Τα καλύτερα Klaas Financial podcast (2024)

In this month's episode, Ivan Illan, Founder & CIO at AWAIM®, explores the dichotomy of two segments of the capital markets - U.S. high yield bonds and U.S. small cap stocks. Both of these segments are predominantly charaterized by below investment grade credit ratings and typically demonstrate high price correlations. However, the past few years h…

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Elevating Employee Savings: Basics of Engaging Employer Plans

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Strategies to Ensure Your Plan Resonates and Engages Your Team #call_to_action h4{padding:0px 5px;}Από τον Webmaster

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Elevating Employee Savings: Basics of Engaging Employer Plans 23:13

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Is The A.I. Bubble Bursting? 11:20

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The past few days have been hard on A.I. stocks, which until now have been driven higher and higher by the widespread A.I. euphoria. In this episode, I discuss a recent Working Paper (published May 2024) from the National Bureau of Economic Research that shares a more modest projection on the impact of A.I. in total factor productivity over the nex…

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Decoding Medicare & Supplements: Timing and Considerations

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When and What to Consider for a Seamless Medicare Experience #call_to_action h4{padding:0px 5px;}Από τον Webmaster

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Decoding Medicare & Supplements: Timing and Considerations 30:10

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Rolling Over Right: Master Your Retirement Choices

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Understanding Your Options Before Making the Move #call_to_action h4{padding:0px 5px;}Από τον Webmaster

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Rolling Over Right: Master Your Retirement Choices 31:52

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Critical Considerations in Long Term Financial Planning and Retirement Portfolio Management

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Mitigating Risks and Managing Expectations through Return Calculations and Asset Allocation #call_to_action h4{padding:0px 5px;}Από τον Webmaster

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Critical Considerations 27:47

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Retirement Focus: Nailing Allocation Strategies

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Optimal Cash, Stocks, and Bonds Mix for Your Portfolio Success #call_to_action h4{padding:0px 5px;}Από τον Webmaster

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Retirement Focus: Nailing Allocation Strategies 28:38

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Eternal Planning: Your Final Chapter Decisions 29:52

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Ready to Retire? Assessing Your Retirement Readiness 32:54

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Pension Precision: Navigating Crucial Choices 29:41

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Maleeah and CJ talk about options for those rare few who still have pensions and how those options might change in the future, even if you have a pension now.Από τον 1310 WIBA (WIBA-AM)

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Implications For Protracted Yield Curve Inversion 15:45

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For roughly two years, the U.S. economy has been undermined by a challenging dynamic - a yield curve inversion. Not to be ignored, when short-term interest rates are much higher that long-term interest rates, investor and lender behavior modulates accordingly. If this dynamic persists too long, unintended consequences become manifest across marketp…

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Demystifying RMDs: Timing, Amounts, and Tax Strategies 33:38

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Guarantees Unveiled: FDIC vs. SIPC Truths 31:30

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Bullseye Retirement: Hit the Mark with Today's Financial Steps! 34:03

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Social Security Love: Navigating Spousal Benefits 31:49

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Buffett Indicator As Applied to Specific Sectors 12:01

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The Buffett Indicator (or Ratio) is a simple formula often referenced by famed investor Warren Buffett. It's simply, Total U.S. Stock Market Capitalization / U.S. GDP. The idea is basically higher ratios infer overvalued markets, while lower ratios may indicate stocks are broadly undervalued. Currently, this ratio stands at 186%. However, what if y…

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Credit Card Delinquency & Debt Jumps Higher 11:13

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Ivan Illan, Founder & Chief Investment Officer at AWAIM® shares a conversational-style review of a recent research highlight published on the firm's website discussing U.S. credit card delinquency and other correlated metrics such as household savings, debt levels, and interest rate on credit cards. This discussion focuses on the confluence of thes…

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Inherited Assets: Navigating Next Steps and Tax Implications 35:48

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Planning a Proper Withdrawal Rate 34:04

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Navigating 50: Your Roadmap to Future Retirement Success 28:15

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Boosting Your Future: Maximize Employer Retirement Contributions 30:59

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Forrest Ross joins CJ and Shawn to talk about how to maximize those retirement contributions.Από τον 1310 WIBA (WIBA-AM)

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US Output Gap Is Way Too High 13:52

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In this episode, Founder & CIO, Ivan Illan discusses the myriad issues around having a significantly positive US Output Gap - an important economic metric that reveals underlying inflationary pressures in an economy. For more information, charts and other details related to this episode, please visit: https://www.alignewealth.com/blog/research-high…

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Gifts and Estates: Navigating Limits in 2024 29:28

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Maleeah and CJ join Shawn with strategic insights for smart gifting in your estate planning.Από τον 1310 WIBA (WIBA-AM)

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Rising Rates, Lower Debt: Optimize Your Retirement 33:59

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RMDs & Charitable Savvy: Tax Smart Choices for Retirement Funds 31:08

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Maleeah, CJ, and Shawn talks about everything you need to know when considering making charitable donations out of your RMDs.Από τον 1310 WIBA (WIBA-AM)

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Working and Social Security: Benefits Unveiled 29:53

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Hiring an Accountant This Tax Season 34:04

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CJ and Maleeah talk about filing taxes and why you should get an accountant to help you out.Από τον 1310 WIBA (WIBA-AM)

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Future Proofing Your Retirement 30:17

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Maleeah, CJ, and Shawn talk about what you need to (as much as possible) protect your retirement into 2024 and beyond.Από τον 1310 WIBA (WIBA-AM)

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2024 Tax Shifts: A Retiree's Guide 30:17

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Maleeah, CJ, and Shawn talk about tax changes that you need to know about in 2024.Από τον 1310 WIBA (WIBA-AM)

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Guest Appearance on "The Conversation with Bruce Cook" - January 7, 2024 27:30

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REPLAY: On-Air Live interview of Ivan Illan on AM830 from "The Bruce Cook Conversation" orignally broadcast on Sunday, January 7, 2024 at 6PM PST. Ivan and Bruce chat about various economic issues impacting folks today from interest rates and taxes to debt and the upcoming election. Wide scope of topics covered and additional commentary on domestic…

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When to Wait 33:36

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CJ, Maleeah, and Shawn tak about when you should wait to take Social Security and when it might not be the best idea.Από τον 1310 WIBA (WIBA-AM)

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What Risks Are Lurking In 2024? 18:05

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In this final episode for 2023, bestselling Dummies author, Forbes Finance Council member, Founder & CIO Ivan Illan, shares some preliminary insights as to what may play out during 2024 for both stock and bond markets globally. He highlights the period beginning March 2022, which coincides with the Federal Reserve's initiating a restrictive U.S. mo…