Wealth Vision 20/20 Podcast
47 episodes - English - Latest episode: 26 days ago -Wealth vision 20/20 removes the haze surrounding financial information about the stock markets, the economy and money, helping you understand what is happening, why its happening and most importantly, what to do about it. Craig Pluta a CFP and founder of Alliance Wealth Management Milwaukee, has over 22 years experience guiding through economic bull markets and collapses while at the same time, keeping people informed, educated and sticking to strategies that help deliver them to their intended goals. This insightful vision guides Alliance Wealth Management Milwaukee’s clients up to and through the retirement phase, dealing with every aspect of growing and keeping your wealth, including investment planning, tax planning and estate planning.“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Alliance Wealth Management Milwaukee, Inc. Alliance Wealth Management Milwaukee, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm”
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Episodes
New Beginnings
April 03, 2024 12:00 - 36 minutes - 24.9 MBToday’s episode is called “New Beginnings” where we discuss the decision for the Fed on when to cut interest rates and the danger of waiting too long, the Baltimore Bridge collapse and how even if only a minor impact to GDP means just more evidence to cut sooner than later, and why staying the course in your portfolio is usually wiser than you may know. Am I the only one to notice that this past 5 years was wickedly bazaar, but oh ...so... profitable? Andrea Carroll joins me as we discu...
When Doves Cry
March 04, 2024 12:00 - 43 minutes - 30 MBToday’s episode is called “When Doves Cry” where we discuss the surprising stubbornness in the inflation number, the Fed’s backing off of early rate cuts along with what their “Dot Plot” reveals, and the markets nervousness that maybe it went a little too high a bit too quickly. Is the market looking to pause a bit or is the bull market still intact?
Running with the Bulls
February 02, 2024 11:00 - 42 minutes - 28.9 MBToday’s episode is called “Running with the Bulls” where we discuss the latest economic data that has the Fed eyeing victory over inflation, the hot debate over when the Fed’s first rate cut will be and the stock market blasting past it’s all time highs. It’s 2024 and we’re running with the Bulls. Could it be, that the S&P500 breakout on January 19th is the beginning of the new Bull Market?
Santa, the Grinch and all things China
January 05, 2024 14:00 - 40 minutes - 27.6 MBTodays episode is called “Santa, the Grinch and all Things China” where we discuss the Santa Clause rally which sent at least one of the market averages back to it’s all time high, the Fed’s new concern as inflation seems under control but the EU flirts with recessionary GDP numbers, and a January election in Taiwan that could have serious implications on US, China and Taiwan relations Andrea Carroll joins me as we discuss that and more
Year End Planning
December 04, 2023 13:00 - 37 minutes - 26.1 MBToday’s episode is called “Year End Planning” where we discuss the upcoming end of year deadlines for IRAs, Required Minimum Distributions, Qualified Charitable Distributions and Roth Conversions, certain tax planning tips that may reduce your over all tax bill, and an increase in Social Security. With less than 30 days to go before we wrap of the year we’ll arm you with the information to give you a jump start on 2024. Andrea Carroll joins me as we discuss that and more
Pivot Point
November 03, 2023 20:00 - 43 minutes - 30 MBToday’s episode is called “Pivot Point” where we discuss the Fed’s double pause and what that means, 3rd quarter earnings and how the market is interpreting them, and a new Speaker of the House and what that means for the legislative priorities in congress for the remainder of the year.
Turmoil on Capitol Hill and in Detroit
October 04, 2023 14:00 - 44 minutes - 30.3 MBToday’s episode is called “Turmoil on Capitol Hill and in Detroit” where we discuss the Fed’s rate hike pause, the pressures that the economy may be exposed to with one Debt Ceiling crisis after another, the UAW strike and what that means both economically and for the fed’s calculations and the market’s reaction to it all as it sets its sights on 2024. Could we see the all time high touched by the end of this year, or will earnings disappoint and put the recovery on hold?
Drugs and Money
September 01, 2023 12:00 - 48 minutes - 33.1 MBToday’s episode is called “Drugs and Money” where we discuss the stock market’s rise as earning come out better than expected, the Fed’s hint that we may have done enough to squash inflation and the upcoming battle between the Federal Government who is entering into negotiations with the drug companies to lower the cost of 10 major prescription drugs for Medicare recipients……….. Tune in as we layout the arguments on both sides so that you can better understand the debate as it rages forward.
