『SCRIPTURES AND WALL STREET - THE GREATEST WEALTH TRANSFER MAY ALREADY BE UNDERWAY』のカバーアート

SCRIPTURES AND WALL STREET - THE GREATEST WEALTH TRANSFER MAY ALREADY BE UNDERWAY

SCRIPTURES AND WALL STREET - THE GREATEST WEALTH TRANSFER MAY ALREADY BE UNDERWAY

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For decades, Americans have been told to follow the same financial blueprint:
Work hard. Save consistently. Max out your 401(k). Keep money in the bank. Trust the system.
But what if the greatest wealth transfer happening today isn't from Baby Boomers to Millennials?
What if it's from the middle class to the institutions?
In this episode of Scriptures & Wall Street, Carlos Cortez Jr. explores one of the biggest questions facing today's investors: Do you actually own the assets you think you own? From inflation and banking laws to retirement accounts, digital finance, cryptocurrency exchanges, and institutional investing, Carlos examines how the financial landscape is evolving and why understanding ownership may become just as important as investment performance.
The discussion also looks at the role of inflation as a "hidden tax," why traditional retirement strategies may no longer be enough, and how changing financial systems are creating new challenges for retirees. Along the way, Carlos shares lessons from more than two decades in retirement planning, emphasizing diversification, principal protection, and long-term stewardship over emotional investing.
No matter where you are in your financial journey, this episode encourages listeners to ask a simple—but critical—question:
Do you know what you truly own?
Because building wealth is important.
Understanding how to protect it may be even more important.

FREE tax calculator
http://corteztaxbill.com
GALLUP -The CliftonStrengths® 34 Report
https://www.gallup.com/cliftonstrengths/en/403127/cliftonstrengths-34-report.aspx
The Color of Money
https://rumble.com/v73vhby-scriptures-and-wallstreet-the-color-of-money-replay.html?e9s=src_v1_s%2Csrc_v1_s_o&sci=e9473b97-5241-472d-a848-0bf18daac052

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SCRIPTURES AND WALL STREET - WALLSTREET DOESN’T CARE ABOUT YOUR YOUR HEALTH - WITH JAY CAMPBELL
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The views and expressions used in Scriptures and Wallstreet are for educational & entertainment purposes only. All though Carlos Cortez Jr. is a registered financial adviser this is not financial advice. Any information taken from the scriptures and Wallstreet is strictly for educational and entertainment. If you would like to pursue a personalized financial plan please contact Cortez Wealth Management and schedule an appointment by going to cortezwm.com.

Discover other shows on the Talk Red Podcast Network, and get your daily fix of news, sports, and entertainment at https://TalkRed.com.
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