Investment Insight with McCay Wealth Advisory

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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss how the strength of the U.S. Dollar rises and falls with our imports and exports. 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.

Hosts Brent McCay and Hayden Proffitt talk about the current consumer sentiment, and look at the usefulness of it when examining the state of our economy. 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.

Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, talk about Value Added Taxes.  We learn what they are and how the world-at-large uses them. 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.

Hosts Brent McCay and Hayden Proffitt talk about the potential ramifications of cheating on your taxes, and why we suggest being as truthful as possible when filling out your annual forms. 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.

Hosts Brent McCay and Bradley Covert, McCay Wealth Advisory, share a few tips on how to best handle the market’s current volatility and protect your investments. 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.

Hosts Brent McCay and Hayden Proffitt talk about the current state of insurance companies, and why their profitability can be a benefit to you. 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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impacts of new corporate investments in America, specifically Apple and TSMC.  Learn how those can affect your own investments. 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.

Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the current boom in artificial intelligence, and how the market is reacting to AI, along with how you can best benefit with your investments. 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.

Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the importance of the qualified business income deduction for certain individuals.  Learn about the qualifications and benefits in this video. 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.

Hosts Brent McCay and Bradley Covert talk about Treasury Secretary Scott Bessent’s proposed 3/3/3 plan and what that means to the economy and to your investments. 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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the qualifications for the 2-year capital gains exclusion.  Learn about how much of the capital gains can be excluded, and possible exceptions. 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.

Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss how long and under which conditions you should claim certain dependents on your tax returns. 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.

Hosts Brent McCay and Hayden Proffitt talk about the different 1099 forms you may receive through the year, and the deadlines for receiving each. 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.

Hosts Brent McCay and Bradley Covert talk about the Social Security Fairness Act, and how that especially impacts retired government workers.  Listen in to see if you might qualify for higher benefits. 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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impact of recent disasters like hurricanes, floods and fires on homeowner’s insurance programs.  Learn how these plans could change in the future, and how you might be able to review your plans and find ways to save money. 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.

Hosts Brent McCay and Hayden Proffitt talk about ways individuals between 60-63 years of age can add more to their retirement savings. 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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss certain scams where your home title may easily be stolen, and how you can protect yourself from this growing fraudulent activity. 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.

Hosts Brent McCay and Hayden Proffitt talk about ways you can financially protect your blended family when you pass. 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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the implications of President-Elect Trump’s proposed tariffs to goods coming to America from overseas. 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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about several ways to help reduce your 2024 tax burden, especially for those who are self employed. 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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss changes in the banking industry and how financial institutions are continuing transitioning to  digital transactions.  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

Hosts Brent McCay and Hayden Proffitt talk about the new regulations for registering your company with the new Beneficial Ownership legislation before the end of the year. 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

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the 80/20 rule.  We look at how it can be a guide for your retirement, if you use it wisely. 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

Hosts Brent McCay and Hayden Proffitt talk about some challenges that social security is facing in the coming years, and how you can protect your retirement.    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

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss why the Dow may not be the best indicator of your financial portfolio performance.   It may be better to focus on others than just the Dow. 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

Hosts Brent McCay and Hayden Proffitt talk about some changes coming to 401k plans this year and next.  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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss a few ways you can protect your valuable financial account information.  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.

Hosts Brent McCay and Hayden Proffitt discuss a few ideas to help with your estate planning this year.  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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, look at several ways you can plan now to save on taxes in 2025.  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.

Hosts Brent McCay and Hayden Proffitt talk about the Zero Day option, or same day option, and if that is a good investment for you.  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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, help define an inverted yield curve and look at what that means to you.  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.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss what is called the Carry Trade.  Learn how it works and the positive and negative impacts it may have for you.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the basics of social security and the importance of checking on your own situation.

Hosts Brent McCay and Hayden Proffitt talk about some of the highlights in retirement account changes in this calendar year.

Hosts Brent McCay and Hayden Proffitt look at some things you can do during buyouts and employer transitions to reduce your tax burden.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the positive and negative issues when deciding on a lump sum option when you receive your pension.

Hosts Brent McCay and Hayden Proffitt talk about the Tennessee Franchise and Excise Tax and how you may qualify for a refund under certain conditions.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impact from the Supreme Court decision that lessons the importance of policy decisions of many federal agencies.

Hosts Brent McCay and Hayden Proffitt talk about the recent decision from the U.S. Supreme Court that could leave the door open for a future wealth tax.

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the economic impact of immigration (legal and illegal) into the United States.