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The Wealth Fix

Author: Ryan A. Hughes & Peter Campbell

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Start your journey towards financial freedom with The Wealth Fix as Ryan A. Hughes and Peter Campbell, explore topics ranging from personal finance to investing tips to the macroeconomic landscape.

Nothing here should be considered financial advice. See our disclosures here: https://bulloakcapital.com/disclosure/
 
Get started today → https://bulloak.com/
46 Episodes
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Would you trust AI to pick stocks and invest with your money? AI-powered algorithms are revolutionizing the way we invest, making informed decisions and maximizing returns. So you can let AI handle all that for you, right? Before you put your feet up and let AI do your investing for you, we have a few facts you need to know. These fascinating insights into the world of artificial intelligence and the stock market will bring valuable guidance for your investment strategy. Join us in this exploration of AI's role in picking stocks in the dynamic stock market. Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix?sub_confirmation=1 Get started today → https://bulloakcapital.com/
Experienced financial advisors dive into the world of TikTok financial advice! From "get rich quick" schemes to unconventional “family vault” budgeting, we provide valuable insights, debunk myths, and offer well-informed opinions on whether these viral trends hold any merit in the real world of finance. Gain a deeper understanding of smart financial practices, learn to identify potential pitfalls, and hear from the pros on how to effectively manage your money. Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix?sub_confirmation=1 Get started today → https://bulloakcapital.com/
Receiving an inheritance can be an emotional experience, yet it can also bring along its share of challenges and uncertainties. How exactly should you manage the newfound funds? Is it okay to spend a portion, or maybe none at all? Dealing with the loss of a dear one can make things even more overwhelming, affecting your decision-making. We've pinpointed 7 true-to-life situations where hiccups might arise when receiving an inheritance, all with the aim of simply recognizing them, so you can navigate around them smoothly. Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix?sub_confirmation=1 Get started today → https://bulloakcapital.com/
FedNow is a new payment system backed by the Federal Reserve. FedNow will allow banks and credit unions to provide instant payments. allowing you to send or receive money any time and any day. Gone are the days of waiting days for a transaction to clear or get money from your bank. FedNow allows moving money to happen instantly. There are some risks involved though. FedNow could cause an increase in fraud and an increase in the chance of a bank run with withdrawals being done in an instant. There are lots of benefits to you though, so check out this episode where we dive into FedNow.
Restricted Stock (RSU) is one method a company may compensate you for your work. Is it better than actual cash? Does it hold long term value? Should you hold or sell? To ensure you get the RSU basics, expert financial advisors are here to provide you with a complete guide to Restricted Stock! Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix?sub_confirmation=1 Get started today → https://bulloakcapital.com/
Can you turn $100 into $1,000,000 in under a year? Can you buy luxury goods for “free” on business credit? If you said yes to these, you NEED to watch this video. Tiktok might be great for entertainment but for financial advice, it’s the worst place you can get some. Don’t worry, let professional financial advisors help you navigate the misinformation to ensure you make the best possible financial choices.         Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix...  Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/
The internet is full of bad financial advice.  In this video, financial planners react to one TikToker's money claims. We start with a claim that rich people use Indexed Universal Life Insurance (IUL) to grow their wealth. Is this the secret to becoming a multi-millionaire? Unfortunately, it’s never that easy and certainly not what we’d recommend. Don't miss out on this discussion that exposes and debunks bad money advice circulating on TikTok. Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix... Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/
Inflation seems like a present shadow in our lives over the past months but what if I told you inflation is going to fall? You read that right, inflation is going to fall! We have the facts to back it up and what the falling inflation rate means for YOU and your wallet. Don’t wait, learn how you can capitalize on falling inflation today to transform your assets! Learn why inflation will continue to fall & how you can make the most out of this! Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix... Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/
