Talk Your Chart | Diversification, Interest Rates & Employment | Episode 24
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Recent Insights
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Return on Image: Why Your Story Matters More Than Your KPIs
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Michelle Panzera
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Anouk Pappers
In the world of wealth management (a world where Michelle has spent the better part of a decade building brands, crafting stories, and connecting advisors to their audience), marketing is often judged by KPIs and immediate ROI. Clicks, impressions, and engagement metrics dominate dashboards, yet they rarely capture the full impact of a firm’s or…
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When Family Matters Most: A Night That Changed How I Think About Multigenerational Planning
Let me tell you about one of the scariest nights of my life. It started like any other. I was winding down, checking on the baby, maybe sneaking in a scroll through Instagram. You know, the usual. But then—everything changed. My mom was having a diabetic emergency. She was disoriented, confused, and couldn’t explain what…
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Talk Your Chart | AI Boom or Bubble, and are we Over the Inflation Hurdle? | Ep. 72
In Episode 72 of Talk Your Chart, Marcos and Brett analyze the growing AI spend versus its current profitability, before diving into the state of inflation and its impact on the market. Marcos argues that inflation is cooling, with the economy positioned to handle higher interest rates, while Brett raises concerns about the risks of…
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Is Country Club Living Worth It? 10 Real Costs to Know Before You Buy in South Florida
Living the Dream? Let’s Talk About the Fine Print There’s no denying the country club lifestyle in South Florida has a lot going for it—gorgeous golf courses, great amenities, good people, and that hard-to-beat sense of community. Whether you’re into sunrise tee times, dockside dinners, or just want your home to feel like a resort,…
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Incorporating Your Business: Unlocking Retirement and Tax Advantages
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Scott DeCecchis
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Ana B. Garcia, CPA, MSA, CTP
Incorporating your business is more than a legal formality—it’s a strategic financial move that can influence your long-term growth, retirement security, and overall tax outcomes. The entity you choose and how you structure your compensation can open (or close) doors to significant tax savings and wealth-building opportunities. Retirement Plan Options for Incorporated Businesses When structured…
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