Wealth Income Solutions LLC

01/27/2022

Here is our first podcast of 2022 speaking to long-term financial protection in a post-pandemic recovery. Thanks for listening! https://anchor.fm/dashboard/episode/e1dhinq

12/15/2021

There is a very delicate balance between the Federal Reserve and the Stock Market when combatting inflation. Check out our new video podcast speaking to the highest increase of inflation since 1982.

Here is a video podcast explaining the delicate balance between the Federal Reserve, the Stock Market, and surging inflation. www.WealthIncomeSolutions.com

10/05/2021

On this recent podcast, I interview Teresa Shapiro, an estate planning attorney in Austin, TX, discussing the importance of legacy planning for investors. Listen as we dissect specific considerations of estate planning. Thanks for listening!

https://wealthincomesolutions.blogspot.com/2021/10/estate-planning-and-revocable-living.html

09/24/2021

When accepting a new job, employees can protect their 401k from market downsides while receiving attractive moderate returns.

https://www.dropbox.com/s/ci6tg73f347aw6m/WISE-ThinkTwice-401k-FINAL.pdf?dl=0

09/21/2021

I had the privilege to interview the founder of The Index Standard, Laurence Black. We discuss the evolution of the structured EFT and how investors can use this strategy to tune out the noise and focus on what's relevant in a post-pandemic recovery. These investments were designed to minimize volatility and focus on long-term moderate returns, protecting many financial timelines.

https://wealthincomesolutions.blogspot.com/2021/09/podcast-interview-with-laurence-black.html

09/17/2021

Make sure to check out our new podcast speaking to the fundamental changes to the financial system in a post-pandemic recovery.

In a post-pandemic world, we help entrepreneurs focus on long-term investing, tuning out the noise, and focusing on what is relevant. Our proven process embraces change throughout our client's financial timeline.

09/16/2021

Here is a piece I put together showing how Maslow's theory contradicts traditional retirement planning.

https://www.dropbox.com/s/9y0o6r3duz7hzka/Maslows%20Theory%20Final.pdf?dl=0