K & Capital copertina

K & Capital

K & Capital

Di: Amanda Hayes-Blocksom CFP
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A proposito di questo titolo

 Welcome to Kin & Capital with Amanda Blocksom and Mark Killian!!

Your premiere destination for insightful and reliable financial and retirement planning guidance, presented by Aurion Wealth Advisors.

In a world where financial security is paramount understanding the path to independence is not a luxury, but a necessity.

Kin & Capital is here to illuminate that path, providing you with trusted strategies and personalized advice essential for making informed decisions about your future.

Your host is Certified Financial Planner, Amanda Blocksom.

Her extensive background & knowledge is paired up with a unique personal touch, ensuring that your financial planning is not just a process, but a meaningful journey.

Kin & Capital is more than a show.

It's your resource for a financially secure tomorrow.Copyright Amanda Hayes-Blocksom CFP Economia Finanza personale Politica e governo Scienze politiche
Episodi
  • Final Take on the Election and How it will affect you!

    Final Take on the Election and How it will affect you!
    Oct 22 2024
    Join us for Episode 12 of Kin & Capital. Some key topics we discuss are:
    1. Avoiding Emotional Investment Decisions Amanda highlights the dangers of reacting to political headlines. Learn why historical trends should guide your investment choices, not the latest political drama.
    2. Personalized Financial Planning Amanda Hayes-Blocksom introduces the seven-step financial planning process at Aurion Wealth Advisors, underscoring the importance of personalized advice tailored to your unique goals and challenges.
    3. The Growing Number of Retirees With approximately 4.4 million Americans turning 65 each year, retirement planning has never been more crucial. Discover strategies to manage this demographic shift.
    4. Economic Climate and Retirement - Amanda discusses how market trends, oil production, and home price fluctuations impact retirement planning. Stay informed to keep your financial plan resilient.
    5. Diversified Investment Strategies for diversified portfolios, especially amidst market volatility. Move beyond the traditional 60/40 stock and bond mix to better safeguard your future.
    6. Debt, Taxes, and Economic Growth Understanding the interplay between government debt, taxes, and economic policies is crucial. Walter delves into historical tax policy impacts and the limited options for managing national debt.
    7. Key Takeaways on Strategic Economic Planning
    • Balance your financial strategies like balancing diet and physical fitness.
    • Over-relying on political outcomes can lead to poor financial decisions—focus on broader economic factors instead.
    8. Personal Financial Management Tips Learn about budgeting, debt management, and investment strategies like Roth IRAs to maintain financial stability regardless of political changes.
    9. Choosing the Right Financial Advisor
    • Look for advisors who offer diverse solutions and align with your long-term goals rather than just being fiduciaries.
    • Understand the importance of a comprehensive and adaptable retirement plan.
    10. Retirement Income Planning Amanda discusses the importance of a predictable income stream in retirement, utilizing a mix of stocks, bonds, and real estate to ensure financial security.


    📞 Need personalized guidance? Reach out to us at 386-846-0658 or visit SecureYourSunshine.com for more information.Stay informed. Stay ahead. 🌟


    Remember, the content shared in our podcast is for informational purposes—consult qualified professionals for personal financial decisions.
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    30 min
  • How the Bond Market influences the FED for interest rates

    How the Bond Market influences the FED for interest rates
    Sep 30 2024
    Tune in to the latest episode of the "KIN & CAPITAL" where we dive deep into financial and retirement planning with Amanda Hayes-Blocksom.

    🎧 Listen now for some insightful discussions on:🔑 Key Takeaways 🔑
    • Investment Choices & Taxes: Understanding the complexities of investment decisions considering both realized and unrealized gains is essential, especially with the looming potential tax policies on unrealized gains.
    • Balancing Risk and Reward: Discover how balancing stocks and bonds based on individual risk tolerance can help manage market volatility while positioning for growth and stability.
    • Economic Impact of Federal Policies: Gain insights into how Federal Reserve interest rate decisions affect bonds and the broader market, helping you make informed financial decisions in an ever-changing economic landscape.
    Don’t miss the convo on the current housing market trends, the political climate, and what the latest Federal Reserve rate cut means for your investments.

    📞 Need personalized guidance? Reach out to us at 386-846-0658 or visit SecureYourSunshine.com for more information.Stay informed. Stay ahead. 🌟
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    30 min
  • Election-Driven Tax Changes: Impact on Your Estate and Investments

    Election-Driven Tax Changes: Impact on Your Estate and Investments
    Aug 27 2024
    Tune into the latest episode of the Kin & Capital podcast, where we dive deep into potential tax changes and estate planning ahead of the upcoming election. 🏛️💼🎙️

    In "K&C Show 10," Marc Killian leads an insightful discussion with CFP Amanda Hayes-Blocksom on critical financial matters that might impact your future.
    Here are 3 key takeaways you won't want to miss:

    🔍 Potential Tax Changes:
    • Corporate tax rate could rise from 21% to 28%.
    • Taxes on capital gains and dividends could surge to 44.6%.
    • Increases in taxes on stock buybacks, Medicare tax, and potential excise taxes on electricity and energy are on the horizon.
    📉 Estate Planning:
    • Proposals to lower the estate tax exemption threshold from $13.610 million to $3.5 million.
    • Introduction of the American Housing and Economic Mobility Act of 2024 with a $500+ billion spend to build 3 million new housing units, financed through estate tax reform and more.
    📊 Market & Financial Impacts:
    • Discussions on possible interest rate cuts by the Fed in September and their impacts on the housing market and mortgages.
    • Insight into market volatility, potential labor strikes in Canada, and smart money moves amid changing policies.
    🔗 For detailed insights and to prepare your financial strategies, connect with Aurion Wealth Advisors at secureyoursunshine.com or call 386-846-0658.

    #TaxChanges #EstatePlanning #FinancialPodcast #Investing #WealthManagement #EstateTax #MarketVolatility #Election2024 #FinancialPlanning #PodcastRelease
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    30 min
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