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Podcasts

33: With the Markets Near All-Time Highs, What’s Next?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the massive stock market run-up from the March lows and what investors may want to consider now. They believe volatility may persist in the short-term, but they also lay out the many reasons why stocks can continue to rally over the next several years.   Contact Lake Hills Wealth Management today for a complimentary review to determine what your investment allocation should look like given the current market conditions.

32: Is a Roth IRA Conversion Right for You?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the benefits of a Roth IRA conversion. After all, tax rates are currently low, the U.S. debt levels are rapidly climbing, and so could future tax rates. Now is a great time to evaluate this powerful tax diversification strategy. Contact Lake Hills Wealth Management today for a complimentary review to determine if a Roth IRA may be appropriate for you.

31: How Rising Interest Rates Can Negatively Affect Your Portfolio

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss how rising interest rates can affect your bond investments and what listeners can do to protect their investment portfolio.  Contact Lake Hills Wealth Management today for a complimentary portfolio review to determine what your portfolio risks are and what changes are recommended.

30: Two Tax-Efficient Ways to Make Charitable Contributions in 2020

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss two ways charitably inclined listeners can reduce their income taxes while helping charities near and dear to their hearts.  Contact Lake Hills Wealth Management today to determine if one of these tax-saving strategies makes sense for you and your financial plan.

29: Gold is At An All-Time High. Is Now The Time To Buy?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the popular investment, Gold. Jack and Jason provide their opinion on why the precious metal has recently hit an all-time trading high, what’s driving it, and the risks of owning Gold investments in your portfolio. They also provide listeners with instructions on how to obtain a complimentary financial and portfolio review.

28: Is it Time to Refinance Your Mortgage?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the different mortgage refinancing options and how doing so can impact your finances. Jack and Jason also provide listeners with an update on the financial markets and how to obtain a complimentary financial and portfolio review.