What The Wealth

“I have $100,000 to invest, but I don’t want to lose money.” Someone said this to me recently, and it inspired me to sit down and chat with you about this topic today. You will get to hear a bit about the mindset that lies behind a statement like this and why it can actually end up hurting your financial health.

You can find show notes and more information by clicking here: https://bit.ly/3uidITy

In order to fully understand qualified charitable distributions, you’ll want to know what required minimum distributions are and how they work. Today we have Katie Kavehrad back on the show to discuss the inner workings of RMDs and QCDs. If you’re retired or approaching retirement age and you want help building your tax planning strategy, the tools talked about in this episode are for you!

You can find show notes and more information by clicking here: https://bit.ly/3USOmqy

In order to fully understand qualified charitable distributions, you’ll want to know what required minimum distributions are and how they work. Today we have Katie Kavehrad back on the show to discuss the inner workings of RMDs and QCDs. If you’re retired or approaching retirement age and you want help building your tax planning strategy, the tools talked about in this episode are for you!

You can find show notes and more information by clicking here: https://bit.ly/3USOmqy

It’s important to know as much as you reasonably can about the financial tools you have in your tool bag. Katie Kavehrad joins me again today to talk about Donor Advised Funds (DAFs) and how this particular tool can be used for charitable giving, investing strategies, financial planning, and more. In this episode, you will get a better understanding of the different roles DAFs can play in your finances and giving opportunities. 

You can find show notes and more information by clicking here: https://bit.ly/3U5aWf7

It’s important to know as much as you reasonably can about the financial tools you have in your tool bag. Katie Kavehrad joins me again today to talk about Donor Advised Funds (DAFs) and how this particular tool can be used for charitable giving, investing strategies, financial planning, and more. In this episode, you will get a better understanding of the different roles DAFs can play in your finances and giving opportunities. 

You can find show notes and more information by clicking here: https://bit.ly/3U5aWf7

Today Katy Kavehrad, a financial planner at Paradigm Wealth Planners, joins the show for the first time! We're covering how she helps clients achieve their goals, as well as key things that are happening in financial news and markets. You'll hear good news, insight into what to watch carefully, and more.

You can find show notes and more information by clicking here: https://bit.ly/3CWn3Fy

Today Katy Kavehrad, a financial planner at Paradigm Wealth Planners, joins the show for the first time! We're covering how she helps clients achieve their goals, as well as key things that are happening in financial news and markets. You'll hear good news, insight into what to watch carefully, and more.

You can find show notes and more information by clicking here: https://bit.ly/3CWn3Fy

Today I want to answer some questions that have come up lately in light of the recent market turbulence and volatility. There are a lot of “what if?” questions floating around people’s heads, and today I will provide some clarity and answers that will offer a bit more relief or a sense of preparedness. By clearly defining things like risk and volatility, as well as understanding the other fear factors out there right now, you can find a better way to make smart decisions around money.

You can find show notes and more information by clicking here: https://bit.ly/3SQx50i

Today I want to answer some questions that have come up lately in light of the recent market turbulence and volatility. There are a lot of “what if?” questions floating around people’s heads, and today I will provide some clarity and answers that will offer a bit more relief or a sense of preparedness. By clearly defining things like risk and volatility, as well as understanding the other fear factors out there right now, you can find a better way to make smart decisions around money.

You can find show notes and more information by clicking here: https://bit.ly/3SQx50i

A stable retirement portfolio is something that we are all seeking and working to ensure. In this episode, I’ll share how bond laddering can be used as a strategy when investing to reduce risk and increase stability. You will get some quick and easy insight into what a bond is, the types of bonds out there, and how laddering can be used to reduce a variety of risks.

You can find show notes and more information by clicking here: https://bit.ly/3qU5TBO