 10minIn this weeks episode Jim and Jason discuss market seaonality or "Sell in May and go away"
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Market Update: Heading into Q2 2013
19/04/2013 Duración: 11minIn this week's podcast Jim Minich and Jason MacGregor discuss the recent pullback in the market heading into Q2 2013, after experiencing record breaking highs throughout Q1. Minich MacGregor Wealth Managment Your Finances, Your Future. www.mmwealth.com @mmwealth
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Always Have a Plan- Preparing for shifts in the market
05/04/2013 Duración: 11minIn this week's podcast Jim Minich and Jason MacGregor discuss the recent changes in Minich MacGregor Wealth Management's short term indicators and how having a plan and sticking to your strategy is key to long term investment success. Minich MacGregor Wealth Management Your Finances, Your Future. www.mmwealth.com @mmwealth
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In-Service Rollovers - you may have access to your 401k now!
18/03/2013 Duración: 12minIn this week's podcast Jim Minich and Jason MacGregor talk about some options you might be eligable for in your 401k plan at your current employer. Minich MacGregor Wealth Management. Your Finances, Your Future. www.mmwealth.com @mmwealth
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The Market is at New Highs- does that mean the economy is good?
14/03/2013 Duración: 12minIn this week's podcast Jason MacGregor and Jim Minich talk about the economy and the record breaking highs of the market. Minich MacGregor Wealth Management. Your Finances, Your Future. mmwealth.com @mmwealth
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2012 401k Data - are you missing something?
01/03/2013 Duración: 14minIn this week's podcast Jason MacGregor talks about 2012 401k plan data released by Fidelity and how it may show how 401k managment is as important as putting money into it. Minich MacGregor Wealth Management. Your Finances, Your Future. www.mmwealth.com @mmwealth
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Tell Me More About This Term - Fiduciary
12/02/2013 Duración: 12minJim Minich and Jason MacGregor talk about the term fiduciary and how it might apply to your relationship with your advisor. Minich MacGregor Wealth Managment. Your Finances, Your Future. www.mmwealth.com @mmwealth
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It's Your 401k - take control!
25/01/2013 Duración: 16minIn this weeks podcast Jason MacGregor and Jim Minich talk about the in's and out's of making your 401k work better for you. There is more help available than most employees think. Minich MacGregor Wealth Management. Your Finances, Your Future. www.mmwealth.com @mmwealth
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Stock Market is Looking Up- but watch your bonds
11/01/2013 Duración: 12minIn this week's podcast Jim Minich and Jason MacGregor, take a look at the positive trends in the stock market, but caution bond investors to pay close attention as interest rates have hit all time lows. Minich MacGregor Wealth Management. Your Finances, Your Future. www.mmwealth.com @mmwealth
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1st Show for 2013! - Fiscal Cliff
04/01/2013 Duración: 14minWe kick off the new year with a discussion about the most recent fiscal cliff resolution. Minich MacGregor Wealth Management. Your Finances, Your Future. www.mmwealth.com @mmwealth
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Use The Cliff! - Happy Holidays
14/12/2012 Duración: 08minIn this week's podcast James Minich and Jason MacGregor talk about planning your post fiscal cliff investments now. Minich MacGregor Wealth Management Your Finances, Your Future. www.mmwealth.com @mmwealth.
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But Those Weren't My Cap Gains! - Mutual Fund Taxes
07/12/2012 Duración: 12minJim Minich and Jason MacGregor discuss some of the potential tax pitfalls of mutual funds and some alternatives that could reduce the chance of getting stuck with a huge tax bill as a shareholder. Minich MacGregor Wealth Management Your Finances, Your Future. www.mmwealth.com @mmwealth.
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Then End is Near - Planning for the year end.
05/12/2012 Duración: 12minIn this week's podcast Jim Minich and Jason MacGregor discuss end of the year financial strategies. There may be some things in your portfolio you should be paying attention to. Jim and Jason give us some December 31st portfolio consideratons. Minich MacGregor Wealth Management Your Finances, Your Future. www.mmwealth.com @mmwealth