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Welcome to Kin & Capital with Amanda Blocksom and Mark Killian!! Your premiere destination for insightful and reliable financial and retirement planning guidance, presented by Aurion Wealth Advisors. In a...
show more
Welcome to Kin & Capital with Amanda Blocksom and Mark Killian!!
Your premiere destination for insightful and reliable financial and retirement planning guidance, presented by Aurion Wealth Advisors.
In a world where financial security is paramount understanding the path to independence is not a luxury, but a necessity.
Kin & Capital is here to illuminate that path, providing you with trusted strategies and personalized advice essential for making informed decisions about your future.
Your host is Certified Financial Planner, Amanda Blocksom.
Her extensive background & knowledge is paired up with a unique personal touch, ensuring that your financial planning is not just a process, but a meaningful journey.
Kin & Capital is more than a show.
It's your resource for a financially secure tomorrow.
show less
Your premiere destination for insightful and reliable financial and retirement planning guidance, presented by Aurion Wealth Advisors.
In a world where financial security is paramount understanding the path to independence is not a luxury, but a necessity.
Kin & Capital is here to illuminate that path, providing you with trusted strategies and personalized advice essential for making informed decisions about your future.
Your host is Certified Financial Planner, Amanda Blocksom.
Her extensive background & knowledge is paired up with a unique personal touch, ensuring that your financial planning is not just a process, but a meaningful journey.
Kin & Capital is more than a show.
It's your resource for a financially secure tomorrow.
Transcribed
22 OCT 2024 · Join us for Episode 12 of Kin & Capital. Some key topics we discuss are:
- Avoiding Emotional Investment Decisions Amanda highlights the dangers of reacting to political headlines. Learn why historical trends should guide your investment choices, not the latest political drama.
- Personalized Financial Planning Amanda Hayes-Blocksom introduces the seven-step financial planning process at Aurion Wealth Advisors, underscoring the importance of personalized advice tailored to your unique goals and challenges.
- The Growing Number of Retirees With approximately 4.4 million Americans turning 65 each year, retirement planning has never been more crucial. Discover strategies to manage this demographic shift.
- Economic Climate and Retirement - Amanda discusses how market trends, oil production, and home price fluctuations impact retirement planning. Stay informed to keep your financial plan resilient.
- Diversified Investment Strategies for diversified portfolios, especially amidst market volatility. Move beyond the traditional 60/40 stock and bond mix to better safeguard your future.
- Debt, Taxes, and Economic Growth Understanding the interplay between government debt, taxes, and economic policies is crucial. Walter delves into historical tax policy impacts and the limited options for managing national debt.
- Key Takeaways on Strategic Economic Planning
- Balance your financial strategies like balancing diet and physical fitness.
- Over-relying on political outcomes can lead to poor financial decisions—focus on broader economic factors instead.
8. Personal Financial Management Tips Learn about budgeting, debt management, and investment strategies like Roth IRAs to maintain financial stability regardless of political changes.
9. Choosing the Right Financial Advisor
- Look for advisors who offer diverse solutions and align with your long-term goals rather than just being fiduciaries.
- Understand the importance of a comprehensive and adaptable retirement plan.
10. Retirement Income Planning Amanda discusses the importance of a predictable income stream in retirement, utilizing a mix of stocks, bonds, and real estate to ensure financial security.
📞 Need personalized guidance? Reach out to us at 386-846-0658 or visit SecureYourSunshine.com for more information.Stay informed. Stay ahead. 🌟
Remember, the content shared in our podcast is for informational purposes—consult qualified professionals for personal financial decisions.
Transcribed
30 SEP 2024 · Tune in to the latest episode of the "KIN & CAPITAL" where we dive deep into financial and retirement planning with Amanda Hayes-Blocksom.
🎧 Listen now for some insightful discussions on:🔑 Key Takeaways 🔑
- Investment Choices & Taxes: Understanding the complexities of investment decisions considering both realized and unrealized gains is essential, especially with the looming potential tax policies on unrealized gains.
- Balancing Risk and Reward: Discover how balancing stocks and bonds based on individual risk tolerance can help manage market volatility while positioning for growth and stability.
