Ask Peggy® About Your Money
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Description
Ask Peggy® About Your Money features best-selling author and radio host, Peggy Doviak, CFP®.
In each episode, Peggy will address a financial question and give you strategies you can use to implement the information in your own life. If you want to submit a question, go to www.askpeggy.com.
Other episodes provide access to her syndicated weekly radio show, "Ask Peggy Doviak About Your Finances."
Music: Spark Of Inspiration by Shane Ivers
In each episode, Peggy will address a financial question and give you strategies you can use to implement the information in your own life. If you want to submit a question, go to www.askpeggy.com.
Other episodes provide access to her syndicated weekly radio show, "Ask Peggy Doviak About Your Finances."
Music: Spark Of Inspiration by Shane Ivers
45 Episodes
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Markets and TariffsDefensive StepsPlanning BasicsGoldReferences:https://www.bloomberg.com/news/newsletters/2024-11-15/trump-drunk-wall-street-begins-to-sober-up-as-markets-tank
Stock and Bond MarketsLegislative Watch ListHoliday Shopping TipsSelling Positions in Your IRAReferences: https://www.marketwatch.com/story/fate-of-postelection-stock-market-rally-may-be-in-the-hands-of-bond-traders-b6afe1a2?mod=home-page
Political Races and the Fed Vote!Why I Say ProsperityEnd-of-Year Financial TasksReferences:https://www.marketwatch.com/story/harris-and-trump-command-the-markets-attention-but-jerome-powell-may-steal-the-spotlight-89207883?mod=home-page
Fed MovementIndependent Government AgenciesMoney Isn't ScaryACA DeadlinesReferences:https://www.marketwatch.com/story/fed-goes-quiet-ahead-of-its-nov-7-meeting-with-quarter-point-cut-seen-as-likely-e6bc35c9?mod=economy-politicshttps://www.thinkadvisor.com/2024/10/21/supreme-court-rejects-bid-to-let-president-fire-agency-leaders/
Upcoming Earnings Fiduciary UpdateFinancial VampiresSmall Business Retirement PlansReferences:https://www.marketwatch.com/story/this-rotation-in-stocks-is-the-bull-markets-lifeblood-as-s-p-500-logs-record-peak-e9f11974?mod=home-page https://www.thinkadvisor.com/2024/10/07/top-dol-official-sees-a-nonsensical-reality-at-heart-of-fiduciary-fight/
Aggressive FedHSA Bills for Fido and MoreInfo or Ad?Term and Whole LifeReferences:https://www.marketwatch.com/story/fed-starts-rate-cutting-cycle-with-a-bang-but-wants-it-to-be-the-only-one-a44f0d37?mod=the-fedhttps://www.thinkadvisor.com/2024/09/18/bill-could-throw-hsa-money-to-the-dogs-and-cats/ https://www.thinkadvisor.com/2024/09/09/new-house-bill-could-create-roth-like-hsa-alternative/
Markets and the FedPermanent DOL Fiduciary FightSummer has Ended Multiple Risk Tolerance LevelsReferenceshttps://www.marketwatch.com/story/investors-zero-in-on-inflation-again-with-biggest-interest-rate-cut-in-16-years-hanging-in-the-balance-f6fab4a4?mod=home-pagehttps://www.thinkadvisor.com/2024/08/27/dol-fiduciary-rule-battle-could-take-years/
Fed Rate Cut Fiduciary Struggles Football and Finance Tax DeadlinesReferences:https://www.marketwatch.com/story/stock-market-investors-should-focus-on-the-fed-over-the-presidential-election-9f621cc9?mod=home-page https://www.thinkadvisor.com/2024/07/29/second-court-halts-new-fiduciary-rule-as-dol-hits-back/
Market RallyLong-Term Care and 401(k) ProposalsCollege Funding401(k) ParticipationReferences:https://www.thinkadvisor.com/2024/08/12/house-bill-could-create-an-unlimited-ltci-premium-deduction/ https://www.thinkadvisor.com/2024/08/09/new-bill-extends-401k-access-to-workers-under-21/
