The Eagle's Nest https://presidentialwm.com Create your tomorrow today. Wed, 08 Apr 2020 21:02:08 +0000 en-US hourly 1 https://wordpress.org/?v=5.4 The Eagle's Nest clean episodic The Eagle's Nest ztrimble@presidentialbrokerage.com ztrimble@presidentialbrokerage.com (The Eagle's Nest) A Mile-High view of current events and the economic landscape. The Eagle's Nest https://presidentialwm.com/wp-content/uploads/powerpress/The_Eagles_Nest_Podcast_Logo.jpg https://presidentialwm.com The CARES Act and Financial Relief for Small Businesses https://presidentialwm.com/podcast/the-cares-act-and-financial-relief-for-small-businesses/ Wed, 08 Apr 2020 18:19:06 +0000 https://presidentialwm.com/?p=8161 https://presidentialwm.com/podcast/the-cares-act-and-financial-relief-for-small-businesses/#respond https://presidentialwm.com/podcast/the-cares-act-and-financial-relief-for-small-businesses/feed/ 0 <p>In this episode of the Eagle's Nest podcast: Taylor Leary and special guest Andy Contiguglia discuss the CARES Act and how it impacts small businesses. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-cares-act-and-financial-relief-for-small-businesses/">The CARES Act and Financial Relief for Small Businesses</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> On Friday, March 27, 2020 President Trump signed it into law the CARES Act, a $2 trillion coronavirus economic stimulus bill. This legislation is aimed at providing relief for individuals and businesses that have been negatively impacted by the coronavirus outbreak. Although the CARES Act covers many elements in our economy, this podcast explains how small businesses can take advantage of this landmark stimulus package.

Special guest Andy Contiguglia of the Contigugila Law Firm joins Taylor Leary and explains how the CARES  Act impacts small businesses. Andy is a business attorney and risk management consultant in the Denver area. He specializes in helping business owners take a proactive legal approach to navigate the often challenging and confusing legal landscape. Right now he is on the front lines of helping his business owner clients with the response to COVID-19.

Topics covered in the podcast:

  • How Andy sees small businesses react to the changing workplace environment. Many companies are forced to temporarily shut their doors like salons and fitness studios, or changing how they serve their customers like restaurants and grocery stores, and employees are transitioning to working from home. We are seeing a new way of doing business.
  • The passage of the CARES Act made available $350 Billion to small businesses, those businesses with fewer than 500 employees. With nearly every business in some way, shape, or from being affected all business owners should submit an application to receive money.
  • The CARES Act was passed to inject capital into small businesses to help overcome the economic challenges introduced by the Coronavirus pandemic. The bill allows for companies to received up to 2.5 times their monthly payroll. If used properly the loan will be forgiven as a grant and not required to be repaid. The remainder of the loan not converted to a grant will have a very low-interest rate.
  • Small businesses looking to take advantage of the stimulus money must work with their banker or contact a bank. The money is not being doled out directly by the Small Business Administration, rather local and national banks will coordinate the application process.
  • Although this is a great benefit, there are some legal issues you must consider. Andy covers a few of the hot button items.
  • In the end, this economic crisis will have lasting effects. The way business conduct business will likely be forever changed.

 

Andy goes into additional detail in in his blog article, The CARES Financial Relief Act: What Everybody Ought to Know About it for their Small Business.

If you are interested in learning more about Andy’s work as an attorney and risk consultant, you can visit his website or contact him him here.

Contact Us

Extreme market downturns are stressful, but we can help. Contact us for a free Discovery Session. We can go over strategies to protect your retirement plan from market volatility. Leave a short message describing what you are looking for help with and when you like would to meet with an advisor. We will call you back and finalize your meeting time. 

 

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In this episode of the Eagle's Nest podcast: Taylor Leary and special guest Andy Contiguglia discuss the CARES Act and how it impacts small businesses. The Eagle's Nest 1 34:41 [ai_playlist id="8166"]
Why You Should NOT Withdraw Money From Your 401k During the COVID-19 Crisis https://presidentialwm.com/podcast/why-you-should-not-withdraw-money-from-your-401k-during-covid-19-crisis/ Mon, 30 Mar 2020 14:56:14 +0000 https://presidentialwm.com/?p=8081 https://presidentialwm.com/podcast/why-you-should-not-withdraw-money-from-your-401k-during-covid-19-crisis/#respond https://presidentialwm.com/podcast/why-you-should-not-withdraw-money-from-your-401k-during-covid-19-crisis/feed/ 0 <p>In this episode of the Eagle's Nest podcast: Keith Weinman explains why taking out money from your 401k during the COVID-19 crisis could be a huge mistake. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/why-you-should-not-withdraw-money-from-your-401k-during-covid-19-crisis/">Why You Should NOT Withdraw Money From Your 401k During the COVID-19 Crisis</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In this episode of the Eagle’s Nest podcast: Keith Weinman explains why taking out money from your 401k during the COVID-19 crisis could be a huge mistake.

On Friday, March 27th, Congress passed the CARES ACts, a $2 trillion stimulus bill as a counter-measure response to the economic damage being caused by the measures required to slow COVID-19. 

With millions of Americans facing unemployment or reduced pay, Congress has removed the penalty for individuals withdrawing up to $100k from their 401ks or individual retirement accounts (IRA).

However, there are caveats and a lot of variables to consider. For most people, withdrawing money from their 401k or IRA will be a huge mistake. Keith Weinman explains why in the podcast. 

If you are worried about your 401k, retirement plan, or other investments being impacted by the current state of the markets, fill out the form below or give us a call at 303-694-1600. We can help with investment strategies and options designed to shield investors from market volatility. All initial meetings and reviews are free. 

Contact Us

Extreme market downturns are stressful, but we can help. Contact us for a free Discovery Session. We can go over strategies to protect your retirement plan from market volatility. Leave a short message describing what you are looking for help with and when you like would to meet with an advisor. We will call you back and finalize your meeting time. 

 

The post Why You Should NOT Withdraw Money From Your 401k During the COVID-19 Crisis appeared first on Presidential Wealth Management.

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In this episode of the Eagle's Nest podcast: Keith Weinman explains why taking out money from your 401k during the COVID-19 crisis could be a huge mistake. The Eagle's Nest 1 15:22 [ai_playlist id="8083"]
The Coronavirus and Dealing with Market Volatility https://presidentialwm.com/podcast/the-coronavirus-and-dealing-with-market-volatility/ Wed, 11 Mar 2020 17:55:41 +0000 https://presidentialwm.com/?p=8048 https://presidentialwm.com/podcast/the-coronavirus-and-dealing-with-market-volatility/#respond https://presidentialwm.com/podcast/the-coronavirus-and-dealing-with-market-volatility/feed/ 0 <p>In this episode of the Eagle's Nest podcast: Jason McBride and Taylor Leary discuss the latest market volatility in the face of coronavirus and oil market collapse.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-coronavirus-and-dealing-with-market-volatility/">The Coronavirus and Dealing with Market Volatility</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In this week’s episode of the Eagle’s Nest Podcast, Jason McBride and Taylor Leary discuss the latest market volatility in the face of Coronavirus and oil market collapse.

The World Health Organization has officially labeled the Coronavirus as a pandemic and the financial markets have seen extreme drips unlike anything investors have experienced since the Great Recession. 

Since Taylor and Jason are not experts in virology or public health, they steer clear of providing tips on how to avoid the virus. Their conversation is focused on how market volatility and risk are can impact your financial plan and they provide strategies and insights on how to protect your portfolio and emotional well-being. 

Taylor and Jason look at the origins of the rollercoaster movements in the market and the challenges investors face. The conversation evolves into a look at history to uncover trends, so investors can prepare and plan in a better way. They then jump into the impacts investors face with their portfolios and investing behavior. And finally, they review what investors can do to navigate the uncertainty and fear of driving the current market conditions.   

If you are worried about your 401k, retirement plan, or other investments being impacted by the current state of the markets, fill out the form below or give us a call at 303-694-1600. We can help with investment strategies and options designed to shield investors from market volatility. All initial meetings and reviews are free. 

Contact Us

Extreme market downturns are stressful, but we can help. Contact us for a free Discovery Session. We can go over strategies to protect your retirement plan from market volatility. Leave a short message describing what you are looking for help with and when you like would to meet with an advisor. We will call you back and finalize your meeting time. 

 

The post The Coronavirus and Dealing with Market Volatility appeared first on Presidential Wealth Management.

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In this episode of the Eagle's Nest podcast: Jason McBride and Taylor Leary discuss the latest market volatility in the face of coronavirus and oil market collapse. The Eagle's Nest 1 50:54 [ai_playlist id="8051"]
How Much is Your Junk Worth? https://presidentialwm.com/podcast/how-much-is-your-junk-worth/ Fri, 28 Feb 2020 18:47:11 +0000 https://presidentialwm.com/?p=8007 https://presidentialwm.com/podcast/how-much-is-your-junk-worth/#respond https://presidentialwm.com/podcast/how-much-is-your-junk-worth/feed/ 0 <p>In this episode of the Eagle's Nest podcast: Taylor Leary has a conversation with Nathan Schweid, owner and founder of The Junk Trunk. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/how-much-is-your-junk-worth/">How Much is Your Junk Worth?</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> On the latest episode of the Eagle’s Nest Podcast, Taylor Leary sits down with the owner of The Junk Trunk, Nathan Schweid. The Junk Trunk was born out of desperation in the Spring of 2016. Nathan, having just graduated college, was about to be booted from the family payroll, so he borrowed his dad’s pickup truck he began going door to door in his neighborhood seeing what junk neighbors needed to be hauled away. With a strong emphasis on customer service and affordable pricing, The Junk Trunk has never looked back!

Hoarding can be a sign of mental illness. Nathan and Taylor discuss the story behind these photos in the podcast.

Nathan and Taylor dig deep into the junk removal industry. They discuss the process for removing unloved household items and where the Junk Trunk can help families after a family member passes. In addition, they cover the cost of the space being occupied by the “stuff” we accumulate over the years and how to turn that stuff into cash. Nathan also brings to light one of the unintended effects of his business; helping families impacted by mental health issues.

If you want to put some junk in Nathan’s trunk, you can visit his website or call him at 303-815-0467. Tell him you heard about his company on The Eagle’s Nest! 

 

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In this episode of the Eagle's Nest podcast: Taylor Leary has a conversation with Nathan Schweid, owner and founder of The Junk Trunk. The Eagle's Nest 24:22 [ai_playlist id="8017"]
Five Early Market Indicators https://presidentialwm.com/podcast/five-early-market-indicators/ Sun, 16 Feb 2020 20:15:14 +0000 https://presidentialwm.com/?p=7968 https://presidentialwm.com/podcast/five-early-market-indicators/#respond https://presidentialwm.com/podcast/five-early-market-indicators/feed/ 0 <p>In this episode of the Eagle's Nest podcast: Jason McBride and John Buckingham examine five nearly market indicators and the supporting data to see if their predictive reputations are merited. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/five-early-market-indicators/">Five Early Market Indicators</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> There are myriad early year indicators or “market barometers” which purport to give investors an early clue on what may be in store for the markets each year. In this episode of the Eagle’s Nest Podcast, Jason McBride and John Buckingham examine five popular early market indicators.

The indicators are:

1: First Trading Day of the Year

2: The Santa Clause Rally

3: First Five Trading Days

4: The January Barometer

5: The Superbowl Indicator

Jason and John look at each indicator and then they explore the data to see if the indicators measure up to the hype.

If you are interested in a detailed breakdown, along with in-depth charts, you can download a free copy of the Early Market Indicator Guide.

Get Your Copy of the Early Year Indicator Guide

There are myriad early year indicators or “market barometers” which purport to give investors an early clue on what may be in store for the markets each year. In this guide, we dissect 5 of the most-often repeated ones to see which have some meat on the bone and which don’t.

