Tag: Financial Education
Retirement Plans for Small Businesses: Choosing the Right Fit (Ep. 7)

Retirement Plans for Small Businesses: Choosing the Right Fit (Ep. 7)

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Think choosing a retirement plan is difficult? 

We’re breaking it down, ingredient by ingredient!

Dive into retirement planning with Jason Coddington of Coddington Wealth Advisors, where complex concepts become as simple as kitchen recipes! Jason serves up financial wisdom like a master chef, turning the selection of retirement plans into an easy-to-follow recipe for success.

Key takeaways include:

  • Simplify the complex world of retirement plans: Spotlighting the best fits for businesses of all sizes
  • SEP IRA vs. SIMPLE IRA Showdown: Get the lowdown on the pros and cons of each
  • Simple IRA Clarified: For businesses with under 100 employees, discover the Simple IRA’s blend of generous contributions and employer-match flexibility
  • 401k Unpacked: Explore the perks and obligations of 401k plans, from beneficial loans to essential IRS filings
  • Inside Safe Harbor 401k & SIMPLE IRA: Dive into the immediate benefits for employees with these plans’ direct and vested contributions
  • And much more!

 

Resources:

Connect with Jason Coddington:

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The Map is Not the Territory (Ep. 6)

The Map is Not the Territory (Ep. 6)

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Are you ready to turn the complex world of investing into an adventure? 

Join us on a financial quest as Jason Coddington transforms investing into an exciting hike through uncharted territory, guiding listeners through the stock market’s intricacies and financial planning’s nuances, using vivid analogies and relatable stories. It’s more than just numbers; it’s a journey of discovery.

Key Highlights:

  • Navigating the Stock Market: Explore how investing mirrors a hike in uncharted territory, where the stock market is a map guiding but not defining your path
  • Long-term Investment Goals: Learn how aligning investments with long-term objectives can be your shield against inflation and market shifts
  • Understanding Market Volatility: Dive into the dynamic world of stocks, understanding their ‘uphill yo-yo’ journey and the wisdom behind portfolio rebalancing
  • Dealing with Market Declines: Discover how to stay resilient in the face of market drops by recognizing the long game in stock investing and the power of diversification
  • And much more!

 

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Outlook 2024 (Ep. 5)

Outlook 2024 (Ep. 5)

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Are you prepared to navigate the twists and turns of 2024’s financial landscape? 

Join financial professional Jason Coddington in this week’s ‘Money Metaphors’ episode, where you’ll discover an in-depth analysis of the upcoming year’s economic and stock market outlook. Using relatable stories and analogies, Jason untangles complex financial concepts, offering valuable insights and strategies that cover the changes and challenges that a new year of geopolitical uncertainty will bring.

Key Topics:

  • Economic Outlook for 2024: Exploring the potential of a mild recession and its wider financial impact
  • Investment Strategies: Focusing on goal-based asset management, retirement, and estate planning
  • Stock Market Trends: Diving into large-cap stocks like Apple and Microsoft and their expected performance amid geopolitical events
  • Bond Market Insights: Understanding the influence of the Federal Reserve’s interest rate policy on bonds
  • Practical Financial Planning: Comparing financial planning to a pilot’s flight plan
  • Portfolio Management: Strategies for rebalancing and diversifying investment portfolios
  • Election Year Considerations: Analyzing how political outcomes might affect the market and tax policies
  • And much more!

 

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Think You Know Bonds? (Ep. 4)

Think You Know Bonds? (Ep. 4)

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What can we learn from cows and teeter totter and cows about bonds?

Join Jason Coddington of Coddington Wealth Advisors as he unravels the intricacies of bonds in this engaging episode of ‘Money Metaphors,’ where complex financial concepts are made simple through storytelling. This insightful session dives deep into bonds, a critical yet often overlooked element in achieving financial stability and reaching medium-term goals.

Key highlights:

  • Essentials of Bond Investment: Dive into bond basics, including yield, maturity, issuer types, and quality ratings
  • Bonds and Portfolio Risk: Understand how bonds contribute to reducing portfolio risk, making them ideal for medium-term objectives
  • Economic Impacts on Bond Values: Explore the effects of recent economic shifts, particularly Federal Reserve rate hikes, on bond market dynamics
  • Corporate vs. Startup Bonds: Compare bonds from established entities like Ford to those from high-risk startups
  • Bond Mutual Funds and ETFs: Learn about the principle protection and flexibility of bond mutual funds and ETFs
  • Interest Rates and Bond Prices: Unpack the inverse relationship between interest rates and bond prices, using 2022’s market trends as an example
  • Comparing Investment Vehicles: Evaluate the advantages of ETFs, mutual funds, and individual bonds based on client needs and risk tolerance
  • And much more!

 

Resources:

Connect with Jason Coddington:

YouTube: Coddington Wealth Advisors

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