Are you facing the challenge of managing a concentrated stock position? Today, we delve into the world of concentrated stock and provide you with expert strategies to effectively navigate and safeguard your wealth. Whether you've acquired a significant amount of stock through company options, inheritance, or other means, it's crucial to have a solid plan in place to optimize your financial future. Never let concentrated stock keep you awake at night with these 5 management strategies. Want more financial planning tips and strategies? Subscribe here to be notified of future videos:    / @thewealthfix.   Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/
Wall Street has a secret they don’t want you to know: investing can be simple. The key to success—investing in low-cost, diversified, and tax-efficient index funds and ETFs. To set you on the right path, we share four of the best ETFs that you can hold forever.     First on the list is IVV, the iShares Core S&P 500 ETF, which offers broad exposure to the U.S. stock market, including top companies like Apple,Microsoft, and Amazon. We highlight IVV's low expense ratio, liquidity, and impressive performance over the past decade.    For international diversification, we recommend IEFA from iShares. This ETFtracks developed markets outside the United States and Canada, providing exposure to companies from Europe, Asia, and more. We discuss the benefits of international investing and the notable holdings within IEFA.    Next, we explore SPAB, an ETF focusing on the fixed-income market. SPA aims to track the Bloomberg Barclays U.S. Aggregate Bond Index, offering stability and income through a diverse range of investment-grade bonds. We explain how including bonds in your portfolio can provide a cushion during market downturns.    Lastly, we introduce AVUV, the Avantis U.S. Small Cap Value ETF. This ETFtargets the U.S. small-cap value segment, utilizing a unique approach to build an optimal portfolio based on factors such as undervaluation and profitability. We discuss AVUV's potential for long-term growth and its historical outperformance of large-cap stocks.    Join us as we simplify investing and reveal the four best ETFs for long-term success! Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix...  Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/
The IRS Tax Code can be overwhelming, but don't miss out on incredibles tax savings strategies! In this video, we reveal four amazing tax loopholes that can help you save big on taxes. Learn about the Augusta Rule (IRS Section 280A) that allows you to rent out your home tax-free, even to your own business. Discover how income shifting by employing your children can lower your tax bracket and enable them to invest in a tax-free Roth IRA. Uncover the backdoor Roth IRA strategy for high-income earners and the mega backdoor Roth for 401(k) contributions. Lastly, optimize yourHealth Savings Account (HSA) to turn it into a tax-efficient investment account. Watch Now and take advantage of these powerful tax strategies! Resources mentioned in the video:  Article on Backdoor Roth IRA and Mega Backdoor Roth:https://bulloakcapital.com/blog/how-mega-backdoor-roth-iras-work/  Additional video on Mega Backdoor Roth:https://youtu.be/BmR8h7VdZKQ- Can I make a backdoor Roth IRA Contribution? Article on maximizing an HSA:https://bulloakcapital.com/blog/what-is-an-hsa-and-how-does-it-work/ Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix... Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/
Discover the 3 biggest risks that can jeopardize your retirement and learn how to protect your future. In this video, we explore the three major risks to retirement and provide practical strategies to mitigate them. From outliving your savings to sequence of returns risk and the psychological challenges of lack of purpose, we cover it all. Join us to ensure a secure and fulfilling retirement by navigating these risks effectively. Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix... Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/
Nvidia is one of the single most valuable companies in the world with a value of $1 TRILLION. You read that right, 1 trillion. With stock skyrocketing by 170% year to date and shows no signs of slowing down. That being said, is Nvidia the next stock bubble? We take a look at the 4 biggest risks facing Nvidia and break down what you need to know before investing. Don’t get caught in the next stock bubble pop with this can’t miss Wealth Fix advice! Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix...  Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/
How much of your income should you save? Whether you’re starting your career or nearing retirement, understanding your savings rate is one the more important aspects of financial health. Knowing how much you are saving is a key to personal finance. In this video, we break down how much you should save based on your income, how much the average person saves, and how much the top 1% save. We also show you exactly how you can start tracking how much of your income you save. Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix?sub_confirmation=1 Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/
