That's a Wrap....on 2022!
01/23/23 • 39 min
Happy New Year!
Join Nolan*, Jesse* and Katy* as they review 2022's finances. The big "I" words are brought up, you know, inflation and interest rates. The krewe also discuss how the market performed along with why rebalancing your portfolio is a good thing. Let's wrap up 2022 to welcome 2023.
Connect with us on social media:
Facebook: facebook.com/schexnayderwealthadvisors
Instagram: instagram.com/schexwealth
LinkedIn: linkedin.com/company/schexnayder-wealth
*Nolan Schexnayder, Owner and Senior Financial Advisor
*Jesse Duhon, Financial Advisor
*Katy Hane, Account Executive
330 Belle Terre Blvd, Ste. 201 LaPlace, LA 70068
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/
Happy New Year!
Join Nolan*, Jesse* and Katy* as they review 2022's finances. The big "I" words are brought up, you know, inflation and interest rates. The krewe also discuss how the market performed along with why rebalancing your portfolio is a good thing. Let's wrap up 2022 to welcome 2023.
Connect with us on social media:
Facebook: facebook.com/schexnayderwealthadvisors
Instagram: instagram.com/schexwealth
LinkedIn: linkedin.com/company/schexnayder-wealth
*Nolan Schexnayder, Owner and Senior Financial Advisor
*Jesse Duhon, Financial Advisor
*Katy Hane, Account Executive
330 Belle Terre Blvd, Ste. 201 LaPlace, LA 70068
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/
Previous Episode
Consumer Christmas
MERRY CHRISTMAS!
Join Nolan, Jesse and Katy as they discuss consumer Christmas hot topics such as financing vs cash purchases and if that extended warranty is really needed. Jesse also has Christmas trivia for the group. He tells Nolan and Katy the origin story of the game White Elephant which may not be what you think it is!
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/red-beans-and-advice-259692/thats-a-wrapon-2022-30507357"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to that's a wrap....on 2022! on goodpods" style="width: 225px" /> </a>
Copy