Invest for Success
by Mooney LyonsThe team at Mooney Lyons prides itself on delivering financial security to families, individuals, and business owners. Our identity is built around the desire to deliver goal-based financial security to our clients – today and in the future – through lasting meaningful personal relationships. That's what we bring to this podcast.
Copyright: 2021 Mooney Lyons
Episodes
Secure Act 2.0
16m · PublishedJoin Keith Mooney as he talks through the newly passed legislation known as Secure Act 2.0 including changes to retirement savings and other critical topics.
Mooney Lyons is currently offering a complimentary review of your investment portfolio. There's no cost or obligation. You can find out more by reaching out to the team at https://mooneylyons.com/ or by calling 847-382-2600. You can also send an email to [email protected].
Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.
Tax Loss Harvesting and Direct Indexing
17m · PublishedIt's hard to believe we've turned the calendar to November, but as the end of the year approaches, it's time to start thinking about year-end taxes. Today, Jeff Scheider from Mooney Lyons briefly explains two strategies that can be advantageous to investors.
The first is tax loss harvesting. This is the idea that if you sell certain securities at a capital loss, you can use those losses to offset capital gains in your taxes. Jeff walks us through the process, including who and which investments are eligible, and what the restrictions are, including the Wash Rules. We also look at pros and cons for this strategy.
Next, we cover direct indexing - what is it and how does it work? Instead of buying an index through an ETF like Vanguard or eShares, for example, you buy the holding in the index directly, making sure you weight your investments by sector. You may not have all 500 stocks in the S&P for example, but you can have a good representation. And tax loss harvesting can work hand in hand with direct indexing.
Of course, these strategies aren't for everyone, and we look at what criteria should be evaluated in using them. The most important thing is to talk to an expert in the field. That's where the team at Mooney Lyons comes in.
Mooney Lyons is currently offering a complimentary review of your investment portfolio. There's no cost or obligation. You can find out more by reaching out to the team at https://mooneylyons.com/
or by calling 847-382-2600. You can also send an email to [email protected].
Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.
6 Investor Fears and How To Handle Them
17m · PublishedTed Buckley of Mooney Lyons walks us through the 6 big fears investors are facing right now, and how to handle them. They include:
- Inflation
- Longevity Risk
- Health and Long Term Care Risk
- Stock Market and Home Price Risk
- Tax Policy Risk
- General Policy Risk
Mooney Lyons is currently offering a complimentary review of your investment portfolio. There's no cost or obligation. You can find out more by reaching out to the team at https://mooneylyons.com/
or by calling 847-382-2600. You can also send an email to [email protected].
Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.
Invest for Success has 43 episodes in total of non- explicit content. Total playtime is 16:05:53. The language of the podcast is English. This podcast has been added on August 26th 2022. It might contain more episodes than the ones shown here. It was last updated on April 21st, 2024 16:42.