Akbar Hasan is a Personal Financial advisor counseling individuals and small businesses. He has three decades of corporate finance experience in two of the world’s largest law firms. He unwraps the mystery of money offering practical, insightful, and easy to understand guidance.

Akbar Hasan - WUWW 12.20.2024

Heads-up: We're on vacation for the next two-weeks starting Monday (12/23); audio podcasts will be available on iTunes, Spotify, and a host of other audio platforms. Check our website, www.realinvestmentadvice.com for complete links.&nbsp; Rich &amp; Danny's final live show of the year starts with coverage of Tariffs, inflation vs deflation, and Jerome Powell's performance as Fed Head. Being cautiously optimistic: We've been living in a government-driven economy: Markets aren't red or blue; they're green. How estate planning may evovled during the Trump presidency; will the SALT deduction return? Debt focus will change perspective. Richard discovers the NOK Box for estate planning. Investing addicts attending Gamblers Anonymous: investings vs speculating. Creating a financial plan in 2025; retirement &amp; taking Social Security early vs not. Why you cannot start and stop SS anymore. Strategies for drawing on retirement funds before taking Social Security; what is your legacy intent? Pensions vs Social Security; the Art of Financial Planning and income for retirement. SEG-1: Who's the Worst Fed Head Now? SEG-2: Estate Tax Planning in a Trump Presidency SEG-3: Investing Addicts &amp; Market Speculation SEG-4: Starting &amp; Stopping Social Security vs Pensions Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=nwAIudzT9gQ&amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;index=1&amp;t=7s  ------- Articles mentioned in this report: "Global Conditions Portend A Catch-Down In America" https://realinvestmentadvice.com/resources/blog/global-conditions-portend-a-catch-down-in-america/  "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/  "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/  ------- The latest installment of our new feature, Before the Bell, "The Fed is Never Right," is here:&nbsp; https://www.youtube.com/watch?v=h87m6yGM_M8&amp;list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&amp;index=1  ------- Our previous show is here: "Did the Fed Steal Christmas?" https://www.youtube.com/watch?v=SjZ21RSDn14&amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;index=1&amp;t=3s  ------- Get more info &amp; commentary:&nbsp; https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TrumpTaxPolicy #Election2024Taxes #TaxPlanningTips #TrumpWinImpact #FinancialFreedom #FederalReserve #HolidaySpending2024 #ChristmasEconomy #InterestRatesImpact #EconomicOutlook #RetirementPlanning #InvestmentStrategy #StocksForRetirement #FinancialIndependence #PortfolioManagement #StockMarket2024 #MarketVolatility #InvestorInsights #BullOrBear #Microstrategies #SP100 #OilPrices #SlowingEconomy #EconomicGrowth #SmallBusinessOptimism #NFIBReport #EconomicTrends #BusinessConfidence #FinancialTalk #InvestingAdvice #Money #Investing

12-20-24 What the Trump Win Means for Your Taxes

It wasn’t just a growth stock rally this year. But can value stocks keep the momentum in 2025? (0:30) - What Really Worked For Investing In 2024? (6:00) - Tracey’s Top Picks To Keep On Your Watchlist (32:45) - Episode Roundup: ETD, WSM, HVT, MLKN, RH, ARHS,&nbsp; Podcast@Zacks.com

2024 Value Stock Winners: What’s Next?

You want presents? You bet your ask we’ve got presents, thanks to the presence of The Five Wise Finance Stars, who in our book outclass any number of elves you can cram around the dining room table. Join us as we tick off our gift list for the industry, banking’s bad holiday reruns and what the happy new year ahead looks like in professional and personal ways. Plus, all hail Johnny Da Big as he returns — by invitation, if you can believe it — to sing a shattering rendition of “Do You Hear What I Hear?” 

The guests who keep on giving:
Stephen Curry, CEO, Endurance Advisory Partners 
Scott Earwood,  Head of Community Banking, White Clay
Shelly Nischbach, SVP, Verification Services, Equifax Workforce Solutions 
Preetha Pulusani, CEO, Deep Target 
Cindy Snow, VP of Customer Success, Core10

EPISODE 174: THE FIFTH ANNUAL BANKADELIC HOLIDAY EXTRAVAGANZA

Patrick Kennedy former Congressman is interviewed by David Cogan of Eliances Heroes radio show. Kennedy is the son of Senator Ted Kennedy and nephew of President John F. Kennedy. He and David discuss the epidemic of Opioid addiction and the campaign to decriminalize those recovering from the addiction. Kennedy also talks about his own struggles with addiction, the family legacy of being a Kennedy and more.

