Wade Into Wealth

John Milano of Genesee Regional Bank can be reached at jmilano@grbbank or 585-737-9690

If you found value in what John Milano shared with us today, he can be reached at jmilano@grbbank.com or by calling him at 585-737-9690.    

Corey James Moran can be reached at corey@marksiwiec.com or by calling 607-341-1230. Or, find him here:  https://www.marksiwiec.com/index.cfm? Page=Sales-Executives

Contact Dan and Dana at dmancuso@howardhanna.com or 585-455-7199. https://danamancuso.howardhanna.com/  

Mike Catalana from 13WHAM-TV in Rochester joins us to discuss the unanimous decision by the Supreme Court that has opened the door for college athletes to begin receiving compensation.

For years and years, the 4% withdrawal strategy has worked for investors looking for income from their investments. With interest rates still near historic lows, does the 4% rule still work?

You can read the full article we reference in the episode here:   https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax  

Topics discussed include, what to do with your investments as you get closer to retirement, saving vs. paying down debt, and which kind of 401(k) option is best for you - Traditional or Roth.

Credit Cards can be a source of major anxiety for some, and yet others find them incredibly useful. We look into why that is, and how to best manage your relationship with credit cards. Plus, ways to pay off cards

Jon Samnick has been an entertainment lawyer, founder of multiple product companies, c-level executive, former Chief Counsel for Intellectual Property and Strategic Alliances at the US Small Business Administration and executive coach for the last 25 years.  Among others, Jon has represented The Beatles, The Estate of Jimi Hendrix, launched the world’s largest digital music platform on AOL, and ra...

Questions? Topics you'd like us to discuss on an upcoming episode. Find us on Social Media.   Facebook: @TheWadeGroupBSC Twitter:  @TheWadeGroupBSC Instagram:  @TheWadeGroupBSC

Should you be more inclined to invest in a company that recently underwent a stock split? What about share prices? Do they matter anymore?

Warren Buffett recently compared Robinhood and other trading platforms to gambling casinos. Is it a valid comparison? Are you investing or gambling?

From Ketchup to sweatpants, to lumber and computer chips, Covid-19 has created chaos in the supply chain. How will it (or has it) impacted you?

What happens when the stock market hits an all-time high and you're considering an investment? Should you continue? Wait? We discuss tools and perspective on how to answer these questions when markets are at all-time highs.

What does it actually mean when someone mentions "interest rates?" How are you likely to be impacted with rates remaining at or near record lows? The answer can be much different depending on your own personal situation.

1st quarter market performance, discussion of the government stimulus package, and a review of the first 3 months of 2021.

Our own views on Bitcoin, the good, the bad, and the future.

Bitcoin and cryptocurrency expert Marshall Hand joins Chuck and Ethan to better understand bitcoin and how it works.

Thinking about how to use your latest stimulus payment? Think "needs" and not "wants."

Chasing speculative investments can seem like trying to find the pot of gold at the end of a rainbow. Why do we keep chasing these (sometimes) mythical investment returns?

Fear, uncertainty, even panic ensued as markets crashed in March 2020 as our world shut down due to Covid-19. This episode tells the story of what happened, how we saw it, and what we've learned about why markets crash, investor psychology, and being human during a pandemic.

Answering a listener question - what do you think of whole life insurance as an investment, assuming I'm already maxing my 401(k) out. Are there certain things to look out for when researching or choosing a plan?

Why do you need a Will? When should you consider creating a trust? What to do when a loved one dies, leaving you in charge of their affairs? Attorney Jake Whiting joins us to answer these questions and more.

Three weeks after Gamestop once again became a household name, we revisit what happened, where things currently stand, and what lessons we can learn along the way.