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Gain Financial Insights from Our Advisors in Our Video Series.

Ep 28: RMD Inherited IRA Rules Changing in 2023

Financial advisor Eric Oh explains how the SECURE Act changed the withdrawal timeline for non-spousal beneficiaries who inherited an IRA, and when they should begin taking Required Minimum Distributions (RMDs).

Ep 27: Sequence-of-Returns Risk in Retirement

Recovering from sequence-of-returns risk in retirement can be extremely difficult. By taking a measured, proactive approach to experiencing losses in retirement, investors may be able to course correct.

Ep 25: RMD Inherited IRA Rules Changing in 2023

Financial advisor Eric Oh explains how the SECURE Act changed the withdrawal timeline for non-spousal beneficiaries who inherited an IRA, and when they should begin taking Required Minimum Distributions (RMDs).

EP 24: Why Municipal Bonds May Be a Good Choice for Your Portfolio

Financial advisor Eric Oh explains the differences between municipal bonds and Treasury bonds, and which you might want to consider for your taxable accounts.

EP 23: Recession History and How It Affects the Present

Financial advisor Eric Oh looks at a few of the recessions from the not-so-distant past to explain what investors can take away, and if it means we’re headed for a recession in 2023.

EP 22: Why You Shouldn’t Align Your Investments with Your Politics

Financial advisor Eric Oh examines past election cycles and stock market performance to determine whether there is a causal relationship between who you vote for and how well your portfolio does.

EP 21: Are We Headed for a Real Estate Crash?

Financial advisor Eric Oh explains the differences between today’s current housing market environment and the factors that led to the subprime mortgage crisis of 2008.

Ep 20: What Investors Can Do in A Bear Market

Financial advisor Eric Oh looks at the history of bear markets going back to the Great Depression, how the labor market is performing, and why we can’t say we’re technically in a recession currently.

EP 19: How Can You Implement Charitable Planning

Financial Advisor, Eric Oh, explains why charitable giving may be a good overall strategy for wealth management and tax planning.

EP 18: Which IRA is Right for Special Needs Financial Planning?

Financial planning for special needs requires extra care and consideration due to complicated tax laws. Listen in as our Financial Advisor, Eric Oh, explains the different IRA options for those who are considering Special Needs Financial Planning.

EP 17: Consider Roth IRAs in Volatile Markets

Financial advisor Eric Oh explains why converting to a Roth IRA may be a beneficial strategy when the markets are down.

EP 16: Market Volatility in 2022 - What Investors Can Expect

Financial advisor Eric Oh explains how inflation and interest rates are affecting market volatility for the new year and what investors can do to help protect their investments.

EP 15: Stock Market Performance Year-End 2021

Financial advisor Eric Oh explains the surge in the stock market over 2021, and what investors can look forward to in 2022.

EP 14: Inflation on the Rise at Year-End 2021

Financial advisor Eric Oh explains why inflation is rising, what the Fed looks at when considering inflation, how it will affect your portfolio, and the steps you can take.

EP 13: Are Backdoor and Mega-Backdoor Roth IRA Conversions on the Chopping Block?

The House Ways and Means Committee recently revealed how it intends to help pay for the $3.5 trillion reconciliation “human infrastructure” bill. This new legislation is very broad and aims to increase tax revenues through a combination of tax increases, changes to deductible items, and an overhaul of retirement plans. So, what does this mean for you?

EP 12: What Does the Rest of 2021 Look Like for The Economy?

Financial advisor Eric Oh explains how the U.S. economy has performed since the beginning of 2021, and how Covid, bonds, inflation, and digital trends may affect where we are headed.

EP 11: Leaving An Inheritance - and More

Financial advisor Eric Oh explains the options available when it comes to gifting money to beneficiaries - and it goes beyond just leaving inheritance money.

EP 10: Is It Time to Give Up on Bonds?

Financial advisor Eric Oh explains how bonds interact with interest rates, why they may perform negatively in comparison to the stock market, and what investors can do to make sure they’re getting the most out of bonds in their portfolios.

EP 9: What the SALT Deduction Means for Taxpayers

Financial advisor Eric Oh explains what the SALT deduction is, how the pending infrastructure bill can affect how the deduction is taken, and what steps taxpayers can take.

EP 8: What You Have to Consider about Inflation

You may be hearing a lot about inflation and how it is affecting the markets - and your portfolio. Eric Oh explains what inflation influences, and how you can protect your investments.

Ep 7: How to Evaluate Your Financial Advisor?

Ask the following top 10 questions in order to evaluate a potential financial advisor.

EP 6: Is A Lump-Sum Payout Right for You? Pros and Cons

A lump-sum payout from a pension fund may be an attractive option but it comes with benefits and disadvantages. Financial advisor Eric Oh discusses the pros and cons of the lump-sum payout available upon retirement.

EP 5: Do You Have Enough in Savings for Retirement?

If you’re getting ready to retire or just want to save for an emergency, you need to consider how much cash you have saved already. Financial advisor Eric Oh discusses the savings sources you need to consider in preparing for retirement and living comfortably.

EP 4: Innovations in a Post-Covid World

Chatterton & Associates financial advisor Eric Oh dives into the industry winners and losers of Covid, where innovation can lead the U.S. and global markets, and what investors can do to diversify their portfolios.

EP 3: Finding Optimism in Changing Times

Chatterton & Associates financial advisor Eric Oh explains the effect of Covid on the economy, where the markets are now that vaccines are rolling out, and what investors can do to safeguard their portfolios.

EP 2: Clarifying Changes Under a Biden Administration

From taxes to the impact on global relations, financial adviser Eric Oh discusses some of the changes we can expect to see from the Biden administration.

EP 1: California's Proposition 19 and Property Taxes

Chatterton & Associates financial advisor Eric Oh explains what the recently passed Proposition 19 is, how it may affect you or your beneficiaries' property taxes, and what options are available to you before the law goes into effect on February 16, 2021.

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