Kin & Capital

著者： Amanda Hayes-Blocksom CFP
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  • Welcome to Kin & Capital with Amanda & Tony!!

    Your premiere destination for insightful and reliable financial and retirement planning guidance, presented by Aurion Wealth Advisors.

    In a world where financial security is paramount understanding the path to independence is not a luxury, but a necessity.

    Kin & Capital is here to illuminate that path, providing you with trusted strategies and personalized advice essential for making informed decisions about your future.

    Your hosts are siblings Tony Hayes and Certified Financial Planner, Amanda Hayes-Blocksom.

    They combine their extensive backgrounds & knowledge with a unique personal touch, ensuring that your financial planning is not just a process, but a meaningful journey.

    Kin & Capital is more than a show.

    It's your resource for a financially secure tomorrow.
    Copyright Amanda Hayes-Blocksom CFP
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  • Election-Driven Tax Changes: Impact on Your Estate and Investments

    Election-Driven Tax Changes: Impact on Your Estate and Investments
    2024/08/27
    Tune into the latest episode of the Kin & Capital podcast, where we dive deep into potential tax changes and estate planning ahead of the upcoming election. 🏛️💼🎙️

    In "K&C Show 10," Marc Killian leads an insightful discussion with guests Tony Hayes, and CFP Amanda Hayes-Blocksom on critical financial matters that might impact your future.
    Here are 3 key takeaways you won't want to miss:

    🔍 Potential Tax Changes:
    • Corporate tax rate could rise from 21% to 28%.
    • Taxes on capital gains and dividends could surge to 44.6%.
    • Increases in taxes on stock buybacks, Medicare tax, and potential excise taxes on electricity and energy are on the horizon.
    📉 Estate Planning:
    • Proposals to lower the estate tax exemption threshold from $13.610 million to $3.5 million.
    • Introduction of the American Housing and Economic Mobility Act of 2024 with a $500+ billion spend to build 3 million new housing units, financed through estate tax reform and more.
    📊 Market & Financial Impacts:
    • Discussions on possible interest rate cuts by the Fed in September and their impacts on the housing market and mortgages.
    • Insight into market volatility, potential labor strikes in Canada, and smart money moves amid changing policies.
    🔗 For detailed insights and to prepare your financial strategies, connect with the team at Aurion Wealth Advisors at secureyoursunshine.com or call 386-846-0658.

    #TaxChanges #EstatePlanning #FinancialPodcast #Investing #WealthManagement #EstateTax #MarketVolatility #Election2024 #FinancialPlanning #PodcastRelease
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    30 分
  • Biden Bows Out, Bullets and Bugs, plus is your 401k just an accident?

    Biden Bows Out, Bullets and Bugs, plus is your 401k just an accident?
    2024/07/24
    Alright, folks, grab your popcorn (or maybe your stress ball) because today’s episode of "Kin and Capital" is one wild ride in the land of retirement planning and political shenanigans.

    Welcome our dream team of guests: Marc Killian, Amanda Hayes-Blocksom and Tony Hayes. Whether you’re here for the financial advice or the political gossip, we’ve got something for everyone!

    **401K, 403B and 457 Plans: The Accidental Standards??
    Ever thought that retirement plans like 401K and 457 were the result of meticulous planning by geniuses? Think again! These plans were created accidentally. Imagine stumbling into your kitchen, making a sandwich, and suddenly inventing the standard for retirement without any academic studies or projections to prove their effectiveness. That's right, corporate America handed over the retirement risk to you, the employees, like an awkward game of “hot potato,” and the federal government found a way to collect more taxes. It’s like baking a cake and realizing too late that your recipe was missing half the ingredients. Surprise!

    **Insurance Products: The Chicken Soup of Investment?**
    Insurance company products are the equivalent of financial chicken soup; when you’re sick of the market’s ups and downs, these can provide you with guaranteed cash flow and minimal risk. With over $400 billion invested last year, this metaphorical soup is hot! It’s got everyone clutching their bowls and slurping away those investment anxieties.

    **Succession Confession: Business Edition:**
    Business owners, let’s face it—thinking about business succession is like deciding who gets the last slice of pizza; it's tough but necessary. Should you pass it on to your kid who once used the shredder as a crayon sharpener, or sell it to a competitor who might rename it something like “Fluffy's Financials”? You need a solid plan for succession, valuation strategies, and selling options. Remember, a good exit strategy can mean the difference between a retirement cruise in the Bahamas or one in your backyard kiddie pool.

