What The Wealth Retirement Podcast

In this episode, you will learn about donor-advised funds. From what they are to who they are best for and how to set them up properly, I’ll give you a quick rundown of the most important info you need to know. Whether you know the charity you want to give to, or you want to save up and give a higher dollar amount contribution, donor-advised funds might be for you. You can find show notes and more...

Today is a follow-up of the podcast from last week, where we talked about the mistakes investors make. In this episode, I want to speak about investor personas and share a couple of different categories people fall into as investors. You may think this is very conservative or very aggressive, but these categories are a little more detailed than it may seem. Listen in as I cover the good and bad si...

As financial advisors and planners, we are quite tuned in to what works and what does not work when it comes to wealth management. It is our job to explain the steps you must take for financial success and warn you of the blunders we have seen others make in the past. In this episode, Julian B. Morris, founder of Concierge Wealth Management, joins the show to discuss the most common money manageme...

Britton Wesson is the host of The Buffalo Way Leadership Podcast, a show about becoming a great leader in whatever position you are in with whatever resources you have. Today Britton joins the show to discuss how to find your deeper purpose and how to use this to make a bigger impact on the world around you.  You can find show notes and more information by clicking here: https://bit.ly/2XMub2a    ...

Welcome to 2021! Many of us are so excited to put 2020 to rest and start planning for the year ahead that it's easy for us to hurriedly make New Year's resolutions. But, unfortunately, many people are unable to follow through and stick with their initial plans. So in this episode, I want to share the processes you can put in place to ensure you follow through with your goals, whether the...

Today’s episode won’t be a normal show.  I just wanted to wish you all happy holidays and throw in a little reminder to not forget about what’s truly important this year. It’s so easy to get busy with work or errands that need to be run, or tasks that need to be completed, but we must not let those things distract us from the truly important things in life. You can find show notes and more informa...

Have you realized that there are less than 30 days left in 2020? If you’re like many of us who are wishing the end of the year would come sooner, you’re definitely not alone—but have you considered what you can do now to offset the taxes you will pay in 2021? In this quick episode, I’m sharing a few powerful and impactful planning tips to offset your tax liabilities for the coming year, including...

I’ve seen a couple of prominent stock splits recently, so in this episode, I’ll be talking about what stock splits are and how they work. Listen in to get a crash course in the pros and cons of a stock split, as well as some common misconceptions about them. Keep in mind that this is not a recommendation in any way to buy any of the stocks that I discuss. They are, however, great examples for me t...

We have a lot to unpack in this episode because we’re talking all about open enrollment and your health benefits, including medical, dental, and life insurance. We’re also answering listener questions related to savings funds and investments so you can continue to improve your personal financial situation. You can find show notes and more information by clicking here: https://bit.ly/2IfpAS0  🗓️ Me...

In this episode, I will be talking about how to focus on your goals in a way that continues to enforce your micro-actions. It’s a simple method that allows you to consistently make small steps that lead to big progress over time. I'll also share the Important and Urgent Decision Matrix with you and explain how to use it to reach your goals steadily and efficiently. You can find show notes and...

Ryan Detrick, the master of stats, joins the show for the second time to discuss the economy and markets. He is the senior strategist at LPL Financial, and he has a knack for understanding and explaining the uncertainty and irrationality of the markets. Ryan joins us today to share some great insight into what is going on in current events, as well as how it will affect the markets now and in the...

There’s no doubt that 2020 has been a wild ride. Now that we’re three-quarters of the way through and have our eyes set on 2021, it’s time to focus on the tail end of the year and finish it out with a (positive) bang. That means taking the time to go through our essential numbers, budget for the rest of the year, and get clear on our goals. You can find show notes and more information by clicking...

People often think of estate planning as something that is only for people who are in their 60s or above. But the truth is that young adults should have estate plans, too. So today, I’m going to continue the conversation on estate planning by sharing a few tips for young people to get organized in this area, as well as common mistakes people make when dealing with estate planning documents. You ca...

There are a lot of misconceptions about estate planning, so I have Lauren Smith on the show today to clear up some of the confusion. An attorney who specializes in estate planning, probate, and conservatorships, Lauren's experience and expertise in this area will provide valuable insight on what not to worry about, as well as what items and areas we should be focusing on. You can find show no...

Nic Nielsen, co-founder of Know My Plan and Certified Financial Planner, joins me today to give us his take on financial planning, investments, and insurance. Nic has been in the financial planning industry for 16 years and brings with him a wealth of knowledge and passion for helping others increase their financial literacy. Listen in as he shares the ways that many people mess up in contributing...

All of our financial decisions have an effect on our financial health. Just as a batter in baseball tracks their batting average, it is important we track the numbers in our financial plan so we can better manage them. So what measures must we put in place to ensure we can live a comfortable life with the income we have? In this episode, I will share how to track where you are and where you have t...

With all the various types of insurance out there, it can seem like we are "insuranced" to death. Many people just put their insurance on auto-pilot and never look at it again, but as changes occur in life, we need to be re-evaluating what we need—or don’t need anymore. So in this episode, I’ll discuss why it’s so important to do an insurance review at least yearly, as well as the steps...

Crystal Williams, the owner of Smart Money Financial Coaching and a Dave Ramsey preferred financial coach, joins us today to talk about how a financial coach can help you get clear on your money situation. If you’re frustrated with your finances and want to handle your money better but are not sure how, this is an episode you won’t want to miss. In this episode Crystal will take us through the pro...

Time is the greatest equalizer. It is the one thing that we all have the same amount of every day, and how we use our time is what can propel us forward—or hold us back. So in this episode, I'm sharing why now is the perfect time to do a review of your financial goals in order to stay on track and make them happen. You can find show notes and more information by clicking here: https://bit.ly/...

It goes without saying that saving for retirement is important, but do you know what kinds of accounts are available to help you do so? Today I'm going to be talking about Health Savings Accounts (HSAs), as well as a couple of other retirement planning accounts so you can start putting together a strategy for your future. You can find show notes and more information by clicking here: https://...

If you’ve been listening to the media lately, you’ve probably heard the terms correction , recession , and depression used. Today I’m discussing the differences between these three economic events and what you can do now to make sure you’re in good financial health to weather any storm. You can find show notes and more information by clicking here: https://bit.ly/2Ywr6Vc 🗓️ Meet with me: https://p...

Today I'm sharing an economic update, including my outlook for the markets, what's going on with the stimulus checks, and what you can do with your 401k right now. There are great opportunities you can take advantage of during this time, as well as important planning that can help you get through this crisis more smoothly. You can find show notes and more information by clicking here: ht...

As new policies and plans are put in place almost daily during the current pandemic, it is important to stay up to date with those that can be beneficial to you and your business. Today I want to talk about the CARES (Coronavirus Aid, Relief, and Economic Security) Act and the Paycheck Protection Program, as well as the impact they will have on you. You can find show notes and more information by...

Fear and greed are what drive markets, so what better time than this to discuss current market events around COVID-19? To help me cover this topic is Ryan Detrick, the Senior Market Strategist at LPL Financial. With years of experience, Ryan is able to dissect the current state of the world and set our minds at ease by telling us the facts in regards to whether we can come back from a recession su...

As April 15th quickly approaches, are you feeling prepared and ready to file your taxes? Today I want to continue our conversation around preparing for the IRS and finalizing everything before filing your taxes. I will be sharing my tips on staying organized and coming up with an approach that allows you to calm the chaos that comes with tax season.  You can find show notes and more information by...