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
Wicked Problem
Today’s episode is called “Wicked Problem” where we discuss China President XI Jinping’s “zero-covid” policy, it’s likely failure, and the repercussions of the new wave of lock downs affecting more t…
The Long and Windy Road
Today’s episode is called “The Long And Windy Road” where we discuss the latest jobs report signaling more growth ahead, inflation numbers pointing to the worst inflationary backdrop in 40 years, the…
Chess Pieces
Today’s episode is called “Chess Pieces” where we discuss the recent communique between Russia and China pledging unprecedented cooperation, the long-awaited Russian invasion of Ukraine, the Federal …
Breaking Point
Today’s episode is called “Breaking Point” where we discuss the rapid pace of inflation, the Fed’s latest announcements of steps to control it, Russia’s massive buildup of 100,000 troops armed with s…
Falling Dominoes
Today’s episode is called “falling Dominoes” where we discuss how the administration’s signature legislation know as the ‘Build Back Better Bill’ hit a major snag as a key Democratic Senator says he …
The Year in Review 2021
Today’s episode is called “The Year in Review-2021” where we discuss the stock market performance that exceeded most people’s expectations, the obsessive focus on inflation and some of its causes, wh…
The Pruning of America's Retirement Accounts
Today’s episode is called “The Pruning of America’s Retirement Accounts” where we discuss the outrage Congress exhibited to a 5 billion-dollar Roth account, new rules to prevent “Mega retirement acco…
To Infinity and Beyond
Today’s episode is called “To Infinity and Beyond” where we discuss the congressional horse trading in an attempt to approve an infrastructure bill while at the same time increasing the debt ceiling …
A Brave New World
Today’s episode is called “A Brave New World” where we discuss the congressional move to tie the infrastructure bill to the $3.5 trillion social spending bill, new taxes on both personal income, capi…
Summer Doldrums
Today’s episode is called “Summer Doldrums” where we discuss Jerome Powell’s Fed and the tightrope walk with inflation, the details of a bi partisan infrastructure bill and the ever-present political…
Kabuki Dance
Today’s episode is called “Kabuki Dance”, where we discuss the bipartisan effort for an infrastructure bill, the growing concern for structural inflation, and the new revolt brewing as a survey repor…
No Good Deed Goes Unpunished
Today’s episode is called “No Good Deed goes Unpunished“ where we discuss the unintended consequences of the federal unemployment supplement, wage pressures, growing concerns about inflation, and a r…
Death and Taxes
Today’s episode is called “Death and Taxes” where we discuss the new tax proposals of the Biden administration, Who’s likely to be paying more and what the impact may be on the US economy and global …
Mounting a Comeback
Today’s episode is called “Mounting a Comeback” where we discuss the relentless vaccine march toward herd immunity, the latest good news on the employment front, GDP coming in at over 4% and a dive …
A Messy Restart
Today’s episode is called “a messy restart” where we discuss the positive shifting mood of the public, the challenges of waking up the global supply chain, the latest in the vaccine rollout, positive…
2021 and the Next Bull Market
Today’s episode is called “2021 and the next bull market“ where we discuss the new administration, behavioral finance, both portfolio construction & rebalancing, new tax proposals and the single solu…
A New Year with New Hopes
Today’s episode is called “A New Year With New Hopes” where we discuss the end of 2020 dominated by the Corona Virus, the potential of a vaccine glut before summer, the timeline of workers returning …
Mixed Bag
Today’s episode is called “Mixed Bag” where we discuss the still undecided makeup of the Senate 4 weeks after the election, the big three vaccine makers who predict producing 1 billion doses each by …
The Path Forward
Today’s episode is called “The Path Forward” where we discuss the fed’s new policy and view toward inflation and what that means for the economy, the race for a vaccine in 2020 and what the differenc…
Presidents and Stock Markets
Today’s episode is called “Presidents and Stock Markets” where we talk about Craig's recently published paper that dives into 40 years of economic data to find out what presidential party has the gre…