Slowing Economy AdvantagesFiduciary Rule Litigation Saving an Emergency Fund Funding 529 plans References:https://www.bloomberg.com/news/articles/2024-07-24/us-economy-growth-slows-and-the-fed-is-ok-with-it?srnd=homepage-americas https://www.thinkadvisor.com/2024/07/26/dol-fiduciary-rule-halted-by-texas-court/
Q2 Market Results Overturning Chevron Football and FinanceWhy Create a Financial Plan?References:https://www.thinkadvisor.com/2024/06/28/vanguard-warns-customers-to-hang-up-and-log-in-or-else/ https://www.thinkadvisor.com/2024/06/28/supreme-court-overturns-chevron-rule-in-blow-to-agency-power/
Cooling Inflation 5th Circuit ChallengesInvesting in Fireworks RMDsReferences:https://www.bloomberg.com/news/articles/2024-06-22/fed-rate-cuts-latest-key-inflation-gauges-may-offer-path-to-move-in-september?srnd=economics-v2 https://www.thinkadvisor.com/2024/06/21/private-fund-rule-strikedown-puts-more-sec-rules-in-peril/
May Markets and Economy One-Day SettleVacation PlanningContingent BeneficiariesReferences:https://www.marketwatch.com/story/economists-see-healthy-job-growth-return-to-growth-in-service-sector-3c82fc1d?mod=home-page https://www.thinkadvisor.com/2024/05/28/wall-street-moves-to-fastest-settlement-of-trades-in-a-century/
Inflation Relief Fiduciary Conflict Planning Your Wedding What is "Sell in May and Go Away"?References:https://www.nytimes.com/live/2024/05/15/business/cpi-inflation-fed https://www.thinkadvisor.com/2024/05/15/lawmakers-move-to-torpedo-new-dol-fiduciary-rule/ https://corporatefinanceinstitute.com/resources/career-map/sell-side/capital-markets/sell-in-may-and-go-away
Fed Again Fiduciary LawsuitMom, Take Care of Yourself! Taking Social Security When You Work References:https://www.thinkadvisor.com/2024/05/02/new-dol-fiduciary-rule-hit-with-first-lawsuit/
Sticky Inflation Finally Fiduciary Turning Dreams to GoalsSmall Business Retirement Plans References:https://www.barrons.com/advisor/articles/department-of-labor-issues-fiduciary-rule-retirement-advice-b190a0dd https://www.kitces.com/blog/weekend-reading-for-financial-planners-april-27-28-2024 https://www.federalregister.gov/documents/2024/04/25/2024-08065/retirement-security-rule-definition-of-an-investment-advice-fiduciary
Fed Movements and Inflation 10-Year RMD DelayedSmall Goals Add Up When Your Friend is Grieving References:https://www.thinkadvisor.com/2024/04/17/irs-waives-2024-rmds-for-ira-beneficiaries-under-10-year-rule
Quarterly DataFed Speak RoboAdviser Regs Planning for a Storm Target Date FundsReferences:https://www.bloomberg.com/news/articles/2024-03-31/asian-stocks-set-to-gain-as-fed-awaits-more-data-markets-wrap?srnd=markets-vp https://www.thinkadvisor.com/2024/03/27/sec-updates-rules-for-robo-advisors/ https://www.nixonpeabody.com/insights/articles/2024/03/28/the-new-sec-rules-that-will-impact-advisers-that-utilize-the-internet https://www.sec.gov/files/ia-6578-fact-sheet.pdf
Fed SpeakFiduciary Update2024 TaxesTerm vs Whole InsuranceReferences:https://www.marketwatch.com/story/fed-still-on-track-for-june-rate-cut-and-2-other-takeaways-from-powells-press-conference-8dfe3ab3?mod=economy-politicshttps://www.thinkadvisor.com/2024/03/19/dol-fiduciary-rules-could-apply-during-years-of-litigation-limbo/
Fed Rate Cut ScheduleDOLs Fiduciary TimelineShould You Take Advice From a Leprechaun? Preparing a Loved Ones Final Tax ReturnReferences:https://www.marketwatch.com/story/doing-my-mothers-last-tax-return-is-the-hardest-financial-task-ive-ever-had-61dc5b56?mod=beth-pinsker
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This podcast episode shares my weekly radio show, "Ask Peggy Doviak About Your Finances."
This podcast episode shares my weekly radio show, "Ask Peggy Doviak About Your Finances."