.jpg)
Taking Care of Business Podcast
Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financial landscape including investment, retirement, the stock market, and current event politics that relates to the financial world.
Episodes
142 episodes
TCB-Common Mistakes in Retirement Planning
Join George and Tommy in today's episode as they discuss some common mistakes that people make in their retirement planning. Whether it's your risk level or the amount you're investing every month, retirement planning is a system of constantly ...
•
26:59
.jpg)
TCB-Retirement Goals
On today's episode, Tommy and George discuss the importance of having retirement goals. In order to begin your financial planning journey, you've got to have an idea of where you're trying to get to. Basic questions include: How much income do ...
•
26:58
TCB-Dividend Stocks
On today's episode, George and Tommy go into a deep dive into dividend investing. Dividend stocks are one tool in the financial arsenal, and like any tool they have their place. These investments are one of the more nuanced tools, so join us to...
•
26:59
TCB-"Homemade" Financial Planning
On today's episode, join Tommy and George as they discuss their financial planning process. There are many different software that can be used to generate a financial plan, but they have their limitations. Here at The Journeys Group, our financ...
•
26:59
TCB-Different Types of Taxes
It's everyone's favorite time of year...tax season! On today's episode, George and Tommy dive into the different types of taxes that we pay in the United States. From income tax to property tax, there's a wide coverage of taxes that we pay that...
•
26:45
TCB-Government Spending and Financial Freedom
Join Tommy and George on today's episode to unpack some of the uncovered government spending and how it impacts you as an individual. Our goal at The Journeys Group is to help our clients accomplish their financial goals and to achieve true fin...
•
26:59
TCB-Financial Plans
On today's episode, join Tommy and George as they dissect financial plans. Like any major goal, your finances involve substantial planning in order to accomplish your financial goals. We see many people that are not following a plan, or don't e...
•
26:59
TCB-Spousal Benefits
On today's episode, join George and Tommy as they dive into the various benefits that a spouse has that are unique to them. From Social Security to investments to inheritance, there are different laws that dictate options for spouses as compare...
•
26:59
TCB-How to Stop Living Paycheck to Paycheck
Join George and Tommy today as they discuss steps to stop living paycheck to paycheck. This is a hole that many people feel trapped in, and although it will take time to get out of it, it is completely doable with just a few key steps. By being...
•
26:59
TCB-State of the Market
On today's episode, Tommy and George discuss the current state of the market and our predictions for the upcoming year. With a new administration brings a lot of changes, and the market will respond to those changes accordingly. Based on econom...
•
27:02
TCB-Portfolio Design Through Life
On today's episode, George and Tommy take a look at a few case studies of portfolio design. Depending on your age and stage of life, your portfolio will look different and have different makeups in order to best serve you and your goals. Just l...
•
26:59
TCB-Why Have Diversification?
Join George and Tommy today as they discuss the importance of diversification. We get questions fairly regularly about our portfolio design, and specifically why bonds are included in a portfolio when they typically have a low return. Understan...
•
26:59
TCB-What Makes a Good Christmas?
On today's episode, Tommy and George discuss the meaning of a "good Christmas". Specifically, how do you have a good Christmas when your finances may not allow it? Our challenge to you is to look at what a good Christmas means to you and your f...
•
26:58
TCB-Gratitude and Thankfulness
Join Tommy and George for their Thanksgiving show! Today we're talking about the difference between gratitude and thankfulness given the time of year. It's important to take stock of the blessings we have and understand how much we have to be g...
•
27:00
TCB-Corporate Retirement Plans
On today's episode, George and Tommy discuss corporate retirement plans in detail. Whether you have a 401(k), 403(b), or other retirement plan through work, they all have their similarities and differences. Understanding your corporate retireme...
•
27:00
TCB-The Last 10 Years Before Retirement
On today's episode, Tommy and George take a look at what the last 10 years of your working life before you retire should look like. There's several steps to preparing for retirement when you get in the short rows, and the earlier you take those...
•
26:59
TCB-Estate Planning Documents
On today's episode, George and Tommy discuss the basics of estate planning. Specifically, we're diving into the basic documents that everyone should have as the basis for their estate planning. From wills to power of attorney, join us as we do ...
•
26:59
TCB-Stock Markets and Elections
Join George and Tommy on today's episode as they dive into the effect political elections have on the overall stock market. With the upcoming election, there is one question that keeps popping up, "How will this affect the stock market?". You m...
•
26:58
TCB-Stock Market 101
On today's episode, Tommy and George dive into the basics of the stock market! What is a stock? How and why does the price change? It can seem overwhelming trying to digest the market as a whole, so tune is as we boil it down to basics. Tune in...
•
26:59
TCB-Tax Deductions vs. Credits
On today's episode, George and Tommy discuss the more pleasant side of taxes...the difference between tax deductions and credits. Both play an integral part in filing your tax return, and knowing the difference can save you a lot of money if yo...
•
26:59
TCB-Taxes
On today's episode, Tommy and George discuss everyone's favorite topic...taxes! With all the buzz about potential new tax laws lately, this is a great opportunity to go into more detail about taxes. Today, we're specifically diving into the man...
•
27:08
TCB-To Worry, or Not To Worry?
On today's episode, Tommy and George discuss certain things that we as financial planners worry about, and the things that we don't worry about. There's a lot of worry and concern in our world today, and we have to decide what's important enoug...
•
27:00
TCB-Who We Are
On today's episode, join Tommy and George while they talk about who we are at the Journeys Group, and what sets us apart from other firms. Our firm was started out of a desire to provide holistic financial planning to people while maintaining o...
•
26:59