You Are Cleared For Landing
August 02, 2023 20:00 - 44 minutes - 30.8 MBToday’s episode is called “You Are Cleared For Landing” where we discuss the Fed’s interest rate cycle hikes that appear to be ending, Inflation that has cleared a hurdle and now stands at 3%, GDP that surprisingly increased over the last quarter and 2nd Quarter earnings that are coming in a bit better than expected. Is it possible that Jay Powell has engineered the elusive “soft landing”?
And Then There Were None
July 05, 2023 18:00 - 44 minutes - 30.7 MBToday’s episode is called “And Then There Were None” where we discuss the Fed’s pause and whether that means the rate hikes are over or the pace has simply been slowed down, the stock markets narrow leadership and what that means for a diversified portfolio, and the challenging environment for Real Estate as the Fed signals that rates will remain higher for longer. Andrea Carroll joins me as we discuss that and more.
The Sausage Factory
June 05, 2023 12:00 - 39 minutes - 27 MBToday’s episode is called “The Sausage Factory” where we discuss the final version of the Debt Ceiling Bill and look at what is all included in it, the Fed’s upcoming pivot or pause decision as more members of the board express dissenting opinions on raising rates further, and the stock markets’ reaction to it all. Could it be that all of the drama and hype was a bit overdone? …..again?
The Pause that Refreshes
May 08, 2023 22:00 - 48 minutes - 33.7 MBToday’s episode is called “The Pause that refreshes” where we discuss the latest Fed signaling that the end of rate hikes is either near or already here, the stress on the mid-sized banking system from those rate hikes and the delicate balance to not go too far and create a new problem, and the effort to increase the debt ceiling for a whopping 79th time. Is all this drama and rhetoric unnecessary or does it somehow serve and important purpose?
It's Darkest Before the Dawn
April 05, 2023 16:00 - 46 minutes - 32.1 MBToday’s episode is called “It’s darkest before the dawn” where we discuss the workings of the bond market and why it just produced its worse return in 188 years, the collapse of Silicon Valley bank and how that related directly to the ailing bond market, the latest inflation numbers that point to the Federal Reserve soon wrapping up their rate hikes and the stellar first quarter results of both the stock and bond markets.
When Good News is Bad News
March 01, 2023 13:00 - 1 hour - 41.5 MBToday’s episode is called “When Good News is Bad News” where we discuss the strong jobs numbers, strong retail spending, greater than expected GDP growth, and the smallest rate hike from the fed in 11 months. Could it be that all this good economic news is actually bad news? Welcome to the upside-down world. We’ll also update you on the Ukraine war now that it has stretched past a year Andrea Carroll joins me as we discuss that and more.
Preparation, Preparation, Preparation
January 31, 2023 15:00 - 37 minutes - 25.5 MBToday’s episode is called “Preparation, Preparation, Preparation ” where we discuss tax time, which is right around the corner and how you should prepare for it, the 8th Fed rate hike which has ramped down and may be one the last hikes before their long awaited pause, and the Market's great start for 2023 which no one has noticed. Could it be that the light at the end of the tunnel is something other than a train coming our way? Andrea Carroll joins me as we discuss that and more.
A Break for the Taxpayer
January 06, 2023 16:00 - 52 minutes - 35.9 MBToday’s episode is called “A Break for the Taxpayer” where we discuss the 2023 changes in the tax tables, increased standard deduction amounts, a new required minimum distribution age, new IRA and 401(k) contribution limits, and a new solution to overfunded 529 plans. Could it be that the IRS became just a little bit friendlier? Andrea Carroll joins me as we discuss that and more.
Economic Jigsaw Puzzle
December 05, 2022 18:00 - 47 minutes - 32.7 MBToday’s episode is called “Economic jigsaw puzzle” where we discuss the intricacies in US and EU sanctions which are about to institute a cap on the price of Russian oil, China’s failed zero Covid policy and how they are likely to maneuver out of it amid the riots and discontent spreading among their populace, and the first sign that the Federal Reserve is looking to moderate their rate hikes giving a bit of clarity while traveling down this foggy road and the markets reaction to that. ........
