EP: 133 Secure Act 2.0: Rothification & Retirement Planning with David Frum

Advisors Austyn Garcia and David Frum share a high-level overview of some changes investors can expect in SECURE Act 2.0, including the emphasis on Roth contributions and changes to the retirement landscape.

EP: 132 January 2024 Investment Insights with Real Estate Expert, Chris Lopez

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January portfolio meeting, discussing what happened in the markets over the last year, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. This month, real estate investing professional, content marketing guru, and, local Denverite Chris Lopez, joins the podcast to offer his insights into the local real estate market in 2023.

EP: 131 December 2022 Investment Insights

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. This week's action items include updating retirement plan contributions in 2023 and reviewing your goals.