#100 - Should I Open a Trump Account?

#106 - 2026 SS and Medicare Funding Status

SS and Medicare Trust Funds are projected to hit $0 in less than eight years.  Payroll taxes will continue, but only cover 83% and 89% of benefits.  Here is an overview of these programs in a Q&A format.   Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. [https://www.pvwealthmgt.com/blog/2026-ss-and-medicare-funding-status] Interested in learning more about our firm? Click here to schedule a call! [https://www.pvwealthmgt.com/contact-us]

#105 - Market Update May 31, 2026

This episode provides a market update through May 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. [https://www.pvwealthmgt.com/blog/asset-class-returns-5312026] Interested in learning more about our firm? Click here to schedule a call! [https://www.pvwealthmgt.com/contact-us]

#104 - Key Lines from 2025 Tax Return for 2026 Planning

Before moving your 2025 tax return to the electronic file, take a look at some key lines to guide 2026 tax planning.   Head over to my recent blog post for more information, including visuals to walk you through this blog. [https://www.pvwealthmgt.com/blog/key-lines-2025-tax-return-2026-planning] Interested in learning more about our firm? Click here to schedule a call! [https://www.pvwealthmgt.com/contact-us]

#103 - Market Update April 30, 2026

This episode provides a market update through April 30, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. [https://www.pvwealthmgt.com/blog/asset-class-returns-4302026] Interested in learning more about our firm? Click here to schedule a call! [https://www.pvwealthmgt.com/contact-us]

#102 - Financial Framework during Early Career

Here is a financial framework for those starting their first job – and a refresher for others already working.   Head over to my recent blog post for more information, including visuals to walk you through this blog. [https://www.pvwealthmgt.com/blog/financial-framework-during-early-career] Interested in learning more about our firm? Click here to schedule a call! [https://www.pvwealthmgt.com/contact-us]