Global Wealth Advisors
Financial Planning and Investment Management
If you’re looking to create a tax-efficient income stream, we might have one answer. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II begin digging into building a tax-efficient income stream using municipal bonds. They also discuss the current market situation and what we might expect for the rest of the year. Be sure to stay tuned for the mid-month podcast where they plan to cover the changing face of ESG and the resulting backlash.
Find it Fast: Building an Efficient Income Stream
Financial Update
00:00—Intro
01:26—Market update and the magnificent 7
07:18—Worldwide inflation, the economy, and consumers
12:05—Cost of capital and yen carry trade
15:12—Borrowing cost and downgrade
15:40—Fixed income
16:22—Housing and commodities
18:24—Commodities and real assets
22:03—U.S. dollar
Tax-Efficient Income Strategies
23:12—Municipal bonds as a powerful vehicle
Final Thoughts
32:50—Rapinoe’s missed goal and the state of politics
Listen in to the Your Money Momentum podcast published twice monthly. If you like the tax avoidance strategies episode, check out our previous show Trump Tax Cuts May Expire or watch our latest video session on YouTube at Your Money Momentum.
Don’t forget to check out what to do with your cash in the current environment.
Your Money Momentum podcast is produced by: Pamela Engstrom
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