February 1, 2023 | 32 minute listen

Episode 20: Planning for the New Year

The beginning of a new year provides us with an opportunity to reflect on the past and set goals for the future. In this episode, we discuss creating consistent financial habits that will set you up to successfully reach your financial goals in 2023 and beyond. Bay Point Wealth Advisors Jim ...

January 9, 2023 | 37 minute listen

Episode 19: Fixed-Income Investing

Fixed-Income investments provide diversification benefits in a portfolio and may offer regular income that may be exempt from state or federal taxes. In this episode, we discuss Fixed-Income Portfolios, the impact the rise of interest rates has had on bonds, and the pros and cons of implementing ...

January 9, 2023 | 28 minute listen

Episode 18: Short Term Cash Savings

Life happens. How much cash should you have on hand for an emergency? Unexpected expenses can come along at any time. In this episode, Bay Point Wealth Advisors Jim Kantowski and Jake Sadler provide you with tips for managing your portfolio so that you can be as prepared as possible with a cash ...

December 19, 2022 | 35 minute listen

Episode 17: How Are Financial Advisors Paid

How are financial advisors paid? This is an important question to ask because it can directly impact your financial future, but it can be confusing. Learning how an advisor receives compensation doesn’t have to be complicated. In this episode, we discuss the 3 different models, Fee-Only, ...

December 14, 2022 | 37 minute listen

Episode 16: 2022 End Of The Year Tax Planning

It’s the most wonderful time of the year, end of the year tax season! In this episode, Bay Point Wealth’s advisors James Kantowski, CFPⓇ, and Jacob Sadler, CFPⓇ discuss tax planning and ways you can minimize your taxes by implementing certain strategies.

December 5, 2022 | 35 minute listen

Episode 15: Charitable Giving

Why do people give to charity? Some give purely because they want to help others, some because it’s their family or religious tradition, some want to make their community a better place, and some give for tax reasons, but for most of us, it’s a combination of reasons. Whether your budget for ...

December 5, 2022 | 34 minute listen

Episode 14: All About Values

A person's values strongly direct their life, affecting relationships, career choices, and how they think about money. It is important for your advisor to spend time exploring what’s valuable to you, what’s important in your life, and what your goals are, not just from a financial perspective, ...

October 31, 2022 | 32 minute listen

Episode 13: What You Need to Know About Divorce and Money

When getting a divorce, financial planning may be the last thing you want to think about. The process can be emotional and overwhelming, but it’s important to understand what your new financial situation as a single individual may look like before making any big decisions about your future.

October 31, 2022 | 33 minute listen

Episode 12: It Pays to Pay Attention to the Taxation of Mutual Funds

Mutual funds are a great way to diversify your portfolio but make sure you understand the tax consequences before you purchase them—because the implications can be significant. In this week’s podcast, we talk about mutual funds, the taxes associated with mutual funds, what happens when you sell ...

October 12, 2022 | 35 minute listen

Episode 11: Find Your Ikigai

Close your eyes and think about your retirement. What does it look like? How are you spending your time? What are you doing to find purpose and enjoyment?

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