Informações:
Sinopse
Examining Processes of Wealth Creation and Distribution
Episódios
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Risk and Rebalance
12/04/2020 Duração: 14minLearn how defining risk for your specific investment account can make you a better investor, and how to limit risk through the practice of rebalancing.
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Buying in a Bear Market
03/04/2020 Duração: 13minNate shares his strategy for navigating and profiting long-term in a bear investment market.
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Tips for Staying Healthy through COVID-19
20/03/2020 Duração: 09minAll information (and more) in this podcast can be found on the CDC's website. https://www.cdc.gov/coronavirus/2019-ncov/index.html
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Why we give our kids chores
29/02/2020 Duração: 02minDo you give your kids a chore list? Here are a few reasons Julie thinks it's a great idea and why it's helpful for all you busy moms (and dads) out there.
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Inheriting an IRA
26/02/2020 Duração: 04minThe SECURE act has changed the investment landscape. We continue to dive into the SECURE Act and changes we need to make to our planning process. Today we talk about inheriting an IRA.
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Factors In Your Insurance Rates
23/02/2020 Duração: 08minAfter quite a few technical difficulties...we're discussing what factors into what you pay for your insurance rates.
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The Birds and the Trees
14/02/2020 Duração: 03minDoes your neighbor have tree that could potentially fall onto your property and cause damage? If so, tune into this week's episode of #DynamicWealth to find out what you need to do before that happens so the claim is on the neighbor, not you.
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Rental Property Insurance
31/01/2020 Duração: 05minIf you own a rental property or are thinking of purchasing a property as a rental, this podcast is for you!
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Hired and Non Owned Auto Coverage
17/01/2020 Duração: 07minDo you have a commercial auto policy? Know someone who does? If so, this podcast is for you!
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5 Minute Friday
10/01/2020 Duração: 15minMacy and Julie go over the best and worst places to hide belongings in your house in case of a burglary, and go over statistics from the FBI.
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New Year's Resolutions
03/01/2020 Duração: 15minMacy and Julie discuss how they feel about new year's resolutions and share some ideas.
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Should you invest in gold?
29/11/2019 Duração: 09minGold is a much debated asset class in the investment community. What role does gold play in an investment strategy and should it be a part of you strategy?
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What's included in my Amazon Prime Membership?
08/11/2019 Duração: 18minJulie and Macy dive into the extras of your Amazon Prime membership. Free, two day shipping is a great benefit, but there's so much more! From free music and movies to 20% off diapers!
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Dynamic Wealth
16/10/2019 Duração: 04minMacy and Julie go over 5 common mistakes when purchasing homeowner's insurance.