- Economic Impact of Federal Policies: Gain insights into how Federal Reserve interest rate decisions affect bonds and the broader market, helping you make informed financial decisions in an ever-changing economic landscape.
Don’t miss the convo on the current housing market trends, the political climate, and what the latest Federal Reserve rate cut means for your investments.
📞 Need personalized guidance? Reach out to us at 386-846-0658 or visit SecureYourSunshine.com for more information.Stay informed. Stay ahead. 🌟
Transcribed
27 AUG 2024 · Tune into the latest episode of the Kin & Capital podcast, where we dive deep into potential tax changes and estate planning ahead of the upcoming election. 🏛️💼🎙️
In "K&C Show 10," Marc Killian leads an insightful discussion with CFP Amanda Hayes-Blocksom on critical financial matters that might impact your future.
Here are 3 key takeaways you won't want to miss:
🔍 Potential Tax Changes:
- Corporate tax rate could rise from 21% to 28%.
- Taxes on capital gains and dividends could surge to 44.6%.
- Increases in taxes on stock buybacks, Medicare tax, and potential excise taxes on electricity and energy are on the horizon.
📉 Estate Planning:
- Proposals to lower the estate tax exemption threshold from $13.610 million to $3.5 million.
- Introduction of the American Housing and Economic Mobility Act of 2024 with a $500+ billion spend to build 3 million new housing units, financed through estate tax reform and more.
📊 Market & Financial Impacts:
- Discussions on possible interest rate cuts by the Fed in September and their impacts on the housing market and mortgages.
- Insight into market volatility, potential labor strikes in Canada, and smart money moves amid changing policies.
🔗 For detailed insights and to prepare your financial strategies, connect with Aurion Wealth Advisors at secureyoursunshine.com or call 386-846-0658.
#TaxChanges #EstatePlanning #FinancialPodcast #Investing #WealthManagement #EstateTax #MarketVolatility #Election2024 #FinancialPlanning #PodcastRelease
Transcribed
24 JUL 2024 · Alright, folks, grab your popcorn (or maybe your stress ball) because today’s episode of "Kin and Capital" is one wild ride in the land of retirement planning and political shenanigans.
Whether you’re here for the financial advice or the political gossip, we’ve got something for everyone!
**401K, 403B and 457 Plans: The Accidental Standards??
Ever thought that retirement plans like 401K and 457 were the result of meticulous planning by geniuses? Think again! These plans were created accidentally. Imagine stumbling into your kitchen, making a sandwich, and suddenly inventing the standard for retirement without any academic studies or projections to prove their effectiveness. That's right, corporate America handed over the retirement risk to you, the employees, like an awkward game of “hot potato,” and the federal government found a way to collect more taxes. It’s like baking a cake and realizing too late that your recipe was missing half the ingredients. Surprise!
**Insurance Products: The Chicken Soup of Investment?**
Insurance company products are the equivalent of financial chicken soup; when you’re sick of the market’s ups and downs, these can provide you with guaranteed cash flow and minimal risk. With over $400 billion invested last year, this metaphorical soup is hot! It’s got everyone clutching their bowls and slurping away those investment anxieties.
**Succession Confession: Business Edition:**
Business owners, let’s face it—thinking about business succession is like deciding who gets the last slice of pizza; it's tough but necessary. Should you pass it on to your kid who once used the shredder as a crayon sharpener, or sell it to a competitor who might rename it something like “Fluffy's Financials”? You need a solid plan for succession, valuation strategies, and selling options. Remember, a good exit strategy can mean the difference between a retirement cruise in the Bahamas or one in your backyard kiddie pool.
**Team Aurion to the Rescue:**
Finding the right financial team is essential, and Amanda Hayes-Blocksom’s Aurion Wealth Advisors are like the Avengers of financial planning. They’re offering complimentary financial reviews faster than you can say, “401Y-not?” Personalized goals, tailored strategies, and maybe even an occasional metaphorical cape are all part of the package.
