Connor Bauserman - Podcast Details

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MSUWMA PodcastFinancial Success on Your Terms with Connor Bauserman - S9 Ep.22Welcome back to the MSU Wealth Management podcast! Today we have the opportunity to host Financial Advisor Connor Bauserman. Connor got his start with a degree in Financial Planning at Olivet College and has since been dedicated to helping clients navigate their financial futures with confidence. As an employee of Preferred Financial Group, we talk about what his day-to-day looks like, how he "meets his clients where they're at", and how his services are able to reach a wider demographic through PFG. We hope you enjoy!Connor's LinkedIn: https...2025-03-3128 min

Born HuntingEp. 40 - Chasing Colorado's Big Nine with Connor ClarkPassionate bowhunter and Colorado native Connor Clark started bowhunting 10 years ago. As of December 31, 2024, Connor has harvested EIGHT of Colorado's recognized nine big-game species. This is one you don't want to miss!2025-01-0658 min

Wealthy HOMESCurrent Market Pulse with Nate Baumann from LVZ, Inc.Podcast Summary: Interview with Nate Baumann from LVZ Investment Management In this episode of the Wealthy HOMES Podcast, I had the pleasure of chatting with Nate Baumann from LVZ Investment Management. Nate brought his insights and expertise to give us a comprehensive look at the current financial landscape, with a focus on several key areas that are top of mind for investors. Market Overview We kicked things off with an overview of the current market. Nate highlighted the main trends and events shaping the financial world today. From economic growth indicators to geopolitical t...2024-07-2233 min

Wealthy HOMESEp.53- Protecting Your Wealth with Josh Cary (JC Insurance)Wealthy HOMES Podcast Show Notes Episode 53: Protecting Your Wealth with Josh Cary from JC Insurance Welcome back to another episode of the Wealthy HOMES Podcast! I'm your host, Connor Bauserman, financial advisor with Preferred Financial Group. In this episode, we’re diving into the often overlooked but crucial aspect of wealth management: protecting your assets. To help unpack this topic, I’m joined by Josh Cary from JC Insurance, who shares invaluable insights on how to safeguard your wealth. Key Topics Covered: Josh Cary’s Journey: Josh shares his background, how he got in...2024-05-2824 min

Wealthy HOMESEp.52- Planning for Tomorrow: Understanding Social Security TodayIn this episode of the Wealthy Homes Podcast, we're diving deep into a topic that might not always be top of mind for our age group: Social Security. Join me as we explore the origins, evolution, and future of this vital component of retirement planning. Social Security isn't just a safety net; it's a cornerstone of retirement income for many, constituting up to a third of retirees' financial support. But how did it all start? We journey back to the 17th century, when the concept of providing for the needy began with the "poor laws." Over time...2024-04-2932 min

Wealthy HOMESEp.51- Q&A with James GilbertWelcome back to another episode of the Wealthy Homes Podcast! I'm your host, Conor Bauserman, joined by James Gilbert, another financial advisor here at PFG. Today, we're diving into some anonymous questions submitted by our listeners. First up, we discussed a couple considering having one parent stay at home with their kids. With a solid financial foundation, including no debt except for a manageable truck payment, we encouraged them to go for it, emphasizing the priceless value of spending time with young children. Next, we shared our thoughts on the current state of the real...2024-04-0824 min

Wealthy HOMESEp.50- What It Means To Be WealthyIn this episode, Connor, your friendly host at the Wealthy HOMES Podcast, embarks on a captivating exploration of what it truly means to be wealthy. Beyond the conventional notion of financial riches, Connor reveals the five foundational pillars of genuine wealth: Money, Time, Relationships/Love, Physical Health, and Spiritual Health. Highlights: Money Matters: Connor underscores the significance of financial independence and savvy money management. He shares invaluable insights into investment strategies tailored for long-term wealth accumulation, along with practical tips for breaking free from debt and cultivating sustainable financial habits. Mastering Time: Delving...2024-03-1825 min

