People have many reasons for procrastinating when it comes to putting a retirement plan together Let's explore some of those excuses and why they can be dangerous and talk about how to overcome them Connect with us https rosewoodwealthmanagement com - - [... more]

On this week's edition of The Outlaw Lawyer Josh Whitaker amp Joe Hamer welcome fellow attorneys Cassandra Nicholas and Ashley Pinner to answer listener questions The show takes a detour into ACC preseason football rankings and later in the program a brief discussion on favorite documentaries Whitaker amp Hamer in the near future will have a virtual assistant named Jarvis to help clients and potential clients when they reach out to the firm Josh amp Joe will tell us more about it If you are facing a legal situation and have questions you can always call Whitaker amp Hamer - [... more]

Everyone wants to achieve financial freedom Some of us do and enjoy its blessings So what secret strategy did they follow to free themselves from the burden of debt On today's MoneyWise Live Rob West will share the one absolute non-negotiable requirement for achieving true financial freedom Then he'll answer your calls and questions on various financial topics See omnystudio com listener for privacy information [... more]

What are the most exciting or most disappointing moments I have experienced as an advisor This is just one of the many questions you can ask Peter Richon to find out answers to your questions just call at - [... more]

What do you envision your average day in retirement to consist of This is one of the many questions you need to answer before retirement Tune into Peter Richon's new show this week to answer this question [... more]

Since Luke chapter depicts the joyous celebration of Christ's birth we know that we should feel joy during the Christmas season but unfortunately anxiety over money often gets in the way On today's MoneyWise Live host Rob West will talk with Chad Clark about a way to avoid financial stress this season Then Rob will address some questions on various financial topics See omnystudio com listener for privacy information [... more]

On this edition of the program Peter Richon discusses some scary financial topics and how to address or avoid them If you need help in planning call Peter and Richon Planning at - [... more]

On this edition of the show Peter Richon discusses planning for withdrawals distributions and creating retirement income in an efficient manner [... more]

Since the COVID Delta variant has prolonged the pandemic businesses are facing new mandates and struggling to stay open And that's leading to continued unemployment woes for retail and service industry employees On today's MoneyWise Live Rob West will share steps you can use to weather a financial crisis brought on by unemployment or other factors Then he'll answer your calls and questions on a variety of financial topics See omnystudio com listener for privacy information [... more]

As we enter into October and Halloween is right around the corner Peter Richon and special guest Johnnie Mayfield discuss some of the scary financial topics that are keeping savers and investors up at night Taxes Inflation Fees and Market Corrections What is your plan to address these scary financial topics [... more]

Stu is in Greensboro NC talking with David Belk a Certified Kingdom Advisor about where biblical wisdom and finances meet and how he helps people handle their money in a God-honoring way [... more]

Financial services veteran Frank Maselli discusses the value and the need for a financial advisor and a source for sound financial planning advice and guidance [... more]

Women today control more than of the wealth in America They want to steward their resources well but many lack the confidence in the area of money management On the next Building Relationships with Dr Gary Chapman Miriam Neff and Valerie Hogan team up to help empower women Learn how to take charge of your finances Don't miss the encouragement on the next Building Relationships with Dr Gary Chapman See omnystudio com listener for privacy information [... more]

Ken Fisher's recent comments raised a lot of attention landed him in some hot water and probably cost him some significant but is it the only reason we should be concerned about and paying attention to the language being used in financial services Peter Richon digs beneath the surface of Ken Fisher's comments at Tiburon as well as examines of the language in some other financial advertising materials [... more]

In John Jesus tells the story of the shepherd and the hired hand The hired hand cares nothing for the sheep but the shepherd is successful because he cares for the sheep You know people who are hired hands they don't care about their employees or their customers and you know people who are shepherds Shepherds and hired hands also exist in the financial industry This week's guest Doug Amis CFP and author joins Hans and Robby to discuss what to look out for when trying to select a financial advisor CFP's who have to be fiduciaries are required to [... more]

In Romans Paul says Faith comes from hearing and hearing comes from the word of God This week Hans Robby and Tom discuss people's biggest worries in retirement and how to confront those worries with faith and smart planning Tom says the number one worry he's confronted as a CFP Professional is the question Am I going to run out of money People thinking about retirement are concerned they won't have enough money to live comfortably or have the financial resources when and how they need it Hans and Robby discuss how understanding the debate between the investment and insurance [... more]