**Biden’s Announcement – A Plot Twist:**
In a plot twist straight out of a political drama, President Biden announced that he’s not running for reelection. Why? Frustration with his staff. (Anyone else picturing a reality-TV confessional moment here?) And if that’s not spicy enough, the House speaker wants his resignation, and Biden threw his support behind Kamala Harris as the Democratic nominee.
**Kamala vs. Trump: The Showdown:**
There’s a whole lot of hand-wringing about Kamala Harris’s popularity and whether she can compete against the ever-controversial Trump, who’s got Elon Musk and JD Vance in his corner, apparently ready to back his latest season. Will the chaos influence the stock market? Can she out-tweet him? Stay tuned, folks!
**Financial Roller-Coaster:**
Hold onto your seats—the market is hotter than the latest viral dance challenge. The Russell 2000 is up over 11% in just a week, and the S&P 500 is hitting new highs. Meanwhile, the ECB and China are pondering rate cuts, putting pressure on the Fed like grandparents coaxing you to eat a third helping at Thanksgiving dinner.
**CrowdStrike’s Embarrassing Glitch:**
CrowdStrike had a bit of a “whoopsie-daisy” moment with a system bug affecting millions of Microsoft devices. Financial and reputational damage-control mode engaged! It's like spilling your coffee on your suit before a big meeting—not a good look.
**MEET YOUR BOSS – Financial Fun with Amanda:**
Amanda Hayes-Blocksom, CERTIFIED FINANCIAL PLANNER and unofficial financial therapist, has a new book out, *"Meet Your Boss - 7 Strategies to take charge of your Life, Love and Financial Future "* It’s packed with insights, practical strategies, and helpful advice—sort of like having your financial planning cake and eating it too. Available on Amazon, order your copy and get cracking on understanding your money relationships.
Transcribed
25 JUN 2024 · Kin & Capital Episode 8
In this episode, we dive into the excitement around both the edible and technological chips driving the markets, with a special focus on Chipotle's historic stock split and the challenges posed by avocado supply issues in Mexico. We explore the impact of cartels on avocado farms and the broader market implications.
Amanda provides a thorough market analysis, discussing recent rallies in the S&P 500, NASDAQ, and Dow, and the shifts in technology, consumer discretionary, financials, and industrial sectors. We also cover the rising household debt and delinquency rates and what to watch for in the upcoming week, including key reports on GDP and the housing market.
We then break down the phases of retirement planning, discussing the "About to Go" phase, the active "Go" years, the "Slow-Go" years, and the final "No-Go" years. Amanda and Tony share insights on lifestyle and financial planning during these phases, emphasizing the importance of having a comprehensive plan.
Finally, we tackle some common financial myths and half-baked ideas, providing practical advice on issues like signing over your house to your kids, starting Social Security early, converting IRAs to Roths, and the role of life insurance in retirement.
Tune in to Kin & Capital for valuable financial insights and strategies to secure your sunshine.
Be sure to reach out to Aurion Wealth Advisors at Secureyoursunshine.com
or call/text 386-846-0658 for a complimentary discovery conversation.
#Finance #RetirementPlanning #MarketAnalysis #Investing #FinancialAdvice #AurionWealthAdvisors #KinAndCapital #Podcast
Transcribed
27 APR 2024 · Kin & Capital - Episode 7
Is the FED a Bad Boyfriend? What Do They Really Mean About Interest Rates?
Episode Description:
In this fun & informative episode of "Kin & Capital," join financial guru Amanda Hayes-Blocksom as she disects the FED's latest moves with a touch of humor. Have you ever wondered if the FED is as fickle as a bad boyfriend or girlfriend? We're breaking down the latest on interest rates and what the Fed's mixed signals could mean for your wallet.
Tune in as we discuss:
The real impact of the FED’s policies on everyday financial decisions.
How recent economic events like inflation and global market trends tie into the FED's strategy.
Practical advice on navigating your financial plans amidst uncertain economic times.
Whether you're a seasoned investor or just getting started, Amanda provides the insights you need to understand the complexities of economic policies and how they affect your financial future. Don’t miss this episode filled with actionable tips, expert analysis, and a bit of humor to lighten the economic jargon!
