Evan Ward breaks down several financial deadlines and things people should watch for before the end of the year with co-host Doug Turnbull. Evan discusses college savings and transfers into and out of those plans for October, reviewing insurance plans in November, and several December deadlines for both giving and contributing to different retirement plans. Evan also talks about adjusting from coaching high schoolers to now focusing on his first-grade son’s basketball team and how that versatility relates to being a financial advisor.

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In this episode, Evan Ward discusses the implications of upcoming elections on financial planning. He explores how political outcomes can affect taxes, spending, and investment strategies, emphasizing the importance of building a resilient financial plan that can withstand uncertainties.

The conversation highlights the need for proactive financial strategies rather than reactive ones, especially in light of potential changes in government policies.

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Advisor Evan Ward and co-host Doug Turnbull discuss Costco selling lots of gold bars, as people potentially are trying to hedge inflation. Evan warns about buying any kind of asset during a bubble and shares what the long and short-term strategies can be in buying gold. He also talks about what he thinks the ideal percentage of a portfolio should be dedicated to non-cash assets. And Evan discusses attending his son’s high school senior night and coaching him and his teammates for many years in football.

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