Latest Prefunding Podcast Episodes
Gary Glassman, CPA From Burzenski & Co., speaks to the benefits of a business of having a 401(k) and how having a Financial Profile Today, helps guide you to a comfortable retirement.
Thoughts from the Ledge - May 06, 2024 15:00 - 22 minutesThoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
Anthony Morgillo, Vice President Grey Ledge Advisors talks about 401(k) Rollovers
Thoughts from the Ledge - May 06, 2024 15:00 - 11 minutesThoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
Manish Sharma, CFA with Grey Ledge Advisors discusses Crypto world
Thoughts from the Ledge - May 06, 2024 15:00 - 10 minutesManish Sharma, CFA, Financial Analyst, talks about the cryptocurrency market and whether Grey Ledge feels this is a good investment option for our clients. He also discusses exchange traded funds created to support investments in Bitcoin and other forms of cryptocurrency, and what investors shou...
Attractive Sectors/Geographies for Investment Opportunities in 2024
Thoughts from the Ledge - November 17, 2023 20:00 - 13 minutesManish Sharma speaks to the sectors and geographical opportunities we see in 2024 for our clients. His discussion looks at the medium to long-term outlook.
Make Charitable Donations Directly From IRA Accounts
Thoughts from the Ledge - November 17, 2023 19:00 - 8 minutesTed Reagle discusses Qualified Charitable Donations (QCD), the opportunity for seniors (over age 70.5) to make charitable donations directly from IRA accounts helping to reduce taxes and help out your favorite charity at the same time.
What was Old, is New Again; The Resurgence of Cash Balance Plans
Thoughts from the Ledge - November 17, 2023 19:00 - 11 minutesScott Albraccio and Grant Livingston from TRA discuss the benefits of using a Cash Balance Plan to fund a Buy Sell arrangement. The concept helps the purchaser pay for the company/practice without having to come up with a large lump sum of cash.
4 Tips on Avoiding Financial Regrets in Retirement
Thoughts from the Ledge - November 17, 2023 19:00 - 9 minutesFinancial regrets may be common, but they don’t have to be inevitable. And even if you have regrets about how you prepared for retirement, these errors don’t have to be permanent. There are options for course correction, even after you’ve stopped working. One mistake that clients may make after ...
What is the Yield Curve Telling Us?
Thoughts from the Ledge - November 17, 2023 19:00 - 12 minutesBrant Walker discusses recent interest rate trends from 1/1/2022, when rates started rising from historically low levels. The yield curve has been deeply inverted for a year and a half. More recently longer-term rates started catching up with short term rates. Brant will try and answer what...
Entrepreneurial Success Can Provide a Roadmap to Failure Once You Sell Your Business
Thoughts from the Ledge - June 15, 2023 19:00 - 7 minutesWhat made you a successful entrepreneur can lead to the loss of the capital you've received if you try and control everything like you did as a business owner. Ken Russell, President and CEO of Gray Ledge Advisors talks about delegation, diversity and leverage, something most entrepreneurs aren...
Behavioral Finance, How It Is Impacting Investment Choices
Thoughts from the Ledge - March 08, 2023 20:00 - 7 minutesInvestors often do the wrong thing at the wrong time, especially in times of downward market volatility. Advisors help counteract this by sticking to the plan.
The Benefits of a Cash Balance Plan
Thoughts from the Ledge - March 08, 2023 20:00 - 4 minutesThe use of Cash Balance plans are on the rise, many small business owners and there CPA's are find this a valuable tool to help save for retirement and provided a significant tax saving for the business.
The SECURE ACT 2.0
Thoughts from the Ledge - March 08, 2023 20:00 - 7 minutesWe discuss the newly enacted SECURE ACT 2.0 and the features and benefits of this new legislation. We focus on items that are effective in 2023 and talk about the changes that Sponsors, Recordkeepers and Administrators will need to make to comply with the enhancements to the 401(k) plans
Taking Advantage of Higher Fixed Income Rates
Thoughts from the Ledge - March 08, 2023 20:00 - 8 minutesFor the first time in more than a decade, conservative investors have the opportunity to earn a decent return on Fixed Income type investments. Our Advisor Ted Reagle talks about the opportunities we now have in the fixed income markets.
