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Valley Financial Group

Episode 40 – Are Alternative Investments the Future of Your Retirement Plan?

Episode 40 – Are Alternative Investments the Future of Your Retirement Plan? In this episode of the Blue Money podcast, hosts Jim Donnelly and Kevin McGarry break down a recent executive order that could reshape your retirement planning. They explain how the Department of Labor is exploring the inclusion of alternative investments—like private equity, REITs, […]

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Episode 39 – Understanding Inflation, Housing Trends, and Tariffs

Episode 39 – Understanding Inflation, Housing Trends, and Tariffs Join hosts Jim Donnelly, a retired police lieutenant, and Kevin McGarry from Valley Financial Group, as they break down today’s most pressing financial topics. The conversation covers inflation trends, shifts in the housing market, and the potential impact of tariffs on everyday expenses. Jim and Kevin

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Episode 34 – Understanding Private Equity Investments

Episode 34 – Understanding Private Equity Investments In this episode of the Blue Money podcast, hosts Jim Donnelly and Kevin McGarry explore the topic of private equity. They explain what private equity is, the criteria for becoming an accredited investor, and how private equity differs from public equity. The discussion covers various private equity strategies,

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