The post Five Early Market Indicators appeared first on Presidential Wealth Management.

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In this episode of the Eagle's Nest podcast: Jason McBride and John Buckingham examine five nearly market indicators and the supporting data to see if their predictive reputations are merited. The Eagle's Nest 38:47 [ai_playlist id="7974"]
The Loveland Experience https://presidentialwm.com/podcast/the-loveland-experience/ Thu, 30 Jan 2020 02:02:42 +0000 https://presidentialwm.com/?p=7938 https://presidentialwm.com/podcast/the-loveland-experience/#respond https://presidentialwm.com/podcast/the-loveland-experience/feed/ 0 <p>In this episode of the Eagle's Nest podcast: Keith Weinman and Laura give an inside look at what goes on at Presidential Wealth Management's Loveland office and why their teamwork, contributions, and personalities are so valued by our clients and the rest of the Presidential family.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-loveland-experience/">The Loveland Experience</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> If you’ve listened to the Eagle’s Nest Podcast, you’re familiar with the format. Our advisors and guests inform listeners about financial and retirement planning, market conditions, investments, and related topics with a local connection to Colorado and the Front Range.

This episode is taking a different direction. Keith Weinman and Laura Allsup are going to take listeners on a journey up north to our Loveland office and introduce them (and you, Dear Reader) to The Loveland Experience.

Keith and Laura are longtime residents of the Fort Collins – Loveland area, and they’ve been the mainstays of our Loveland office since it opened a decade ago. Keith and Laura and the office itself embody the spirit of Loveland: neighborly, authentic, helpful, and always a pleasure to visit.
Keith joined the firm after a long and successful career in radio and professional voice work. Keith’s still does radio — you can listen to him every weekday morning on 1310 KFKA’s Mornings with Gail broadcast, but nowadays he lends his golden voice to helping the folks of Loveland and the surrounding area plan for retirement.

Laura and her family have deep roots in Fort Collins and Loveland, and it’s no exaggeration to say she is one of the kindest, most sincere, and helpful people one could ever hope to meet. She works with Keith to help our clients with all of their needs. Keith might be famous for his golden voice, but Laura’s smile and cheerful demeanor are instantly felt whether one is speaking to her in person, on the phone, or through a podcast.

Keith and Laura might be 60 miles as the eagle flies from the Presidential nest (corporate headquarters) in Greenwood Village, but they’re a vital part of the Presidential family. And that’s how they treat their clients: like family. It’s all part of The Loveland Experience.

If you are interested in meeting Keith and Laura for assistance with your financial planning and retirement planning needs, call 970-775-7600 during regular business hours or drop in the office at 2725 Rocky Mountain Ave #100 Loveland, CO.

Keith and Laura will be hosting a Taxes in Retirement class at the Windsor Rec Center on February 6th (6:30 pm) and February 8th (10:00 am). It’s free, and all are welcome to attend. You can reserve your seats at this link.

The post The Loveland Experience appeared first on Presidential Wealth Management.

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In this episode of the Eagle's Nest podcast: Keith Weinman and Laura give an inside look at what goes on at Presidential Wealth Management's Loveland office and why their teamwork, contributions, and personalities are so valued by our clients and the r... The Eagle's Nest clean 21:51 [ai_playlist id="7941"]
How the SECURE Act Impacts Women https://presidentialwm.com/podcast/how-the-secure-act-impacts-women/ Tue, 21 Jan 2020 21:27:05 +0000 https://presidentialwm.com/?p=7868 https://presidentialwm.com/podcast/how-the-secure-act-impacts-women/#respond https://presidentialwm.com/podcast/how-the-secure-act-impacts-women/feed/ 0 <p>In this episode of the Eagle's Nest podcast: Kevne Sharpe, Kelly Collins, and Marilyn Weaver look at the SECURE Act and how the new rules and changes impact women. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/how-the-secure-act-impacts-women/">How the SECURE Act Impacts Women</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Kevne Sharpe, Kelly Collins and Marilyn pick up where Jason McBride and Bruce Larsen left off in last week’s podcast on The SECURE Act. In today’s podcast Kevne, Kelly, and Marilyn look at how the SECURE Act impacts women. Women live longer, enter the workforce later, and have retire with smaller IRAs. Some of the changes introduced by the SECURE Act give women more options to better their retirement accounts. Learn more in this episode.

If you’re interested in a succinct overview of the key changes and provisions of the act, download our free copy of The Secure Act: What You Need to Know.

THE SECURE ACT:

What you need to know

While it is called the SECURE Act, it is really a mixed bag of new regulations – some good and some bad. The main two aims of the legislation seem to be to encourage more retirement savings and to increase tax revenue the government derives from IRA distributions. Whether you come out ahead is based on your individual circumstances. The Presidential SECURE Act guide outlines the key retirement savings provisions. 

We’re also holding a free Taxes in Retirement class in Parker (PACE Center), Arvada (APEX Fieldhouse), and Windsor (Windsor Rec Center) on February 6th (6:30 pm) and February 8th (10:00 am).

You can also sign up for our newsletter to get the latest information on our upcoming classes, events and to get our latest articles and podcasts.

The post How the SECURE Act Impacts Women appeared first on Presidential Wealth Management.

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In this episode of the Eagle's Nest podcast: Kevne Sharpe, Kelly Collins, and Marilyn Weaver look at the SECURE Act and how the new rules and changes impact women. The Eagle's Nest clean 11:54 [ai_playlist id="7871"]
An Eagle-Eyed Look at the SECURE Act https://presidentialwm.com/podcast/an-eagle-eyed-look-at-the-secure-act/ Thu, 16 Jan 2020 04:02:10 +0000 https://presidentialwm.com/?p=7631 https://presidentialwm.com/podcast/an-eagle-eyed-look-at-the-secure-act/#respond https://presidentialwm.com/podcast/an-eagle-eyed-look-at-the-secure-act/feed/ 0 <p>In this episode of the Eagle's Nest: Jason McBride and Bruce Larsen go over the recently passed SECURE Act (December 2019) and discuss how the new changes, exemption, and regulations could impact retirement plans and financial situations. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/an-eagle-eyed-look-at-the-secure-act/">An Eagle-Eyed Look at the SECURE Act</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Presidential Wealth Management has been tracking the “Setting Every Community Up for Retirement Enhancement” Act, known as the SECURE Act since it was approved by the House in May. Congress added it to the year-end spending bill that was approved by the House on December 17th and by the Senate on December 19th. President Trump signed it on December 20th.

While it is called the SECURE Act, it is really a mixed bag of new regulations – some good and some bad. The main two aims of the legislation seem to be to encourage more retirement savings and to increase tax revenue the government derives from IRA distribution.

Jason McBride and Bruce Larsen pull out the magnifying glass and take a close look at the most significant changes and regulations. Here’s a spoiler: Jason is never a fan of increased regulation, but he finds some highlights in the Act. 

If you’re interested in a succinct overview of the key changes and provisions of the act, download our free copy of The Secure Act: What You Need to Know.

THE SECURE ACT:

What you need to know

While it is called the SECURE Act, it is really a mixed bag of new regulations – some good and some bad. The main two aims of the legislation seem to be to encourage more retirement savings and to increase tax revenue the government derives from IRA distributions. Whether you come out ahead is based on your individual circumstances. The Presidential SECURE Act guide outlines the key retirement savings provisions. 

We’re also holding a free Taxes in Retirement class in Parker (PACE Center), Arvada (APEX Fieldhouse), and Windsor (Windsor Rec Center) on February 6th (6:30 pm) and February 8th (10:00 am). Online registration will be available in the next few days, but if you are interested in signing up now, call 303-694-1600 and make your reservation.

You can also sign up for our newsletter to get the latest information on our upcoming classes, events and to get our latest articles and podcasts.

The post An Eagle-Eyed Look at the SECURE Act appeared first on Presidential Wealth Management.

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In this episode of the Eagle's Nest: Jason McBride and Bruce Larsen go over the recently passed SECURE Act (December 2019) and discuss how the new changes, exemption, and regulations could impact retirement plans and financial situations. The Eagle's Nest clean 39:38 [ai_playlist id="7633"]
Why TurboTax Sucks https://presidentialwm.com/podcast/why-turbotax-sucks/ Thu, 09 Jan 2020 19:24:57 +0000 https://presidentialwm.com/?p=7378 https://presidentialwm.com/podcast/why-turbotax-sucks/#respond https://presidentialwm.com/podcast/why-turbotax-sucks/feed/ 0 <p>In this episode of The Eagle's Nest podcast: Bruce Larsen and Enrolled Agent John R. Dundon II discuss the deceptive offer of "free" tax services offered by Turbotax.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/why-turbotax-sucks/">Why TurboTax Sucks</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p>

You’ve  probably seen ads telling you TurboTax is free. Technically that is true, for your federal return — provided you have a very simple tax situation. For most people, there is a cost that you may not realize until you are deep into preparing your return. TurboTax requires you to upgrade to a more advanced version. Most users are so far into the process they pay the fee to finish with the ordeal. Also, what isn’t clear: the state tax return is not free.

TurboTax’s promise of “free tax preparation” quickly transforms into a price tag for most users. John and Bruce aren’t the only one who think this sucks: At least five state attorney general’s have opened investigation’s into TurboTax’s deceptive marketing of “free” services. ProPublica’s investigative expose takes a look at the state probes. The IRS, who entered into a non-compete with Big Tax Preparers if they promised to offer free filing, looks to be changing the terms of that agreement after repeated bad faith actions by TurboTax and others. 

On the positive side, if you correctly use TurboTax or any of the other “free” software packages, your return should be accurate. More of a problem than cost is that none of these applications give you much tax planning. By the time you struggle through the return, you are probably so tired of the process you file and forget.

Bruce Larsen and Enrolled Agent John R. Dundon II discuss the limitations of “free” or low-cost tax applications and point out the costs that you may pay. They also point out how tax-planning can be just as important as tax-preparation.

If you would like us to look at last year’s return to see if we can provide any suggestions or help with tax-planning, click the button below and we’ll be happy to set up a truly FREE Discovery Session.

A one-hour review of your tax situation can save you years of regret

Set up a complimentary tax review Discovery Session with Bruce Larsen. He will review your tax returns and information to see if your situation could benefit with a new tax strategy. 

If you are looking for tax preparation services, John is happy to help. You can visit John’s website to contact him online, you can email him at john@johnrdundon.com, or you can call 720.234.1177.

The post Why TurboTax Sucks appeared first on Presidential Wealth Management.

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In this episode of The Eagle's Nest podcast: Bruce Larsen and Enrolled Agent John R. Dundon II discuss the deceptive offer of "free" tax services offered by Turbotax. The Eagle's Nest clean 16:04 [ai_playlist id="7416"]
21 of the Best Trends of the Last Decade https://presidentialwm.com/podcast/21-of-the-best-trends-of-the-last-decade/ Thu, 09 Jan 2020 00:59:52 +0000 https://presidentialwm.com/?p=7331 https://presidentialwm.com/podcast/21-of-the-best-trends-of-the-last-decade/#respond https://presidentialwm.com/podcast/21-of-the-best-trends-of-the-last-decade/feed/ 0 <p>In this episode of The Eagle's Nest podcast: While it’s often easy to get caught up in the doom and gloom of the news headlines these days, there are also some headlines that reflect a positive note. Kelly Collins and Bruce Larsen explore 21 trends of the past decade that are worth mentioning.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/21-of-the-best-trends-of-the-last-decade/">21 of the Best Trends of the Last Decade</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p>
What better way to start a new decade than to acknowledge the successes of the past? Kelly Collins and Bruce Larsen look at 21 of the best trends to come out of the past ten years.
 
Income is up, child mortality is down. Cancer mortality rates have seen a decline, along with diagnoses of HIV.
 
