What The Wealth?

What The Wealth?

whatthewealth.com
When it comes to financial planning and investing, many of us have more questions than answers. “What the Wealth?!” offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forwa


#14: Seven Critical Numbers to Track for Financial Health
Aug 6 • 15 min
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…
#13: The Importance of Doing an Insurance Review
Jul 9 • 22 min
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…
#12: Financial Coaching and Smart Decision-Making with Crystal Williams
Jun 25 • 24 min
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…
#11: Planning Today For Tomorrow
Jun 11 • 19 min
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…
#10: The Swiss Army Knife of Tax Advantaged Accounts
May 28 • 29 min
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…
#09: How To Weather Any Economic Storm With Confidence
May 14 • 25 min
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…
#08: The Economic Outlook and Stimulus Check Updates
Apr 30 • 29 min
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…
#07: CARES Act and Paycheck Protection Program: What Does This Mean For You?
Apr 16 • 26 min
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…
#06: How To Bounce Back From A Recession with Ryan Detrick
Apr 2 • 26 min
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…
#05: Preparing for the IRS and Filing Your Taxes
Mar 19 • 18 min
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…
#04: Understanding The Incredibly Complex Tax Code with Scott Byrom
Mar 5 • 37 min
With tax season approaching, it is the perfect time to talk about how to prepare yourself to file appropriately. To help me discuss this topic is Scott Byrom, a financial advisor at ProVision Financial. Scott has been in tax planning and investment work…
#03: Implementing a Goal Planning Strategy
Feb 20 • 10 min
Learn how to implement a goal planning strategy to make your dreams a reality.
#02: Building Plans and Managing Them with Anthony Ruffalo
Feb 6 • 31 min
Learn how to make plans for your clients so you can help them achieve their goals.
#01: Organizing Your Finances and Setting Goals
Jan 19 • 17 min
Learn how budgeting can work for you and help you plan for your future goals.