Start your journey towards financial freedom with The Wealth Fix as Ryan A. Hughes and Peter Campbell, explore topics ranging from personal finance to investing tips to the macroeconomic landscape. Nothing here should be considered financial advice. See our disclosures here: https://bulloakcapital.com/disclosure/ Get started today → https://bulloak.com/
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Ryan A Hughes Amp Peter Campbell Podcasts
Would you trust AI to pick stocks and invest with your money? AI-powered algorithms are revolutionizing the way we invest, making informed decisions and maximizing returns. So you can let AI handle all that for you, right? Before you put your feet up and let AI do your investing for you, we have a few facts you need to know. These fascinating insig…
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Experienced financial advisors dive into the world of TikTok financial advice! From "get rich quick" schemes to unconventional “family vault” budgeting, we provide valuable insights, debunk myths, and offer well-informed opinions on whether these viral trends hold any merit in the real world of finance. Gain a deeper understanding of smart financia…
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Avoid These 7 Mistakes When Receiving an Inheritance
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Receiving an inheritance can be an emotional experience, yet it can also bring along its share of challenges and uncertainties. How exactly should you manage the newfound funds? Is it okay to spend a portion, or maybe none at all? Dealing with the loss of a dear one can make things even more overwhelming, affecting your decision-making. We've pinpo…
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FedNow Explained | New Instant Payment System In USA
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FedNow is a new payment system backed by the Federal Reserve. FedNow will allow banks and credit unions to provide instant payments. allowing you to send or receive money any time and any day. Gone are the days of waiting days for a transaction to clear or get money from your bank. FedNow allows moving money to happen instantly. There are some risk…
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Restricted Stock (RSU) is one method a company may compensate you for your work. Is it better than actual cash? Does it hold long term value? Should you hold or sell? To ensure you get the RSU basics, expert financial advisors are here to provide you with a complete guide to Restricted Stock! Want more financial planning tips and strategies? Subscr…
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Can you turn $100 into $1,000,000 in under a year? Can you buy luxury goods for “free” on business credit? If you said yes to these, you NEED to watch this video. Tiktok might be great for entertainment but for financial advice, it’s the worst place you can get some. Don’t worry, let professional financial advisors help you navigate the misinformat…
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The internet is full of bad financial advice. In this video, financial planners react to one TikToker's money claims. We start with a claim that rich people use Indexed Universal Life Insurance (IUL) to grow their wealth. Is this the secret to becoming a multi-millionaire? Unfortunately, it’s never that easy and certainly not what we’d recommend. D…
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Inflation seems like a present shadow in our lives over the past months but what if I told you inflation is going to fall? You read that right, inflation is going to fall! We have the facts to back it up and what the falling inflation rate means for YOU and your wallet. Don’t wait, learn how you can capitalize on falling inflation today to transfor…
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Are you facing the challenge of managing a concentrated stock position? Today, we delve into the world of concentrated stock and provide you with expert strategies to effectively navigate and safeguard your wealth. Whether you've acquired a significant amount of stock through company options, inheritance, or other means, it's crucial to have a soli…
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Investing Made Simple: The 4 Best ETFs to Hold Forever
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Wall Street has a secret they don’t want you to know: investing can be simple. The key to success—investing in low-cost, diversified, and tax-efficient index funds and ETFs. To set you on the right path, we share four of the best ETFs that you can hold forever. First on the list is IVV, the iShares Core S&P 500 ETF, which offers broad exposure to t…
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The IRS Tax Code can be overwhelming, but don't miss out on incredibles tax savings strategies! In this video, we reveal four amazing tax loopholes that can help you save big on taxes. Learn about the Augusta Rule (IRS Section 280A) that allows you to rent out your home tax-free, even to your own business. Discover how income shifting by employing …
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Discover the 3 biggest risks that can jeopardize your retirement and learn how to protect your future. In this video, we explore the three major risks to retirement and provide practical strategies to mitigate them. From outliving your savings to sequence of returns risk and the psychological challenges of lack of purpose, we cover it all. Join us …
