Jim's Take
Episodes
35 episodes
The Risks of being a Saver, Lender and Owner
Jim and Tyler discuss Vaughan & Co.'s famous Saver, Lender and Owner speech in terms of the Risk. Jim explains the different types of Risk involved with different asset classes.
Value Style vs. Growth Style - What is Style?
Jim and Tyler expand upon the debate of Stocks vs. Bonds to include a breakdown of Value vs. Growth.
Questions You Were Afraid to Ask Part 4
Welcome to part four of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler answer "What is the RIGHT investment for me?"
Fight Night - Questions You Were Afraid to Ask Part 3
Welcome to part three of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler discuss the battle of Stock vs. Bonds
Market Minutes No. 3
Welcome back to "Market Minutes", where Jim and Tyler attempt to give you a market summary in under 5 minutes. In this episode, we cover Banks, GDP, and Unemployment.
Questions You Were Afraid to Ask Part 2
Welcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler answer "What are Mutual Funds, Exchange Traded Funds, a...
Questions You Were Afraid to Ask
Welcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him. Jim and Tyler answer "What is Active vs. Passive investing?"
"What is a DOW?"
This episode reviews indexes and why they are important. Jim and Tyler explain what each index represents and the history behind them. They hope you will be able to answer "What is a Dow?" by the end of this episode.
Silicon Valley Bank - Market Minutes No. 2
Jim and Tyler dive into the bank failure of Silicon Valley Bank. In the face of market volatility, they explain the importance of a long-term mindset. In addition, they share some good news regarding the economy.
A Guide for Widows
"A Guide for Widows" is a continuation of both our Estate Planning and Book Recommendation episodes. Jim and Tyler discuss key takeaways from the book
The SECURE Act 2.0
Jim and Tyler discuss the new laws enacted in Setting Every Community Up for Retirement Act (SECURE) 2.0. They dive into major changes in IRAs, 529 plans, and Retirement Plans. Click the li...
Market Minutes No. 1
Welcome to our new segment, "Market Minutes". Where Jim and Tyler attempt to give you a market summary in under 5 minutes.
Here to Help with Your Retirement Plans (401k and 403b)
Jim and Tyler discuss common mistakes their clients make with their Retirement Plans (401k and 403b). They go into detail about how Vaughan & Co. has a solution to solve this problem. For more information go to www.vaughanandco.com
Retirement For Teachers!
Jim and Tyler discuss different factors of retirement for teachers. Tyler explains all the New Jersey Teacher Pension options. Jim describes the importance of using a financial plan to make the right retirement decision for each teacher.
1000 Days Review
Not one, not two, but a three-year review of the stock market. Jim and Tyler explain events and their impact on the stock market. Jim goes into detail about the mindset of an equity-oriented investor.
Education Saving Programs and More!
Jim and Tyler discuss different education savings programs with a focus on 529 plans. Also, Jim explains how to keep up with the rising cost of education. Click the link below to learn how Vaughan & Co. Securities, Inc can help you with edu...
Book Recommendations
Vaughan & Co. Securities, Inc. presents the books that helped shape our Investment Philosophy. Jim and Tyler discuss three books during this episode. Below are the links to the books. Simple Wealth Inevitable Wealth by Nick Mur...
The Good News Journal
We are excited to share some good news with our listeners. We at Vaughan & Co. are long-term optimists and when we see good news, we cannot help but share it! Jim covers gridlock and how it helps businesses. Tyler reviews that cash is now e...
Required Minimum Distributions 2022
Jim and Tyler go through the mechanics of RMDs while Jim dives into the changes in RMDs from the SECURE Act. Vaughan & Co. Securities, Inc. processes their client's Required Minimum Distributions (RMD) during November.
Why Invest in Stocks Now?
Jim and Tyler look back over 95 years of stocks, bonds and inflation to answer the question, "Why Invest in Stocks Now?" Jim discusses how Vaughan & Co. helps clients deal with market volatility. Ibbotson Chart: https://www.new...
Estate Planning Part 4: Retired Couple
This is the fourth and final episode in the Estate Planning series. Jim and Tyler discuss what an estate plan for a couple that is retired could look like. Jim and Tyler go over key concepts regarding Trusts, Life Insurance, and Power of Attorn...
Estate Planning Part 3: Middle Age Couple
This is the third episode in a four-part Estate Planning series. Jim and Tyler discuss what an estate plan for a couple in their 40s or 50s could look like. Jim and Tyler go over key concepts regarding Wills and Power of Attorney.
Estate Planning Part 2: Young Couple
This is the second episode in a four-part series. Jim and Tyler discuss what a couple in their 20s or 30s estate plan could look like. Jim and Tyler go over key concepts regarding beneficiary designation and guardianship.