Shownotes Transcript
Transportation and infrastructure are next in our 19 episodes on the 34 key issues in Election 2024. Ric recounts an experience with StubHub that just might save you an unwanted surprise. He answers a listener question on the trend of companies to go private and how you can invest. And a conversation with Tom Bradley, Chief Client Officer at Schwab, on the impact of the "great wealth transfer".
#TransportationPolicy #InfrastructureDebate #VoterDecision #PublicTransitVsCars #TrumpVsHarris #FederalGrants #TransportationFunding #PrivateInvesting #InvestmentRisks #LiquidityIssues #HighFees #PublicVsPrivate #StockMarketTrends #PrivateEquity #TicketScam #StubHubIssues #RefundWaiting #LastMinuteTickets #EaglesConcert #ComedyNight #WealthTransfer #FinancialAdvisors #NextGenerationWealth #EstatePlanning #InvestmentRetention #MillennialInvestors #WealthManagement #CryptoInvesting #AdvisoryRelationships #CharitableGiving
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Links from today’s show:
2024 Schwab Independent Advisor Outlook Study: https://advisorservices.schwab.com/resource/schwab-independent-advisor-outlook-study-2024)
Schwab Advisor Services: https://advisorservices.schwab.com/)
Schwab IMPACT Conference: https://impact.schwab.com/)
Schwab thinkpipes RIA platform: https://advisorservices.schwab.com/thinkpipes)
Schwab iRebal RIA platform: https://advisorservices.schwab.com/irebal)
Schwab Donor-Advised Fund: https://www.schwab.com/donor-advised-fund)
Tom Bradley E-mail Address: [email protected])
Click here for Ric's worksheet to help you evaluate the candidates)
The 34 Issues of Election 2024 – The Daily Podcasts https://thetayf.com/blogs/this-weeks-stories/tagged/election-2024)
Kamala Harris Official Campaign Website Policy Page: https://www.kamalaharris.com/issues/)
Donald Trump Official Campaign Website Policy Page: https://www.donaldjtrump.com/platform)
11/13 Webinar - An Innovative Way to Generate Income in a World of Declining Rates: https://www.thetayf.com/pages/november-13-2024-an-innovative-way-to-generate-income)
10/9 Webinar Replay- Crypto for RIAs: Yield, Staking, Lending and Custody. What’s beyond the ETFs? https://dacfp.com/events/crypto-for-rias-yield-staking-lending-and-custody-whats-beyond-the-etfs/)
Certified in Blockchain and Digital Assets including Crypto Taxation Course/Webinar: https://dacfp.com/certification/)
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State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones)
Schwab: https://www.schwab.com/)
TAYF Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee)