Wealth With Wisdom
Wealth With Wisdom
Steven Vasgaard and Vanessa Sexton
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
401(k) mistakes you should avoid
In this episode, we look at common 401(k) mistakes and what you can do to avoid them.
Apr 30, 2022
Retirement in Four Phases
During this episode, we’re going to closely examine the four phases of retirement and in the final segment we’ll discuss working part-time in retirement.
Mar 26, 2022
Social Security: Myth Versus Reality
During this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.
Mar 19, 2022
Are you ready for RMDs?
During this show, we’re going to first look at some of things you need to know about RMDs and then in our final segment we’ll discuss some of the financial mistakes that could put your retirement at risk.
Feb 26, 2022
Tax strategies and insights for 2022
During this episode, we’re going to look at tax issues to be aware of in 2022 as well as broader tax insights that apply anytime.
Jan 29, 2022
Preparing for taxes in retirement
During this episode, we’re going to examine some of the ways you can prepare yourself – and your financial strategy – for the taxes you may face during your retirement.
Jan 22, 2022
The things your kids and grandkids actually want
During this episode, we’re going to discuss some of the things you may have sitting in your home that your kids and grandkids may want to take off your hands.
Nov 13, 2021
Protect yourself, and your money, from scams
During this episode, we’re going to highlight some common financial scams and what you can do to better protect yourself and your money.
Nov 6, 2021
Frightful Mistakes That Could Haunt Your Retirement
On this fiendishly fun episode, we’re going to thrill you and chill you with frightful mistakes that could haunt your retirement.
Oct 16, 2021
Questions to Ask When Choosing a Financial Services Professional
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
Oct 2, 2021
Load more