Transcribed
28 MAR 2024 · Kin & Capital SHOW 6
Is Your Advisor Legit? Find out now! Harnessing Market Momentum, and Avoiding Money Scams.
Plus, where do you fall in The Great Wealth Transfer??
**Don't miss the latest episode of the podcast!!
Key takeaways from this episode:
🔑 TikTok Debate: Learn about the implications of the current legislative pressures on TikTok as we discuss Bytedance's tense situation and ponder a future ad market that might favor giants such as Meta.
🔑 Wise Wealth Tips: The digital financial influencer landscape is fraught with risks. We underscore the importance of verifying advisor qualifications, with tools like the CFP board and broker check.
🔑 Real Estate Insights: Discover what the new real estate commission laws could mean for the market and dig into how current high mortgage rates necessitate skilled negotiation from real estate agents.
🔑 Political and Market Moves: Stay tuned for our take on the latest market trends, the buzz around a potential third-party presidential candidate, and the day-to-night shifts in the political arena.
🔑 Scam Watch: The team shares tips, plus a personal narrative to remind us of the importance of protecting our elders against ever-evolving scams targeting their hard-earned wealth.
🎁 Exclusive Offer: Don't miss out on a complimentary financial review with Aurion Wealth Advisors—you might just find the clarity you've been seeking.
🔈 Listen Now: Tune in to this in-depth episode for a meaningful discourse on these topics and more, fostering both your knowledge and your net worth.
A Friendly Reminder: The Kin & Capital Podcast provides information for educational and entertainment purposes only. Please consult with a professional advisor for financial decisions tailored to your needs.
Your financial well-being is our utmost priority, and we hope this episode serves as another stepping stone toward securing your prosperity.
Ready to elevate your financial wisdom?
Call or text us today 386-846-0658
Transcribed
21 FEB 2024 · Kin & Capital SHOW 5
Step into the exhilarating world of 'Financial Touchdowns & Future Fortunes
Where finance meets fun, and every episode is a game-changer.
Key insights from our latest conversation:-
🤑 *Wager Winnings & Advertising Ambition*: We tackle the staggering $23 billion wagered on the Super Bowl, the impressive $650 million advertising spend, as well as discuss viewership stats and the monumental economic impact of the big game.-
💸 *Money Moves & Halftime Hype*: We provide an inside look at the lucrative earnings of NFL players, the detailed strategizing behind the iconic halftime show, and the long-term financial considerations for athletes, focusing on the jock tax and the importance of strategic tax planning.-
🛡️ *Shielding Wealth*: Our hosts emphasize the critical role of life insurance, the power of trusts, and the significance of estate planning, catering to everyone from high-net-worth individuals to family firms preparing for business succession.
🔑 Three Key Takeaways:
1.**Estate planning is a must**: Regardless of whether you're an NFL superstar or a business mogul, instruments like trusts, living wills, and healthcare directives are foundational for securing your legacy.
2. **Tax planning is integral**: High-income earners, especially those earning across state lines, must navigate complex tax landscapes by employing strategies to efficiently manage their liabilities.
3. **Life insurance evolves:** Insights into the dynamic underwriting process beckon a deeper understanding of life insurance as a tool not just for protection but for strategic financial planning.
Huddle up with our financial experts to go beyond the touchdowns and into the treasury.
Tune into our episode of Kin & Capital, and don’t forget to reach out to Aurion Wealth Advisors to help solidify your financial game plan!
Remember to **connect with Aurion** and join the conversation around finance, investing, and navigating market tides.
Transcribed
24 JAN 2024 · Kin & Capital Show 4
Join us for a deep dive with Amanda Hayes-Blocksom, as we explore the nuances of our evolving economy and the strategies that affect our financial wellbeing.
Key Takeaways from the Episode:
💹 **Markets and Earnings:** We discuss the bull run in markets, touching on AI stocks and their optimistic outlook, the connection between market resilience and election years, and potential perturbations due to rate cut predictions and global economic surges.
🔌 **EV Infrastructure & Challenges:** The cold snap has revealed the limitations of Tesla's EVs and infrastructure. We tackle the Biden administration’s efforts to bolster the EV market despite infrastructural gaps, offering insights into the future of energy efficiency and sustainable transportation.
