In this audio-only podcast, MoneyLetter Publisher Brian Kelly breaks down everything you need to know when it comes to estate planning. From who needs a plan and what is involved in setting up a trust and a will to when your plan should be updated. (0:00) Intro(1:00) Why Estate Planning Is A Must(1:35) Who Is Josh Halpern(2:11) What Happens If You Don't Have An Estate Plan(2:41) Who Needs An Estate Plan(3:11) Wills vs Trusts(3:47) Other Important Estate Documents(4:15) When Should You Update You...
May 15, 2025•10 min
Welcome to the April 2025 edition of MoneyLetter on Markets with Brian Kelly, Publisher of MoneyLetter!Markets are sliding fast and we’re officially in bear market territory. In this episode, Brian dives into what’s causing the turmoil (hint: tariffs), what history tells us about corrections and bear markets, and why you shouldn’t be surprised.Featured Topics:• April blog highlight: “You Shouldn’t Be Surprised by This Market Correction”• A historical look at past bear markets• Featured ETF: iSha...
Apr 09, 2025•10 min
Do you want to have a diversified and optimal performing portfolio? In this episode, MoneyLetter publisher Brian Kelly sits down with Portfolio Manager and Asset Strategy's Director of Private Asset Management Bruce Hardy to break down the 5 mutual funds and ETFs that you NEED to consider including in your portfolio this year.--SUBSCRIBE TO OUR PUBLICATION: https://www.moneyletter.com/subscribe/ Join our FREE Investing Community: https://www.moneyletter.com/friends/ Call Us Toll Free: (800) 890-...
Feb 18, 2025•23 min
Welcome to the January 2025 Edition of 'MoneyLetter on Markets' hosted by publisher Brian Kelly. In this episode, CFP's Peter Doherty, and Kaelan Fitzpatrick go through each step that one must go through in order to build a financial plan. They dive into the three different pillars, Liquidity, Protection, and Growth. What are some different ways to eliminate taxes? How do you allocate your assets? What's the right amount for emergency savings? They answer all that and more in this episode. (0:00...
Jan 15, 2025•26 min
Welcome to the December Edition of 'MoneyLetter on Markets' hosted by publisher Brian Kelly. In this episode, we discuss what our featured fund of the month is, what the five pillars of financial wellness are, and some tips on what to do when the Fed inevitably cut interest rates later this month. (00:00) Intro (00:15) Featured Fund of the Month (02:44) Five Pillars of Financial Wellness (09:14 World Market Returns (10:34) Fed Interest Rate Cut Tips (11:17) First Time Subscriber Half-Price Offer...
Dec 17, 2024•12 min
Welcome to the November 2024 Edition of MoneyLetter on Markets. In this episode, we play an episode from our sister company's podcast 'Assets and Taxes.' Asset Strategy Managing Director and Senior Financial Consultant Kent Fitzpatrick, AIFA®, GFS®, CBFA sits down with Asset Strategy Senior Financial Consultant David O’Brien, CFP®, CAIA® to talk about everything you need to know about how the implications taxes have in your retirement. They discussed ERISA, 401k plans, IRAs, Social Security and ...
Nov 07, 2024•26 min
Welcome to the October 2024 Edition of MoneyLetter on Markets. In this episode, we discuss various topics that include, what our featured fund of the month is, how to avoid some common investing mistakes, the interest rate cut impact on your portfolio, and more! (0:14) Featured Fund of the Month (2:08) How To Avoid Common Investing Mistakes (8:37) World Markets Returns (10:00) Interest Rate Cut Portfolio Impact (10:36) MoneyLetter Subscription Offer Check Us Out! ⬇️ https://linktr.ee/moneyle...
