How high will interest rates go? What might the war in Ukraine and mid-term elections mean for our economy and financial markets? It's hard to believe that it's time to review current market conditions and look ahead to the second half of 2022. Doug DeGroot, Brian Granato and Tom Clifford provide a mid-year update on these important topics that have the potential to impact the performance of our economy and your investments in this second half of 2022. With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Jul 6, 2022
39 min
To determine how your investment account is performing, do you look at the Dow Jones, the S&P, or what you’re hearing on TV? To help you answer this question, Doug DeGroot, CFP® devotes this monthly podcast to Market Indexes and what they mean. What investment index means the most to your portfolio? How can it help you evaluate your return? Listen in and thanks for your continued support of Providence Wealth Advisors. With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
May 20, 2022
13 min
Is this the year to convert your traditional IRA to a Roth? Take a few minutes and learn more about Roth conversions as Executive Vice President Doug DeGroot, CFP® and Jay Faler, Assistant Vice President and Trust Officer explore the question that so many IRA owners are asking. It's a question worth asking and the subject of our latest Your Financial Journey Podcast. Thanks for listening!With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Apr 11, 2022
30 min
It hasn't taken long for 2022 to get interesting! What's driving inflation? What will higher rates mean for fixed income investments? Listen as Executive Vice President, Doug DeGroot, CFP® discusses a few steps the PWA team is taking to better manage the risks associated with rising interest rates, growing inflation and economic instability around the world.With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Mar 7, 2022
19 min
What can investors expect in the coming year? Listen as Doug DeGroot, CFP®, Executive Vice President and senior PWA Team members Tom Clifford and Brian Granato discuss the issues that have the potential to impact the performance of our economy and your investments in 2022. Listen here!With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Jan 26, 2022
28 min
Listen in for a few minutes as members of the PWA team look ahead by sharing a few things they have on their wish list for the New Year. From all of us at Providence Wealth Advisors, thank you for your trust and confidence. We hope you have a wonderful Christmas and a New Year filled with good health, peace and prosperity. Thank you for listening!With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Dec 20, 2021
11 min
While all IRAs make it possible to save for retirement and defer the tax on your earnings, they can differ considerably when the time comes to make withdrawals. In this Podcast, Doug DeGroot, Executive Vice President and Jay Faler, Assistant VP and Trust Officer of Providence Wealth Advisors combine to review these differences. Please accept our thanks for listening to this Retirement Planning podcast on Withdrawing from Your IRA.With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Nov 30, 2021
35 min
Traditional IRAs... Roth IRAs... how are they different and which may be best for you? We tackle these questions in this podcast on Retirement Planning. Jay Faler, Assistant Vice President and Trust Officer of Providence Wealth Advisors, who is considered our "go-to" guy on IRAs, joins Doug DeGroot, CFP®, Executive Vice President, in this podcast. As the holidays and tax season are fast approaching, thanks for listening as Jay and Doug discuss Retirement Planning Using an IRA.With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Nov 3, 2021
19 min
From solid performance throughout the first 3 quarters of 2021 to increasing market volatility in recent weeks, our latest Your Financial Journey podcast includes our 3rd quarter update along with thoughts on what investors might expect during the remainder of the year. Join Executive VP Doug DeGroot as he discusses why the PWA team is both cautious and optimistic about the future.With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Sep 30, 2021
17 min
Saving for education, borrowing, choosing the right college. These are just a few of the important factors that Investment Advisor Nicole Smit, CTFA and Assistant Vice President and Trust Officer Cheryl Dalton and I discuss this month in our August “Back to School Month” podcast. Join us for helpful advice and real-world insights on one of the biggest issues facing families today – how to make a quality education more affordable! With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Aug 25, 2021
21 min
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