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Welcome to the Plutonomix Podcast, with Laurie Kamhi and Barnaby Levin. Two Perspectives on Wealth and Investing in 10 Minutes or Less. The word “Plutonomics” means the “Study of Wealth” and it is our Mission to educate; to help Clients think about their goals and how they might benefit from working with an Advisor to achieve them. But more importantly, it’s to make sure our listeners understand both the Pros and Cons of any issue so they can make Informed Decisions and increase the odds of finding the “right” answer, for them. You see, it’s not who’s “Right” or “Wrong” but, knowing there are NO “unbiased” opinions – and that “Where you Sit depends on where you Stand” – the challenge to making good Decisions is to start by questioning one’s Assumptions and breaking free of our “prejudices” because the truth usually lies somewhere in between. There are always two sides, both of which have merit.
Episodes
Monday Jun 07, 2021
Monday Jun 07, 2021
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about President Joe Biden’s tax plan and the potential impacts on investments.
TIMESTAMPS
- [00:01] Intro
- [01:30] Nothing is certain except death and taxes
- [03:53] How the first proposed changes come into play
- [06:38] A few things to discuss with your advisor
- [08:59] Legitimate ways to reduce or avoid taxes
- [10:24] Outro
RESOURCES
- The Pareto Principle by Barnaby Levin
- Contact Barnaby
- Contact Laurie
Thursday Apr 29, 2021
Thursday Apr 29, 2021
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin talk about asset allocation, why it’s important and things to consider when you invest.
TIMESTAMPS
- [00:01] Intro
- [01:05] What is asset allocation and why it’s important
- [02:47] Three primary drivers in a person’s asset allocation
- [04:24] Moving a football down the field
- [06:56] A summary and what to expect in future episodes
- [08:21] Outro
RESOURCES
- The 7 Habits of Highly Effective People by Stephen Covey
- Contact Barnaby
- Contact Laurie