Nick Hopwood, Certified Financial Planner and Founder at Peak Wealth. Nick and his team manage 350 million dollars for high net worth individuals, retirees, and small business owners. Nick has a podcast you won’t want to miss – the TRUST THE PLAN podcast – just search out nick hopwood in your favorite podcast app. Check out nick’s 5 star google reviews – more 5 star reviews than any other advisor I’m aware of. Schedule your second opinion at peakwm.com/gruber.

1. Fed chair Jerome Powell spoke last Friday at Jackson Hole

2. When you retire or change jobs what do you do with your old

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401k?

3. what should be my top priority for savings and investing for

retirement – 401k? Roth? HSA? Brokerage?

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4. Harris agrees with Biden on the tax on unrealized gains

5. Teaching kids about money – does an allowance still make sense?

6. Harris is proposing a $6,000 one time baby bonus and reinstating

the COVID child tax credit of $3,600 per child (currently the child tax

credit is 2,000). JD Vance agrees with a 5k credit and Trump says he

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agrees with the idea of a credit but has not specified how much.