Episode 12: LLCs, Interest Rates, and Rebalancing: Smart Moves in a Shifting Market

July 7th, 2025  |  20 mins 13 secs

federal reserve policy, finance app, interest rates, llc formation, portfolio rebalancing, solo consulting, tax planning

Starting a consulting business? Wondering if an LLC is worth it? In this episode, we tackle entity selection for solo entrepreneurs, how to think through tax treatment, and what structure gives you the best retirement plan options. We also dig into why the Fed hasn’t lowered interest rates yet—and what that means for investors navigating today’s uncertain landscape. Finally, we answer a common question: how often should you rebalance your portfolio in a market like this? Plus, in this week’s Tool Spotlight, we highlight Kubera, a powerful net worth tracking tool for clients with complex assets.