The Way2Wealth®

As the pandemic showed a lot of people last year, having an emergency fund or robust savings account is important. Without these types of liquid and accessible assets, our financial plan can be out of balance. On today’s episode, we speak with our team member Jake Stone, Wealth Advisor, about establishing savings and its role in reaching financial independence.   TIMESTAMPS  1:22 – Jake’s backstor...

Education is how we will pursue financial independence. Controlling our cash flow can help us gain control of our financial lives. Today, we will discuss this concept with our team member, Ashley Sowers.   TIMESTAMPS  1:03 – Welcome Ashley Sowers 5:06 – Why is making money simple important? 7:38 – The stress of money 8:19 – Cash flow and control 12:12 – Listening, teamwork, education 14:23 – Asset...

Credit and interest rates can cause a lot of stress for people. Today, we are going to explore these two important factors in our finances and learn how we can utilize them as tools to help build our wealth.   TIMESTAMPS  1:10 – Welcome Shane Heizer 3:26 – Why is credit important? 6:38 – Credit score 7:31 – What affects a credit report? 10:33 – Cash in a bank 14:22 – Soft pull 15:50 – Interest rat...

A strong family structure is necessary when we are planning for our family’s financial future. On today’s show, we speak with Rich Christiansen about the importance of your legacy and your family’s constitution.   TIMESTAMPS  1:01 – Introducing Rich Christiansen 2:53 – His backstory 8:39 – What do we want to pass on? 10:14 – Rich’s thoughts on family 23:31 – Conversations with family 25:42 – Famil...

Insurance is a way of managing risk. On this episode, we will be discussing insurance maximization with Darron Miller. He is working to educate others on the importance of good coverage and we’ll use this platform to help continue that today.   TIMESTAMPS  1:58 – Darron Miller’s backstory 5:33 – Defining insurance maximization 8:50 – Not valuing insurance maximization 11:45 – Doing insurance right...

Having a strong foundation in financial planning means protecting yourself and your family. Today, we are discussing how estate planning and asset protection are essential to protecting yourself, your finances, and your family.     TIMESTAMPS  0:55 – Introducing Andrew Howell 5:35 – Estate planning vs. asset protection 8:26 – DIY Estate Planning 10:51 – Conventional Estate Planning 18:03 – Family...

Do you know where your money will go once you pass on? Estate planning is essential to keeping your family’s finances and future on track. On today’s episode, we will be discussing the key things you need to focus on when planning your family’s legacy.   TIMESTAMPS  0:58 – Our guest Alan Brown 3:33 – Estate planning made simple 5:15 – Where does your money go when you die?    8:25 – Generational t...

Taxes and estate planning are an essential part of our wealth's foundation. Today, Robert Keebler, CPA®, the found of Keebler and Associates, joins us to speak on tax compliance, tax reduction, and estate planning.   TIMESTAMPS  0:50 – Introducing Robert Keebler 2:18 – Robert’s backstory 4:03 – Coronavirus impact 6:50 – Misconceptions about taxes 9:42 – Tax compliance vs strategy 13:30 – Find...

Today we are talking about a big expense and one of the key parts of your financial foundation, taxes. Taxes are complicated and having a plan to be proactive about them can seem daunting. So Jeff Socha, founder of Socha Consulting, is joining us to explain a bit about the tax rulebook and why it’s important to have a good tax strategy.   TIMESTAMPS  1:38 – Talking about taxes today 2:22 – Jeff’s...

As we continue our discussion on exactly what The Way2Wealth® means, we are focusing on the ‘2’ today. For us, the number represents team because it will always take more than one person to build that pathway to wealth. Garrett Gunderson is joining us today to speak on his journey and on the importance of a great team.   TIMESTAMPS  1:20 – What got Garrett into finance 3:52 – His earliest memory o...

We’re all guilty of looking ahead in life towards goals or destinations, but that often causes us to miss out on what’s happening today. That’s where the ‘Way’ in The Way2Wealth® comes into what we do and how we help our clients. On this episode, we are joined by Bonnie Bailey, CFP®, the VP of Business Development and a Wealth Advisor. She'll tell us about her journey, what’s most important t...

As we roll out the first episode of the podcast, we wanted to introduce you to our business and The Way2Wealth® process that we follow. W – What is your foundation? E – Establish Savings A – All expenses covered by income L – Living with inflation T – Tax diversification H – Have it updated annually   Read the full blog and get additional information on The Way2Wealth®:  https://www.theway2wealth....