Not a Guru: Real Financial Education with Mark Byelich, CFP®

Will your taxes inevitably double over the next 10 years? We talk constantly about the threat of rising tax rates, mounting national debt, and the future of Social Security—but everyone seems to have an opinion rooted in politics or speculation. In this session, I sat down with an AI to run the cold, hard fiscal math. We looked at the Congressional Budget Office projections, mandatory spending trajectories, and what tax rates would actually have to look like if the government tries to balance the budget without spending cuts. The numbers the AI returned might change the way you plan your retirement and investment accounts forever. Visit our website: https://www.attleborowealth.com Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery *** Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. The opinions expressed in this program are for general educational and informational purposes only and do not constitute specific investment, legal, or tax advice, nor a recommendation to buy or sell any security. Consult a qualified financial advisor, tax professional, or legal counsel to determine which strategies or investments may be appropriate for your specific circumstances prior to investing. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Investing involves risk, including the possible loss of principal capital. Past performance is no guarantee of future results. Indices mentioned are unmanaged and cannot be invested into directly. No portion of this content should be construed as a testimonial or endorsement of our advisory services. Attleboro Wealth Management, LLC may provide links to third-party content. We believe this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information; however, we do not guarantee its accuracy or completeness. This third-party content may be dated, and we do not assume responsibility for the content, accuracy, or reliability of any third-party website linked to or from this site. Comments by viewers, third-party rankings, or recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personally identifiable information or misinformation may be performed.

Join me and our Chief Investment Officer, Lidia Amodei as we discuss the market returns for 2026 and outlooks for 2027. Visit our website: https://www.attleborowealth.com Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. The opinions expressed in this program are for general educational and informational purposes only and do not constitute specific investment, legal, or tax advice, nor a recommendation to buy or sell any security. Consult a qualified financial advisor, tax professional, or legal counsel to determine which strategies or investments may be appropriate for your specific circumstances prior to investing. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Investing involves risk, including the possible loss of principal capital. Past performance is no guarantee of future results. Indices mentioned are unmanaged and cannot be invested into directly. No portion of this content should be construed as a testimonial or endorsement of our advisory services. Attleboro Wealth Management, LLC may provide links to third-party content. We believe this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information; however, we do not guarantee its accuracy or completeness. This third-party content may be dated, and we do not assume responsibility for the content, accuracy, or reliability of any third-party website linked to or from this site. Comments by viewers, third-party rankings, or recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personally identifiable information or misinformation may be performed.

Confused about the Federal Gift Tax? You’re not alone. Questions about who pays the tax, how much it costs, and when you actually have to file with the IRS are extremely common. The good news? The rules are much simpler than most people think—and chances are, you will never owe a single dollar in gift tax. In this webinar, we break down everything you need to know about the Federal Gift Tax in plain, easy-to-understand language. In this video, you’ll learn: ✅ Who Pays: Does the person giving or receiving the gift pay the tax? ✅ Annual Exclusion: How much you can give anyone each year completely tax-free. ✅ Lifetime Exemption: How the lifetime limit works and why most people never pay gift tax. ✅ Filing Requirements: When you actually need to file IRS Form 709 (and when you don't). ✅ Exceptions: Special rules for medical expenses, tuition, and gifts between spouses. Be sure to tune in for this important discussion Visit our website: https://www.attleborowealth.com Book a complimentary 15 minute Discovery Call with Mark - https://www.attleborowealth.com/discovery Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. The opinions expressed in this program are for general educational and informational purposes only and do not constitute specific investment, legal, or tax advice, nor a recommendation to buy or sell any security. Consult a qualified financial advisor, tax professional, or legal counsel to determine which strategies or investments may be appropriate for your specific circumstances prior to investing. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Investing involves risk, including the possible loss of principal capital. Past performance is no guarantee of future results. Indices mentioned are unmanaged and cannot be invested into directly. No portion of this content should be construed as a testimonial or endorsement of our advisory services. Attleboro Wealth Management, LLC may provide links to third-party content. We believe this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information; however, we do not guarantee its accuracy or completeness. This third-party content may be dated, and we do not assume responsibility for the content, accuracy, or reliability of any third-party website linked to or from this site. Comments by viewers, third-party rankings, or recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personally identifiable information or misinformation may be performed.

Two updated  reports came out in the last 10 days.  First was the Penn Wharton update to their 2023 Budget Model discussing the National Debt and the risk to our economy and to your retirement. https://budgetmodel.wharton.upenn.edu/p/2026-06-16-effective-tariff-rates-and-revenues-updated-june-16-2026/ Second, is the release of the Social Security and Medicare/Medicaid Trustees report. https://www.ssa.gov/OACT/TRSUM/index.html These important documents tell us vital information about the future of Social Security and Medicare, the potential impact of our National Debt and highlights critical items that you should be paying attention to. Join me as I discuss these important topics. Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. The opinions expressed in this program are for general educational and informational purposes only and do not constitute specific investment, legal, or tax advice, nor a recommendation to buy or sell any security. Consult a qualified financial advisor, tax professional, or legal counsel to determine which strategies or investments may be appropriate for your specific circumstances prior to investing. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Investing involves risk, including the possible loss of principal capital. Past performance is no guarantee of future results. Indices mentioned are unmanaged and cannot be invested into directly. No portion of this content should be construed as a testimonial or endorsement of our advisory services. Attleboro Wealth Management, LLC may provide links to third-party content. We believe this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information; however, we do not guarantee its accuracy or completeness. This third-party content may be dated, and we do not assume responsibility for the content, accuracy, or reliability of any third-party website linked to or from this site. Comments by viewers, third-party rankings, or recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personally identifiable information or misinformation may be performed.

Join Mark as he welcome Andy Ives, CFP®, AIF® , IRA Analyst from Ed Slott's Elite IRA Advisor Group, for a discussion of Net Unrealized Appreciation (NUA) in our webinar "The Truth about NUA: What You Need to Know." Tune into learn more about net unrealized appreciation and how you can potentially save thousands on your taxes in the future. Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. The opinions expressed in this program are for general educational and informational purposes only and do not constitute specific investment, legal, or tax advice, nor a recommendation to buy or sell any security. Consult a qualified financial advisor, tax professional, or legal counsel to determine which strategies or investments may be appropriate for your specific circumstances prior to investing. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Investing involves risk, including the possible loss of principal capital. Past performance is no guarantee of future results. Indices mentioned are unmanaged and cannot be invested into directly. No portion of this content should be construed as a testimonial or endorsement of our advisory services. Attleboro Wealth Management, LLC may provide links to third-party content. We believe this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information; however, we do not guarantee its accuracy or completeness. This third-party content may be dated, and we do not assume responsibility for the content, accuracy, or reliability of any third-party website linked to or from this site. Comments by viewers, third-party rankings, or recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of