Investment Insight with McCay Wealth Advisory

By: Brent McCay & Hayden Proffitt
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  • Summary

  • Investment Insight is an investment educational podcast where we discuss a broad range of topics related to estate planning, portfolio allocation, retirement, pensions, 401k’s, economic topics, and many other money related matters. We invite you to tune in and to email us questions you may have at brent@mccaywealth.com, so that we can discuss them at a future podcast or meeting. Every second Tuesday we do Investment Insight in person at our Manchester, Tennessee office at 10am and our McMinnville, Tennessee office at 3pm.
    © 2023
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Economics Personal Finance
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Episodes
  • Changes in Retirement Accounts in 2024

    Changes in Retirement Accounts in 2024
    Sep 19 2024

    Hosts Brent McCay and Hayden Proffitt talk about some of the highlights in retirement account changes in this calendar year.
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    3 mins
  • Large Local Employer Contract Changes

    Large Local Employer Contract Changes
    Sep 15 2024

    Hosts Brent McCay and Hayden Proffitt look at some things you can do during buyouts and employer transitions to reduce your tax burden.
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    3 mins
  • Lump Sum Option for My Pension?

    Lump Sum Option for My Pension?
    Sep 12 2024

    Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the positive and negative issues when deciding on a lump sum option when you receive your pension.
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    5 mins

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