Hosts Brian Jarosinski and Stuart Scholten recap the 2023 market, highlighting strong tech performance, solid returns for most 401(k)s and IRAs, and the impacts of inflation and the housing market.
They discuss disciplined investing, tax planning, and side investing options through platforms like Fidelity and Vanguard. The hosts also touch on Bitcoin ETFs and their underperformance compared to Bitcoin.
They cover strategies for saving for children’s education, including 529 Plans and the Secure Act 2.0, and emphasize gradual transitions to safer investments for pre-retirement. Small business owners are encouraged to consult both CPAs and financial advisors for comprehensive planning.
They also share cash management tips, the importance of high-yield savings rates, and advice on protecting against fraud and estate planning.