Episodes

  • Can AI Pick Stocks & Beat the Markets?
    Sep 5 2023

    Would you trust AI to pick stocks and invest with your money? AI-powered algorithms are revolutionizing the way we invest, making informed decisions and maximizing returns. So you can let AI handle all that for you, right? Before you put your feet up and let AI do your investing for you, we have a few facts you need to know. These fascinating insights into the world of artificial intelligence and the stock market will bring valuable guidance for your investment strategy. Join us in this exploration of AI's role in picking stocks in the dynamic stock market.

    Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix?sub_confirmation=1 Get started today → https://bulloakcapital.com/

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    5 mins
  • Financial Advisors Take On TikTok
    Aug 29 2023

    Experienced financial advisors dive into the world of TikTok financial advice! From "get rich quick" schemes to unconventional “family vault” budgeting, we provide valuable insights, debunk myths, and offer well-informed opinions on whether these viral trends hold any merit in the real world of finance. Gain a deeper understanding of smart financial practices, learn to identify potential pitfalls, and hear from the pros on how to effectively manage your money.

    Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix?sub_confirmation=1

    Get started today → https://bulloakcapital.com/

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    15 mins
  • Avoid These 7 Mistakes When Receiving an Inheritance
    Aug 22 2023

    Receiving an inheritance can be an emotional experience, yet it can also bring along its share of challenges and uncertainties. How exactly should you manage the newfound funds? Is it okay to spend a portion, or maybe none at all? Dealing with the loss of a dear one can make things even more overwhelming, affecting your decision-making. We've pinpointed 7 true-to-life situations where hiccups might arise when receiving an inheritance, all with the aim of simply recognizing them, so you can navigate around them smoothly.


    Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix?sub_confirmation=1 Get started today → https://bulloakcapital.com/



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    7 mins
  • FedNow Explained | New Instant Payment System In USA
    Aug 15 2023

    FedNow is a new payment system backed by the Federal Reserve. FedNow will allow banks and credit unions to provide instant payments. allowing you to send or receive money any time and any day. Gone are the days of waiting days for a transaction to clear or get money from your bank. FedNow allows moving money to happen instantly. There are some risks involved though. FedNow could cause an increase in fraud and an increase in the chance of a bank run with withdrawals being done in an instant. There are lots of benefits to you though, so check out this episode where we dive into FedNow.

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    8 mins
  • Your Restricted Stock Guide: RSUs Explained
    Aug 8 2023

    Restricted Stock (RSU) is one method a company may compensate you for your work. Is it better than actual cash? Does it hold long term value? Should you hold or sell? To ensure you get the RSU basics, expert financial advisors are here to provide you with a complete guide to Restricted Stock!
    Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix?sub_confirmation=1 Get started today → https://bulloakcapital.com/

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    7 mins
  • Can You Make $1 Million In One Year?
    Aug 1 2023

    Can you turn $100 into $1,000,000 in under a year? Can you buy luxury goods for “free” on business credit? If you said yes to these, you NEED to watch this video. Tiktok might be great for entertainment but for financial advice, it’s the worst place you can get some. Don’t worry, let professional financial advisors help you navigate the misinformation to ensure you make the best possible financial choices.

       

       

    Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix... 

    Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/



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    8 mins
  • An IUL Isn’t Going To Make You Rich
    Jul 25 2023

    The internet is full of bad financial advice. 

    In this video, financial planners react to one TikToker's money claims. We start with a claim that rich people use Indexed Universal Life Insurance (IUL) to grow their wealth. Is this the secret to becoming a multi-millionaire? Unfortunately, it’s never that easy and certainly not what we’d recommend. Don't miss out on this discussion that exposes and debunks bad money advice circulating on TikTok.


    Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix... Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/

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    5 mins
  • Why Inflation Will Continue to Fall
    Jul 18 2023

    Inflation seems like a present shadow in our lives over the past months but what if I told you inflation is going to fall? You read that right, inflation is going to fall! We have the facts to back it up and what the falling inflation rate means for YOU and your wallet. Don’t wait, learn how you can capitalize on falling inflation today to transform your assets! Learn why inflation will continue to fall & how you can make the most out of this!

    Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix... Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/

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    4 mins