Wealth Vision 20/20 Podcast
Wealth vision 20/20 removes the haze surrounding financial information about the stock markets, the economy and money, helping you understand what is happening, why its happening and most importantly, what to do about it. Craig Pluta a CFP and founder of Alliance Wealth Management Milwaukee, has over 22 years experience guiding through economic bull markets and collapses while at the same time, keeping people informed, educated and sticking to strategies that help deliver them to their intended goals. This insightful vision guides Alliance Wealth Management Milwaukee’s clients up to and through the retirement phase, dealing with every aspect of growing and keeping your wealth, including investment planning, tax planning and estate planning.
“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Alliance Wealth Management Milwaukee, Inc. Alliance Wealth Management Milwaukee, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or indicative of the advisor’s ability to provide investment advice/management. The podcast is for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm”
Wealth Vision 20/20 Podcast
Taxes, Real Estate, and the Pause that Refreshes
Today’s episode is called “Taxes, Real Estate, and the Pause that Refreshes” where we discuss the upcoming income tax and deadlines for all things IRA and 401k, Powell, the Federal Reserve, and his recent testimony on Capital Hill, thoughts on housing and the stock market’s reaction to it all. After the S&P 500’s stellar return of over 25% in 2024, will we have a repeat or will the market pause or even see a bit of turbulence?