New Ways Forward
October 04, 2022 12:00 - 48 minutes - 33.4 MBToday’s episode is called “New Ways Forward” where we discuss the new guidance by the Fed for when they will wrap up the interest rate hikes, the stock markets negative reaction to that new guidance, the upcoming mid term elections where we make predictions on the House and Senate outcome and a new venture by Elon Musk that just might make it more difficult for totalitarian regimes to censor information. The two word tweet from Elon over Iranian censorship that said ……“Activating Starlink”
Chess Match
September 02, 2022 11:00 - 48 minutes - 33.7 MBToday’s episode is called “Chess Match” where we discuss the Fed’s final chess moves to secure a checkmate on inflation, the difference between headline inflation and the Fed’s core inflation and why it’s different, and the complicated moving target called semiconductor chips and why the end of the shortage is far more elusive than you might think. .........Tune in, as we discuss that and more.
Recession or no recession, that is the question
August 03, 2022 11:00 - 56 minutes - 38.8 MBToday’s episode is called “Recession or No Recession, that is the Question” where we discuss the implications of 2 quarters of negative GDP and the real definition of a recession, the delusion on capital hill that we can kill inflation without sacrificing jobs, the consumer spending spree, and a stock market that just posted its best month all year. ......Tune in as we discuss that and more.
2nd Half Jitters
July 05, 2022 16:00 - 50 minutes - 35.1 MBToday’s episode is called “2nd Half Jitters” where we discuss the absence of peak inflation, the meteoric rise in mortgage rates, the compression of PE ratios, and the Growth/Value cycle. Is the Fed on the brink of finally decreasing demand as desired or is the consumer not going to cooperate and just keep spending? Tune in as we discuss that and more.
Freebies
June 06, 2022 13:00 - 49 minutes - 34 MBToday’s episode is called “Freebies” where we discuss the proposal for a college loan forgiveness program along with all its complications, new weapon systems about to be shipped to Ukraine from the U.S. as well as Germany, the war on inflation including its effect on the stock market, and upcoming client events from summer to fall.......tune in as we discuss that and more
Wicked Problem
May 04, 2022 11:00 - 45 minutes - 31.5 MBToday’s episode is called “Wicked Problem” where we discuss China President XI Jinping’s “zero-covid” policy, it’s likely failure, and the repercussions of the new wave of lock downs affecting more than 300 million Chinese people, the stock markets 3rd quarter earnings and future guidance, GDP dropping from 6.9% to -1.4%, stubborn inflation that has yet to peak, and the pickle the Fed finds themselves in. ...........Tune in as we discuss that and more.
The Long and Windy Road
April 04, 2022 23:00 - 47 minutes - 32.6 MBToday’s episode is called “The Long And Windy Road” where we discuss the latest jobs report signaling more growth ahead, inflation numbers pointing to the worst inflationary backdrop in 40 years, the Fed's first move in its war on inflation and the market’s resilience in the face of it all. Is the end of inflation anywhere in sight or are we in store for a longer struggle than we think? ........Tune in as we discuss that and more.
Chess Pieces
March 02, 2022 17:00 - 45 minutes - 31.5 MBToday’s episode is called “Chess Pieces” where we discuss the recent communique between Russia and China pledging unprecedented cooperation, the long-awaited Russian invasion of Ukraine, the Federal Reserve and how all of the geopolitics plays into the calculus for controlling inflation, and why the stock market moved up once the invasion started. Is this the beginning of the end of recent hostilities or just one chess piece moving in a long game involving more players than we thought? ......
Breaking Point
February 02, 2022 16:00 - 46 minutes - 32.3 MBToday’s episode is called “Breaking Point” where we discuss the rapid pace of inflation, the Fed’s latest announcements of steps to control it, Russia’s massive buildup of 100,000 troops armed with scores of tanks on the Ukrainian boarder, and how all of these play together to bring us our first market correction of more than 10% in a couple of years. Is this the breaking point for the markets, or just a pause in the post Covid expansion we’ve become accustomed to? ........tune in as we di...
Falling Dominoes
January 05, 2022 20:00 - 41 minutes - 28.9 MBToday’s episode is called “falling Dominoes” where we discuss how the administration’s signature legislation know as the ‘Build Back Better Bill’ hit a major snag as a key Democratic Senator says he will vote no, inflation registering its highest read in 40 years causing the Fed to abruptly change course before it’s too late and what this all means for 2022, stock and bond market volatility and your portfolio. If you were recently celebrating being done with 2021, hang tight….. in 2022 we m...