    **Team Aurion to the Rescue:**
    Finding the right financial team is essential, and Amanda Hayes-Blocksom’s Ariane Wealth Advisors are like the Avengers of financial planning. They’re offering complimentary financial reviews faster than you can say, “401Y-not?” Personalized goals, tailored strategies, and maybe even an occasional metaphorical cape are all part of the package.

    **Biden’s Announcement – A Plot Twist:**
    In a plot twist straight out of a political drama, President Biden announced that he’s not running for reelection. Why? Frustration with his staff. (Anyone else picturing a reality-TV confessional moment here?) And if that’s not spicy enough, the House speaker wants his resignation, and Biden threw his support behind Kamala Harris as the Democratic nominee.

    **Kamala vs. Trump: The Showdown:**
    There’s a whole lot of hand-wringing about Kamala Harris’s popularity and whether she can compete against the ever-controversial Trump, who’s got Elon Musk and JD Vance in his corner, apparently ready to back his latest season. Will the chaos influence the stock market? Can she out-tweet him? Stay tuned, folks!

    **Financial Roller-Coaster:**
    Hold onto your seats—the market is hotter than the latest viral dance challenge. The Russell 2000 is up over 11% in just a week, and the S&P 500 is hitting new highs. Meanwhile, the ECB and China are pondering rate cuts, putting pressure on the Fed like grandparents coaxing you to eat a third helping at Thanksgiving dinner.

    **CrowdStrike’s Embarrassing Glitch:**
    CrowdStrike had a bit of a “whoopsie-daisy” moment with a system bug affecting millions of Microsoft devices. Financial and reputational damage-control mode engaged! It's like spilling your coffee on your suit before a big meeting—not a good look.

    **MEET YOUR BOSS – Financial Fun with Amanda:**
    Amanda Hayes-Blocksom, CERTIFIED FINANCIAL PLANNER and unofficial financial therapist, has a new book out, *"Meet Your Boss - 7 Strategies to take charge of your Life, Love and Financial Future "* It’s packed with insights, practical strategies, and helpful advice—sort of like having your financial planning cake and eating it too. Available on Amazon, order your copy and get cracking on understanding your money relationships.
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    30 分
  • The 4 Phases of Retirement - Where do you stand? & the Avocado Cartel

    The 4 Phases of Retirement - Where do you stand? & the Avocado Cartel
    2024/06/25
    Kin & Capital Episode 8

    In this episode, we dive into the excitement around both the edible and technological chips driving the markets, with a special focus on Chipotle's historic stock split and the challenges posed by avocado supply issues in Mexico. We explore the impact of cartels on avocado farms and the broader market implications.
    Amanda provides a thorough market analysis, discussing recent rallies in the S&P 500, NASDAQ, and Dow, and the shifts in technology, consumer discretionary, financials, and industrial sectors. We also cover the rising household debt and delinquency rates and what to watch for in the upcoming week, including key reports on GDP and the housing market.
    We then break down the phases of retirement planning, discussing the "About to Go" phase, the active "Go" years, the "Slow-Go" years, and the final "No-Go" years. Amanda and Tony share insights on lifestyle and financial planning during these phases, emphasizing the importance of having a comprehensive plan.
    Finally, we tackle some common financial myths and half-baked ideas, providing practical advice on issues like signing over your house to your kids, starting Social Security early, converting IRAs to Roths, and the role of life insurance in retirement.

    Tune in to Kin & Capital for valuable financial insights and strategies to secure your sunshine.

    Be sure to reach out to Aurion Wealth Advisors at Secureyoursunshine.com
    or call/text 386-846-0658 for a complimentary discovery conversation.

    #Finance #RetirementPlanning #MarketAnalysis #Investing #FinancialAdvice #AurionWealthAdvisors #KinAndCapital #Podcast
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    30 分

あらすじ・解説

Welcome to Kin & Capital with Amanda & Tony!!

Your premiere destination for insightful and reliable financial and retirement planning guidance, presented by Aurion Wealth Advisors.

In a world where financial security is paramount understanding the path to independence is not a luxury, but a necessity.

Kin & Capital is here to illuminate that path, providing you with trusted strategies and personalized advice essential for making informed decisions about your future.

Your hosts are siblings Tony Hayes and Certified Financial Planner, Amanda Hayes-Blocksom.

They combine their extensive backgrounds & knowledge with a unique personal touch, ensuring that your financial planning is not just a process, but a meaningful journey.

Kin & Capital is more than a show.

It's your resource for a financially secure tomorrow.
Copyright Amanda Hayes-Blocksom CFP
政治学 個人ファイナンス 経済学
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