The Ballast Life Episode #13 – Atheneum Articles Discussion

Ballast Advocates

The Ballast Life

In this episode of The Ballast Life podcast, the Ballast Advocates sat down virtually to break down their favorite articles from our Atheneum anthology. You can download the entire anthology via this link: BallastPlan.com/Book ———————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————- Article Timestamps “Simplifying Budgeting to One Key Number” (Frank): 1:12 – 8:01 – https://ballastplan.com/simplify-budgeting-to-one-key-number/   “Paying Down Debt vs. Saving … Continued

The Ballast Life Episode #12: The SECURE Act

Ballast Advocates

Podcast

The SECURE Act is one of the most significant pieces of legislation passed within the past few years. If you have any questions, please do not hesitate to reach out to us at 859-226-0625 or info@ballastplan.com   Timestamps: Introduction: 00:01 – 02:24 ROTH IRA Review: 2:25 – 6:24 Beneficiary Payout Strategies: 6:25 – 14:15 Strategies During … Continued

The Markets & The Election

Andy Reynolds

Weekly Update

No matter how you divide the historic political leadership landscape, at the end of the four-year cycle, the investment returns of the US markets are relatively the same. The US markets have experienced significant growth with both Republican and Democrat Presidential leadership. 10-Years after the first year of a new President’s term, in 100% of … Continued

Jobs Numbers Show Swift Damage, Rapid Recovery, and Job Market Damage

John Boardman

Weekly Update

Rightfully, last week’s jobs numbers were celebrated.  It was, in fact, the best four months of job gains since data was tracked in 1939, adding over 11 million jobs since the May 2020 report.  These results brought the “headline” unemployment rate down to 7.9%.  No doubt, these figures are titled as progress but, as is … Continued

The Fed Says Lower for Longer

Cameron Hamilton

Weekly Update

The Fed will be more tolerant of inflation in hopes of maximizing employment The Fed will continue aggressive asset purchases and low rate targets The Fed believes that additional Federal stimulus is necessary for recovery Rates will not be increased until 2023!  This was the takeaway headline we heard repeated ad nauseum last week in … Continued