The Year in Review 2021
December 06, 2021 10:00 - 52 minutes - 36.2 MBToday’s episode is called “The Year in Review-2021” where we discuss the stock market performance that exceeded most people’s expectations, the obsessive focus on inflation and some of its causes, what to look for in 2022 and a few tips on what you still can do before year end to enhance your future. Tune in as we discuss that and more.
The Pruning of America's Retirement Accounts
November 02, 2021 16:00 - 48 minutes - 33.7 MBToday’s episode is called “The Pruning of America’s Retirement Accounts” where we discuss the outrage Congress exhibited to a 5 billion-dollar Roth account, new rules to prevent “Mega retirement accounts” of all varieties, and the shut down of Roth Conversions and the back door contributions for high income earners. Are we on the cusp on a new era where governments make deals to entice tax revenue only to later renege on them? Stay turned as we discuss that and more.
To Infinity and Beyond
October 04, 2021 14:00 - 46 minutes - 31.9 MBToday’s episode is called “To Infinity and Beyond” where we discuss the congressional horse trading in an attempt to approve an infrastructure bill while at the same time increasing the debt ceiling to levels never seen, the inflation spiral and the oh-so-complicated global supply chain, and the new frontier, where SpaceX and the Inspiration4 for the first time have sent civilian astronauts 367 miles high into space, well past the Karman line, circled the earth at 23x the speed of sound and ...
A Brave New World
September 02, 2021 12:00 - 1 hour - 45 MBToday’s episode is called “A Brave New World” where we discuss the congressional move to tie the infrastructure bill to the $3.5 trillion social spending bill, new taxes on both personal income, capital gain income and corporate income, and the tipping point for the electric vehicle, namely the electric truck wars that will be erupting in the next few months. Whether it’s politics or trucks, the world as you know it, might be changing sooner than you think. Tune in..... as we discuss that ...
Summer Doldrums
August 04, 2021 00:00 - 51 minutes - 35.7 MBToday’s episode is called “Summer Doldrums” where we discuss Jerome Powell’s Fed and the tightrope walk with inflation, the details of a bi partisan infrastructure bill and the ever-present political wrangling over the legislative process with each side trying to gain an advantage over the other. Tune in …….as we discuss that and more.
Kabuki Dance
July 01, 2021 12:00 - 42 minutes - 29.8 MBToday’s episode is called “Kabuki Dance”, where we discuss the bipartisan effort for an infrastructure bill, the growing concern for structural inflation, and the new revolt brewing as a survey reports that the majority of workers do not want to return to the office. Are we getting back to normal or is that more difficult than we think? .........Stay tuned as we discuss that and more.
No Good Deed Goes Unpunished
June 01, 2021 14:00 - 46 minutes - 32.4 MBToday’s episode is called “No Good Deed goes Unpunished“ where we discuss the unintended consequences of the federal unemployment supplement, wage pressures, growing concerns about inflation, and a revolt from 21 states who refuse to take money from the federal government for fear that it’s ruining their economies.
Death and Taxes
May 05, 2021 12:00 - 52 minutes - 36.2 MBToday’s episode is called “Death and Taxes” where we discuss the new tax proposals of the Biden administration, Who’s likely to be paying more and what the impact may be on the US economy and global competitiveness. Are we being fiscally prudent or killing the golden goose?........Tuned in as we discuss that and more.
Mounting a Comeback
April 01, 2021 13:00 - 49 minutes - 34.4 MBToday’s episode is called “Mounting a Comeback” where we discuss the relentless vaccine march toward herd immunity, the latest good news on the employment front, GDP coming in at over 4% and a dive into the risky dynamics of short selling, where investors become gamblers and someone is left holding the bag .... Tune in as we discuss that and more.
A Messy Restart
March 04, 2021 20:00 - 51 minutes - 35.8 MBToday’s episode is called “a messy restart” where we discuss the positive shifting mood of the public, the challenges of waking up the global supply chain, the latest in the vaccine rollout, positive corporate earnings, and where this all leads us, including dealing with our potential future enemy …….. called inflation. Tune in as we discuss that and more.
