Jim's Take: Recent Episodes
James Vaughan and Tyler Kennedy
Vaughan & Co. Securities, Inc. presents "Jim's Take" an investing and financial planning podcast series.
Jim and Tyler discuss Vaughan & Co.'s famous Saver, Lender and Owner speech in terms of the Risk. Jim explains the different types of Risk involved with different asset classes.
Jim and Tyler expand upon the debate of Stocks vs. Bonds to include a breakdown of Value vs. Growth.
Welcome to part four of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler answer "What is the RIGHT investment for me?"
Welcome to part three of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler discuss the battle of Stock vs. Bonds
Welcome back to "Market Minutes", where Jim and Tyler attempt to give you a market summary in under 5 minutes. In this episode, we cover Banks, GDP, and Unemployment.
Welcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler answer "What are Mutual Funds, Exchange Traded Funds, and Hedge Funds?"
Welcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler answer "What is Active vs. Passive investing?"
This episode reviews indexes and why they are important. Jim and Tyler explain what each index represents and the history behind them. They hope you will be able to answer "What is a Dow?" by the end of this episode.
Jim and Tyler dive into the bank failure of Silicon Valley Bank. In the face of market volatility, they explain the importance of a long-term mindset. In addition, they share some good news regarding the economy.
"A Guide for Widows" is a continuation of both our Estate Planning and Book Recommendation episodes. Jim and Tyler discuss key takeaways from the book "On Your Own: A Widow's Passage to Emotional and Financial Well-Being" by Alexandra Armstrong and Mary Donahue.
Jim and Tyler discuss the new laws enacted in Setting Every Community Up for Retirement Act (SECURE) 2.0. They dive into major changes in IRAs, 529 plans, and Retirement Plans. Click the link to read the latest blog post on SECURE Act 2.0 for more information.
Welcome to our new segment, "Market Minutes". Where Jim and Tyler attempt to give you a market summary in under 5 minutes.
Jim and Tyler discuss common mistakes their clients make with their Retirement Plans (401k and 403b). They go into detail about how Vaughan & Co. has a solution to solve this problem. For more information go to www.vaughanandco.com
Jim and Tyler discuss different factors of retirement for teachers. Tyler explains all the New Jersey Teacher Pension options. Jim describes the importance of using a financial plan to make the right retirement decision for each teacher.
Not one, not two, but a three-year review of the stock market. Jim and Tyler explain events and their impact on the stock market. Jim goes into detail about the mindset of an equity-oriented investor.
Jim and Tyler discuss different education savings programs with a focus on 529 plans. Also, Jim explains how to keep up with the rising cost of education. Click the link below to learn how Vaughan & Co. Securities, Inc can help you with education savings. https://vaughanandco.com/education-savings/
Vaughan & Co. Securities, Inc. presents the books that helped shape our Investment Philosophy. Jim and Tyler discuss three books during this episode. Below are the links to the books.
Simple Wealth Inevitable Wealth by Nick Murray
https://www.nickmurray.com/product/simple-wealth-inevitable-wealth-20th-anniversary-edition/
Just Keep Buying by Nick Maggiulli
https://ofdollarsanddata.com/justkeepbuying/
Stocks for the Long Run by Jeremy J. Siegel
https://wsp.wharton.upenn.edu/book/stocks-for-the-long-run/
We are excited to share some good news with our listeners. We at Vaughan & Co. are long-term optimists and when we see good news, we cannot help but share it! Jim covers gridlock and how it helps businesses. Tyler reviews that cash is now earning yield. Jim and Tyler discuss bear markets and buying opportunities.
Vaughan & Co. Securities, Inc. processes their client's Required Minimum Distributions (RMD) during November. Jim and Tyler go through the mechanics of RMDs while Jim dives into the changes in RMDs from the SECURE Act.
Jim and Tyler look back over 95 years of stocks, bonds and inflation to answer the question, "Why Invest in Stocks Now?" Jim discusses how Vaughan & Co. helps clients deal with market volatility.
Ibbotson Chart: https://www.newyorklifeinvestments.com/assets/documents/education/investing-essentials-growthofadollar.pdf
This is the fourth and final episode in the Estate Planning series. Jim and Tyler discuss what an estate plan for a couple that is retired could look like. Jim and Tyler go over key concepts regarding Trusts, Life Insurance, and Power of Attorney.
This is the third episode in a four-part Estate Planning series. Jim and Tyler discuss what an estate plan for a couple in their 40s or 50s could look like. Jim and Tyler go over key concepts regarding Wills and Power of Attorney.
This is the second episode in a four-part series. Jim and Tyler discuss what a couple in their 20s or 30s estate plan could look like. Jim and Tyler go over key concepts regarding beneficiary designation and guardianship.
This is the first episode in a four-part series. Jim and Tyler explain key concepts and documents when preparing your estate plan. The goal of this episode is to prepare our listeners for when they meet with an attorney. Attorneys get paid by the hour so it is important to be prepared before the meter starts running.
"There is no such thing as a free lunch"
Jim and Tyler compare and explain the 3 types of Investment Advisor fees. Mutual funds, exchange-traded funds, and annuities all have fees too. Jim and Tyler do an in-depth look at how investment product fees differ.
Jim and Tyler explain strategies that families have used to make the Vacation House an enjoyable experience for all! Also, they will go through some pitfalls to avoid. Of course, a "Best Practice" for one family may be a "Worst Practice" for another!
Leave us a comment or question on our website to be featured on the show. https://vaughanandco.com/jims-take-the-podcast/
Jim and Tyler explain all the tax advantaged accounts and the differences between them. Not only do they explain tax advantaged accounts but they go through strategies to defer and mitigate taxes. Join us on another important tax journey.
"Nothing is certain but death and taxes" - Benjamin Franklin. Join us on this informative episode on how your investment account is taxed. Jim and Tyler explain capital gains and losses and how to use them to your advantage. They discuss the tax loss harvesting investment strategy.
In this episode, Jim and Tyler help explain recent Headlines and Market Volatility. Their goal is to help you better understand the Headlines and provide guidance through this turbulent time.
Jim and Tyler take a deep dive into how the stock market moves in cycles. Jim and Tyler go through the difference between Passive and Active investing, Market Timing, and Buy and Hold Strategies. Jim explains Vaughan & Co. Securities, Inc.'s investment strategy for its clients and their families.
Jim and Tyler discuss 401(k) and 403(b) plans from the view of a participant. They discuss the benefits of participating in 401(k) and 403(b) plans. The investment products offered in the retirement plans are explained.
Jim and Tyler discuss how Vaughan & Co. Securities, Inc. helps local business owners manage their 401(k) plans. They break down the benefits of having a 401(k) plan and how to properly maintain it. To schedule, a free review of your 401(k) plan click the link below.
https://vaughanandco.com/contact/
In this episode, Jim and Tyler answer questions they have received from clients regarding inflation. From "Is Inflation transitory?" to "How to invest in high inflation environments?" Jim explains Vaughan & Co. Securities, Inc.'s investment philosophy on how to invest with inflation.
Jim tells Tyler the story of how Vaughan & Co. Securities, Inc. was created. They discuss how the firm's expertise evolved over time and their services for their clients expanded to help client families achieve prosperity.
Vaughan & Co. Securities, Inc. presents "Jim's Take" an interactive and informative investing podcast series. Here's a sneak peek of what to expect!