Patrick Kennedy former Congressman

Charlie Davis co-founder Davis Miles McGuire Gardner is interviewed by David Cogan of Eliances Heroes show amfm, iHeart radio. Davis tells Cogan how he realized the true value of what he does for a living, and shares the knowledge of beginning with what you know and building on it for having passion in career. Davis also helped his wife launch scrapbooking dot com, a successful scrapbook website.

Charlie Davis Founder Davis Miles McGuire Gardner

On this week’s program, Joel provides updates on the suspension on the Beneficial Ownership Report obligation that was due to be required at year end for small businesses.

In addition, he shares the latest studies on investor performance in a post covid world on the 5th anniversary on Covid 19. 

Joel covers some of the common financial mistakes that grandparents might make with their grandchildren. And what tax implications might be involved with gifting cash?

Holiday Financial Gifting Tips & Investor Performance in a Post Covid World

Show from 12/20/24

Host Jeremy Schwartz and Professor Siegel recap the Fed’s recent rate cuts and their implications for 2024. Professor Siegel discusses the market's reaction to the Fed’s decisions, inflation indicators, and the evolving economic outlook, emphasizing potential rotation within the market’s major sectors. (13:13) Jeremy continues with WisdomTree’s macro team—Sam Rines, Christopher Gannatti, and Jeff Weniger—covering key global developments. They explore the U.S. government’s fiscal negotiations, Google’s efficiency push in AI, and Japan's investment landscape. The team also discusses market prospects for China, India, and emerging technologies like quantum computing, offering a comprehensive year-end market outlook.

Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.

Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity space

Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.

Follow Sam Rines on X: https://x.com/SamuelRines
Follow Chri Gannatti on X: https://x.com/SamuelRines
Follow Jeff Weiniger on X: https://x.com/JeffWeniger
Wisdom Tree: https://www.wisdomtree.com/investments

2025 Top Ideas and Outlook with Deep Rooted Macro Team

Are you ready to boost your credit score, Let's make that 700+ credit score your reality! then send us an e-mail on LULZSECHACKERSCREW@GMAIL.COM to Speak to a professional hacker anonymously


The One Thing I Did That Improved My Credit Score Overnight
If you've ever felt the frustration of a low credit score holding you back from financial opportunities, you're not alone. I was stuck in that same rut, watching my dreams of buying a home or qualifying for a premium credit card drift further away. But then, I discovered a simple yet powerful tactic that boosted my credit score almost overnight.


The One Thing I Did That Improved My Credit Score Overnight

Outsourced bookkeeping services entail a process of maintaining financial records beyond the bounds of clients’ physical office setting. Instead of having some employee or group inside the business responsible for tasks such as transaction recording, reconciliation, accounts payable, and financial statement generation, businesses hire a service provider to avail those activities. The fact that you can easily access them remotely makes them a convenient and economical solution to ensure your finances are in check. For more details, Visit here - https://www.whizconsulting.net/us/blog/outsourced-bookkeeping-services/

The Role of Outsourced Bookkeeping Services in Building a Successful Business

What if you could unlock the mysteries of amazing inventors, investors, politicians, startups, and celebrities? Eliances is the destination "Where Entrepreneurs Align."
The secrets of Eliances Heroes in business are yours every Monday at noon and Saturday at 9am Arizona time.
David Cogan, the founder of Eliances, a serial entrepreneur, community trailblazer, master of ceremonies for events, tv and radio interviews Heroes in business revealing superpowers and opportunities with new postings taking place almost daily.  Apply to be on the show at  https://www.eliances.com/public/Eliances-Hero-Inquiry.cfm

Whiz Consulting is a leading provider of online accounting and bookkeeping services, including payroll processing, taxation, and advisory services.

Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who changes lives through successful planning.

Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation.

Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.

Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio.

 

Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.

Featured excerpts and interviews about life, markets, sweat-equity, and the pursuit of wealth in a capitalist  market.

WURD Radio is the only African-American owned and operated talk radio station in Pennsylvania, and one of few in the country. Taking a multimedia approach – on-air, online and in the community – WURD is widely recognized as the pulse of the African-American community locally, regionally, and nationally. From mayoral races to presidential elections, from the street corner to the corner suite, WURD has tackled the hard issues as an influential, respected and powerful voice in the marketplace.

After amassing 125K listens as host of my previous banking podcast, I'm on my own and taking the game to a new level. Award-winning journalist, Pulitzer Prize finalist, composer and performer of all the Bankadelic music ... pizza fanatic.

New tracks tagged #Finance