Oct 01, 2024•12 min
Welcome to the September 2024 Edition of MoneyLetter on Markets. This month we present a Social Security discussion featuring two MoneyLetter contributors. In the latest edition of our sister company’s Asset & Taxes podcast, Tim Black, Asset Strategy’s Director of Retirement, and Asset Strategy Financial Consultant Bill O’Neill tackle the ins and outs of Social Security. Tim and Bill discuss the qualifications to receive benefits, the importance of identifying your life expectancy, and the i...
Sep 04, 2024•11 min
Welcome to the August 2024 Edition of MoneyLetter on Markets. In this episode, we discuss various topics that include, if you should wait until 70 to take social security, the featured fund of the month, some tips to make your vacation more affordable, and more! (0:17) MoneyLetter Mailbag: Should You Wait Until 70 to Take Social Security (2:44) Featured Fund of the Month (4:35) Six Tips to Make Your Vacation More Affordable (8:27) World Markets July Returns (10:22) First Time Subscriber Offer Ch...
Aug 06, 2024•11 min
Welcome to the July 2024 Edition of MoneyLetter on Markets. In this episode, we discuss various topics that include, how short term opportunities relate to long term financial goals, the featured fund of the month, an overview of disability insurance, and more! (0:18) How Short Term Opportunities Relate To Your Long Term Financial Goals (1:28) Featured Fund of the Month (3:29) Disability Insurance 101 (8:24) World Markets Review Check Us Out! ⬇️ https://linktr.ee/moneyletter...
Jun 28, 2024•11 min
In this episode, MoneyLetter Publisher Brian Kelly sits down with Asset Strategy's Insurance Manager and Financial Consultant Greg Killilea for an in-depth discussion of annuities. They cover the basics and discuss how annuities can apply to your overall investment portfolio. Greg mentions that recent changes in annuity offerings may warrant you looking at a product you bought just a few years ago. If you have any questions about annuities or need a product review, you can book a free discovery ...
May 29, 2024•24 min•Season 2Ep. 6
The May 2024 edition starts with information on the difference between tax preparation and tax planning. Next we profile our Fund of the Month, a top-performing mid-cap choice. We also provide tips on how to sell your home and an update on global markets. (0:19) Difference Between Tax Preparation and Tax Planning 📕 (1:49) Featured Fund of the Month 📈 (3:58) This Month’s MoneyLetter Blog 📰 (6:55) World Markets Update 🌎 (8:20) MoneyLetter's Performance Update 📊 Check Us Out! ⬇️ https://linkt...
May 02, 2024•10 min•Season 2Ep. 5
The April 2024 edition starts with information on our upcoming Quarterly Review call with Director of Research Rosario “Sal” Salamone. Next we profile our Fund of the Month, a top-performing emerging markets choice. We also tell you why financial reviews are essential to your financial literacy. To finish, you’ll learn how life insurance can enhance your retirement comfort. Listen now! (0:11) Event Announcement 📣 (0:43) Featured Fund of The Month 📈 (2:56) This Month’s MoneyLetter Blog 📰 (7:08...
Mar 26, 2024•11 min•Season 2Ep. 4
The March 2024 edition starts with an update on the MoneyLetter Plus Select ETF model portfolio. Next is a piece on why it is important to stay in the market long-term. We follow with our Fund of the Month -- Fidelity Trend. And we wrap things up with our World Market Roundup and MoneyLetter’s upcoming publishing schedule. Listen now!
Feb 28, 2024•14 min•Season 2Ep. 3
The February 2024 edition starts with a visit from Asset Strategy’s Kent Fitzpatrick, who talks about the Tax Cut and Jobs Act and how its potential expiration could affect you. Next is a profile on Invesco S&P SmallCap Momentum ETF. Finally, we check in on how the global markets performed in January. Listen now!
Feb 02, 2024•16 min•Season 2Ep. 2
The January 2024 edition starts with an announcement regarding our sister company Asset Strategy’s Quarterly Market Update webinar call. Then we present our Fund of the Month profile of Royce Small-Cap Value Service Class (ticker: RYVFX) and continues with a story about the benefits of proper Asset Allocation. Finally, you’ll find out how markets around the globe did in 2023 and how that translated into a strong year of performance for MoneyLetter. Listen now!
