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Wealth Your Way podcast series

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Latest episodes

Season Two, Episode Six

Planning for Retirement with Roth Conversions

Converting traditional IRAs into Roth IRAs is a popular topic for people of all ages. Ryan and Halsey discuss how this move may eliminate taxes when you withdraw your retirement savings..

Listen Now14 minutes

Season Two, Episode Five

Legislation Lesson: Tax Law Changes

An administration change typically leads to a change in our nation's tax laws. But the legislative process for this is complex, and may lead to less sweeping changes than expected. Ryan and Halsey explore this process together and discuss what to look out for when it comes to your personal finances.

Listen Now12 minutes

Season Two, Episode Four

Clearing Up Cryptocurrency

In the past year, cryptocurrency has been all the buzz. But what exactly is it?

Listen Now13 minutes

Season Two, Episode Three

The 2020 Impact on
ESG Investing

As the Covid-19 pandemic seems to be in its final phase, the world in its wake is a much different place. How will this affect our investments moving forward? ESG factors are helping companies adapt to a tumultuous year. Environmental and health-conscious business models are the new norm, and diversity in leadership and representation has begun to dominate corporate priorities.

Listen Now19 minutes

Season Two, Episode Two

Active Investing, Passive Investing and
Choosing Your Money Manager

When investing, you want your money to grow. Active management and passive management are two distinct options available to you as an investor. We discuss some of the options available to you.

Listen Now13 minutes

Season Two, Episode One

Income Taxes–It Pays to Plan Ahead

When it comes to taxes, it pays to plan ahead. Don’t wait until the end of the year to start thinking about your income tax. You have the potential to save big on your tax bill by understanding what your tax situation is likely to be ahead of time and identifying strategies for deductions.

Listen Now26 minutes

Wealth Your Way Season 1

Season 1

Episode One

Credit and Debt Management:
How to Use Debt Responsibly

While credit cards have many benefits, and establishing credit is wise early in adulthood, a lack of discipline with your credit usage can easily create an undesirable financial situation.

Listen Now28 minutes

Episode Two

Health Insurance and Benefit Selection:
Things to Consider

Choosing a healthcare plan is one of those tasks in life that many of us dread. The process is often unfamiliar and daunting, especially for young people, which may be why so many wish they could avoid it altogether.

Listen Now27 minutes

Episode Three

Savings Options and Retirement Plans:
The Miracle of Tax-Free Compounding

After college, you may find yourself considering multiple job offers. Focusing on the highest salary is tempting, but companies compensate employees in ways that may not be as immediately apparent.

Listen Now23 minutes

Episode Four

Asset allocation:
Location, location, location

Are you the parent of a young adult who has recently ventured out into the workplace? Do you want to help your children learn about investing fundamentals in order to prepare them for a healthy financial life?

Listen Now18 minutes

Episode Five

Basic investments and risk:
Finding your balance

If you are considering investing for the first time, either on your own or through an employer’s retirement plan, you will need to consider your investment objectives, risk tolerance and time horizon.

Listen Now29 minutes

Episode Six

Mutual fund basics:
Power in numbers

Stocks and bonds are the building blocks of portfolios, but few investors have the time to research securities. Instead, mutual funds offer professionally managed, diversified portfolios in one step.

Listen Now30 minutes

Episode Seven

ESG Investing:
Are your investments in your social circle?

Environmental, social, and governance (ESG) investment strategies offer investors the opportunity to invest with passion and purpose in addition to the long-term goal of earning financial gains.

Listen Now26 minutes

Episode Eight

Estate Planning:
You Are Never Too Young to Start

The two absolutes we can count on in life are death and taxes, yet planning for these two things can be an unpleasant process. Many young adults delay creating a will until they are married or have children, but you can also ensure that your parents, siblings, or other loved ones are provided for by naming them as beneficiaries of your assets.

Listen Now33 minutes

Episode Nine

Strategic Philanthropy:
Do Well by Doing Good

Do you want to incorporate charitable giving into your financial plan? Would you like to learn more about how to become engaged in strategic philanthropy—either as an active part of an existing family legacy, or by finding your own path and creating a new tradition of giving?

Listen Now25 minutes

Episode Ten

Savings options and retirement plans
The miracle of tax-free compounding

After college, you may find yourself considering multiple job offers. Focusing on the highest salary is tempting, but companies compensate employees in ways that may not be as immediately apparent.

Listen Now24 minutes

Episode Eleven

Stocks and Bonds:
Getting Down to Basics

Ready to start investing but don’t know the basics? The proper investment mix depends on your unique circumstances, including your age, current versus future income, and the amount of debt you have.

Listen Now29 minutes

Episode Twelve

Alternative assets:
Not your grandparents' investment portfolio

Considering alternative assets? Hedge funds, private equity and venture capital may seem inaccessible, but not all alternatives are just for the elite. However, consider these key trade-offs.

Listen Now32 minutes

Episode Fourteen

Are you ready to buy?

Understanding the pros and cons of buying versus renting—as well as the associated opportunity costs—can help you decide whether home ownership is right for you.

Listen Now40 minutes

Episode Fifteen

Life insurance:
An unsung hero

Understanding how much and what type of life insurance to purchase—and the various ways you can use the proceeds—may help give you peace of mind that your loved ones will be supported, even in your absence.

Listen Now24 minutes

Episode Sixteen

Risk management:
Navigating your options

What options are available for you to manage risk and protect your assets?

Listen Now20 minutes

Episode Seventeen

Digital assets: Know what they are and how to protect them

Emails, files, photos, social media feeds, cloud storage... and the list goes on. Discussing a plan for digital assets is an integral part of estate management.

Listen Now23 minutes

Episode Eighteen

Basic gift and education planning: Your guide to college and other savings

Although giving and receiving gifts is a tradition that most people have participated in their entire lives, you may not often think about how gifting can be beneficial from a financial planning perspective.

Listen Now24 minutes

Episode Nineteen

Charitable planning: When fortune smiles on you, how do you smile back?

While donating money to your favorite charities can be as simple as writing a check, there are various other options available to you for making charitable contributions that may reduce your current and future tax obligations and create a legacy of philanthropic giving.

Listen Now33 minutes

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