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Nvidia is one of the single most valuable companies in the world with a value of $1 TRILLION. You read that right, 1 trillion. With stock skyrocketing by 170% year to date and shows no signs of slowing down. That being said, is Nvidia the next stock bubble? We take a look at the 4 biggest risks facing Nvidia and break down what you need to know bef…
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How much of your income should you save? Whether you’re starting your career or nearing retirement, understanding your savings rate is one the more important aspects of financial health. Knowing how much you are saving is a key to personal finance. In this video, we break down how much you should save based on your income, how much the average pers…
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No one would give you bad financial advice on TikTok, right? Don't worry, the financial advisors of The Wealth Fix are here to take on TikTok for round 4. From leasing your car to compounding your money, no TikTok finance advice is safe from Ryan & Peter. Don't spend another second on TikTok before you see this episode of the Wealth Fix! Want more …
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I Bonds interest rate 2023 update. The interest rate for I Bonds purchased between May 2023 and October 31, 2023 is 4.3%. This is made up of a variable interest rate of 3.8%,and a fixed rate of 0.9%. This I Bond fixed rate of 0.9% is the highest fixed rate for I Bonds in 15 years. In this video we breakdown what I Bonds are, the new rate, how the i…
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Bonds 101: What is a Bond & What You Need to Know
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What are bonds? Are they similar to stocks or a completely different investment? What is the price for a bond? Is a bond a good long term investment? Find out in all these answers and more with your Bonds 101 guide! we'll dive into what bonds are, where they come from, how bonds can help your financial future. Take your first step towards financial…
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Stocks 101: What Are Stocks and Why You Should Invest
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New to investing? Dive into Stocks 101: What Are Stocks and Why You Should Invest! In this beginner-friendly guide, we break down the basics of stocks and explain how investing in them can transform your financial future. Uncover the potential of stocks and learn the essential strategies to start building wealth today. Subscribe for more investing …
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Roth IRA: 3 Ways To Build $1,000,000 Tax Free
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Are you looking for ways to build a tax-free Roth IRA account worth $1,000,000? Look no further! In this video, we'll show you three proven strategies to help you achieve your financial goals. Firstly, you'll learn about maximizing Roth IRA contributions, the benefits of compounding interest, and tax-free growth opportunities. Secondly, we'll discu…
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Beginner's Guide: Warren Buffett's 7 Investing Rules
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Embark on your investing journey with our Beginner's Guide to Warren Buffett's 7 Investing Rules! This video is specifically designed for those new to the world of investing, offering valuable insights from the legendary Oracle of Omaha. Learn the fundamental principles that have driven Buffett's unparalleled success and how you can apply them to y…
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Pay Off Your Mortgage or Invest ? The Surprising Answer.
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If you have a mortgage and positive cash flow, you're likely asking yourself whether you should pay off your mortgage or invest. In this video, we'll explore the common belief that if you have a low mortgage rate, you should invest instead, while a high mortgage rate means you should pay it off as soon as possible. We'll examine the assumption that…
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9 Best Questions To Ask A Financial Advisor
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What are the best questions to ask a financial advisor? If you're thinking about hiring a financial advisor, it's essential to ask the right questions to make sure you find someone who understands your financial goals and can help you achieve them. First, we'll cover the basics, such as their experience and qualifications. Then, we'll dive into mor…
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How do Millionaires invest? We break down exactly how millionaires invest their money, their strategy for investing in the stock market, and what you need to know to invest like a millionaire yourself. Unsure how to create a financial plan? Nervous about how far your savings will go? Want to make your money work for you? All this and more is covere…
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How much house can I afford in 2023? Calculating how much house you can afford is one of the most important financial decisions you will ever make. First, understand your income and expenses to get a realistic budget. Then you can use your gross income to determine two important ratios, known as the 28/36 rule. The 28 refers to your home payments i…
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Bad money habits are keeping you from building wealth. Being aware of your money habits will help you get on track to build wealth and reach your financial goals. In this video, we break down 7 major money habits to avoid, and share personal finance and investing tips to fix them. Want a free financial consultation with trusted financial profession…
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