🏈 **Sports & Financial Planning:** The episode takes an unexpected turn into the financial strategies behind retaining top sports coaches, highlighting the unconventional compensation methods like deferred compensation and split dollar plans, emphasizing the importance of expert financial advice.
Tune in to Episode 4- where personal finance meets real-world implications, and get armed with the knowledge you need to navigate the ever-changing economic landscape. 🌞
For more insights and personalized financial guidance, follow Amanda Hayes-Blocksom.
#AurionWealth #FinancialPlanning #Economy #EV #Markets #Stocks #Investing #Retirement #Podcast #FinancialAdvice
Transcribed
23 DEC 2023 · Kin and Capital Show 3 🌟
Tune into the latest episode of Kin & Capital PLUS watch the full show on our You Tube Channel! Unwrap the complexities of the holiday markets with Marc & Amanda. It's a show filled with insightful banter, laughters and a wealth of financial wisdom you won't want to miss!
In this festive episode, we delve into the recent market rally, the prospective rate cuts by the Fed, and how investors can tactically navigate the highs and lows of the financial landscape. Plus, get exclusive personal anecdotes from our guests, including Amanda's secret tip for an uncrowded visit to the Rock & Roll Hall of Fame!
Here are your *3 Key Takeaways* from this episode:-
**The Importance of Professional Guidance**: Amanda discusses her role as a fiduciary, emphasizing that guiding clients towards growth without arguing over financial decisions is crucial. Remember, a qualified professional is your best ally in financial planning.-
*Investment Strategies Amidst Market Volatility**: Our discourse on market predictions leads to indispensable advice - don't give into panic, employ a quantitative approach, and maintain a diverse portfolio to ensure long-term success.-
**Navigating Family & Finance Over the Holidays**: The holiday spirit brings about shopping trends and family finances. Our guests share their personal preferences in holiday shopping strategies, concern for online theft, and navigating financial assistance within the family.
Don’t forget to call ✨ 386-846-0658 ✨ or visit 💻 secureyoursunshine.com for personalized financial advice from the team at Aurion Wealth Advisors.👀
#AurionPodcast #KinAndCapital #FinancialPlanning #MarketInsights #RetirementPlanning #InvestmentStrategy #HolidayFinance #FamilyFinancialPlanning #AurionWealthAdvisors
Welcome to Kin & Capital with Amanda Blocksom and Mark Killian!! Your premiere destination for insightful and reliable financial and retirement planning guidance, presented by Aurion Wealth Advisors. In a...
show more
Welcome to Kin & Capital with Amanda Blocksom and Mark Killian!!
Your premiere destination for insightful and reliable financial and retirement planning guidance, presented by Aurion Wealth Advisors.
In a world where financial security is paramount understanding the path to independence is not a luxury, but a necessity.
Kin & Capital is here to illuminate that path, providing you with trusted strategies and personalized advice essential for making informed decisions about your future.
Your host is Certified Financial Planner, Amanda Blocksom.
Her extensive background & knowledge is paired up with a unique personal touch, ensuring that your financial planning is not just a process, but a meaningful journey.
Kin & Capital is more than a show.
It's your resource for a financially secure tomorrow.
show less
Your premiere destination for insightful and reliable financial and retirement planning guidance, presented by Aurion Wealth Advisors.
In a world where financial security is paramount understanding the path to independence is not a luxury, but a necessity.
Kin & Capital is here to illuminate that path, providing you with trusted strategies and personalized advice essential for making informed decisions about your future.
Your host is Certified Financial Planner, Amanda Blocksom.
Her extensive background & knowledge is paired up with a unique personal touch, ensuring that your financial planning is not just a process, but a meaningful journey.
Kin & Capital is more than a show.
It's your resource for a financially secure tomorrow.
Information
| Author | Amanda Hayes-Blocksom CFP |
| Organization | Amanda Hayes |
| Categories | Investing , Politics |
| Website | www.AurionWealth.com |
| info@aurionwealthadvisors.com |
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