No one would give you bad financial advice on TikTok, right? Don't worry, the financial advisors of The Wealth Fix are here to take on TikTok for round 4. From leasing your car to compounding your money, no TikTok finance advice is safe from Ryan & Peter. Don't spend another second on TikTok before you see this episode of the Wealth Fix! Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix?sub_confirmation=1 Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/
I Bonds interest rate 2023 update. The interest rate for I Bonds purchased between May 2023 and October 31, 2023 is 4.3%. This is made up of a variable interest rate of 3.8%,and a fixed rate of 0.9%. This I Bond fixed rate of 0.9% is the highest fixed rate for I Bonds in 15 years. In this video we breakdown what I Bonds are, the new rate, how the interest works, how I Bonds are taxed, the restrictions, and purchasing limits. Finally, we discuss who should buy I bonds and who shouldn't. Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix Want a free financial consultation with trusted financial professionals? Get it here  https://bulloakcapital.com/get-started/
What are bonds? Are they similar to stocks or a completely different investment? What is the price for a bond? Is a bond a good long term investment? Find out in all these answers and more with your Bonds 101 guide! we'll dive into what bonds are, where they come from, how bonds can help your financial future. Take your first step towards financial freedom with this can't miss Wealth Fix! Subscribe for more content to help your finances! Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix?sub_confirmation=1 Want a free financial consultation with trusted financial professionals? Get it here  ⁠https://bulloakcapital.com/get-started/⁠
New to investing? Dive into Stocks 101: What Are Stocks and Why You Should Invest! In this beginner-friendly guide, we break down the basics of stocks and explain how investing in them can transform your financial future. Uncover the potential of stocks and learn the essential strategies to start building wealth today. Subscribe for more investing tips and tricks! #Stocks101#InvestingBasics #FinancialFreedom Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix... Want a free financial consultation with trusted financial professionals? Get it here  ⁠https://bulloakcapital.com/get-started/⁠
Are you looking for ways to build a tax-free Roth IRA account worth $1,000,000? Look no further! In this video, we'll show you three proven strategies to help you achieve your financial goals. Firstly, you'll learn about maximizing Roth IRA contributions, the benefits of compounding interest, and tax-free growth opportunities. Secondly, we'll discuss the advantages of Roth 401(k) contributions and how to leverage them to achieve tax-free growth. Finally, we'll explore the powerful mega backdoor Roth 401(k)contribution strategy that can help you supercharge your retirement savings. By implementing these three strategies - Roth IRA contributions, Roth 401(k) contributions, and mega backdoor Roth 401(k) contributions - you can build a tax-free Roth IRA account worth $1,000,000 and secure your financial future. So, don't wait any longer! Watch this video and start building your tax-free Roth IRA account today! Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/channel/UCSmMgF1wgO959ol9r9GruYw Want a free financial consultation with trusted financial professionals? Get it here  ⁠https://bulloakcapital.com/get-started/⁠
Embark on your investing journey with our Beginner's Guide to Warren Buffett's 7 Investing Rules! This video is specifically designed for those new to the world of investing, offering valuable insights from the legendary Oracle of Omaha. Learn the fundamental principles that have driven Buffett's unparalleled success and how you can apply them to your own financial growth. In this episode, we break down: 1 The power of long-term thinking in investing 🕰️ 2 The importance of understanding businesses 📚 3 How to approach market fluctuations with confidence 📉 4 The value of patience in wealth creation ⌛ 5 Diversification vs. concentration in your portfolio 🎯 6 The significance of investing in yourself 🧠 7 Why integrity matters in business and investing 💼 Don't let your lack of experience hold you back from achieving financial success. Subscribe to our channel and hit the notification bell to stay updated on more beginner-friendly investing advice. Be sure to like, comment, and share this video to help others kickstart their investing journey too! #WarrenBuffett #InvestingForBeginners #BeginnersGuide Want a free financial consultation with trusted financial professionals? Get it here  ⁠https://bulloakcapital.com/get-started/⁠
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