Your Financial Journey

To determine how your investment account is performing, do you look at the Dow Jones, the S&P, or what you’re hearing on TV? To help you answer this question, Doug DeGroot, CFP® devotes this monthly podcast to Market Indexes and what they mean. What investment index means the most to your portfolio? How can it help you evaluate your return? Listen in and thanks for your continued support of Pr...

Is this the year to convert your traditional IRA to a Roth? Take a few minutes and learn more about Roth conversions as Executive Vice President Doug DeGroot, CFP® and Jay Faler, Assistant Vice President and Trust Officer explore the question that so many IRA owners are asking. It's a question worth asking and the subject of our latest Your Financial Journey Podcast. Thanks for listening! Wit...

It hasn't taken long for 2022 to get interesting! What's driving inflation? What will higher rates mean for fixed income investments? Listen as Executive Vice President, Doug DeGroot, CFP® discusses a few steps the PWA team is taking to better manage the risks associated with rising interest rates, growing inflation and economic instability around the world. With You Every Step of the Wa...

What can investors expect in the coming year? Listen as Doug DeGroot, CFP®, Executive Vice President and senior PWA Team members Tom Clifford and Brian Granato discuss the issues that have the potential to impact the performance of our economy and your investments in 2022. Listen here! With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has t...

Listen in for a few minutes as members of the PWA team look ahead by sharing a few things they have on their wish list for the New Year. From all of us at Providence Wealth Advisors , thank you for your trust and confidence. We hope you have a wonderful Christmas and a New Year filled with good health, peace and prosperity. Thank you for listening! With You Every Step of the Way With over seven de...

While all IRAs make it possible to save for retirement and defer the tax on your earnings, they can differ considerably when the time comes to make withdrawals. In this Podcast, Doug DeGroot, Executive Vice President and Jay Faler, Assistant VP and Trust Officer of Providence Wealth Advisors combine to review these differences. Please accept our thanks for listening to this Retirement Planning pod...

Traditional IRAs... Roth IRAs... how are they different and which may be best for you? We tackle these questions in this podcast on Retirement Planning. Jay Faler, Assistant Vice President and Trust Officer of Providence Wealth Advisors, who is considered our "go-to" guy on IRAs, joins Doug DeGroot, CFP®, Executive Vice President, in this podcast. As the holidays and tax season are fast...

From solid performance throughout the first 3 quarters of 2021 to increasing market volatility in recent weeks, our latest Your Financial Journey podcast includes our 3rd quarter update along with thoughts on what investors might expect during the remainder of the year. Join Executive VP Doug DeGroot as he discusses why the PWA team is both cautious and optimistic about the future. With You Every...

Saving for education, borrowing, choosing the right college. These are just a few of the important factors that Investment Advisor Nicole Smit, CTFA and Assistant Vice President and Trust Officer Cheryl Dalton and I discuss this month in our August “Back to School Month” podcast. Join us for helpful advice and real-world insights on one of the biggest issues facing families today – how to make a q...

In this podcast, Investment Advisor Nicole Smit, CTFA and Assistant Vice President and Trust Officer Cheryl Dalton join PWA's Executive Vice President Doug DeGroot, CFP® to share their insights, not only as financial professionals but as mothers striving to set their children on a positive financial path. Join us in a brief conversation about the one important thing kids don’t learn in school...

In this podcast, senior members of the PWA Team discuss joint tenancy, wills, trusts, estate taxes and other matters related to estate planning. Join Executive Vice President Doug DeGroot, CFP®, Senior VP Brian Granato, CTFA and Senior VP Tom Clifford as they share valuable insights gained over the years.  With You Every Step of the Way With over seven decades of collective experience, Providence...

In honor of Mother’s Day, members of the PWA team discuss Women and Investing and other topics particularly important to women. Join Executive Vice President Doug DeGroot, CFP®, Laura Fasan and Nicole Smit, CTFA as they touch on establishing goals, building wealth and much more. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expe...

In recognition of Financial Literacy Month and the arrival of Spring, members of the PWA team use this Podcast to provide helpful information on a few topics clients often ask about. Join Executive Vice President Doug DeGroot, CFP® and Senior Vice President Brian Granato, CTFA, as they discuss Tax Advantaged Investments, Social Security benefits and more. With You Every Step of the Way With over s...

What can we expect in the new year and more importantly, from the new administration in Washington? What changes should we be prepared for and how might these changes impact investment portfolios? Join Doug DeGroot, CFP®, Executive Vice President of Providence Wealth Advisors as he discusses the current economic backdrop as well as expectations for the coming year. With You Every Step of the Way W...

Join the entire Providence Wealth Advisors team as we prepare for the Christmas season by recalling our most memorable people, events and experiences of the past year. It's our 2020 Holiday podcast and we thank you for listening! From all of us at Providence Wealth Advisors, thank you for your trust and support. We wish you a Christmas season filled with peace, good health and happiness. With...

Listen as Doug DeGroot, CFP®, Executive Vice President, provides a brief introduction to Providence Wealth Advisors (PWA), it's unique affiliation with Providence Bank & Trust and the investment approach the PWA team uses to serve clients. Enjoy a Personal, Trusted Relationship At Providence Wealth Advisors , our team of investment professionals is dedicated to you, your family and your w...

How did we get here and where can we expect to go? Learn from Doug DeGroot, CFP®, Executive Vice President of Providence Wealth Advisors, as he reviews the financial events of 2020 and considerations driving rationale for the future. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial g...