We don’t want to reveal ALL of the trends before you listen to the podcast, so here’s the last one (please don’t “bee” upset with the spoiler): Honeybee populations are also on the rise.
 
 Did you know that pecan trees (and many other flowers and plants) can’t survive without bees? No bees, no crops. No crops, no farmers. It’s easy to overlook the link between one situation and our own financial well-being, but the link is there none the less.
 
 These 21 trends all impact our economic well-being, albeit some have a more direct influence than others. Kelly and Bruce explain what the trends are and why they deserve recognition.

The post 21 of the Best Trends of the Last Decade appeared first on Presidential Wealth Management.

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In this episode of The Eagle's Nest podcast: While it’s often easy to get caught up in the doom and gloom of the news headlines these days, there are also some headlines that reflect a positive note. Kelly Collins and Bruce Larsen explore 21 trends of ... The Eagle's Nest clean 26:39 [ai_playlist id="7337"]
Six Resolutions for 2020 to Improve Your Financial Health (…and Wealth) https://presidentialwm.com/podcast/six-resolutions-for-2020-to-improve-your-financial-health-and-wealth/ Sat, 04 Jan 2020 00:51:19 +0000 https://presidentialwm.com/?p=7039 https://presidentialwm.com/podcast/six-resolutions-for-2020-to-improve-your-financial-health-and-wealth/#respond https://presidentialwm.com/podcast/six-resolutions-for-2020-to-improve-your-financial-health-and-wealth/feed/ 0 <p>In this episode of The Eagle's Nest podcast: 2020 marks the beginning of a new decade. Taylor Leary shares 6 resolutions to help you improve financial health.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/six-resolutions-for-2020-to-improve-your-financial-health-and-wealth/">Six Resolutions for 2020 to Improve Your Financial Health (…and Wealth)</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Taylor Leary is the host of this decade’s first Eagle’s Nest podcast. The beginning of the year is a traditional time to make resolutions focused on self-improvement. Many people vow to cut back on the snacks and to spend more time at the gym. Managing your financial situation can be boring and stressful, but it’s an important aspect of your life to keep in tip-top shape.

Taylor’s six resolutions are designed to improve your financial health. Cutting out the carbs is good for your waistline … and eliminating credit card debt is good for the bottom line. To cut down debt, you need to budget. Do you see where Taylor is going with this? Getting into financial shape is all about assessing your situation and having a plan and the discipline to achieve your goals. Taylor’s resolutions come with simple strategies, and the payoff can be tremendous.

We hope you enjoy this podcast and that you achieve all of your resolutions. 🙂

The post Six Resolutions for 2020 to Improve Your Financial Health (…and Wealth) appeared first on Presidential Wealth Management.

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In this episode of The Eagle's Nest podcast: 2020 marks the beginning of a new decade. Taylor Leary shares 6 resolutions to help you improve financial health. The Eagle's Nest clean 22:03 [ai_playlist id="7066"]
Santa Stocks 2019: Six Surprising Stocks for the Year https://presidentialwm.com/podcast/santa-stocks-2019-six-surprising-stocks-for-the-year/ Fri, 20 Dec 2019 18:36:57 +0000 https://presidentialwm.com/?p=6930 https://presidentialwm.com/podcast/santa-stocks-2019-six-surprising-stocks-for-the-year/#respond https://presidentialwm.com/podcast/santa-stocks-2019-six-surprising-stocks-for-the-year/feed/ 0 <p>In this episode of The Eagle's Nest podcast: It's just before Thanksgiving and that means it's time for our annual Turkey Stock picks! Jason McBride and John Avery discuss six of the most disappointing stocks of 2019.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/santa-stocks-2019-six-surprising-stocks-for-the-year/">Santa Stocks 2019: Six Surprising Stocks for the Year</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> We hope you enjoy this year’s Santa Stocks. Every December Jason McBride handpicks the year’s Santa Stocks and shares them just before Christmas. This year Jason is joined by Taylor Leary.

Jason and Taylor take look at this year’s six Santa Stocks. They discuss performance, market conditions, competition, and other factors that could have led to the stock’s performance.

This year’s stocks include companies offering services and goods in the following markets: File management software, pharmaceuticals, social media, optical and photonic devices, cosmetic surgery, and cyber-threat protection.

If you’re in a hurry and want to come back to the podcast at a later date, you can also download a free copy of the 16-page Santa Stocks 2019 companion brochure. It’s written to stand on its own and complement the podcast commentary.

Remember: Smart investing isn’t only about picking winners — protecting your nest egg is just as important. We hope you enjoy this year’s Santa Stock and from everyone at Presidential Wealth Management: HAPPY HOLIDAYS AND HAVE A WONDERFUL NEW YEAR!

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In this episode of The Eagle's Nest podcast: It's just before Thanksgiving and that means it's time for our annual Turkey Stock picks! Jason McBride and John Avery discuss six of the most disappointing stocks of 2019. The Eagle's Nest clean 47:05 [ai_playlist id="6936"]
Turkey Stocks 2019: The Six Most Disappointing Stocks of the Year https://presidentialwm.com/podcast/turkey-stocks-2019-the-six-most-disappointing-stocks-of-the-year/ Sat, 23 Nov 2019 01:19:10 +0000 https://presidentialwm.com/?p=6503 https://presidentialwm.com/podcast/turkey-stocks-2019-the-six-most-disappointing-stocks-of-the-year/#respond https://presidentialwm.com/podcast/turkey-stocks-2019-the-six-most-disappointing-stocks-of-the-year/feed/ 0 <p>In this episode of The Eagle's Nest podcast: It's just before Thanksgiving and that means it's time for our annual Turkey Stock picks! Jason McBride and John Avery discuss six of the most disappointing stocks of 2019.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/turkey-stocks-2019-the-six-most-disappointing-stocks-of-the-year/">Turkey Stocks 2019: The Six Most Disappointing Stocks of the Year</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> We hope you enjoy this year’s Turkey Stock picks. Every November Jason McBride handpicks the year’s Turkey Stocks and shares them just before Thanksgiving. This year Jason is joined by John Avery.

Jason and John take look at this year’s six Turkey Stocks. They discuss performance, market hype, public offerings (where applicable), competition, and other factors that could have led to the stock’s failure to meet investor hopes.

This year’s stocks include companies offering services and goods in the following markets: Fitness equipment, home automation & wireless surveillance, vaping products, ride-sharing, party supplies, and meat substitutes.

If you’re in a hurry and want to come back to the podcast at a later date (or maybe never — it’s ok, you won’t hurt Jason and John’s feelings THAT much ), you can also download a free copy of the 16-page Turkey Stocks 2019 companion brochure. It’s written to stand on its own and complement the podcast commentary.

Remember: Smart investing isn’t only about picking winners — protecting your nest egg is just as important. We hope you enjoy this year’s Turkey Stock picks and from everyone at Presidential Wealth Management: HAPPY THANKSGIVING!

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In this episode of The Eagle's Nest podcast: It's just before Thanksgiving and that means it's time for our annual Turkey Stock picks! Jason McBride and John Avery discuss six of the most disappointing stocks of 2019. The Eagle's Nest clean 43:03 [ai_playlist id="6740"]
Latest Job Report Numbers, Market Climbs to New Highs, New Proposal on Estate Tax Exemptions https://presidentialwm.com/podcast/latest-job-report-numbers-market-climbs-to-new-highs-new-proposal-on-estate-tax-exemptions/ Fri, 08 Nov 2019 17:07:23 +0000 https://presidentialwm.com/?p=6489 https://presidentialwm.com/podcast/latest-job-report-numbers-market-climbs-to-new-highs-new-proposal-on-estate-tax-exemptions/#respond https://presidentialwm.com/podcast/latest-job-report-numbers-market-climbs-to-new-highs-new-proposal-on-estate-tax-exemptions/feed/ 0 <p>Episode 50 of The Eagle's Nest podcast: Jason McBride and Bruce Larsen discuss the just-released jobs report data, the big jump in the market, and a new proposal to reduce estate tax exemptions.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/latest-job-report-numbers-market-climbs-to-new-highs-new-proposal-on-estate-tax-exemptions/">Latest Job Report Numbers, Market Climbs to New Highs, New Proposal on Estate Tax Exemptions</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> There is a lot going on that could affect your investment strategy. Jason and Bruce discuss the three topics they feel everyone should be aware of:

  • Jobs report much better than expected
  • Market reaching new highs
  • Proposals to reduce estate tax exemption

Developing a sound investment strategy depends on keeping abreast of these current events, as well as many other factors.

The post Latest Job Report Numbers, Market Climbs to New Highs, New Proposal on Estate Tax Exemptions appeared first on Presidential Wealth Management.

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Episode 50 of The Eagle's Nest podcast: Jason McBride and Bruce Larsen discuss the just-released jobs report data, the big jump in the market, and a new proposal to reduce estate tax exemptions. The Eagle's Nest clean 42:13
Investing in Real Estate: Colorado Edition https://presidentialwm.com/podcast/investing-in-real-estate-colorado-edition/ Fri, 01 Nov 2019 17:12:53 +0000 https://presidentialwm.com/?p=6477 https://presidentialwm.com/podcast/investing-in-real-estate-colorado-edition/#respond https://presidentialwm.com/podcast/investing-in-real-estate-colorado-edition/feed/ 0 <p>Episode 48 of The Eagle's Nest podcast: Taylor Leary sits down with Jeremy Anderson to discuss the benefits, challenges, and strategies for investing in real estate.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/investing-in-real-estate-colorado-edition/">Investing in Real Estate: Colorado Edition</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Taylor Leary sits down with Jeremy Anderson to discuss the benefits, challenges, and strategies for investing in real estate. Jeremy has nearly 25 years of real estate experience and is the managing partner of Shift Management Services. Shift provides extensive and hands-on property management services for real estate investors including leasing, maintenance, and buy/sell strategies. His goal is to make owning rental properties easy for investors by alleviating the stress and strain that can come with owning rental properties.

In addition to his extensive background in real estate, he is also a seasoned alpinist and ski mountaineer. He has summited Denali and put up new alpine routes all over the Americas. His experience in mountaineering and real estate serves Jeremy’s clients well. He is patient, tenacious, and has a focused approach to be with you every step of the way and help position your assets well within the current market conditions.

He embraces the Colorado “Cool” lifestyle and understands that here in Denver and all over the front range your time is very valuable and will work to meet your real estate needs as efficiently as possible so you won’t have to put your Colorado Lifestyle on hold.

You can follow Jeremy’s adventures on Instagram or visit Shift’s website for more information on their property management services.

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Episode 48 of The Eagle's Nest podcast: Taylor Leary sits down with Jeremy Anderson to discuss the benefits, challenges, and strategies for investing in real estate. The Eagle's Nest clean 31:25
Crowdfunding a Movie: An Entrepreneur and Director’s Perspective https://presidentialwm.com/podcast/crowdfunding-a-movie-an-entrepreneur-and-directors-perspective/ Fri, 25 Oct 2019 18:57:01 +0000 https://presidentialwm.com/?p=6455 https://presidentialwm.com/podcast/crowdfunding-a-movie-an-entrepreneur-and-directors-perspective/#respond https://presidentialwm.com/podcast/crowdfunding-a-movie-an-entrepreneur-and-directors-perspective/feed/ 0 <p>Episode 49 of The Eagle's Nest podcast: Jason McBride and Colorado native, director, and entrepreneur Justin Folk discuss crowd-funding and the role it played in Justin's new movie, No Safe Spaces. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/crowdfunding-a-movie-an-entrepreneur-and-directors-perspective/">Crowdfunding a Movie: An Entrepreneur and Director’s Perspective</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Jason McBride sits down with Justin Folk to discuss No Safe Spaces, Justin’s movie which started showing in theaters October 24th. Justin, a native of Littleton, spent two decades in California and worked on the Matrix series and The Incredible Hulk (the good one!) among other films. Justin moved on from being an employee to starting his own production company. No Safe Spaces, which stars Adam Carolla and Dennis Prager, was crowd-funded in 2017 on IndieGoGo. Justin discusses crowd-funding, his role in the process, and the film itself.

