Fly On the Wall

By: Jaime Malm
  • Summary

  • Financial and Retirement Planning
    2024
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Episodes
  • Current Market Trends and 12 Month Outlook- What You Need to Know!
    Oct 30 2024

    Jeremy Bryan, CFA and Senior Portfolio Manager for Gradient Investments joins me on this episode to discuss the market outlook, the impact of the unemployment report, what to know about owning Gold and crypto...and so much more. Don't miss it!

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    34 mins
  • Avoiding Online Scams
    Oct 24 2024

    In this episode, we discuss cybercrime, which is becoming one of the biggest threats to your financial security. Join us as we discuss come of the most common and dangerous threats are currently, how to identify them and ultimatley how to safeguard your assets, personal information, and financial future.

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    28 mins
  • The Tax Cut Window Is Closing
    Oct 10 2024

    Taxes are currently on sale! We have a short window of time before the current Tax Cuts and Jobs Act expires, which brings many changes that may impact us all (not just high new worth people). In this episode, we discuss not only the changes and how you may be impacted, but what you can do right now (before the window closes) to take advantage of existing cuts and protect your money against future increases.

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    34 mins

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