What We Learned in the Markets

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Joseph, our Associate Financial Advisor and amazing Ramsey Concierge, who is got married the week of August 17th 2024, "What are the top financial moves after getting married? Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This vide...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Savannah in New Smyrna Beach Florida, who asks, “After reviewing my portfolio the last few days I’m worried about the markets and a pending recession. Should I do anything based on what I’m seeing?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whita...

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a ‪@TheRamseyShowEpisodes‬ Financial Co...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Deborah in Dallas, Texas, who asks, “John-Mark my husband and I are nearing retirement and therefore we’d like to understand what are the major risks we face. It seems that a bear market might be one we should be wary of. Can you please help us understand what a bear market is and how a retiree can navig...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Lucas in Loudonville, Ohio who asks, “Please help me understand the four investment categories of Dave Ramsey which of course include growth, growth & income, aggressive growth and international?” John-Mark describes these and discusses how some investment advisors cheat using world and global funds...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Ken in Overland Park, Kansas, who asks, “John-Mark and Team, I have recently entered into contract negiotiations to sell my business to a private equity firm. My CPA has recommended that I look into a donor advised fund to save on taxes this year and help fulfill our charitable goals with our church and...

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a ‪@TheRamseyShowEpisodes‬ Financial Co...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Susan in Solon, Ohio who asks, “My husband and I are selling a property we have owned for the last twenty years and it will sell at a significant gain. Is there anything we can do to avoid paying taxes on such a transaction?” Name and locations may have changed to protect privacy. Email your questions to...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Jason in Jacksonville, Florida who asks, “I have heard about the 4% withdrawal rate - what is that and is that what I should be taking out of my investment account each year or is there a better number to use? Name and locations may have changed to protect privacy. Email your questions to: nationalsmartv...

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a ‪@TheRamseyShowEpisodes‬ Financial Co...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Tim in Texarkana, Texas who asks, “ My wife and I have been Dave Ramsey-ish and we’re sick and tired of being sick and tired. The one thing that. Continues to get in our way, is our spending habits. We just can’t seem to rein that in. I would love to know how you teach your clients how they can stop impu...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from David in Huntington, West Virginia, who asks, “I’d like to make a contribution to my child’s Roth IRA but he’s only six. I just ran some numbers on what a small contribution could look like, over the next sixty years and the compound interest is incredible, even on just a small amount of money. Based on...

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a ‪@TheRamseyShowEpisodes‬ Financial Co...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Hannah in Naples, Florida, who asks:”John-Mark my husband and I have been prepping for retirement for the last few years and we think we’re ready to pull the trigger but before we do, can you please give us the top five considerations, in your opinion, we need to think about when entering retirement?” Na...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Raymond in Millersburg, Ohio, who asks, “John-Mark I was reading an article from back in April from the Wall Street Journal that states I need to have $1.4 to retire. I am nearly 60 and do not have anywhere near that amount. I’m looking to retire around 65 - is there any hope for me?” Name and locations...

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a ‪@TheRamseyShowEpisodes‬ Financial Co...

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a ‪@TheRamseyShowEpisodes‬ Financial Co...

Chief Investment Officer John-Mark Young of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a ‪@TheRamseyShowEpisodes‬ Financial C...

Chief Investment Officer John-Mark Young of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a ‪@TheRamseyShowEpisodes‬ Financial C...

Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach o...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Michael in Ocean City, New Jersey, who asks, “My wife and I have lived the Dave Ramsey life for most of our adults lives. We have built a nice retirement nest egg and of course are completely debt free. Can you please talk about the most common financial mistakes people make when it comes to retirement p...

Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach o...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Stephen in Bellville, Ohio, who asks, “John-Mark Mark I think I’ve found my dream home – it may be a littler pricer than I anticipated paying, so to be financially prudent I want to ensure I’m getting the best deal, can you please share the top five tips for negotiating when buying a house, that you give...

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Phil in Daytona Beach, Florida, who asks: John-Mark my wife and I recently sold our home in Ohio. When we moved down to Florida because home prices were a bit more expensive we didn’t quite have 20% to put down. I now have PMI insurance. What are the steps I should take to have this removed from my mortg...

Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach o...