Listeners interested in seeing the movie can get up-to-date details here. The movie is currently set to show at AMC theaters in Aurora, (AMC Arapahoe Crossings 16), Highlands Ranch (AMC Highlands Ranch 24) and Westminster (AMC Westminster 24). The movie premiers in Colorado on November 1st at the AMC Highlands Ranch 24.

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Episode 49 of The Eagle's Nest podcast: Jason McBride and Colorado native, director, and entrepreneur Justin Folk discuss crowd-funding and the role it played in Justin's new movie, No Safe Spaces. The Eagle's Nest clean 28:39
Social Security Retirement Benefits Get a Raise in 2020! https://presidentialwm.com/podcast/social-security-retirement-benefits-get-a-raise-in-2020/ Mon, 14 Oct 2019 14:20:01 +0000 https://presidentialwm.com/?p=6438 https://presidentialwm.com/podcast/social-security-retirement-benefits-get-a-raise-in-2020/#respond https://presidentialwm.com/podcast/social-security-retirement-benefits-get-a-raise-in-2020/feed/ 0 <p>Episode 47 of The Eagle's Nest podcast: Kelly Collins and Taylor Leary talk about the upcoming increase in Social Security benefits in 2020. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/social-security-retirement-benefits-get-a-raise-in-2020/">Social Security Retirement Benefits Get a Raise in 2020!</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> If you’re receiving Social Security benefits or looking to file for your Social Security benefits, the Social Security Administration just announced a raise for all beneficiaries for 2020. Kelly Collins and Taylor Leary discuss the details of the 2020 cost-of-living-adjustment and go into the history and details of how the COLA is determined.

Presidential Wealth Management is well-known for educating thousands of Coloradans on how to best file for their Social Security retirement benefits. We just finished a slate of free classes in Parker, Greenwood Village, and Arvada. We currently have two classes coming up in Golden and Parker. These will be our last classes for 2019, so go check out the details at presidentialwm.com/classes or call Natalie at 303-694-1600.

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Episode 47 of The Eagle's Nest podcast: Kelly Collins and Taylor Leary talk about the upcoming increase in Social Security benefits in 2020. The Eagle's Nest clean 18:11
The Repo Market, Explained https://presidentialwm.com/podcast/the-repo-market-explained/ Wed, 02 Oct 2019 19:05:36 +0000 https://presidentialwm.com/?p=6404 https://presidentialwm.com/podcast/the-repo-market-explained/#respond https://presidentialwm.com/podcast/the-repo-market-explained/feed/ 0 <p>Episode 46 of The Eagle's Nest podcast: Jason McBride and Taylor Leary explain the repo market. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-repo-market-explained/">The Repo Market, Explained</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> The repo market is receiving a lot of attention in the media lately, mostly due to a staggering rise in the overnight repo rate. Repo is short for repurchase, and the repo market is an area dominated by several large banks and entities entering into short term loan agreements. What does that really mean? Jason McBride and Taylor Leary explain in this week’s podcast.

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Episode 46 of The Eagle's Nest podcast: Jason McBride and Taylor Leary explain the repo market. The Eagle's Nest clean 36:23
What You Need to Know About Medicare Open Enrollment https://presidentialwm.com/podcast/what-you-need-to-know-about-medicare-open-enrollment/ Tue, 24 Sep 2019 17:05:38 +0000 https://presidentialwm.com/?p=6155 https://presidentialwm.com/podcast/what-you-need-to-know-about-medicare-open-enrollment/#respond https://presidentialwm.com/podcast/what-you-need-to-know-about-medicare-open-enrollment/feed/ 0 <p>Episode 45 of The Eagle's Nest podcast: Our partners at Kirsch Insurance Group—Marlin Kirsch, Kayla Bingham, and Brittany Ching—go over best practices for Medicare open enrollment. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/what-you-need-to-know-about-medicare-open-enrollment/">What You Need to Know About Medicare Open Enrollment</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Presidential’s Kevne Sharpe is joined by Marlin Kirsch, Kayla Bingham, and Brittany Ching of Kirsch Insurance Group. Kirsch Insurance Group specializes in Medicare health plans. In the podcast Marlin, Kayla, and Brittany go over what people need to know to successfully navigate Medicare open enrollment. Medicare open enrollment begins on October 15th and runs through December 7th.

Every fall Presidential Wealth Management helps educate hundreds of Coloradans on Social Security and Medicare. This year Presidential and Kirsch are working together to present these workshops. We have classes in the Denver Tech Center (Oct 1, 3, and 5), Arvada (October 8th and 14th), Golden (October 29 and November 1) and Parker (November 14 and 16).

Our classes are FREE and available to all. Go here to find a class and enroll or call Natalie at 303-694-1600. We can’t wait to see you!

The post What You Need to Know About Medicare Open Enrollment appeared first on Presidential Wealth Management.

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Episode 45 of The Eagle's Nest podcast: Our partners at Kirsch Insurance Group—Marlin Kirsch, Kayla Bingham, and Brittany Ching—go over best practices for Medicare open enrollment. The Eagle's Nest clean 18:01
If There’s a Recession Coming, Nobody Told the Market: Friday the 13th Edition https://presidentialwm.com/podcast/if-theres-a-recession-coming-nobody-told-the-market-friday-the-13th-edition/ Fri, 13 Sep 2019 19:17:25 +0000 https://presidentialwm.com/?p=5905 https://presidentialwm.com/podcast/if-theres-a-recession-coming-nobody-told-the-market-friday-the-13th-edition/#respond https://presidentialwm.com/podcast/if-theres-a-recession-coming-nobody-told-the-market-friday-the-13th-edition/feed/ 0 <p>Episode 44 of The Eagle's Nest podcast: It's Friday the 13th! Taylor Leary and Jason McBride discuss the strength of the market, rumors of an upcoming recession and the move to privatize Fannie Mae and Freddie Mac. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/if-theres-a-recession-coming-nobody-told-the-market-friday-the-13th-edition/">If There’s a Recession Coming, Nobody Told the Market: Friday the 13th Edition</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Jason McBride and Taylor Leary discuss the recent strong market action in the face of trade headwinds and a media with a recession obsession. Then we’ll talk about the possible re-privatization of Fannie Mae and Freddie Mac. How did they get into so much trouble in the first place?

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Episode 44 of The Eagle's Nest podcast: It's Friday the 13th! Taylor Leary and Jason McBride discuss the strength of the market, rumors of an upcoming recession and the move to privatize Fannie Mae and Freddie Mac. The Eagle's Nest clean 47:46
Expecting the Unexpected https://presidentialwm.com/podcast/expecting-the-unexpected/ Fri, 06 Sep 2019 13:49:11 +0000 https://presidentialwm.com/?p=5901 https://presidentialwm.com/podcast/expecting-the-unexpected/#respond https://presidentialwm.com/podcast/expecting-the-unexpected/feed/ 0 <p>Episode 43 of The Eagle's Nest podcast: Taylor Leary and Keith Weinman discuss the importance of expecting the unexpected in retirement. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/expecting-the-unexpected/">Expecting the Unexpected</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 43 of the Eagle’s Nest podcast, Taylor Leary and Keith Weinman have a conversation about why it’s so important to expect the unexpected when building a retirement plan.

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Episode 43 of The Eagle's Nest podcast: Taylor Leary and Keith Weinman discuss the importance of expecting the unexpected in retirement. The Eagle's Nest clean 33:35
Aiming for Zero Taxes in Retirement https://presidentialwm.com/podcast/aiming-for-zero-taxes-in-retirement/ Fri, 30 Aug 2019 18:43:57 +0000 https://presidentialwm.com/?p=5854 https://presidentialwm.com/podcast/aiming-for-zero-taxes-in-retirement/#respond https://presidentialwm.com/podcast/aiming-for-zero-taxes-in-retirement/feed/ 0 <p>Episode 42 of The Eagle's Nest podcast: Robert Farmer and Keith Weinman of Presidential Wealth Management's Loveland office have a discussion on how to aim for zero taxes in retirement.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/aiming-for-zero-taxes-in-retirement/">Aiming for Zero Taxes in Retirement</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In this week’s episode Robert Farmer and Keith Weinman of Presidential’s Loveland Office visit the studio to have a discussion on what should be the top goal for everyone building a retirement plan: paying zero taxes. Is it doable? Yes, if you start planning early and properly. Keith and Bob talk about what issues people need to be aware of in regards to taxes when planning for retirement.

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Episode 42 of The Eagle's Nest podcast: Robert Farmer and Keith Weinman of Presidential Wealth Management's Loveland office have a discussion on how to aim for zero taxes in retirement. The Eagle's Nest clean 15:08
The Employer vs. Employee Tug of War….Let the Tension Off the Rope and Come Together https://presidentialwm.com/podcast/the-employer-vs-employee-tug-of-war-let-the-tension-off-the-rope-and-come-together/ Fri, 23 Aug 2019 17:37:22 +0000 https://presidentialwm.com/?p=5828 https://presidentialwm.com/podcast/the-employer-vs-employee-tug-of-war-let-the-tension-off-the-rope-and-come-together/#respond https://presidentialwm.com/podcast/the-employer-vs-employee-tug-of-war-let-the-tension-off-the-rope-and-come-together/feed/ 0 <p>Episode 41 of The Eagle's Nest podcast: Jason McBride and Dr. Thomas Krannawitter discuss how a climate of entitlement can bring down a workplace—and what can be done to overcome it. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-employer-vs-employee-tug-of-war-let-the-tension-off-the-rope-and-come-together/">The Employer vs. Employee Tug of War….Let the Tension Off the Rope and Come Together</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Jason McBride talks with Dr. Thomas Krannawitter of Speakeasy Ideas. Dr. Krannawitter is a self-described “recovering professor.” Dr. Krannawitter recently made the move from the halls of academia to the gladiator pits of entrepreneurship. In this week’s podcast, Jason and Dr. Krannawitter discuss The Constitution, law, and how business owners can overcome entitlement culture within the workplace.

Vino & Veritas

Dr. Krannawitter and Speakeasy Ideas also host a conversation on the Federalist Papers at Vino & Veritas. Vino & Veritas—latin for Wine and Truth—meets during the last week of every month in Centennial, Castle Rock, and Fort Collins. Presidential Wealth Management is a proud sponsor of Vino & Veritas at all three Front Range locations. If you are interested in attending, feel free to call Natalie at 303-694-1600 for more information. For August, the dates and locations are:

Cork and Keg, (Castle Rock) Sunday, August 25th, 5-8 pm

Water’s Edge Winery (Centennial) Monday, August 26th, 5-8 pm.

Ginger and Baker, (Fort Collins) Tuesday, August 27th, 5-8 pm.

