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Inevitable Wealth

Inevitable Wealth

Auteur(s): Liberty One Wealth Advisors
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À propos de cet audio

Welcome to Inevitable Wealth from Liberty One Wealth Advisors, a conversation around your financial decision-making and events around the globe.


Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions.

© 2025 Inevitable Wealth
Finances personnelles Économie
Épisodes
  • Ep. 19: AI, Capitalism, and the Next Great Investment Cycle
    Nov 13 2025

    In Episode 19 of Inevitable Wealth, Jacky and Guilian explore whether artificial intelligence is a bubble - or simply capitalism doing what it does best: evolving.

    They unpack how global data center spending is set to surpass $590 billion in 2025, why this AI buildout is fundamentally different from the dot-com era, and how real profits and productivity (not speculation) are driving this cycle forward.

    From the rise of trillion-dollar data infrastructure to the discipline required to stay invested through inevitable downturns, this episode examines how innovation, risk, and reward continue to shape the modern economy.

    Listen in to understand why this AI revolution is less about hype and more about the hard work of progress.

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    18 min
  • Ep. 18 - Your Retirement Readiness Checklist: 10 Things to Think About & 10 Actions to Take
    Sep 30 2025

    Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence.

    We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy.

    Key topics include:
    - Social Security timing and withdrawal strategies
    - Healthcare costs before Medicare
    - Investment risk and sequence-of-returns risk
    - Tax efficiency, Roth conversions, and estate planning
    - Long-term care funding options
    - Emotional readiness and legacy planning

    Whether you’re a high-net-worth professional, dual-income family, or executive approaching retirement, this checklist will help you feel prepared for the next chapter.

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    45 min
  • Ep. 17 - Market Moves & Rate Realities: What Investors Should Know Right Now
    Aug 5 2025

    In this episode of Inevitable Wealth, we break down the biggest forces shaping your portfolio in 2025—from market momentum and Fed policy to sweeping tax law changes under the One Big Beautiful Bill Act (OBBBA).

    We cover:

    • Why the market is rallying (and whether it’s sustainable)
    • Jerome Powell’s next move and what it means for interest rates
    • How new SALT deduction rules and tax bracket changes impact high earners
    • Big opportunities (and risks) as 401(k) plans open to alternative investments
    • Why we’re holding international stocks—and what that means for diversification
    • The psychology of FOMO vs. fear, and how rebalancing helps you stay disciplined

    We also integrate fresh insights from Professor Jeremy Siegel, who weighs in on AI, tariffs, and earnings season—and why he still believes in the bull market.

    Whether you’re planning your next Roth conversion, managing business deductions, or wondering if you’ve missed the rally, this is your guide to investing with clarity.

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    35 min
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