Tom’s Thoughts on Retail and Restaurant Investments Transcript: Katie Nealis: So, Tom, the restrictions are hopefully lifting soon. And I am so excited to get back out there, have a nice date night out at a restaurant and also spend my money shopping. Yeah. So a really great question we have is our restaurants and
Tom has Different Strategies for Different Investment Accounts Transcript: Katie Nealis: We have another question in our question bank? Should I have a different investment strategy for my retirement accounts versus my non retirement accounts? Tom Vaughan: Okay. Yes? And the answer is yes, actually, because in your retirement accounts, you can make changes without
Tom Has Some Good Advice for Investors Transcript: Katie Nealis: So another question we have is, what is a wash sale? Tom Vaughan: Ah, okay. So this is actually kind of a hot subject right now, it’s come up a fair number of times in the news because of what happened last year. So essentially,
We ask Tom What to Consider Risk-wise for an Investment Portfolio Transcript: Katie Nealis: First question. All right, Tom. So before we get into the very first question, it’s talking about risk. Can you explain what that is? Tom Vaughan: Yeah, risk is an interesting term in terms of investing, there’s kind of two risks.
Tom Wants to Help you Build and Maintain your Wealth. Here are his Four Main Focuses. Transcript: Tom Vaughan: Now, welcome to Friday. This is our first attempt at the Go Live with Tom. The whole concept behind this is just to expand investor education. You know, our big mission statement at Retirement Capital Strategies
Whether You are a Customer or Not, Tom Loves Topics on Finance, Asset Management, Taxes, Investments, etc., and Hopes You Will Too. Transcript: Tom Vaughan: Helping our clients build and maintain their net worth, you know, financial planning, tax planning, investment management. Those are the three categories that we’ll focus on during the show. But
We’d like Tom’s Thoughts on Whether we Should Convert our IRAs to Roth IRAs. Transcript: Katie Nealis: At the start off with the first question here. Thank you, Tom. Well, the first question that we have in the question bank is, should I be converting my IRAs to Roth IRA? Tom Vaughan: Okay, yes, this
We ask Tom What is a Good Area for Investing in the Market Now? Transcript: Katie Nealis: What is the best area of the market to invest in right now? Tom Vaughan: Yeah, I think I get asked this quite often actually. And it’s, it’s really difficult to say best, right? I mean, there’s so
We ask for Tom’s Thoughts on the Biden Administration’s Infrastructure Plan. Transcript: Katie Nealis: Great. Love that visual, Tom. Thank you. Um, yes, we have another one from the question bank, “What do you think about the new infrastructure plan?” Tom Vaughan: Okay. So obviously, the infrastructure plan was announced a couple of weeks ago
We ask Tom if the Reopening and the Rollout of the Vaccine Have an Impact on the Market? Transcript: Katie Nealis: Thank you. We have another question from Taylor. “How do you see the rollout of the vaccine affecting the market? Is there something we should do to prepare for market changes that come up