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Episode 41 of The Eagle's Nest podcast: Jason McBride and Dr. Thomas Krannawitter discuss how a climate of entitlement can bring down a workplace—and what can be done to overcome it. The Eagle's Nest clean 48:10
Renato Leggi discusses ARK’s BIg Ideas for 2019 https://presidentialwm.com/podcast/renato-leggi-discusses-arks-big-ideas-for-2019/ Wed, 21 Aug 2019 17:58:39 +0000 https://presidentialwm.com/?p=5822 https://presidentialwm.com/podcast/renato-leggi-discusses-arks-big-ideas-for-2019/#respond https://presidentialwm.com/podcast/renato-leggi-discusses-arks-big-ideas-for-2019/feed/ 0 <p>Marilyn Weaver and Renato Leggi discuss ARK's Big Ideas: a list of fields that ARK believes will see significant breakthroughs and advances in the coming months. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/renato-leggi-discusses-arks-big-ideas-for-2019/">Renato Leggi discusses ARK’s BIg Ideas for 2019</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> ARK is an investment manager with a singular focus on disruptive innovation. Presidential Wealth Management’s Marilyn Weaver sits down with Renato Leggi (ARK’s Client Portfolio Manager) to discuss ARK’s Big Ideas for 2019. Weaver and Leggi have a conversation about the technological breakthroughs that ARK believes will show significant advances. This includes:

  • Deep learning
  • Digital Wallets
  • Cryptocurrencies
  • Battery Cost Tipping Points
  • Autonomous Taxi Networks
  • Next Gen DNA Sequencing
  • CRISPR for Human Therapuetics
  • Collaborative Robots
  • 3D Printing for End-Use Parts

These aren’t speculative far-future technologies from a Ray Bradbury or Phillip K. Dick novel: this is the cutting edge of what’s happening today and opening doorways into the near future. Learn more by listening to the podcast.

 

 

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Marilyn Weaver and Renato Leggi discuss ARK's Big Ideas: a list of fields that ARK believes will see significant breakthroughs and advances in the coming months. The Eagle's Nest clean 27:03
The Market Climbs the Wall of Worry—Sometimes it Falls Off, Too https://presidentialwm.com/podcast/the-market-climbs-the-wall-of-worry-sometimes-it-falls-off-too/ Fri, 16 Aug 2019 18:41:55 +0000 https://presidentialwm.com/?p=5814 https://presidentialwm.com/podcast/the-market-climbs-the-wall-of-worry-sometimes-it-falls-off-too/#respond https://presidentialwm.com/podcast/the-market-climbs-the-wall-of-worry-sometimes-it-falls-off-too/feed/ 0 <p>Episode 40 of The Eagle's Nest podcast: Jason McBride and John Buckingham talk about turmoil in the market and explain some of the issues dominating headlines. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-market-climbs-the-wall-of-worry-sometimes-it-falls-off-too/">The Market Climbs the Wall of Worry—Sometimes it Falls Off, Too</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Jason McBride and John Buckingham discuss some of the headlines that have been giving the markets the jitters recently. “Inverted Yield Curves,” “Currency Devaluations,” and “Negative Interest Rates.” What do these terms actually mean and how could they affect your money?

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Episode 40 of The Eagle's Nest podcast: Jason McBride and John Buckingham talk about turmoil in the market and explain some of the issues dominating headlines. The Eagle's Nest clean 59:11
Five Common Mistakes People Make When Saving for Retirement https://presidentialwm.com/podcast/five-common-mistakes-people-make-when-saving-for-retirement/ Fri, 09 Aug 2019 17:48:49 +0000 https://presidentialwm.com/?p=5804 https://presidentialwm.com/podcast/five-common-mistakes-people-make-when-saving-for-retirement/#respond https://presidentialwm.com/podcast/five-common-mistakes-people-make-when-saving-for-retirement/feed/ 0 <p>Episode 39 of The Eagle's Nest podcast: Taylor Leary shares the five most common retirement savings mistakes and what can be done to avoid them.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/five-common-mistakes-people-make-when-saving-for-retirement/">Five Common Mistakes People Make When Saving for Retirement</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Taylor Leary is flying solo in Episode 39 of The Eagle’s Nest podcast. Taylor meets with a wide range of individuals, many of them in the early or middle stages of saving for retirement. In today’s podcast Taylor shares the five mistakes he sees most often with retirement savings strategies. He also discusses simple corrections people can employ to avoid these mistakes.

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Episode 39 of The Eagle's Nest podcast: Taylor Leary shares the five most common retirement savings mistakes and what can be done to avoid them. The Eagle's Nest clean 19:10
An Overview of Reverse Mortgages https://presidentialwm.com/podcast/an-overview-of-reverse-mortgages/ Fri, 02 Aug 2019 18:11:17 +0000 https://presidentialwm.com/?p=5788 https://presidentialwm.com/podcast/an-overview-of-reverse-mortgages/#respond https://presidentialwm.com/podcast/an-overview-of-reverse-mortgages/feed/ 0 <p>In Episode 38 of The Eagle's Nest podcast: Lorne Levy and Bruce Larsen discuss how reverse mortgages work and how to use them in a retirement plan. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/an-overview-of-reverse-mortgages/">An Overview of Reverse Mortgages</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Lorne Levy has two decades of experience as a mortgage lender. In Episode 38 of The Eagle’s Nest, Lorne and Bruce have a discussion on reverse mortgages. Reverse mortgages can be a complicated topic, so Lorne and Bruce try to untangle some of the common misconceptions surrounding reverse mortgages and explain how a reverse mortgage works and how one can work as part of a retirement plan.

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In Episode 38 of The Eagle's Nest podcast: Lorne Levy and Bruce Larsen discuss how reverse mortgages work and how to use them in a retirement plan. The Eagle's Nest clean 17:30
The Importance of Understanding Tax Consequences in Retirement https://presidentialwm.com/podcast/the-importance-of-understanding-tax-consequences-in-retirement/ Fri, 26 Jul 2019 15:42:29 +0000 https://presidentialwm.com/?p=5780 https://presidentialwm.com/podcast/the-importance-of-understanding-tax-consequences-in-retirement/#respond https://presidentialwm.com/podcast/the-importance-of-understanding-tax-consequences-in-retirement/feed/ 0 <p> Episode 37 of The Eagle's Nest podcast: John Avery and Bruce Larsen talk about the importance of understanding tax burdens and consequences in retirement. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-importance-of-understanding-tax-consequences-in-retirement/">The Importance of Understanding Tax Consequences in Retirement</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Bruce Larsen has literally written the book on taxes in retirement. He’s also programmed a calculator designed to calculate various taxable situations in retirement. In Episode 37 of The Eagle’s Nest podcast, John Avery and Bruce discuss why it is important to have an accurate understanding of tax consequences for various situations while in retirement.

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Episode 37 of The Eagle's Nest podcast: John Avery and Bruce Larsen talk about the importance of understanding tax burdens and consequences in retirement. The Eagle's Nest clean 6:12
An Introduction to How Bonds Work https://presidentialwm.com/podcast/an-introduction-to-how-bonds-work/ Fri, 19 Jul 2019 17:31:00 +0000 https://presidentialwm.com/?p=5765 https://presidentialwm.com/podcast/an-introduction-to-how-bonds-work/#respond https://presidentialwm.com/podcast/an-introduction-to-how-bonds-work/feed/ 0 <p> Episode 36 of The Eagle's Nest podcast, Greg Williams and Jason McBride explain how bonds work, along with their relationship to interest rates and inflation. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/an-introduction-to-how-bonds-work/">An Introduction to How Bonds Work</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Greg Williams and Jason McBride are in the Presidential Wealth Management studio to discuss bonds, how they work, and their relationship to interest rates and the Federal Reserve, and the relationship between bonds and inflation. Greg is a bond expert with over 30 years of experience in the field and makes what can be a confusing subject somewhat easier to understand.

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Episode 36 of The Eagle's Nest podcast, Greg Williams and Jason McBride explain how bonds work, along with their relationship to interest rates and inflation. The Eagle's Nest clean 40:02
How Much Do You Need to Save for Retirement? https://presidentialwm.com/podcast/how-much-do-you-need-to-save-for-retirement/ Fri, 12 Jul 2019 18:14:21 +0000 https://presidentialwm.com/?p=5756 https://presidentialwm.com/podcast/how-much-do-you-need-to-save-for-retirement/#respond https://presidentialwm.com/podcast/how-much-do-you-need-to-save-for-retirement/feed/ 0 <p>In Episode 35 of The Eagle's Nest podcast, Taylor Leary and Bruce Larsen try to answer the question of how much a person needs to save for retirement. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/how-much-do-you-need-to-save-for-retirement/">How Much Do You Need to Save for Retirement?</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Taylor Leary and Bruce Larsen sit down and try to answer one of the most asked retirement planning questions: how much should a person save for retirement? Conventional wisdom on the subject ranges all over the place. Some experts suggest saving 1/10th of your income. Others set a target for 25 times your desired annual income at the time of retirement.

As Taylor and Bruce explore the question, one thing does become clear: before a person can know how much to save for retirement, there are a number of other factors that must be accounted for. Listen to Taylor and Bruce’s thoughts on the subject in Episode 35 of The Eagle’s Nest.

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In Episode 35 of The Eagle's Nest podcast, Taylor Leary and Bruce Larsen try to answer the question of how much a person needs to save for retirement. The Eagle's Nest clean 27:24
A Look at The Front Range’s Real Estate Market for Buyers, Sellers, and Investors https://presidentialwm.com/podcast/a-look-at-the-front-ranges-real-estate-market-for-buyers-sellers-and-investors/ Fri, 05 Jul 2019 17:54:22 +0000 https://presidentialwm.com/?p=5712 https://presidentialwm.com/podcast/a-look-at-the-front-ranges-real-estate-market-for-buyers-sellers-and-investors/#respond https://presidentialwm.com/podcast/a-look-at-the-front-ranges-real-estate-market-for-buyers-sellers-and-investors/feed/ 0 <p>Lorne Levy and Tony Saab discuss the current state of Colorado and the Front Range's real estate market for buyers, sellers, and investors. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/a-look-at-the-front-ranges-real-estate-market-for-buyers-sellers-and-investors/">A Look at The Front Range’s Real Estate Market for Buyers, Sellers, and Investors</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Lorne Levy is joined by Tony Saab of Saab Property Group to discuss the current state of Colorado and the Front Range’s real estate market. Lorne and Tony discuss where the market is at for buyers, sellers, and investors and what the future might hold going forward. If you have any interest in real estate, you will find valuable advice and insight from Tony, with his experience as a real estate agent, as well as Lorne’s insight into real estate lending for purchases and refinancing.

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Lorne Levy and Tony Saab discuss the current state of Colorado and the Front Range's real estate market for buyers, sellers, and investors. The Eagle's Nest clean 18:41
How Financial Planning Differs During Working Years vs Retirement https://presidentialwm.com/podcast/how-financial-planning-differs-during-working-years-vs-retirement/ Fri, 28 Jun 2019 19:07:07 +0000 https://presidentialwm.com/?p=5687 https://presidentialwm.com/podcast/how-financial-planning-differs-during-working-years-vs-retirement/#respond https://presidentialwm.com/podcast/how-financial-planning-differs-during-working-years-vs-retirement/feed/ 0 <p>In Episode 33 of The Eagle's Nest, Jason McBride and Kelly Collins discuss how financial planning differs during working years versus retirement. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/how-financial-planning-differs-during-working-years-vs-retirement/">How Financial Planning Differs During Working Years vs Retirement</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 33 of The Eagle’s Nest, Jason McBride introduces the newest member of our firm, Kelly Collins. Kelly’s a mother, Zumba teacher, holds an MBA, and has an extensive background in financial planning. Jason and Kelly have a conversation about the different goals of financial planning during working years versus retirement. The two stages have very different needs and therefore different strategies. If you are working or retired, there’s a wealth of important information in this podcast. Enjoy!

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In Episode 33 of The Eagle's Nest, Jason McBride and Kelly Collins discuss how financial planning differs during working years versus retirement. The Eagle's Nest clean 33:18
Mindfulness and Financial Planning https://presidentialwm.com/podcast/mindfulness-and-financial-planning/ Fri, 21 Jun 2019 17:58:21 +0000 https://presidentialwm.com/?p=5682 https://presidentialwm.com/podcast/mindfulness-and-financial-planning/#respond https://presidentialwm.com/podcast/mindfulness-and-financial-planning/feed/ 0 <p>In Episode 32 of The Eagle's Nest, Taylor Leary, Kevne Sharpe, and Marilyn Weaver discuss the evolution of financial planning and how mindfulness applies to today's understanding of financial planning. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/mindfulness-and-financial-planning/">Mindfulness and Financial Planning</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In this episode of The Eagle’s Nest Taylor Leary, Kevne Sharpe, and Marilyn Weaver gather around the conference table to talk about mindfulness, financial planning and the evolution of financial services over the past three decades. What’s changed in the past four decades since financial planning became a recognized need for the average investor? How does the concept of mindfulness apply to financial advice, financial services, retirement planning, wealth management, and financial habits?