Jan 09, 2024•15 min•Season 2Ep. 1
The December 2023 edition starts with our Fund of the Month profile of Invesco QQQ Trust, Series 1 (ticker: QQQ) and continues with a story about Risk Reduction by Asset Strategy’s Peter Doherty. You’ll also find 6 important year-end tax tips. Listen now!
Nov 30, 2023•13 min
The November 2023 edition starts with a story about investor concerns given a stock and bond swoon in August, September, and October. You’ll our Fund of the Month profile of Fidelity Floating Rate High Income Fund (ticker: FFRHX) and a description of Multi Year Guarateed Annuity opportunities. Listen now!
Nov 08, 2023•15 min
The October 2023 edition starts with a profile of our Fund of the Month Hennessy Japan Investor (ticker: HJPNX). That is followed by a summary of the October issue of MoneyLetter. We then present a story, which originally appeared in Barron’s, entitled “Almost All Workers Should Contribute to Roth Accounts. Here’s Why.” You’ll also get information on a Quarterly Market webinar we are hosting. Listen now!
Oct 11, 2023•12 min•Season 1Ep. 7
The September 2023 edition starts with a profile of our fund of the month Invesco India ETF (ticker: PIN). We then present a story entitled, “Why Bonds Are Still Essential Investments.” You’ll also find a synopsis of the newly released September issue of MoneyLetter and information on an upcoming webinar which hits on investing basics. Listen now!
Sep 08, 2023•15 min•Season 1Ep. 6
The August 2023 edition includes a close look at two funds, Gabelli U.S. Treasury Money Market Fund Class AAA and Vanguard Emerging Markets Select Stock Index (ticker: VMMSX). We also present a story called “Inherited IRAs Just Got New Rules. What You Need to Know.” Finally you’ll find a run-through of the August issue of MoneyLetter. This edition is presented by MoneyLetter’s Publisher Brian Kelly. Listen now! Subscribe to our Podcast and stay up-to-date on smart money strategies for today’s fi...
Aug 08, 2023•13 min•Season 1Ep. 5
The July edition includes our Featured Fund of the Month along with the highlights of the July issue of MoneyLetter. We also present a story called “Capital Gains Tax on Real Estate: Here’s What You Need to Know.” Finally, you’ll find a preview of important upcoming webinar events. Presented by MoneyLetter’s publisher Brian Kelly. Listen now! Subscribe to our Podcast and stay up-to-date on smart money strategies for today’s financial conditions. You’ll get guidance on topics like interest rates,...
Jul 14, 2023•16 min•Season 1Ep. 4
MoneyLetter subscribers and Friends can now listen to some of the latest items crossing our desks via our “MoneyLetter on Markets” podcast. The monthly podcast presents a variety of market analyses and fund information. This month we present a story called “You’ve Decided to Sell Your Property, Now What?.” We also offer our Featured Fund of the Week, highlights of the June issue of MoneyLetter, and a preview of upcoming events. Subscribe to our Podcast and stay up-to-date on smart money strategi...
Jun 20, 2023•14 min•Season 1Ep. 3
The May 2023 issue of MoneyLetter pushes back on the doom-and-gloom in the financial press, and how determined investors are moving ahead so far in 2023. You’ll also hear about 10 key considerations for estate planning. These two feature stories are presented by MoneyLetter’s publisher Brian Kelly. Listen now!
May 05, 2023•14 min•Season 1Ep. 2
The April 2023 issue of MoneyLetter explores the questions that are facing the economy and investors, and how the markets are forging ahead despite the uncertainty. You’ll also find a step-by-step explanation of Dollar Cost Averaging, a sensible strategy for volatile times. These two feature stories are recorded by MoneyLetter’s publisher Brian Kelly. Listen now!
Apr 18, 2023•18 min•Season 1Ep. 1
