If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.

If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!

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Show Notes:

Post on X from Ryan Detrick on 7.1.26 - https://x.com/RyanDetrick/status/2072147268589813875

Chart from JPMorgan Asset Management’s “Guide to Retirement” 2026 slide deck - https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/

Chart From JPMorgan Asset Management’s “Guide to Retirement” 2026 slide deck - https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/

Article written by Jim Dahle on The White Coat Investor on June 9th titled “Great Reasons to have a Tax-Deferred Account” - https://www.whitecoatinvestor.com/tax-deferred-accounts/

Market Performance & Economic Insights — July market trends, midterm-year patterns (01:00)

New "530A" Child Retirement Accounts — $1,000 government seed money for kids' IRAs (03:30)

Retirement Spending Variability & Portfolio Management — spending fluctuations, stock allocation strategy (09:30)

Tax-Deferred Accounts & Strategic Tax Planning — pre-tax vs. Roth, QCDs, medical deductions (18:00)

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth