Wealthy HOMES

In this week’s episode we welcome Ryan Underhill to the show. Ryan's a Farmers Insurance Agent from Marshall, Michigan. I have known Ryan for a couple years now and when I was putting this podcast together I knew Ryan would be great to have on. Not only is he an insurance business owner, but he also prioritizes his family and community. In this week’s episode I ask him some insurance questions tha...

Welcome Back! This week we take a deep dive into your bank accounts. Don't worry! I won't look at the numbers. The goal of this episode is to help you structure your bank accounts to not only be successful in your finances, but also in your marriage. Financial issues is the 2nd leading cause of a divorce, behind infidelity. What if we could change that?  The goal in your marriage should be to be o...

A great financial plan is built with a healthy foundation.  In this episode, Connor goes over what he calls "The Circle Talk." The Circle Tallk is what Connor uses in his financial planning practice to explain what a healthy financial foundation looks like, and the steps to take to get there. We start with Bank/Savings and creating an emergency fund. After Bank/Savings he goes over insurance and t...

Get the backstory on why we created the Wealthy HOMES podcast. It's a financial planning podcast for young Michigan families. We cover everything from personal budgets, to investments, to insurance, and everything in between. Be a fly on the wall during conversations from not only an independent financial advisor, but other financial professionals from around Michigan. What's the goal? To give you...