Inevitable Wealth

Hosted by Liberty One Wealth Advisors

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Mar 2026

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About the show

Welcome to Inevitable Wealth from Liberty One Wealth Advisors, a conversation around your financial decision-making and events around the globe. Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions.

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23 recent

March 16, 202627 min

Breaking Down What You Need to Know About Estate Planning (By Age)

Estate planning is not just for the wealthy or for retirement. In this episode, we break down what estate planning actually looks like in your 20s, 30s, 40s, 50s, and beyond. We talk about the documents and decisions that matter most at each stage of life, from wills and powers of attorney to guardianship, life insurance, beneficiary updates, tax planning, and legacy conversations. The biggest mistakes are usually not about complexity. They come from waiting too long to put a plan in place.Episode Highlights:0:00 - Introduction to estate planning at every stage of life1:13 - What to prioritize in your 20s4:16 - Do you need life insurance when you’re young?5:10 - Why estate planning gets more urgent in your 30s6:32 - Guardianship, kids, and having the hard conversations9:46 - Simplifying accounts and updating beneficiaries10:11 - Estate planning considerations in your 40s12:04 - Insurance reviews, taxes, and growing complexity15:20 - What changes in your 50s with tax and transfer planning16:31 - Planning for aging parents and avoiding costly mistakes18:11 - Step-up in cost basis explained19:47 - Estate planning priorities in your 60s and beyond22:44 - Why communication matters just as much as the documents24:04 - The real cause of most estate planning problems24:52 - Why beneficiaries can override your willLiberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions or would like to discuss the content of this video.

February 24, 2026Episode 2213 min

Ep. 22 - How To (Actually) Stick to Your Financial Goals

Like getting in shape, eating healthier (or really anything else in life), 'sticking to' new habits and behaviors isn't easy.And your financial goals are no different.In this video, Jacky and Guilian talk through why goals are easy to set but hard to follow through on, especially once the year gets moving and real life shows up. They explain how a goals can be constructed so they last longer, why you have to start by getting clear on where you are today, and how to build a realistic timeline based on actual cash flow.They also get into a 'big unlock' and some practical solutions to help bolster your discipline in this new year.Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions or would like to discuss the content of this video.

February 10, 2026Episode 2119 min

Ep. 21 - 2026 and Beyond: What We’re Watching Now

Welcome back to the Inevitable Wealth podcast!With 2025 in the books and 2026 fresh on the scene, the time has come to discuss a few key items to focus on, if you aren’t already.Jacky and Guilian lay out a simple approach to heading into 2026 without chasing forecasts or headlines. The goal is clarity, flexibility, and a plan that holds up no matter what the market does.They also hit four priorities: stay proactive with tax planning, tighten up estate documents and beneficiaries, keep your portfolio aligned with your timeline (not the news cycle), and make sure your cash is actually working for you instead of sitting idle.Episode Highlights:0:00 - Introduction0:52 - Taxes stay front and center2:14 - Estate planning (it’s becoming less optional)5:58 - Asset allocation needs to reflect reality8:49 - Your cash needs an actual job12:05 - Predictions for the upcoming year16:26 - The best preparation for 2026..Want to connect with Jacky or Guilian?jpetit@libertyonewealth.comgdileonardo@libertyonewealth.comInterested in Liberty One?https://libertyonewealth.com/Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions or would like to discuss the content of this video.

December 23, 2025Episode 2034 min

Ep. 20 - Insurance Firms, 401(k) Advisors, Wirehouses, RIAs: What’s the Difference?

For most people, working with a financial advisor is part of an evolving journey. As their financial lives become more complex, they encounter different types of advisors and firm models, refining what they value and finding the right fit over time.In this episode of the Inevitable Wealth, Jacky Petit-Homme and Guilian DiLeonardo walk through what that real-world wealth management journey often looks like.We cover the most common models people experience, including insurance-first firms, workplace 401(k) providers, regional advisors, wirehouse firms, and independent RIAs. We discuss how each model works, what they do well, how incentives differ, and where limitations can appear as financial complexity increases.This isn’t about saying one firm type is “good” or “bad.” There are high-integrity advisors across every model. The goal is to help you better understand the differences so you can make more informed, intentional decisions over time.If you’ve ever asked: • What’s the difference between Edward Jones, Merrill Lynch, and an independent RIA? • Do I really have an advisor through my 401(k)?This episode is designed to bring clarity and perspective to how advisory relationships evolve.Disclosure: The views and opinions expressed are our own and provided for educational purposes only. They are not individualized financial advice.

