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Investment Insight with McCay Wealth Advisory

Investment Insight with McCay Wealth Advisory

Auteur(s): Brent McCay & Hayden Proffitt
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À propos de cet audio

 Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and many other money related matters. We invite you to tune in and to email us questions you may have at brent@mccaywealth.com, so that we can discuss them at a future podcast or meeting. Every second Tuesday we do Investment Insight in person at our Manchester, Tennessee office at 10am and our McMinnville, Tennessee office at 3pm.© 2023 Finances personnelles Économie
Épisodes
  • IRA Liability Limits

    IRA Liability Limits
    Jul 17 2025

    Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss protections and liability limits for your IRA.

    We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    Chapters
    • (00:00:00) - What IRAs and 401Ks You Need to Know
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    2 min
  • Buying Stock in Your Company

    Buying Stock in Your Company
    Jul 10 2025

    Hosts Brent McCay and Hayden Proffitt talk about the benefits and risks of investing in your employer.

    We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    Chapters
    • (00:00:00) - Should You Buy Company Stock in Your Retirement Plan?
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    2 min
  • Proposed Changes to HSAs

    Proposed Changes to HSAs
    Jul 3 2025

    Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss new changes to Health Savings Accounts as part of the GOP spending bill.

    We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    Chapters
    • (00:00:00) - Health Savings Accounts: Update on Tax Legislation
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    2 min
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