Thinking about launching a solo consulting business? We kick off this episode with a listener question about whether to choose a sole proprietorship or LLC—and how that decision affects taxes, liability, and retirement account options like a Solo 401(k).
Then we shift gears and tackle a timely economic topic: why the Federal Reserve hasn’t cut interest rates yet, even as inflation cools. We break down the Fed’s dual mandate, the risks of acting too early, and how this all affects your borrowing, investing, and planning decisions.
We also answer a key portfolio management question: how often should you review and rebalance your investments—especially during a volatile rate environment?
And in our Tool Spotlight, we feature Kubera, a sleek net worth tracking app that gives high-net-worth individuals a consolidated, secure, and estate-ready view of their entire financial life.
Have a question you’d like us to tackle in a future episode? Submit it over on our podcast page!