The Retirement Act with Scott Albraccio
Thoughts from the Ledge - November 22, 2022 17:00 - 5 minutesThoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
Tech Rotation with Brant Walker and Scott Albraccio
Thoughts from the Ledge - September 29, 2022 20:00 - 5 minutesThoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
The Importance of a Financial Plan with Anthony Morgillo and Scott Albraccio
Thoughts from the Ledge - September 13, 2022 16:00 - 4 minutesThoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
RAMP Investment Models with Scott Albraccio and Manish Sharma
Thoughts from the Ledge - August 19, 2022 16:00 - 4 minutesThoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
Quality Investing with Brant Walker and Scott Albraccio
Thoughts from the Ledge - July 12, 2022 17:00 - 4 minutesThoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
The Year a Decade Occurred
Thoughts from the Ledge - July 07, 2021 17:00 - 8 minutesIn this episode Chris Abely CFA, CIO and Ken Russell CEO of GSB Wealth discuss the Macro View of World investment opportunities for clients and how to possibly balance a portfolio using an eye for Global Investment.
What It Means to be a Conservative Investor Today
Thoughts from the Ledge - June 21, 2021 14:00 - 8 minutesIn this episode we explore the new meaning of Conservative Investing and compare Risk and Volatility with Chris Abely CFA & CIO and Ken Russell President & CEO of GSB Wealth Management.
CDA - The Charitable Donation Account
Thoughts from the Ledge - June 09, 2021 15:00 - 4 minutesBackground information of the CDA, its purpose and alternate investment ideas to possibly increase yield and reduce the expense of Charitable Giving
RAMP Model Update for 2021
Thoughts from the Ledge - December 03, 2020 19:00 - 18 minutesThis Episode will focus on the Annual Reallocation of the RAMP Custom built Models used in our 401(k) Plans, Simple IRA's and Conventional IRA's for 2021. On an annual basis we relocate our models to take advantage of some the changes in the markets and where we see opportunity for growth and a...
Charitable Donation Account (CDA)
Thoughts from the Ledge - November 22, 2020 18:00 - 4 minutesBackground information of the CDA, its purpose and alternate investment ideas to possibly increase yield and reduce the expense of Charitable Giving
Pre-Election Thoughts
Thoughts from the Ledge - October 16, 2020 17:00 - 12 minutesIn this Special Episode, listen to our insights and thoughts on the election and the impacts it could have on the markets, economy and your investment strategy going into 2021!
Fourth Quarter Economic Update
Thoughts from the Ledge - October 08, 2020 14:00 - 17 minutesIn this Episode we will cover a variety of topics from the Federal Reserve's current stance on interest rates to the Mortgage market. We will also share some fun facts you should know and a number of "firsts" you should be aware of.
May Market Update – Is Unemployment, the Debt and Liquidity Impacting the Market?
Thoughts from the Ledge - May 18, 2020 14:00 - 29 minutesSince our last Podcast “COVID-19 and the Fear Cycle of Investing” in March, the market continue to be extremely volatile. What is causing this volatility? Are the unemployment numbers fueling investors’ fears? Is the Debt weighing on the Market? And is the Market still overpriced? Chris Abely...
Zero Interest Rate Environment: March Madness of a Different Sort
Thoughts from the Ledge - March 25, 2020 16:00 - 7 minutesAdvisory clients have portfolios designed to generate yield and weather storms like the one we are currently in. In this special report, Chris Abely will talk through the markets, risk, volatility and what’s driving the market.
COVID 19 & the Fear Cycle of Investing
Thoughts from the Ledge - March 16, 2020 21:00 - 7 minutesCovid19 is impacting the economy in ways we haven’t seen before. We are in uncharted territory; the markets are volatile and consumers across the globe are rushing to purchase food and staples to keep them going for 2 weeks if a quarantine occurs. In this special report Chris Abely will recap ...
What do we really need to improve our 401(k)
Thoughts from the Ledge - March 02, 2020 14:00 - 3 minutesThis series is going to focus on 401k from the employer's side and on the employee side: what to look for, what to stay away from, and how to cut your expenses and add value to a benefit that all employees are looking for. In this episode, we're going to deconstruct a 401k plan and answer some ...
Could You be Saving Time and Money on your 401(k)?
Thoughts from the Ledge - February 01, 2020 19:00 - 6 minutesEpisode 2 of our Retirement series focuses on the employer's ability to save time and money. 401(k) plans usually come bundled, in this episode we explore the opportunity to "unbundle" your plan and help you understand the services your Recordkeeper, TPA and Advisor offer.
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