Finance In A Flash
The purpose of this podcast is to help you, our listener, feel financially empowered. Empowered that you are making the right financial planning decisions, taking advantage of opportunities that exist and avoiding common pitfalls or distractions that may arise along the way. Finance in a Flash is a personal financial planning podcast that is organized and produced by a team of financial and tax professionals from Beacon Financial Strategies in Raleigh, NC. We will spend most of our time discussing the point where financial planning, taxes and investing converge.
Episodes
60 episodes
Finance in a Flash: Inflation
Inflation has been a hot topic in financial news over the past few years, but what does it really mean for consumers and investors? In this episode of Finance in a Flash, John and Dave take a step back to break down inflation—wha...
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10:13
Finance in a Flash: Get To Know Beacon: Dave Trettel
On this episode of Finance in a Flash, John sits down with Beacon’s newest team member, Dave Trettel. Tune in to learn more about Dave as he shares insights into his personal life, his professional journey in financial planning, and his experie...
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Season 1
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Episode 54
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10:01
Finance in a Flash: Portfolio Rebalancing
Portfolio rebalancing is an integral part of the investment management process. On this episode of Finance In A Flash, Chip and John sit down to talk about the concept of rebalancing and discuss the benefits of implementing a portfolio rebalanc...
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Season 1
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Episode 53
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25:36
Finance in a Flash: 2024 Tax Preparation
On this episode of Finance in a Flash we welcome a special guest to the podcast. Stephanie Murray, Stephanie is Beacon’s Planning and Operations Manager. Stephanie is an Enrolled Agent—a federally licensed tax practitioner as well as a Ce...
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Season 1
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Episode 52
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17:07
Finance in a Flash: Why do you prefer mutual funds and ETFs versus individual stocks?
On this episode of Finance in a Flash, Chip and John explore why we prefer mutual funds and ETFs versus individual stocks!
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28:03
Finance in a Flash: Get To Know Beacon: Patrick Lamprey
On this episode of Finance In A Flash, John interviews Beacon's Client Services Representative, Patrick Lamprey. We really hope you enjoy this episode and get to know...
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Season 1
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Episode 51
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8:39
Finance in a Flash: Advice to Newly Weds
Getting married is one of the biggest decisions of any persons life. On this episode of Finance in a Flash, Chip interviews John to discuss making financial decision as newly weds.
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Season 1
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Episode 50
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24:42
Finance in a Flash: Advice for Recent Graduates
For better or worse, the financial decisions that young adults make have an ongoing impact on their lives. On this episode of Finance in a Flash, Chip and John give some advice to recent graduates on how to build a solid financial foundat...
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27:29
Finance in a Flash: Is now a good time to retire?
Making the decision to retire is a difficult one. On this episode of Finance in a Flash Chip and John discuss the moving parts, many unknowns and variables that are at play that can impact the outcome and ultimately the probability of a s...
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Season 1
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Episode 51
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22:19
Finance in a Flash: When to sell an investment
On this episode of Finance in a Flash, Chip and John discuss a few situations that might warrant selling an investment, and some rules of thumb to consider when deciding on whether to sell an investment!
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Season 1
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Episode 50
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22:32
Finance in a Flash: "Which Account?" Part 2: Considerations for Savers
Is it best to contribute to your company sponsored 401k plan, a Roth IRA, or a personal brokerage account? The answer depends on many factors. Chip and John hash out some of those factors on this episode of Finance in a Flash!
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Season 1
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Episode 49
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23:57
Finance in a Flash: "Which Account?" Part 1: Distributions
When it comes to taking account distributions, which account is best - IRAs, Roth IRAs, Brokerage accounts or 401k plans? Chip and John discuss tax strategies and other considerations to take into account when deciding which account to take a d...
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Season 1
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Episode 48
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25:30
Finance in a Flash: Tax-Efficient Investing and the Importance of “Asset Location”
On this episode of Finance in a Flash Chip and John sit down to discuss, tax-efficient investing and the importance of “Asset Location.” Chip and John talk about which types of investments should be held in which accounts and why that may...
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Season 1
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Episode 47
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16:23
Finance in a Flash: Market Update as of 03/01/2023
On this episode of Finance in a Flash, Chip and John give an update on the economy and financial markets. Chip and John talk about the Federal Reserve, inflation, the market, and much more!
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Season 1
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Episode 46
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21:56
Finance in a Flash: Money Market
On this episode of Finance In A Flash, Chip and John discus Money Markets! We dive into what a Money Market is, FDIC limits, what role Money Market accounts play, and so much more!
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Season 1
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Episode 45
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21:18
Finance in a Flash: Estate Planning Series: Common Types of Trusts
On this episode of Finance In A Flash, we wrap up our series on Estate Planning by discussing common types of trusts. Chip and John briefly discuss several common types of trusts, their objectives, pros and cons, and tax and estate implications...
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Season 1
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Episode 44
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16:52
Finance in a Flash: Estate Planning Series: Revocable Living Trusts
On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Revocable Living Trusts. Chip and John discuss key components of a Revocable Living Trust including: the primary purposes, how they are handled...
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Season 1
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Episode 43
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15:48
Finance in a Flash: Estate Planning Series: Wills
On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Wills. Chip and John discuss what the purpose of a will, how they are used and the important decisions that need to be made when determining th...
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Season 1
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Episode 42
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21:21
Finance in a Flash: Estate Planning Series: Probate
On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Probate. Chip and John discuss what probate actually means, the assets included in the probate process, what assets are NOT included in the probate p...
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Season 1
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Episode 41
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16:49
Finance in a Flash: Estate Planning Series: Asset Titling
On this episode of Finance in a Flash, Chip and John kick off our series on Estate Planning. We discuss asset titling and the importance of understanding how different assets are titled!
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Season 1
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Episode 40
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12:10
Financial Markets update as of 9/21/2022
In this episode of Finance in Flash Chip and John give an update on the Economy and Financial Markets. Chip and John talk performance, inflation, planning opportunities, and much more!
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20:15
End Of Year Tax Planning Strategies Webinar
This is a replay of our most recent webinar: "End of Year Tax Planning Strategies". During this webinar, Beacon’s team will provide important updates on 2021 tax laws and discuss several “Tax Planning Strategies” including:*Tax-Loss Har...
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Season 1
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Episode 38
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25:32
Mid-Career Professionals: Insurance
On this episode of Finance In A Flash, we continue our series on Mid-Career Professionals by discussing Insurance. Chip and Nick discuss what types of insurance you should consider as a Mid-Career Professional, and what you should think abou...
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Season 1
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Episode 37
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14:27
Mid-Career Professionals: Investment Strategies
On this episode of Finance In A Flash, we continue our series on Mid-Career Professionals by discussing Investments. Chip and Nick discuss how you can maximize your investment strategy as a Mid-Career Professional, as well as the different t...
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Season 1
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Episode 36
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16:36