 

 

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In Episode 32 of The Eagle's Nest, Taylor Leary, Kevne Sharpe, and Marilyn Weaver discuss the evolution of financial planning and how mindfulness applies to today's understanding of financial planning. The Eagle's Nest clean 42:10
Spotlight: Bruce Larsen https://presidentialwm.com/podcast/spotlight-bruce-larsen/ Fri, 14 Jun 2019 17:02:46 +0000 https://presidentialwm.com/?p=5607 https://presidentialwm.com/podcast/spotlight-bruce-larsen/#respond https://presidentialwm.com/podcast/spotlight-bruce-larsen/feed/ 0 <p>In Episode 32 of The Eagle's Nest, Taylor Leary talks to Bruce about his back story and what drove him to become an expert on estate planing and taxes in retirement. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/spotlight-bruce-larsen/">Spotlight: Bruce Larsen</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 31 of The Eagle’s Nest, Taylor Leary sits down with Bruce Larsen and the two discuss Bruce’s story. For those who first meet Bruce, the first impression is often” “wow, this guy must be a hit at tax code parties!” The sheer amount of rules and regulations that Bruce is familiar with is astounding. Bruce is an expert on taxes in retirement and estate planning. But he also has a surprising backstory. Who would have guessed that this young ranch-hand would one day literally write the book on taxes in retirement and then go on to create his own estate planning software solution?

Please enjoy this great episode. If you are interested in Bruce’s book, you can request a free copy here. You can also access his free webinar on taxes in retirement, request a free trial of Legacy Guide, or request a free copy of A Layman’s Guide to Probate.

 

 

 

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In Episode 32 of The Eagle's Nest, Taylor Leary talks to Bruce about his back story and what drove him to become an expert on estate planing and taxes in retirement. The Eagle's Nest clean 29:50
Special Needs and Financial Planning https://presidentialwm.com/podcast/special-needs-and-financial-planning/ Thu, 06 Jun 2019 17:50:38 +0000 https://presidentialwm.com/?p=5560 https://presidentialwm.com/podcast/special-needs-and-financial-planning/#respond https://presidentialwm.com/podcast/special-needs-and-financial-planning/feed/ 0 <p>Taylor Leary and Kevne Sharpe explore the importance of special needs financial planning and Kevne shares her story and why special needs financial planning is so important to her.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/special-needs-and-financial-planning/">Special Needs and Financial Planning</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 30 of The Eagle’s Nest Taylor Leary and Kevne Sharpe have a conversation about the importance of financial planning when you are a parent, guardian, or benefactor for a child or beneficiary with special needs. This is a very personal subject for Kevne, and she shares her story and why special needs financial planning is so important to her.

 

 

 

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Taylor Leary and Kevne Sharpe explore the importance of special needs financial planning and Kevne shares her story and why special needs financial planning is so important to her. The Eagle's Nest clean 42:46
What is Probate? https://presidentialwm.com/podcast/avoiding-probate-when-settling-an-estate/ Thu, 30 May 2019 14:53:28 +0000 https://presidentialwm.com/?p=5500 https://presidentialwm.com/podcast/avoiding-probate-when-settling-an-estate/#respond https://presidentialwm.com/podcast/avoiding-probate-when-settling-an-estate/feed/ 0 <p>If your estate is structured using a will, or if you will be responsible for settling some else’s estate, you need to read/listen to this.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/avoiding-probate-when-settling-an-estate/">What is Probate?</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Attorney’s often recommend structuring an estate under a Revocable Living Trust rather than using a will and settling the estate through the probate process. In order to make this decision, everyone should have a clear understanding of what is actually involved in settling an estate through probate.

If you are looking for a guide to help walk you through the process of probate, go here for your free copy of A Layperson’s Guide to Probate. 

 

 

 

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If your estate is structured using a will, or if you will be responsible for settling some else’s estate, you need to read/listen to this. The Eagle's Nest clean 30:52
The Eagle’s Nest: With Special Guest Jeffery Hirsch of The Stock Trader’s Almanac https://presidentialwm.com/podcast/the-eagles-nest-with-special-guest-jeffery-hirsch-of-the-stock-traders-almanac/ Tue, 21 May 2019 15:38:45 +0000 https://presidentialwm.com/?p=5485 https://presidentialwm.com/podcast/the-eagles-nest-with-special-guest-jeffery-hirsch-of-the-stock-traders-almanac/#respond https://presidentialwm.com/podcast/the-eagles-nest-with-special-guest-jeffery-hirsch-of-the-stock-traders-almanac/feed/ 0 <p>Ever Wondered About the Origins of Some Well-Known Investment Axioms? You’ll Enjoy This Podcast.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-with-special-guest-jeffery-hirsch-of-the-stock-traders-almanac/">The Eagle’s Nest: With Special Guest Jeffery Hirsch of The Stock Trader’s Almanac</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p>

Jason converses with Jeffrey Hirsch, Chief Market Strategist, Probabilities Fund Management and Editor-In-Chief of The Stock Trader’s Almanac.  Jeff is a frequent commentator on CNBC, FOX News and Bloomberg, and has contributed to the Wall Street Journal, Barron’s and USA Today.  You’ll hear some lively discussion about market trends and behavior.

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Ever Wondered About the Origins of Some Well-Known Investment Axioms? You’ll Enjoy This Podcast. The Eagle's Nest clean 37:28
The Eagle’s Nest: Tariffs and Market Concerns https://presidentialwm.com/podcast/the-eagles-nest-tariffs-and-market-concerns/ Fri, 17 May 2019 13:44:02 +0000 https://presidentialwm.com/?p=5460 https://presidentialwm.com/podcast/the-eagles-nest-tariffs-and-market-concerns/#respond https://presidentialwm.com/podcast/the-eagles-nest-tariffs-and-market-concerns/feed/ 0 <p>The US and China trade faceoff and market volatility. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-tariffs-and-market-concerns/">The Eagle’s Nest: Tariffs and Market Concerns</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Taylor and Jason are back in Episode 27 of The Eagle’s Nest podcast to discuss the back and forth between the United States and China as each side imposes tariffs and the market’s response.

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The US and China trade faceoff and market volatility. The Eagle's Nest clean 33:08
The Eagle’s Nest: Protecting Your Retirement https://presidentialwm.com/podcast/the-eagles-nest-protecting-your-retirement/ Tue, 07 May 2019 15:45:50 +0000 https://presidentialwm.com/?p=5433 https://presidentialwm.com/podcast/the-eagles-nest-protecting-your-retirement/#respond https://presidentialwm.com/podcast/the-eagles-nest-protecting-your-retirement/feed/ 0 <p>The Market is Way Up. Your 401k is Brimming with Prosperity. Good Time to Retire? Maybe. Maybe Not.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-protecting-your-retirement/">The Eagle’s Nest: Protecting Your Retirement</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Taylor and Jason discuss the importance of “crossing the i’s and dotting the t’s” before you actually pull the trigger and retire.  Make sure your financial house is fortified against bad weather while the sun’s still shining.

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The Market is Way Up. Your 401k is Brimming with Prosperity. Good Time to Retire? Maybe. Maybe Not. The Eagle's Nest clean 36:49
The Eagle’s Nest Podcast: IRA Distributions and Taxes https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-ira-distributions-and-taxes/ Tue, 30 Apr 2019 13:26:22 +0000 https://presidentialwm.com/?p=5406 https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-ira-distributions-and-taxes/#respond https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-ira-distributions-and-taxes/feed/ 0 <p>Bruce and Jason discuss IRA distributions and taxes.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-ira-distributions-and-taxes/">The Eagle’s Nest Podcast: IRA Distributions and Taxes</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Bruce and Jason discuss IRA distributions and taxes. Are you paying taxes on IRA distributions you don’t need? This may be an answer.

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Bruce and Jason discuss IRA distributions and taxes. The Eagle's Nest clean 11:19
The Eagle’s Nest Podcast: Obama vs Trump. A Tale of Two Markets https://presidentialwm.com/podcast/the-eagles-nest-podcast-obama-vs-trump-a-tale-of-two-markets/ Wed, 24 Apr 2019 14:35:42 +0000 https://presidentialwm.com/?p=5396 https://presidentialwm.com/podcast/the-eagles-nest-podcast-obama-vs-trump-a-tale-of-two-markets/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-obama-vs-trump-a-tale-of-two-markets/feed/ 0 <p>The Markets Have Risen Under Both Presidents. How Much Credit Does Each Deserve?</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-obama-vs-trump-a-tale-of-two-markets/">The Eagle’s Nest Podcast: Obama vs Trump. A Tale of Two Markets</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Bruce and Jason discuss the circumstances leading to the market’s rise under President Obama, and why the increases since Trump’s election have been fueled by completely different factors.

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The Markets Have Risen Under Both Presidents. How Much Credit Does Each Deserve? The Eagle's Nest clean 26:04
The Eagle’s Nest Podcast: The Longest Bull Market of the Century? https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-the-longest-bull-market-of-the-century/ Mon, 15 Apr 2019 17:17:50 +0000 https://presidentialwm.com/?p=5378 https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-the-longest-bull-market-of-the-century/#respond https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-the-longest-bull-market-of-the-century/feed/ 0 <p>Are We Experiencing One of the Longest Bull Markets of the Century? It Depends on When You Think It Started.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-the-longest-bull-market-of-the-century/">The Eagle’s Nest Podcast: The Longest Bull Market of the Century?</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Bruce & Jason discuss the different opinions on what constitutes the End of a Bull Market, the Start of a Bear Market, and Vice-Versa.  Is the current Bull long in the horns or barely middle-aged compared to some big run-ups of the past?

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Are We Experiencing One of the Longest Bull Markets of the Century? It Depends on When You Think It Started. The Eagle's Nest clean 17:09
The Eagle’s Nest Podcast: An Eagle’s Eye View of Denver’s Real Estate Market https://presidentialwm.com/podcast/the-eagles-nest-podcast-an-eagles-eye-view-of-denvers-real-estate-market/ Thu, 04 Apr 2019 17:36:09 +0000 https://presidentialwm.com/?p=5358 https://presidentialwm.com/podcast/the-eagles-nest-podcast-an-eagles-eye-view-of-denvers-real-estate-market/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-an-eagles-eye-view-of-denvers-real-estate-market/feed/ 0 <p>In Episode 22 of The Eagle's Nest, Taylor Leary and special guest Stuart Crowell talk about Denver's real estate market, when to sell, and how to use real estate in a financial plan. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-an-eagles-eye-view-of-denvers-real-estate-market/">The Eagle’s Nest Podcast: An Eagle’s Eye View of Denver’s Real Estate Market</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In this week’s edition of the Eagle’s Nest, Presidential’s Taylor Leary is joined by special guest Stuart Crowell. Stuart’s a real estate professional with Liv Sotheby’s International Realty. Stuart and Taylor discuss trends in real estate nationally and in the Denver area. They also share pointers on identifying the optimal time to sell a home, as well as how to use real estate for investment and financial planning purposes.

