Smart Money Insights Podcast
1) Decision 2020 & Your Money
Tuesday, November 3rd is the big day. Who will it be – Trump or Biden? We know the candidates are polar opposites on the issue of taxes, and that could impact our wallet. But what will happen to the m...Show More
2) Home Improvement Fever
More time at home has motivated many to make a few upgrades and finally fix a few things around the house. In our latest episode, Wes discusses how to plan for these expenses, and how they could pay o...Show More
3) Eddie Van Halen, Sammy Hagar & Chemistry
With the recent passing of legendary guitarist Eddie Van Halen, former singer of Van Halen, Sammy Hagar explained how their relationship worked. The immediate answer was Chemistry. In this episode, Kr...Show More
4) Realistically, Could Your Tax Return Look Like Trumps?
One of the top stories in the news has been the claim that President Trump paid little, or no, taxes over the past decade. Instead of arguing whether that’s accurate or not – We all agree that the ult...Show More
5) Election Protection 2020
This isn’t a right vs. left, Trump vs. Biden debate. This episode is all about YOU and your money! With such a heated election season, Wes discusses how Wall Street could react to the outcome… But mor...Show More
6) Preparing For The 1st Ever Wealth Tax
Ever heard the adage “as California goes, so goes the nation?" That saying will fire you up after listening to this episode! California lawmakers are not only trying to hike their state income tax rat...Show More
7) Silver Lining of Financial Struggles in the Covid Era
Before February of 2020, life was overall pretty good. Most of us were working... and wall street was soaring! Then a pandemic swiftly changed our financial and day to day lives in ways we never imagi...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.8) Uncovering Hidden Risk in Your Equity Index Fund
It’s been said that one of the keys to successful investing is not putting all your eggs in one basket – also known as diversification. So, you’d assume that investing in an index such as the S&P 500 ...Show More
9) Retirement Headwind: The Fiscal Health of the United States
America's retirees today face unique circumstances and challenges given the fiscal health of the United States. In this episode, Wes sits down with his dad, Rick, to discuss the realities retirees fac...Show More
10) Optimizing Your Investment "Pie"
Asset allocation: The combination of diversified investments in your portfolio. Seems simple enough, right? Not necessarily. Wes breaks down why asset allocation is one of the most important decisions...Show More