Episode 18: Elevating Your Assets and Securing Your Financial Future with Kelly Brothers of CAPTRUST.

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Join us as we sit down with the ever-charismatic Kelly Brothers, who not only regales us with tales of his switch from a TV news anchor to a financial advisor but also imparts his wealth of knowledge on wealth management. Kelly, a sage in the realm of financial planning with CAPTRUST, discusses the nitty-gritty of investment management and legacy planning, offering his seasoned perspective on assisting both W-2 employees and business owners.
His insights into California's tax landscape and how it shapes client decisions add a layer of depth to our lively exchange. Throughout, expect to be both entertained and enlightened by personal anecdotes and our easy-going banter that makes this financial talk anything but dull.
As the conversation unfolds, we explore the critical role of financial literacy and retirement planning in achieving long-term stability. Eric and I open up about how setting up Roth IRAs for our kids has been a practical lesson in investing and taxes, emphasizing the boon of tax-free growth. With the government shifting the retirement planning responsibility onto individuals, we stress the urgency of early financial education.
We also dissect the strategies behind tax loss harvesting, highlighting how advances in trading platforms have made it more accessible. Whether you're someone who thrives on self-directed learning or you lean towards trusting the experts, this episode offers valuable guidance on navigating the often perplexing world of personal finance and tax strategies.
To learn more about CAPTRUST you can reach Kelly directly: [e-mail]
Or visit https://www.captrust.com/
CHAPTERS
(00:00) Financial Advisor Discusses Wealth Management
Financial advisor Kelly Brothers discusses his transition from news anchor to advisor, services for individuals and businesses, and California's tax environment.
(07:30) Financial Literacy and Retirement Planning
Financial literacy, investment strategies, and government programs for retirement planning and business owners in California.
(16:05) Financial Planning and Tax Strategies
Strategic tax loss harvesting, financial advisor guidance, tax code complexities, and emotional impact of tax decisions.
HIGHLIGHT TIMESTAMPS
(04:56 - 06:53) Financial Planning for Diverse Client Base
(14:58 - 16:04) Retirement Savings
(17:58 - 19:22) Estate Tax Law Changes and Advice
(23:51 - 25:10) Financial Advisor Availability and Contact Information