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In Episode 22 of The Eagle's Nest, Taylor Leary and special guest Stuart Crowell talk about Denver's real estate market, when to sell, and how to use real estate in a financial plan. The Eagle's Nest clean 27:47
The Eagle’s Nest Podcast: How To Spot Market Tells https://presidentialwm.com/podcast/the-eagles-nest-podcast-how-to-spot-market-tells/ Fri, 29 Mar 2019 18:19:49 +0000 https://presidentialwm.com/?p=5309 https://presidentialwm.com/podcast/the-eagles-nest-podcast-how-to-spot-market-tells/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-how-to-spot-market-tells/feed/ 0 <p>Card players have body language that gives away their hand. The pros call them “tells.” Can you avoid some of the big surprises with your money? Maybe. The market has “tells” too.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-how-to-spot-market-tells/">The Eagle’s Nest Podcast: How To Spot Market Tells</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Bruce & Jason talk about ways to tune out the noise and understand the current health of the market.  And some simple,  common sense actions you can take to inoculate your portfolio if the market’s catching a cold.

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Card players have body language that gives away their hand. The pros call them “tells.” Can you avoid some of the big surprises with your money? Maybe. The market has “tells” too. The Eagle's Nest clean 19:27
The Eagle’s Nest Podcast: Surviving Spouse Checklist https://presidentialwm.com/podcast/the-eagles-nest-podcast-surviving-spouse-checklist/ Fri, 22 Mar 2019 17:31:19 +0000 https://presidentialwm.com/?p=5286 https://presidentialwm.com/podcast/the-eagles-nest-podcast-surviving-spouse-checklist/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-surviving-spouse-checklist/feed/ 0 <p>In Episode 20 of The Eagle's Nest, Bruce and Kelly explain important things that need to be done after a spouse passes away.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-surviving-spouse-checklist/">The Eagle’s Nest Podcast: Surviving Spouse Checklist</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 20 of The Eagle’s Nest, Bruce and Kelly explain important things that need to be done after a spouse passes away.

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In Episode 20 of The Eagle's Nest, Bruce and Kelly explain important things that need to be done after a spouse passes away. The Eagle's Nest clean 9:10
The Eagle’s Nest Podcast: Are You Getting Hoodwinked When Applying For Your Social Security Benefits? https://presidentialwm.com/podcast/the-eagles-nest-podcast-are-you-getting-hoodwinked-when-applying-for-your-social-security-benefits/ Fri, 15 Mar 2019 19:30:50 +0000 https://presidentialwm.com/?p=5253 https://presidentialwm.com/podcast/the-eagles-nest-podcast-are-you-getting-hoodwinked-when-applying-for-your-social-security-benefits/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-are-you-getting-hoodwinked-when-applying-for-your-social-security-benefits/feed/ 0 <p>In Episode 19 of The Eagle's Nest, Jason and Bruce look at a serious issue: individuals going to the Social Security office and being given misleading or outright false information that negatively impacts their retirement benefits.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-are-you-getting-hoodwinked-when-applying-for-your-social-security-benefits/">The Eagle’s Nest Podcast: Are You Getting Hoodwinked When Applying For Your Social Security Benefits?</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 19 of The Eagle’s Nest, Jason & Bruce discuss the rash of inaccurate information Americans are receiving when applying for benefits.  Is it due to a lack of knowledge or a planned stratagem?  And the source of much of the skullduggery?  You might be surprised.  (Or you might not)

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In Episode 19 of The Eagle's Nest, Jason and Bruce look at a serious issue: individuals going to the Social Security office and being given misleading or outright false information that negatively impacts their retirement benefits. The Eagle's Nest clean 44:33
The Eagle’s Nest Podcast: Long Term Care: Don’t Wait Until its Too Late https://presidentialwm.com/podcast/the-eagles-nest-podcast-long-term-care-dont-wait-until-its-too-late/ Fri, 08 Mar 2019 17:25:06 +0000 https://presidentialwm.com/?p=5219 https://presidentialwm.com/podcast/the-eagles-nest-podcast-long-term-care-dont-wait-until-its-too-late/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-long-term-care-dont-wait-until-its-too-late/feed/ 0 <p>In Episode 18 of The Eagle's Nest, Bruce and Taylor take a look at long term care.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-long-term-care-dont-wait-until-its-too-late/">The Eagle’s Nest Podcast: Long Term Care: Don’t Wait Until its Too Late</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 18 of The Eagle’s Nest, Bruce and Taylor take a look at long term care and why it’s an important thing to have in place before you need to use it.

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In Episode 18 of The Eagle's Nest, Bruce and Taylor take a look at long term care. The Eagle's Nest clean 22:15
The Eagle’s Nest Podcast: Taxes—Who Pays What and the Facts About Why Your Refund Was Lower https://presidentialwm.com/podcast/the-eagles-nest-podcast-taxes-who-pays-what-and-the-facts-about-why-your-refund-was-lower/ Fri, 01 Mar 2019 19:16:37 +0000 https://presidentialwm.com/?p=5197 https://presidentialwm.com/podcast/the-eagles-nest-podcast-taxes-who-pays-what-and-the-facts-about-why-your-refund-was-lower/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-taxes-who-pays-what-and-the-facts-about-why-your-refund-was-lower/feed/ 0 <p>In Episode 17 of The Eagle's Nest, Jason and Bruce give you the facts about taxes.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-taxes-who-pays-what-and-the-facts-about-why-your-refund-was-lower/">The Eagle’s Nest Podcast: Taxes—Who Pays What and the Facts About Why Your Refund Was Lower</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 17 of The Eagle’s Nest, Jason and Bruce give you the facts about taxes. Do the rich pay nothing at the expense of the middle class? Why was your tax refund was lower this year? The answer is simpler than you think.  Where does Colorado rank for income and property taxes?

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In Episode 17 of The Eagle's Nest, Jason and Bruce give you the facts about taxes. The Eagle's Nest clean 42:36
The Eagle’s Nest Podcast: There’s Still Time to Build Last Year’s Next Egg https://presidentialwm.com/podcast/the-eagles-nest-podcast-theres-still-time-to-build-last-years-next-egg/ Fri, 22 Feb 2019 19:26:27 +0000 https://presidentialwm.com/?p=5163 https://presidentialwm.com/podcast/the-eagles-nest-podcast-theres-still-time-to-build-last-years-next-egg/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-theres-still-time-to-build-last-years-next-egg/feed/ 0 <p>Jason McBride and Bruce Larsen share strategies and advice for 2018 IRA contributions. The 2018 deadline is April 15th, 2019. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-theres-still-time-to-build-last-years-next-egg/">The Eagle’s Nest Podcast: There’s Still Time to Build Last Year’s Next Egg</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 16 of The Eagle’s Nest, Jason McBride and Bruce Larsen share strategies and advice to beat the April deadline for IRA contributions, plus the advantages of different types of retirement accounts.

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Jason McBride and Bruce Larsen share strategies and advice for 2018 IRA contributions. The 2018 deadline is April 15th, 2019. The Eagle's Nest clean 28:15
The Eagle’s Nest Podcast: Looking at Trends in 2019 Tax Returns https://presidentialwm.com/podcast/the-eagles-nest-podcast-looking-at-trends-in-2019-tax-returns/ Fri, 15 Feb 2019 19:19:31 +0000 https://presidentialwm.com/?p=5152 https://presidentialwm.com/podcast/the-eagles-nest-podcast-looking-at-trends-in-2019-tax-returns/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-looking-at-trends-in-2019-tax-returns/feed/ 0 <p>Jason McBride and Kim Monson of The Americhicks talk about TABOR and dive into all of the uproar behind 2019 tax refunds</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-looking-at-trends-in-2019-tax-returns/">The Eagle’s Nest Podcast: Looking at Trends in 2019 Tax Returns</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 15 of The Eagle’s Nest, Jason McBride is joined by special guest Kim Monson of The Americhicks radio show. Kim’s background—former investment advisor, small business owner, former city council member, and political advocate—give her a deep and unique perspective on tax issues, both in Colorado and at the federal level. Kim discusses Colorado’s Taxpayer Bill of Rights (TABOR) and then Kim and Jason go through a number of scenarios to compare tax savings and refunds for households of different sizes and incomes for 2019 returns versus 2018. The results might surprise you.

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Jason McBride and Kim Monson of The Americhicks talk about TABOR and dive into all of the uproar behind 2019 tax refunds The Eagle's Nest clean 43:59
The Eagle’s Nest Podcast: Student Loan Debt https://presidentialwm.com/podcast/the-eagles-nest-podcast-student-loan-debt/ Fri, 08 Feb 2019 19:44:41 +0000 https://presidentialwm.com/?p=5121 https://presidentialwm.com/podcast/the-eagles-nest-podcast-student-loan-debt/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-student-loan-debt/feed/ 0 <p>Taylor Leary talks about student loan debt and what parents and other payees can do to proactively fund a college education without taking on massive debt. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-student-loan-debt/">The Eagle’s Nest Podcast: Student Loan Debt</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 14 of The Eagle’s Nest, Taylor Leary takes over the controls and flies solo. One of Taylor’s passions as a Certified Financial Planner® and father is finding solutions for student loan debt. In today’s podcast, Taylor shares some compelling reasons why anyone tasked with the responsibility of paying for some or all of a college education should have a funding strategy that goes beyond scholarships and student loans.

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Taylor Leary talks about student loan debt and what parents and other payees can do to proactively fund a college education without taking on massive debt. The Eagle's Nest clean 13:41
The Eagle’s Nest Podcast: Estate Planning and Unintended Consequences https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-estate-planning-and-unintended-consequences/ Fri, 01 Feb 2019 18:49:37 +0000 https://presidentialwm.com/?p=5109 https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-estate-planning-and-unintended-consequences/#respond https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-estate-planning-and-unintended-consequences/feed/ 0 <p>Jason and Bruce take a look at detrimental situations that arise in estate plans. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/tthe-eagles-nest-podcast-estate-planning-and-unintended-consequences/">The Eagle’s Nest Podcast: Estate Planning and Unintended Consequences</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 13 of The Eagle’s Nest, Jason and Bruce point out some of the problems that can pop up for poorly drafted estate plans.

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Jason and Bruce take a look at detrimental situations that arise in estate plans. The Eagle's Nest clean 23:38
The Eagle’s Nest Podcast: Tailwinds and Headwinds https://presidentialwm.com/podcast/tailwinds-and-headwinds/ Mon, 28 Jan 2019 17:50:40 +0000 https://presidentialwm.com/?p=5047 https://presidentialwm.com/podcast/tailwinds-and-headwinds/#respond https://presidentialwm.com/podcast/tailwinds-and-headwinds/feed/ 0 <p>Bruce and Taylor discuss the positives and negatives of the economy and market at the start of 2019.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/tailwinds-and-headwinds/">The Eagle’s Nest Podcast: Tailwinds and Headwinds</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 12 of The Eagle’s Nest, Bruce Larsen and Taylor Leary discuss the tailwinds and headwinds of the economy at the start of 2019.

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Bruce and Taylor discuss the positives and negatives of the economy and market at the start of 2019. The Eagle's Nest clean 19:41
The Eagle’s Nest Podcast: Is this Magic or Math? https://presidentialwm.com/podcast/the-eagles-nest-podcast-is-this-magic-or-math/ Fri, 18 Jan 2019 21:10:45 +0000 https://presidentialwm.com/?p=5031 https://presidentialwm.com/podcast/the-eagles-nest-podcast-is-this-magic-or-math/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-is-this-magic-or-math/feed/ 0 <p>Jason and Bruce discuss how compound interest adds up for the patient investor.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-is-this-magic-or-math/">The Eagle’s Nest Podcast: Is this Magic or Math?</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 11 of The Eagle’s Nest Jason McBride and Bruce Larsen discuss the power of tax-free compounding.  It’s not how smart you are that gets results, it’s how patient you can be.

