Episodes
97
Latest episode
Jul 2025
Language
EN
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.
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
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?
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
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
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?
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
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?
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
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?
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.
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