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Are the $5,000 "Trump Checks" Real? A CFP® Answers Your Biggest Money Questions
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Are the $5,000 "Trump Checks" Real? A CFP® Answers Your Biggest Money Questions
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The Fed made its September move. Inflation is still hitting the grocery bill. And everyone's asking about the $5,000 "Trump checks." What does any of it mean for your money, and who should you trust to manage it?
Susan sits down with Luke McCarty, CERTIFIED FINANCIAL PLANNER™ professional and founder of McCarty Wealth, whose money advice has been featured in Forbes and Kiplinger. They start with the big picture, then bring it home to your bank account and the advisor managing it.
In this episode:
00:00 Intro
00:42 The Fed's September decision
2:20 Where inflation really stands
3:32 The $5,000 "Trump checks": real or not?
4:45 How much cash should you hold in the bank?
6:21 Are you a fiduciary?
8:15 How often do you meet with clients?
10:13 Can you help with my taxes?
11:42 Wrap-up
Subscribe for full episodes and deep dives. Prefer to listen? Search "Finance Unfiltered" on Spotify, Apple Podcasts, and Amazon Music and hit follow.
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(321) 221-7870