Wade Through It All

Join us for this episode where we talk about how to help kids understand the value of a dollar from an early age. We walk through simple ways to teach earning, saving, and intentional spending. Whether it is an allowance, a chore system, or a spending decision at Target, these small moments shape lifelong money habits. Follow us on Instagram: @rmwadeandcompany Securities and advisory services offe...

We’re answering audience questions on everything from healthcare costs and retirement planning to saving and spending smarter. It’s a little bit of everything and A LOT of great conversation. Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Third party posts found on this profile do not re...

Join us as we sit down with Dr. Marc Milstein, brain health researcher, speaker, and bestselling author of The Age-Proof Brain. We explore how your brain changes with age and share science-backed tips to keep your mind sharp, boost productivity, and support long-term health. Dr. Milstein offers tips you can start using today to age-proof your brain and live a longer, healthier, more energized life...

In this episode, we sit down with Karen Ross, Enrolled Agent and partner at Palermo, Landsman & Ross, P.A., to explore her extensive experience in tax compliance and dispute resolution. With over two decades of expertise, Karen shares her thoughts on effective tax planning for entrepreneurs, businesses, and families. We also dive into her proactive approach to planning, an approach that resona...

Financial therapist Erika Wasserman and her daughter Reese discuss how money perspectives differ across generations. They share strategies for building a healthy money mindset and having meaningful family conversations about finances, offering insights into the emotional side of money and how it complements smart financial planning. www.rmwadeco.com Follow us on Instagram: @rmwadeandco Securities...

Join us for a conversation with Dr. Jeffrey Roach, Chief Economist at LPL Financial, as we explore today’s markets, interest rates, and global economic trends. Dr. Roach breaks down the economy for long-term investors and explains how historical patterns and current policy decisions can shape your financial strategy. www.rmwadeco.com Follow us on Instagram: @rmwadeandco Securities and advisory ser...

In this episode, we explore how to plan to make sure your retirement paycheck lasts as long as you do. We're discussing the essentials of managing cash flow in your golden years. From understanding Social Security and pensions to tax considerations, this is a great conversation! Plus, we highlight common pitfalls to avoid and how to set up an effective retirement plan. Tune in to hear how to make...

Join us for a conversation with Denise Appleby, retirement expert and ‘IRA Whisperer,’ as we dive into the world of retirement plans. From understanding the complexities of IRAs to helping business owners navigate the best options for their companies, Denise breaks it all down. This episode is packed with key retirement plan information that’s essential for both personal and business planning.  ww...

In this episode, we welcome social security expert Heather Schreiber, who breaks down how the social security system works, the application process, and the timing of applying. Heather also covers the recently passed Social Security Fairness Act (SSFA) from January 2025 and shares real-life examples. Tune in for valuable information to help you navigate your social security decisions! www.rmwadeco...

Join us in this episode as Kelsey Wade, a Montessori educator, shares how teaching and communication drive success. Discover how these principles apply both in the classroom and in our world of financial services. www.rmwadeco.com  instagram: @rmwadeandco Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Third party posts found on...

In this episode, we’re breaking down financial do’s and don’ts you can’t afford to miss. From building your emergency fund to investing wisely and planning for the future, these small money moves can lead to big wins. Hit play and level up your finances! www.rmwadeco.com  instagram: @rmwadeandco Securities and advisory services offered through LPL Financial, a registered investment advisor, Member...

In this episode, we're tackling one of the biggest questions in personal finance: How do you know when you're truly ready to invest? Abigail Wade, CFP®, and Robert Wade break down the financial milestones you need to hit first, using Dave Ramsey’s Baby Steps as a guide. From understanding risk and account types to answering beginner questions like “What’s a stock?”—this episode is your starting li...

In this debut episode, meet Abigail and Robert Wade, a father-daughter financial advisor team. We share our family story, explain what financial advisors really do, and why working with a trusted advisor matters for your financial future. We also clear up common myths and show how personalized guidance can help you plan, invest, and prepare with confidence. www.rmwadeco.com  instagram: @rmwadeandc...

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC .  Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.  The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with...