• IRA Liability Limits
    Jul 17 2025

    Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss protections and liability limits for your IRA.

    We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    Chapters
    • (00:00:00) - What IRAs and 401Ks You Need to Know
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    2 mins
  • Buying Stock in Your Company
    Jul 10 2025

    Hosts Brent McCay and Hayden Proffitt talk about the benefits and risks of investing in your employer.

    We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    Chapters
    • (00:00:00) - Should You Buy Company Stock in Your Retirement Plan?
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    2 mins
  • Proposed Changes to HSAs
    Jul 3 2025

    Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss new changes to Health Savings Accounts as part of the GOP spending bill.

    We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    Chapters
    • (00:00:00) - Health Savings Accounts: Update on Tax Legislation
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    2 mins
  • Savings Rates with 401k Investments
    Jun 26 2025

    Hosts Brent McCay and Bradley Covert talk about behavioral trends and challenges for savers with 401k plans, while adjusting for inflation and other issues.

    We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    Chapters
    • (00:00:00) - Employee 401K Savings Rate hits 14.3%, a record
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    2 mins
  • Private Market Investments
    Jun 19 2025

    Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss the new trend of private market investments. Learn about the new opportunities with these investments, and why these may or may not be good for your portfolio.

    We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    Chapters
    • (00:00:00) - Private Markets: Do They Work?
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    2 mins
  • Transfer on Death
    Jun 12 2025

    Hosts Brent McCay and Bradley Covert talk about new state-specific laws that can help take advantage of the wealth locked up in real estate when passing property to your heirs.

    We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    Chapters
    • (00:00:00) - Transfer on Death on Property
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    3 mins
  • Picking Stocks
    Jun 5 2025

    Hosts Brent McCay and Bradley Covert, of McCay Wealth Advisory, discuss a recent article that shows how much research the average investor performs before buying stocks.

    We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    Chapters
    • (00:00:00) - How To Pick A Stock?
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    5 mins
  • Donating Goods to Charity
    May 29 2025

    Hosts Brent McCay and Bradley Covert discuss IRS requirements for donating goods to charity, focusing on art, real estate, collectibles, and non-traded stocks to avoid penalties.

    We would love to help you prepare for your financial future. Please give us a call to schedule your appointment at (931) 728-2130 or learn more about us at McCayWealth.com.

    Chapters
    • (00:00:00) - Donating Art Over $5,000 Can Cause an IRS Audit
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    3 mins