The Finer Wealth Report: Recent Episodes
The Finer Wealth Report
This economic podcast is focused on updating you with relevant and worthwhile information, essential pieces of advice and tips and tricks for succesffuly navigating your way through the financial world.
Finer Wealth podcasts provide dynamic, current content regarding investments, financial planning, tax, and wealth management for individuals, families, businesses, military personal, police officers, retirees and entrepreneurs.
Mike and Gary are happy to answer questions on our channel, in person, over the phone or via email so do not hesitate to ask!
Office Address: 530 Loring Avenue, Suite 302, Salem, MA 01970 Office Number: 978-740-1011 Gary's Email: gary.coon@finer.com
Investment and tax update for October 2022 by Michael Finer, CFP(r) of Finer Wealth Management.
Wealth Management Discussion with Michael Finer and Rabbi Dr. Baruch "B" Halevi using the powerful Enneagram tool.
Finer Wealth Management's tax and investment update for September 2021. Tune in to receive an update on the stock market and some tax reminders.
June 28, 2021 podcast discussing timely wealth management issues regarding the stock market, economy, taxes and financial topics by Michael Finer
An Update on income taxes, investments, cryptocurrency and financial matters by Michael Finer
Investments and Tax Discussion for the First podcast of 2021 for Finer Wealth Management. This podcast focuses upon the major themes that ended the year in 2020 such as the election and Covid vaccine and discusses major factors such as stimulus, tax changes under President Biden and why the stock market is decoupled from the economy.
Michael Finer delivers a quarterly update in this special edition of the Finer Wealth Report.
Finer Wealth Management's wealth management and investment update for the quarter ended June 30th, 2019 and discussing the second half of the year beginning July 1st 2019. We discuss the overall positive macroeconomic conditions that are propelling the stock market as well as overall concerns about the geopolitical outlook and other overhanging economic issues.
Michael Finer from Finer Wealth Management provides a stock market, economic and investment update on December 10, 2018 to discuss recent volatility in the stock market and overall investment macro-economic outlooks.
Mike goes over what it means to actually operate a trust beyond just the creation of one. Funding the trust and what assets to include in a trust are discussed.
As always Mike and Gary are happy to answer questions on our channel, over the phone or via email so do not hesitate to ask!
Video: https://www.youtube.com/watch?v=Kbxa8irRvq4
Office Address: 530 Loring Avenue, Suite 302, Salem, MA 01970 Office Number: 978-740-1011 Gary's Email: gary.coon@finer.com
Gary discusses the ins and outs of estate planning with eight concrete steps.
As always Mike and Gary are happy to answer questions on our channel, over the phone or via email so do not hesitate to ask!
Video: https://www.youtube.com/watch?v=U6wPVXjwym0
Office Address: 530 Loring Avenue, Suite 302, Salem, MA 01970 Office Number: 978-740-1011 Gary's Email: gary.coon@finer.com
Mike and Gary discuss how to prep for tax season including organization of your tax information, understanding the recent tax legislation, and collection of your 2018 documents.
As always Mike and Gary are happy to answer questions on our channel, over the phone or via email so do not hesitate to ask!
Office Address: 530 Loring Avenue, Suite 302, Salem, MA 01970 Office Number: 978-740-1011 Gary's Email: gary.coon@finer.com
Mike and Gary go over their expectations for the 2018 fiscal year, such as the stimulation of the economy through tax reform, higher overall market evaluations, and increased volatility due to 2017's positive growth and it being an election year.
As always, please feel free to reach out for more information!
gary.coon@finer.com (978)-740-1011
With recent changes to the tax code Mike discusses how you will be impacted and what you might do to prepare for these revisions.
As always Mike and Gary are happy to answer questions on our channel, over the phone or via email so do not hesitate to ask!
Office Address: 530 Loring Avenue, Suite 302, Salem, MA 01970 Office Number: 978-740-1011 Mike's Email: michael.finer@finer.com
Mike and Gary discuss the growing market as the DOW has jumped past 23,000 and what you should be doing in a time of wide-spread economic growth.
Host Susan Wornick talks with Michael Finer, Gary Coon and special guest David Henry as they explore integral facets of the financial market in 2017.
Hear what different pieces compose the market and how diversifying your outlook can help you achieve a healthy economic return.
This concludes our Money Talks series with featured host Susan Wornick. Stay tuned for more updates from Mike and Gary to come.
As always Mike and Gary are happy to answer questions on our channel, over the phone or via email so do not hesitate to ask!
Office Address: 530 Loring Avenue, Suite 302, Salem, MA 01970 Office Number: 978-740-1011 Gary's Email: gary.coon@finer.com
Mike and Gary talk about new financial highs in the market as the DOW pushes past 23,000. What that means and what sectors you should be focused on.
As always Mike and Gary are happy to answer questions on our channel, over the phone or via email so do not hesitate to ask!
Office Address: 530 Loring Avenue, Suite 302, Salem, MA 01970 Office Number: 978-740-1011 Gary's Email: gary.coon@finer.com
Host Susan Wornick talks with Michael Finer, Gary Coon and special guest David Henry about new highs in the stock market, global trends abroad, and other general tendencies present today in the financial world.
They answer questions such as what do these new highs mean? What might be in store for the months to come? What types of features should you be looking at in the stock market comprehensively?
This is part one in a podcasting series that Finer Wealth Management will be running throughout the course of the fall so make sure to stay tuned for more updates to come.
As always Mike and Gary are happy to answer questions on our channel, in person, over the phone or via email so do not hesitate to ask!
Office Address: 530 Loring Avenue, Suite 302, Salem, MA 01970 Office Number: 978-740-1011 Gary's Email: gary.coon@finer.com