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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
Episodes
Monday Jul 08, 2024
Monday Jul 08, 2024
Have you ever worried about protecting your wealth during a volatile election year? Wondering what the rest of 2024 holds for the market? In this episode, Toby Mathis, Esq. chats with Kevin Simpson, founder and chief investment officer of Capital Wealth Planning, LLC. Kevin is a $10.3 billion wealth management expert, and shares insights from his book "Walk Toward Wealth" on navigating market uncertainty. Learn how to manage risk, write covered calls to hedge against volatility, and discover the surprising truth about election year performance. Kevin will also delve into the Madoff scandal, helping you identify a trustworthy custodian for your hard-earned money. Don't miss this opportunity to gain valuable advice and protect your financial future!
Highlights/Topics:
- Market volatility in an election year
- Predictions for the market through the end of 2024
- What’s driving the earnings?
- Statistics around the economy
- Capital Wealth manages $10.3 Billion
- Managing risk
- Writing covered calls, managing volatility
- How presidential elections affect the market
- Stories from Kevin’s book “Walk Toward Wealth”
- What duty should you be looking for?
- The Madoff scheme, finding a reputable custodian
- Advice for Kevin’s younger self
- Send us your questions and ideas for future show topics!
Resources:
Schedule Your FREE Consultation
https://andersonadvisors.com/ss/?utm_source=aba&utm_medium=podcast&utm_content=investing-with-confidence
https://capitalwealthplanning.com/team/kevin-simpson/
https://www.kevinsimpson.com/walk-toward-wealth/
https://andersonadvisors.com/
Tax and Asset Protection Events
https://andersonadvisors.com/live-tax-and-asset-protection-workshops/
https://www.youtube.com/c/tobymathisesq