2021 and the Next Bull Market
February 01, 2021 09:00 - 53 minutes - 37.2 MBToday’s episode is called “2021 and the next bull market“ where we discuss the new administration, behavioral finance, both portfolio construction & rebalancing, new tax proposals and the single solution that just might fix nearly everything wrong with the economy. Do we need more stimulus or just to ask congress to do something uncharacteristic, follow through on what they’ve started. ...........Tune in as we discuss that and more.
A New Year with New Hopes
January 05, 2021 18:00 - 45 minutes - 31.6 MBToday’s episode is called “A New Year With New Hopes” where we discuss the end of 2020 dominated by the Corona Virus, the potential of a vaccine glut before summer, the timeline of workers returning to the office, and the new 900 billion dollar stimulus package with Helicopter money. Did we finally get ourselves out of the woods or did we just dig a very deep hole? ....Tune in as we discuss that and more.
Mixed Bag
December 02, 2020 11:00 - 55 minutes - 38.4 MBToday’s episode is called “Mixed Bag” where we discuss the still undecided makeup of the Senate 4 weeks after the election, the big three vaccine makers who predict producing 1 billion doses each by the end of 2021, and a rocketing 3rd quarter GDP of 33.1%, which helped move markets to all time highs. Is this an early Christmas gift or will Santa be taking back some of the gifts already received? ............. Tune in as we discuss that and more.
The Path Forward
November 01, 2020 06:00 - 57 minutes - 40 MBToday’s episode is called “The Path Forward” where we discuss the fed’s new policy and view toward inflation and what that means for the economy, the race for a vaccine in 2020 and what the differences are of some of the top makers, and the markets consolidation at a level higher than the Pre-Covid high but just under our newly established high of September. Is America being too overly pessimistic or are the optimists too naïve? Tune in as we discuss that and more.
Presidents and Stock Markets
October 01, 2020 05:00 - 45 minutes - 31.5 MBToday’s episode is called “Presidents and Stock Markets” where we talk about Craig's recently published paper that dives into 40 years of economic data to find out what presidential party has the greatest economic success. Who is actually better for the stock market, Democrats or Republicans? Or is it possible that it just doesn’t matter? Tune in..... as we discuss that and more.
Recovery
September 03, 2020 15:00 - 41 minutes - 28.7 MBToday’s episode is called “Recovery” where we discuss the systematic decline of COVID cases from the recent highs, the stock market's rise back to its all time high, and a little known rule that allows taxpayer who use the standard deduction to still get an additional charitable deduction in 2020. Did stocks just signal a new bull market has started? Tune in .....as we discuss that and more.
Emerging Green Shoots
August 03, 2020 06:00 - 43 minutes - 29.9 MBToday's episode is called "Emerging Green Shoots" where we discuss the recent rise in the markets, the meteoric pace toward a new vaccine and actionable things you can do right now to better your situation in this post COVID world. Despite the rise in COVID cases all is not lost, in fact ........ there's reason for optimism. Stay tuned as we discuss that and more.
A New Beginning
July 02, 2020 22:00 - 45 minutes - 31.5 MBAs the economy reopens and corona virus cases rise, the Federal reserve stepped in and started a new bond buying program involving corporate bonds. Is this market overvalued or just misunderstood? Stay turned, as we discuss that and more to find those answers and many others.
Count Down to Reopening
May 26, 2020 15:00 - 50 minutes - 34.7 MBWith the CoronaVirus in full swing and most of the States either shut down or partially shut down, we discuss why the Markets are moving up, and the difference between what the Markets are concerned about and what the health care official are concerned about, and why those often are not the same. We end the discussion with the catalysts that will move the Markets higher and some of the newest research and developments that will lead us out of this crisis.
Wealth Vision 20/20 - Preview
May 26, 2020 14:00 - 8 minutes - 6.02 MBWealth vision 20/20 removes the haze surrounding financial information about the markets, the economy and money, helping you understand what is happening, why it’s happening and most importantly, what to do about it. Craig Pluta and Don Mathias, both CFP’s, have over 35 years combined experience guiding through economic bull markets and collapses while at the same time, keeping people informed, educated and sticking to strategies that help deliver them to their intended goals. This insight...