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Jason and Bruce discuss how compound interest adds up for the patient investor. The Eagle's Nest clean 42:07
The Eagle’s Nest Podcast: Don’t Miss The Best Days of the Market? https://presidentialwm.com/podcast/the-eagles-nest-podcast-dont-miss-the-best-days-of-the-market/ Fri, 11 Jan 2019 16:10:04 +0000 https://presidentialwm.com/?p=4946 https://presidentialwm.com/podcast/the-eagles-nest-podcast-dont-miss-the-best-days-of-the-market/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-dont-miss-the-best-days-of-the-market/feed/ 0 <p>Jason and Alexis discuss the claim by large investment firms that investors should never exit the market so they don't miss out on the market's "best days."</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-dont-miss-the-best-days-of-the-market/">The Eagle’s Nest Podcast: Don’t Miss The Best Days of the Market?</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 10 of The Eagle’s Nest Jason McBride and Alexis Herman examine claims by large investment firms that clients should subscribe to a buy-and-hold strategy so as not to miss the massive gains from the best days of the market. Jason and Alexis look at the historical data and the top market days, while also looking at what sort of losses an investor would take while trying to make it through market drops in the hopes of winning big through the returns provided from holding investments when a top market day would occur.

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Jason and Alexis discuss the claim by large investment firms that investors should never exit the market so they don't miss out on the market's "best days." The Eagle's Nest clean 51:34
The Eagle’s Nest Podcast: The Psychology of Investing https://presidentialwm.com/podcast/the-eagles-nest-podcast-the-psychology-of-investing/ Fri, 04 Jan 2019 17:39:56 +0000 https://presidentialwm.com/?p=4854 https://presidentialwm.com/podcast/the-eagles-nest-podcast-the-psychology-of-investing/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-the-psychology-of-investing/feed/ 0 <p>Jason and Bruce discuss the perils an investor can face through non-stop investment monitoring. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-the-psychology-of-investing/">The Eagle’s Nest Podcast: The Psychology of Investing</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In Episode 9 of The Eagle’s Nest Jason McBride and Bruce Larsen start out the New Year with thoughts and observations on how investors can reduce anxiety and manage market fluctuations through a disciplined approach to investment monitoring.

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Jason and Bruce discuss the perils an investor can face through non-stop investment monitoring. The Eagle's Nest clean 22:32
The Eagle’s Nest Podcast: 2018’s Santa Stocks https://presidentialwm.com/podcast/the-eagles-nest-podcast-2018s-santa-stocks/ Fri, 28 Dec 2018 15:05:25 +0000 https://presidentialwm.com/?p=4816 https://presidentialwm.com/podcast/the-eagles-nest-podcast-2018s-santa-stocks/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-2018s-santa-stocks/feed/ 0 <p>Jason and Bruce share six strong stocks from 2018</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-2018s-santa-stocks/">The Eagle’s Nest Podcast: 2018’s Santa Stocks</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> To close out 2018, Jason and Bruce pick six Santa Stocks. Santa stocks are hand-picked stocks that Jason McBride and Bruce Larsen judge to be strong performers throughout 2018, including their ability to stand strong through market turbulence that marked the last months of 2018.

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Jason and Bruce share six strong stocks from 2018 The Eagle's Nest clean 37:46
The Eagle’s Nest Podcast: The State of Oil and Energy https://presidentialwm.com/podcast/the-eagles-nest-podcast-the-state-of-oil-and-energy/ Fri, 21 Dec 2018 16:58:59 +0000 https://presidentialwm.com/?p=4716 https://presidentialwm.com/podcast/the-eagles-nest-podcast-the-state-of-oil-and-energy/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-the-state-of-oil-and-energy/feed/ 0 <p>With oil currently sitting at a 17-month low, why are prices dropping at the pump and the market? </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-the-state-of-oil-and-energy/">The Eagle’s Nest Podcast: The State of Oil and Energy</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> With oil currently sitting at a 17-month low, why are prices dropping at the pump and the market? In this week’s episode of The Eagle’s Nest podcast, Jason McBride and Bruce Larsen discuss the current state of energy and oil and examine the implications for the short and long-term.

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With oil currently sitting at a 17-month low, why are prices dropping at the pump and the market? The Eagle's Nest clean 24:55
The Eagle’s Nest Podcast: How Serious is the Threat of a Government Shutdown? https://presidentialwm.com/podcast/the-eagles-nest-podcast-how-serious-is-the-threat-of-a-government-shutdown/ Fri, 14 Dec 2018 14:49:25 +0000 https://presidentialwm.com/?p=4677 https://presidentialwm.com/podcast/the-eagles-nest-podcast-how-serious-is-the-threat-of-a-government-shutdown/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-how-serious-is-the-threat-of-a-government-shutdown/feed/ 0 <p>In this week's episode of The Eagle's Nest podcast, Jason McBride and Bruce Larsen discuss the possible repercussions of a government shutdown and also share some end-of-year IRA tips. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-how-serious-is-the-threat-of-a-government-shutdown/">The Eagle’s Nest Podcast: How Serious is the Threat of a Government Shutdown?</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> There’s been an uproar in the media over the threat of a government shutdown. The Senate must approve government funding by December 21st, but a disagreement over funding to build a wall along the U.S-Mexico border means the current bill is likely to fail.

In this week’s episode of The Eagle’s Nest podcast, Jason McBride and Bruce Larsen examine government shutdowns over the past 42 years and how those shutdowns have historically impacted the market. They also take a few minutes to share some very important tips about required minimum distributions and end-of-year IRA advice. If you listen to the podcast and want to use the 1040 calculator, you can find it here.

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In this week's episode of The Eagle's Nest podcast, Jason McBride and Bruce Larsen discuss the possible repercussions of a government shutdown and also share some end-of-year IRA tips. The Eagle's Nest clean 25:50
The Eagle’s Nest Podcast: Market Volatility First Week of December 2018 https://presidentialwm.com/podcast/the-eagles-nest-podcast-market-volatility-first-week-of-december-2018/ Fri, 07 Dec 2018 19:26:11 +0000 https://presidentialwm.com/?p=4624 https://presidentialwm.com/podcast/the-eagles-nest-podcast-market-volatility-first-week-of-december-2018/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-market-volatility-first-week-of-december-2018/feed/ 0 <p>In this week's episode of The Eagle's Nest podcast, Bruce Larsen and Taylor Leary talk about the market volatility of the first week of December, 2018. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-market-volatility-first-week-of-december-2018/">The Eagle’s Nest Podcast: Market Volatility First Week of December 2018</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Former President George H.W. Bush passed away on November 30th and much of the first week of December was spent in remembering his life and service, culminating in his wake on Wednesday, December 5th. Bush’s wake shut down the markets and many federal offices. The day before, Dember 4th, the markets were rocked by an 800 point drop. On Thursday, December 6th, the markets were hit again, in reaction to the arrest of Huawei CFO Meng Wanzhou. On top of all of this was the appearance of an inverted yield curve.

In this week’s episode of The Eagle’s Nest podcast, Bruce Larsen and Taylor Leary touch on some of these subjects and give advice for investors dealing with the stress and uncertainty of sudden market volatility.

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In this week's episode of The Eagle's Nest podcast, Bruce Larsen and Taylor Leary talk about the market volatility of the first week of December, 2018. The Eagle's Nest clean 15:01
The Eagle’s Nest Podcast: IRA vs ROTH IRA https://presidentialwm.com/podcast/the-eagles-nest-podcast-ira-vs-roth-ira/ Fri, 30 Nov 2018 18:44:10 +0000 https://presidentialwm.com/?p=4611 https://presidentialwm.com/podcast/the-eagles-nest-podcast-ira-vs-roth-ira/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-ira-vs-roth-ira/feed/ 0 <p>In this week's episode of The Eagle's Nest, Jason and Bruce do an in-depth comparison of IRAs vs ROTH IRAs. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-ira-vs-roth-ira/">The Eagle’s Nest Podcast: IRA vs ROTH IRA</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In this week’s episode of The Eagle’s Nest, Jason and Bruce do an in-depth comparison of IRAs vs ROTH IRAs.

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In this week's episode of The Eagle's Nest, Jason and Bruce do an in-depth comparison of IRAs vs ROTH IRAs. The Eagle's Nest clean 48:30
The Eagle’s Nest Podcast: Six Turkey Stocks for 2018 https://presidentialwm.com/podcast/the-eagles-nest-podcast-six-turkey-stocks-for-2018/ Fri, 23 Nov 2018 20:45:11 +0000 https://presidentialwm.com/?p=4571 https://presidentialwm.com/podcast/the-eagles-nest-podcast-six-turkey-stocks-for-2018/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-six-turkey-stocks-for-2018/feed/ 0 <p>Jason McBride and Bruce Larsen host this week's episode of The Eagle's Nest. For a fun riff on Thanksgiving, Jason and Bruce bring you six Turkey stocks for 2018.</p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-six-turkey-stocks-for-2018/">The Eagle’s Nest Podcast: Six Turkey Stocks for 2018</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Jason McBride and Bruce Larsen host this week’s episode of The Eagle’s Nest. For a fun riff on Thanksgiving, Jason and Bruce bring you six Turkey stocks for 2018. The stocks are:

  • Snapchat
  • Blue Apron
  • General Electric
  • Arsanis
  • ADT Security Systems
  • Ipic Entertainment

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Jason McBride and Bruce Larsen host this week's episode of The Eagle's Nest. For a fun riff on Thanksgiving, Jason and Bruce bring you six Turkey stocks for 2018. The Eagle's Nest clean 21:35
The Eagle’s Nest Podcast: An Explanation and Overview of Annuities https://presidentialwm.com/podcast/the-eagles-nest-podcast-an-explanation-and-overview-of-annuities/ Fri, 16 Nov 2018 20:46:51 +0000 https://presidentialwm.com/?p=4538 https://presidentialwm.com/podcast/the-eagles-nest-podcast-an-explanation-and-overview-of-annuities/#respond https://presidentialwm.com/podcast/the-eagles-nest-podcast-an-explanation-and-overview-of-annuities/feed/ 0 <p>In this week's episode, Jason McBride and Alexis Herman discuss annuities, addressing how they work and when they are appropriate to use. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/the-eagles-nest-podcast-an-explanation-and-overview-of-annuities/">The Eagle’s Nest Podcast: An Explanation and Overview of Annuities</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> In this week’s podcast, Jason McBride and Alexis Herman dive into  the topic of annuities. They gave a clear explanation of how annuities work and discuss when they might work as an income stream option and why they are not a good fit for other investment situations. Enjoy!

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In this week's episode, Jason McBride and Alexis Herman discuss annuities, addressing how they work and when they are appropriate to use. The Eagle's Nest clean 37:28
Episode 1: Market Volatility, November 2018 https://presidentialwm.com/podcast/episode-1-market-volatility-november-2018/ Fri, 09 Nov 2018 14:46:33 +0000 https://presidentialwm.com/?p=4414 https://presidentialwm.com/podcast/episode-1-market-volatility-november-2018/#respond https://presidentialwm.com/podcast/episode-1-market-volatility-november-2018/feed/ 0 <p>Jason McBride and Bruce Larsen discuss the recent wave of market volatility and share their thoughts on what the future might hold for investors and give tips on how to manage investment turbulence. </p> <p>The post <a rel="nofollow" href="https://presidentialwm.com/podcast/episode-1-market-volatility-november-2018/">Episode 1: Market Volatility, November 2018</a> appeared first on <a rel="nofollow" href="https://presidentialwm.com">Presidential Wealth Management</a>.</p> Welcome to the first episode of The Eagle’s Nest, our weekly podcast. Hosted by Jason McBride and Bruce Larsen, the podcast explores current events and topics relevant to Coloradans.

In this inaugural episode, Jason and Bruce discuss the recent market volatility of October and November and explain historical patterns and current context. They also offer insight for investors unprepared for the sudden investment turbulence.

Press the play button to start the podcast.

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Jason McBride and Bruce Larsen discuss the recent wave of market volatility and share their thoughts on what the future might hold for investors and give tips on how to manage investment turbulence. The Eagle's Nest clean 25:24