Team Wealth & Tax Advisors

06/07/2026

Learn how Health Savings Accounts and High-Deductible Health Plans can lower taxes, reduce healthcare costs, and help build long-term savings.

Learn how Health Savings Accounts and High-Deductible Health Plans can lower taxes, reduce healthcare costs, and help build long-term savings

06/06/2026

If your withholding is insufficient or you receive income without tax withholding, you may need to make an estimated tax payment by June 15.

06/05/2026

The allure of a red-hot IPO often blinds investors to the realities of long-term value. Dustin Watts and Jay Cole dissect why the excitement surrounding a public debut—like the much-hyped Airbnb entry or the upcoming SpaceX rumors—can be deceiving. Just because a company dominates headlines or feels like the next big thing doesn’t automatically make it a sound addition to a retirement portfolio.

Through the lens of past market performances, this conversation reveals the critical disconnect between market hype and fundamental business stability. Smart investors know that separating the noise from the numbers is the only way to protect capital. Whether it’s the volatility of tech giants or the projected massive valuations of space exploration, the lesson remains clear: patience often beats the adrenaline of day-one trading.

FULL EPISODE HERE: https://youtu.be/vJqOkKAVMDM

06/04/2026

Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

06/04/2026

The prospect of a $2 trillion SpaceX IPO is sending shockwaves through the financial world, but the math behind that valuation might surprise you. While the hype is undeniable, comparing a company that isn't yet profitable to titans like Nvidia—which are already dominating the market—reveals a complex financial picture.

Dustin Watts and Jay Cole break down the reality behind these massive numbers, questioning whether a debut at that scale actually makes sense. It’s a deep dive into the shifting rules of index inclusion and the difference between hot stocks and sound long-term investments. For anyone watching the aerospace and tech markets, this reality check on the valuation fever is a must-see.

FULL EPISODE HERE: https://youtu.be/vJqOkKAVMDM

06/03/2026

States are using sports betting to generate revenue and offset taxes. Here’s how the strategy is growing nationwide.

06/03/2026

A $1.75 trillion valuation for SpaceX? The numbers being tossed around are nothing short of staggering, and it's raising some major red flags for seasoned observers. While the hype around a potential SpaceX public offering is massive, the mechanics behind the curtain are starting to look a little shaky.

The real cause for concern isn't just the valuation itself—it's the sudden, unusual shifting of rules regarding how this stock is being fast-tracked into index inclusion. When the goalposts are moved to accommodate a specific debut, it’s worth asking: is this a genuine investment opportunity, or is it a trap being set for retail investors? Dustin Watts and Jay Cole peel back the layers on why this specific financial maneuver should make every serious investor pause and question the long-term sustainability of such a monumental debut.

FULL EPISODE HERE: https://youtu.be/vJqOkKAVMDM

06/02/2026

Ever wonder what’s really happening behind the curtain when a company announces its IPO? While the hype surrounding massive public offerings—like the long-rumored SpaceX debut—can be electrifying, it’s often just the tip of the iceberg.

The harsh reality is that many companies go public for one primary reason: liquidity. Early venture capital investors aren’t looking to hold onto stock forever; they are looking for the right moment to cash out their massive gains. When those lockup periods expire, who is left holding the bag? Often, it’s the retail investors who jumped in early on the IPO day excitement. Dustin Watts and Jay Cole peel back the layers on why the hot stock narrative might not always align with a sound long-term investment strategy. A healthy dose of caution is definitely warranted before chasing the next big market debut.

FULL EPISODE HERE: https://youtu.be/vJqOkKAVMDM

06/02/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

06/01/2026

Portland plans to raise its arts tax while exempting thousands. Here’s what the proposal means for taxpayers.