November 13, 2025Episode 1918 min

Ep. 19 - AI, Capitalism, and the Next Great Investment Cycle

In Episode 19 of Inevitable Wealth, Jacky and Guilian explore whether artificial intelligence is a bubble - or simply capitalism doing what it does best: evolving.They unpack how global data center spending is set to surpass $590 billion in 2025, why this AI buildout is fundamentally different from the dot-com era, and how real profits and productivity (not speculation) are driving this cycle forward.From the rise of trillion-dollar data infrastructure to the discipline required to stay invested through inevitable downturns, this episode examines how innovation, risk, and reward continue to shape the modern economy.Listen in to understand why this AI revolution is less about hype and more about the hard work of progress.

September 30, 2025Episode 1844 min

Ep. 18 - Your Retirement Readiness Checklist: 10 Things to Think About & 10 Actions to Take

Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence.We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy.Key topics include: - Social Security timing and withdrawal strategies - Healthcare costs before Medicare - Investment risk and sequence-of-returns risk - Tax efficiency, Roth conversions, and estate planning - Long-term care funding options - Emotional readiness and legacy planningWhether you’re a high-net-worth professional, dual-income family, or executive approaching retirement, this checklist will help you feel prepared for the next chapter.

August 5, 2025Episode 1735 min

Ep. 17 - Market Moves & Rate Realities: What Investors Should Know Right Now

In this episode of Inevitable Wealth, we break down the biggest forces shaping your portfolio in 2025—from market momentum and Fed policy to sweeping tax law changes under the One Big Beautiful Bill Act (OBBBA).We cover:Why the market is rallying (and whether it’s sustainable)Jerome Powell’s next move and what it means for interest ratesHow new SALT deduction rules and tax bracket changes impact high earnersBig opportunities (and risks) as 401(k) plans open to alternative investmentsWhy we’re holding international stocks—and what that means for diversificationThe psychology of FOMO vs. fear, and how rebalancing helps you stay disciplinedWe also integrate fresh insights from Professor Jeremy Siegel, who weighs in on AI, tariffs, and earnings season—and why he still believes in the bull market.Whether you’re planning your next Roth conversion, managing business deductions, or wondering if you’ve missed the rally, this is your guide to investing with clarity.

May 8, 2025Episode 1631 min

Ep. 16 - Rate Cuts, Tariffs, Taxes & Tech — What Investors Need to Know

We’re covering four major forces shaping markets in 2025:The Fed’s Dilemma: With rates still at 4.25%–4.50% and inflation stubborn, we unpack whether cuts are really coming.Tariffs & Trade: How rising tensions could impact portfolios and global growth.Tax Sunset Prep: What high earners should be doing now before rates and exemptions change in 2026.AI: Boom or Bubble? We spotlight where real long-term value may lie—and what to avoid.Smart insights to help you invest with confidence in an uncertain year.

February 27, 2025Episode 1526 min

Ep. 15 - Five Years Later: COVID, the Market Crash, and the Recovery

It’s been five years since the COVID-19 pandemic sent markets into a historic tailspin. In this episode, we take a look back at the dramatic market crash of early 2020, the rapid recovery fueled by government stimulus, and the lasting economic shifts that still shape investing today. From the initial panic and unprecedented volatility to the winners (like tech stocks and meme stocks) and losers (travel and retail), we break down the key lessons investors can take away. How has inflation, interest rates, and supply chain disruptions shaped the post-pandemic market? And what can we learn from one of the most volatile periods in market history? Tune in for a deep dive into the five-year financial aftermath of COVID-19.

January 8, 2025Episode 1428 min

Ep. 14 - Debunking Money Myths: Truths You Need to Know Part 2

Think all debt is bad or that real estate is the only smart investment? Think again! In Part 2, Jacky and Guilian break down more common money myths that might be holding you back. From the truth about debt to exploring diverse investment options, this is part two of a two-part series that will challenge your assumptions and help you make informed financial decisions. Don’t miss it!