Inevitable Wealth
Welcome to Inevitable Wealth from Liberty One Wealth Advisors, a conversation around your financial decision-making and events around the globe.
Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions.
Episodes
19 episodes
Ep. 19 - AI, Capitalism, and the Next Great Investment Cycle
In Episode 19 of Inevitable Wealth, Jacky and Guilian explore whether artificial intelligence is a bubble - or simply capitalism doing what it does best: evolving.They unpack how global data center spending is set to surpass ...
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Episode 19
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18:14
Ep. 18 - Your Retirement Readiness Checklist: 10 Things to Think About & 10 Actions to Take
Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence.We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and w...
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Episode 18
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44:46
Ep. 17 - Market Moves & Rate Realities: What Investors Should Know Right Now
In this episode of Inevitable Wealth, we break down the biggest forces shaping your portfolio in 2025—from market momentum and Fed policy to sweeping tax law changes under the One Big Beautiful Bill Act (OBBBA).We cover...
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Episode 17
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35:29
Ep. 16 - Rate Cuts, Tariffs, Taxes & Tech — What Investors Need to Know
We’re covering four major forces shaping markets in 2025:The Fed’s Dilemma: With rates still at 4.25%–4.50% and inflation stubborn, we unpack whether cuts are really coming.Tariffs & Trade: How rising tens...
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Episode 16
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31:33
Ep. 15 - Five Years Later: COVID, the Market Crash, and the Recovery
It’s been five years since the COVID-19 pandemic sent markets into a historic tailspin. In this episode, we take a look back at the dramatic market crash of early 2020, the rapid recovery fueled by government stimulus, and the lasting economic ...
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Episode 15
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26:25
Ep. 14 - Debunking Money Myths: Truths You Need to Know Part 2
Think all debt is bad or that real estate is the only smart investment? Think again! In Part 2, Jacky and Guilian break down more common money myths that might be holding you back. From the truth about debt to exploring diverse investment optio...
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Episode 14
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28:49
Ep. 13 - Debunking Money Myths: Truths You Need to Know
Think all debt is bad or that real estate is the only smart investment? Think again! In this episode, Jacky and Guilian break down common money myths that might be holding you back. From the truth about debt to exploring diverse investment opti...
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Episode 13
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25:27
Ep. 12 - 2024 Election and Your Taxes: Preparing for Policy Changes
In this episode of Inevitable Wealth, Jacky and Guilian break down the potential tax policy changes at stake in the 2024 Presidential Election and what they mean for your finances. From income tax rates and capital gains to estate planning and ...
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Episode 12
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25:55
Ep. 11 - Navigating Market Volatility, Election Years, and Warren Buffett's Wisdom
In this episode of Inevitable Wealth, Jacky and Guilian explore recent market volatility and offer strategies for investing during election years. They also delve into Warren Buffett's timeless investment principles, providing practical advice ...
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Episode 11
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28:19
Ep. 10 - Age-Targeted Financial Strategies: What to Focus on in Your 20s, 40s, 60s, and Beyond
In our latest episode of "Inevitable Wealth," we're clearing the air around complex financial topics for different stages of life. Join hosts Jacky Petit-Homme and Guilian DiLeonardo as they discuss the key financial strategies you should focus...
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Episode 10
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33:56
Ep. 9 - How should I invest when the market is at all-time highs?
In this episode of "Inevitable Wealth," hosts Jacky Petit-Homme and Guilian DiLeonardo delve into the intricacies of investing when the market is at all-time highs.They compare Dollar Cost Averaging (DCA) and Lump Sum Investing, outlini...
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Episode 9
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20:34
Ep. 8 - What are the 5 Questions of Financial Planning?
Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." Delve into the fundamental pillars of financial planning as they explore the five critical qu...
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Episode 8
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30:17
Ep. 7 - Preparing for the 2025 Tax Sunset
Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth." In this insightful conversation, they delve into the impending expiration of the Tax Cuts and Jobs Act (T...
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Episode 7
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14:25
Ep. 6 - Countdown to Savings: Essential Year-End Financial Strategies
Over the next 35 days, you may have the opportunity to make significant financial moves. Our hosts, Guilian DiLeonardo & Jacky Petit-Homme break down complex topics into actionable steps, helping you navigate the year-end financial landscap...
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Episode 6
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19:41
Ep. 5 - Navigating the Insurance Landscape
Tune into Episode 5 of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo.Episode five features a conversation demystifying the various types of insurance—Life, Disability, Long-Term Care, and Umbrella—and breaks down...
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Episode 5
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30:02
Ep. 4 - "Are You a Fiduciary?"
Tune into Episode 4 of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo.In this episode, we delve into frequently asked questions for advisors and shed light on the disparity between the lower suitability standard ...
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Episode 4
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35:47
Ep. 3 - The Debt Ceiling
Tune into episode three of Inevitable Wealth hosted by Jacky Petit-Homme & Guilian DiLeonardo. This episode features a conversation around the debt ceiling negotiations.Is it time to prepare your portfolio for a U...
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Episode 3
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16:55