In this podcast we unpack the prevailing Investment Management Philosophy and Principles we ascribe to that position you for optimum long-term financial growth. Learn about the best vehicles to use or avoid as your dollars work to accumulate wealth and outpace inflation.
Investment Management
Listener Financial Questions Answered
We answer our listeners’ top financial questions in this blog. Listeners want to know what steps to take if you have a financial windfall, whether or not you can pursuit your retirement dreams, how and when you can retire, and understanding how Social Security will impact your finances in retirement.
What It Means to Be Rich in America
One of the biggest questions new clients ask is, “How do I financially measure against the typical person in the United States?” In this blog we outline household income averages compared to incomes across the country. We also discuss the differences between household income and net worth as we unpack what it means to be rich in America.
Top 8 Financial Regrets Of 2023 Countdown And How To Avoid Them
We countdown the 8 biggest financial regrets Americans claimed to have had in 2023 based on a recent Forbes survey. More importantly, we unpack strategies you can execute today to prevent you from having these same financial regrets in the fugture.
Financial Planning Steps To Start 2024 Right Part 2
We explore 10 Financial Planning steps to start your 2024 off right part 2. In the first show, we talked about some personal issues that you should consider and assess progress you made towards goals last year. In this show we build off of that list rounding out the last 10 financial planning steps to start this year off on your best financial footing.
We’re Answering Listener Calls
In last week’s episode, we had a lot of callers we weren’t able to get to. This week, we are doing a full episode of your calls – providing you with guidance on Inherited IRAs, uses for home equity, Required Minimum Distributions, Qualified Charitable Distributions, and a thorny family estate planning issue.
Smart Financial Planning Moves to Make Before Year End – Part 2
Explore smart financial moves before year-end, from retirement planning and financial goals, to budgeting and making charitable donations.
Smart Financial Planning Moves to Make Before Year End – Part 1
Explore smart financial moves before year-end, from offsetting gains with losses to strategic IRA withdrawals, enhancing your financial outlook.
Understanding Behavioral Finance to Overcome Financial Bias
Learn about the 5 areas of Behavioral Finance and why you should work with an experienced certified financial planner to avoid mis-steps.
Discover Your Path to Financial Clarity
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LIVE every second and fourth Tuesday of the month at 6PM on WNIS AM790 in Norfolk, Virginia.
LIVE on WNIS AM790