Latest Episodes
16

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...
15

Roth IRAs
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, talk about many of the details of Roth IRAs, such as contribution limits, income...
14

Fear of Missing Out
Brent McCay and Hayden Proffitt talk about the mindset defined today as ‘Fear of Missing Out,’ and how it applies to investing.
13

Rebalancing and Asset Allocation
Brent McCay and Hayden Proffitt discuss asset allocation and rebalancing portfolios, and why that is a good idea. They also talk about different asset...
12

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...
11

Annuities
Brent McCay and Hayden Proffitt discuss annuities. They look at the different types of annuities and the fee structures for them.