Tips on Estate Planning

Episode 60 • October 31, 2024 • 00:06:56
Tips on Estate Planning
Investment Insight with McCay Wealth Advisory
Tips on Estate Planning

Oct 31 2024 | 00:06:56

/

Hosted By

Brent McCay, Host Hayden Proffitt, Co-Host

Show Notes

Hosts Brent McCay and Hayden Proffitt discuss a few ideas to help with your estate planning this year.  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.

Other Episodes

Episode 12

December 14, 2023 • 00:16:00
Episode Cover

The Federal Reserve

Brent McCay and Hayden Proffitt talk about the Federal Reserve. They discuss the function of the Fed and look at how it influences today's...

Listen

Episode 16

January 11, 2024 • 00:03:05
Episode Cover

TD Ameritrade Charles Schwab Merger Tax Forms

Brent McCay and Hayden Proffitt talk about the tax forms you should expect and when you should expect to receive them, if you have...

Listen

Episode 53

September 19, 2024 • 00:03:01
Episode Cover

Changes in Retirement Accounts in 2024

Hosts Brent McCay and Hayden Proffitt talk about some of the highlights in retirement account changes in this calendar year.

Listen