Wealth Vision 20/20 Podcast
Wealth vision 20/20 removes the haze surrounding financial information about the stock markets, the economy and money, helping you understand what is happening, why its happening and most importantly, what to do about it. Craig Pluta a CFP and founder of Alliance Wealth Management Milwaukee, has over 22 years experience guiding through economic bull markets and collapses while at the same time, keeping people informed, educated and sticking to strategies that help deliver them to their intended goals. This insightful vision guides Alliance Wealth Management Milwaukee’s clients up to and through the retirement phase, dealing with every aspect of growing and keeping your wealth, including investment planning, tax planning and estate planning.
“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Alliance Wealth Management Milwaukee, Inc. Alliance Wealth Management Milwaukee, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or indicative of the advisor’s ability to provide investment advice/management. The podcast is for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm”
- Update frequency
- every 30 days
- Average duration
- 45 minutes
- Episodes
- 65
- Years Active
- 2020 - 2025
The Turning Point
Today’s episode is called “The Turning Point” where we discuss the interest rate path being telegraphed by The Fed, the shaky link between tariffs and inflation, and the stock markets belief that the…
The Powell Paradox
Today’s episode is called “The Powell Paradox” where we discuss the economic numbers, where we stand on inflation as well as tariffs and the browbeating by the President for Powell to lower interest …
Bombs Away!
Today’s episode is called “Bombs away!” where we discuss the action taken by the US to cripple Iran’s nuclear program, a quick history of how we got there, and the internal tension between Islamic na…
Oh Jay.....Wake up!
Today’s episode is called “Oh Jay…..wake up!” where we discuss the fluctuations of GDP from imports reacting to tariffs, the progress on inflation and the idea that the Fed may be sacrificing the goo…
Wired for Panic
Today’s episode is called “Wired for Panic” — where we unpack how your brain, emotions, and even your biology can sabotage rational decision-making… especially when it comes to money.
We’ll look at ho…
Tariffs, Tantrums and the Crocodile Brain
Today’s episode is called “Tariffs, Tantrums and the Crocodile Brain” where we discuss the newly released tariffs on 90 countries, the markets reaction to this new order, potential interest rate outc…
Taxes, Real Estate, and the Pause that Refreshes
Today’s episode is called “Taxes, Real Estate, and the Pause that Refreshes” where we discuss the upcoming income tax and deadlines for all things IRA and 401k, Powell, the Federal Reserve, and his r…
New World, New Vision - Here we Come
Today’s episode is called “New World, New Vision-Here we Come” where we discuss the new Secretary of the Treasury Scott Bessent’s framework for achieving economic success known as the 3-3-3 plan. We’…
9 predictions for 2025
Today’s episode is called “9 Predictions for 2025” where we discuss the new administration, expected congressional action, oil and gas prices and the state of interest rates as well as the economic o…
Year End Planning
Today’s episode is called “Year End Planning” where we discuss the upcoming end of year deadlines for IRAs, Required Minimum Distributions, Qualified Charitable Distributions and Roth Conversions, ce…
America Votes: Insights on the Presidential Showdown
Today’s episode is called “America Votes: Insights on the Presidential Showdown” where we discuss the recent election along with the potential red wave seizing control of both the House and the Senat…
Welcome to the Battle of AI and US Shipping Ports
Today’s episode is called “Welcome to the Battle of AI and US Shipping Ports” where we discuss the Fed’s newest move to start cutting interest rates, the latest challenge to the economy with the pote…
From the Hum Drum to Stranger than Fiction
Today’s episode is called “From the Hum Drum to Stranger than Fiction” where we discuss the Fed’s shift in focus from inflation to the other half of the dual mandate, maximum employment, the 2 week c…
It's Not When, But Why
Today’s episode is called “It’s not when, but why?” where we discuss the forgone conclusion of a rate cut in the month of September and how the market may react short term vs long, the uncomfortable …
Financial Literacy Crisis in America
Today’s episode is called “Financial Literacy Crisis in America” where we discuss the Milken Institute study highlighting the disturbing fact that financial literacy in the US is alarmingly low and s…
Divergence of Policy
Today’s episode is called “Divergence of Policy” where we discuss the Eurozone’s divergence from the US policy of higher for longer as the EU plans for rate cuts in June, the conundrum of how to plea…
Threatened Independence
Today’s episode is called “Threatened Independence” where we discuss the recent article in the Wall Street Journal about the Federal Reserve Board and a desired change by some that would challenge th…
New Beginnings
Today’s episode is called “New Beginnings” where we discuss the decision for the Fed on when to cut interest rates and the danger of waiting too long, the Baltimore Bridge collapse and how even if on…
When Doves Cry
Today’s episode is called “When Doves Cry” where we discuss the surprising stubbornness in the inflation number, the Fed’s backing off of early rate cuts along with what their “Dot Plot” reveals, and…
Running with the Bulls
Today’s episode is called “Running with the Bulls” where we discuss the latest economic data that has the Fed eyeing victory over inflation, the hot debate over when the Fed’s first rate cut will be …