Episode 43 – Squared Away – Year-end Tax Conversation

Happy Thanksgiving!! This week, Tyler is joined once again by Stacy Murray, in-house CPA and advisor, as they dive into a few very important tax moves that investors can make in any market environment. You'll get insight on tax-loss harvesting, roth conversions, cash balance plans and a couple tax moves to consider in 2023. We hope you all have a wonderful week. Enjoy!

At The Helm with Lauren Mingee, Founder and CEO of Quintessa Marketing

Nominated for the Journal Record's 2022 Woman of the Year, Lauren Mingee lives everyday with passion and purpose. Her company, Quintessa Marketing, has grown exponentially over the past 6 years and is quickly becoming a household name across the U.S. in personal injury law firms. We are so grateful to Lauren for the time she spent with us and for her willingness to share her story. Enjoy!

Financial Planning 101 – Rebroadcast

This week, we are thrilled to have Max Rhodes and Kyle Ray join the podcast for an very informative discussion on all things financial planning. Through their experiences as advisors, they are able to highlight some of the more important aspects of a well-designed plan, but also breakdown a few complex issues that can arise during the planning process.  If you have any questions or comments during the episode, feel free to shoot Tyler a note via the website - https://www.fullsailcapital.com/contact/. Enjoy!

Squared Away – 3rd Quarter Review

We’re back with another squared away episode as we digest everything that transpired in Q3.  As always our goal is to provide some context and encourage everyone to remain disciplined and stick to their process. Joined by Zac Reynolds and David Stanley, today's episode is all about re-centering our focus on things we can actually control - allocation, risk, cost, taxes. Etc.  Don’t forget to rate and subscribe!

Tax efficient moves, financial biases, and resources.

Today, we sit down with David Stanley, Full Sail CEO, and Stacy Murray, CPA and advisor, as we provide some context around Q4 tax moves and discuss a few highlights from our previous interviews. As mentioned throughout the episode, below are a couple of highly recommended resources that we found beneficial:

Factfulness
Atomic Habits
Thou Shall Prosper
Psychology of Money

At The Helm – Tony Capucille, CEO & Founder of EightTwenty

Did you know that it takes eight minutes and twenty seconds for sunlight to reach the earth? Today, we sit down with EightTwenty CEO and co-founder, Tony Capucille. Tony and his team are leading the charge to bring solar energy to cities across the nation. In their own words, they provide products and services that empower individuals and communities to harness solar energy for their own independence; instilling trust in all they do. Respect, focus and quality influence all their decisions. 
See below to learn more:

https://www.eighttwenty.com/

Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions

This week, we were honored to sit down with behavioral finance expert, Dr. Daniel Crosby. He has spent years studying and learning the psychology of investing and how human behavior is affected by markets. He has published a number of books and host his own podcast, Standard Deviations. He joins Zac Reynolds and Max Rhodes to discuss everything from the paradoxes within investing to how we can identify our own financial biases. See below for a few links to his work:

Podcast - Standard Deviation
Books - The Laws of Wealth & The Behavioral Investor

Anchored – Broker Confessional with Ethan Slavin & Brett Price

This week, we highlight another Anchored series conversation, which is focused on bringing you an inside look at the real estate industry. Tyler and Scott were so grateful to sit down with Ethan Slavin and Brett Price as they give us a glimpse into the brokerage world of real estate. We hope you enjoy our conversation!

Ethan's Bio

Brett's Bio

Squared Away – A look back at the first half of 2022

For June's edition of squared away, Zac Reynolds and David Stanley join the podcast to discuss everything that has transpired over these first six months of 2022.  We cover a lot of the market related topics, but we also take a look back at history and try to put this current drawdown in perspective. Please let us know if we can cover other topics on the next squared away, and as always, don’t forget to rate and subscribe!

At The Helm – Interview with Bailey Gordon

This week, we roll out another new series that will be highlighted throughout each year going forward. "At The Helm" will feature interviews with entrepreneurs of all backgrounds. Whether its an individual starting a small business from scratch or someone running a large corporation, entrepreneurs have incredible stories to tell and we are excited to highlight a few each year. To kick us off, we asked Bailey Gordon to sit down and tell her story that led to the creation of her non-profit consulting business. Katherine Vanlandingham, in-house non-profit cheerleader, joins Tyler to interview Bailey and help tell her story. Enjoy!

Bailey Gordon Consulting -https://www.baileygordonconsulting.com/