In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss a lot of topics mainly Legislation Changes of the Secure Act 2.0, portfolio management, disciplined investor, and the importance of being balanced. In this episode, we make sure that the impact of inflation as well as the topics that are going to be important in 2023 are discussed. Should we take a more aggressive stance with regard to interest rates? What is TINA and TARA? Listen to this episode to learn more! https://www.presidiocm.com TIMESTAMP:00:00 - Introduction00:56 - Who is Dave Chenet?02:40 - What are the impactful things in the new Secure 2.0 Act?05:16 - Catch-up contribution limits07:24 - What is the bad news?08:44 - 529 Plan13:05 - The effect of inflation13:41 - What are the themes going into 2023?17:15 - Do we need to be aggressive with the interest rates?20:18 - Growth vs Value24:29 - The Retail Investor26:28 - Selling High28:58 - Consider price when you consider value36:00 - World News & The U.S. Fed36:58 - Let’s tackle inflation40:46 - What is TINA & TARA?43:16 - Bonds and Mortgages46:31 - The Right Mix of AssetsPresidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.Asset Management,CFA,CFP,Capital Management,Economics,Personal Finance,Money Management,yacht club,venture capital,asset allocation,tax strategy,estate plan,real estate investing,retirement age,estate attorney,business owner,inflation,taxes,retirement,Retirement planning,Estate law,Venture Capital,Business Owner,Asset Allocation,Inflation,Investing,Portfolio,Wealth manager,portfolio manager,Financial Planner,asset management explained,finance

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