Wealthy HOMESEp.49- Circle Talk 2.0Welcome back to another insightful episode of the Wealthy Homes Podcast! I'm Connor Bauserman, your friendly neighborhood financial advisor from Preferred Financial Group, and today, we're revisiting one of our foundational discussions: the Circle Talk 2.0. Now, if there's one episode, I'd recommend to anyone seeking financial wisdom, it's this one. As we approach our 50th episode milestone, I'm thrilled to reflect on how far we've come since our humble beginnings. The Circle Talk is all about laying the groundwork for your financial journey, and it all starts with three crucial pillars: ba...2024-02-2719 min

Wealthy HOMESEp.45- Home Sweet Loan with Kyle McGann🏠✨ Navigating the Mortgage Rollercoaster? Buckle up for some tips on taming those volatile interest rates! 🎢💰 On the latest episode-"Home Sweet Loan," Kyle and I spill the beans on steps smart homebuyers take to stay on top in the ever-changing mortgage market. 📈 Discover the secrets to riding the waves of interest rate fluctuations with finesse. From timing your purchase to exploring mortgage options, we've got your back! 🔄💡 But wait, there's more! 🚀 We're taking a deep dive into PERSONAL finances—unveiling the red flags and green flags in how people manage their money. 🚩🟢 Join us for a candid conversation on what s...2023-12-2634 min

Wealthy HOMESEp.44- Navigating Financial Crossroads with Pat & Rob🎙️ Episode 44: Navigating Financial Crossroads with Connor, Pat, and Rob Welcome back, Wealthy HOMES family! In this enlightening episode, Connor, Pat, and Rob dive into five thought-provoking questions submitted by our engaged audience. From the intricacies of Social Security and car loan dilemmas to navigating the landscape of cryptocurrency and seeking wisdom from biblical perspectives on investing, our hosts tackle a range of topics with their trademark expertise and candid insights. Key Questions Discussed: When to Take Social Security? - In the financial journey, timing is everything. Our hosts unravel the complexities of Social Secur...2023-12-1824 min

Wealthy HOMESEp.43- Dollars and Sense: 4 Main Investment AccountsWelcome back, Wealthy Homes Podcast family! It's your friendly financial guru, Connor Bauserman, coming to you from Preferred Financial Group. Before we dive into today's topic, don't forget to hit that subscribe button and show some love on our socials – whether it's Facebook, LinkedIn, or your favorite podcast platform. And hey, leave a review, it really helps us out! Now, let's get into the nitty-gritty of investments. I know, I know, investment accounts can be a bit eye-roll-inducing, but trust me, this is essential stuff. We've got four types on the menu today, and understanding the...2023-12-1118 min

Wealthy HOMESEp.42- Navigating the Chaos: Financial Balance for Busy ParentsIn this episode of the Wealthy HOMES Podcast, Connor takes you on a journey through the tumultuous yet rewarding world of balancing work, family, and finances as a busy parent. Join him as he shares personal anecdotes, practical tips, and budgeting strategies to help you navigate the chaos and achieve financial wellness. Segment 1: Juggling Act – Time, Energy, and Finances Ever feel like you're trying to juggle flaming torches while riding a unicycle? Connor gets it, especially on those challenging Mondays. He explores the inevitability of hard days and provides insights to limit their imp...2023-12-0430 min

Wealthy HOMESEp.41- Don’t Wake the Bear!Unlocking Financial Secrets: The Bull and Bear Odyssey 🎙️📈 Dive deep into the financial jungle with the latest episode of the Wealthy HOMES Podcast! 🏡 In this riveting installment, your guide, Connor, takes you on a journey through the captivating history and dynamics of bull and bear markets. 🐂📉 Discover the Untold Origins: Uncover the intriguing stories behind why it's a 'bull' and what bears were up to during fur trading. It's a saga that combines finance, history, and a dash of animal kingdom drama! 📊 Decoding the Historical Dance: Journey through time as we unravel the historical dance of...2023-11-2119 min

Wealthy HOMESEp.40- Are You on Track?🚗 Are you on track for the ultimate retirement road trip? 🌐 A retirement plan can look a lot like a GPS. Let me draw you the analogy. 🗺️ Retirement Age: It's like setting your destination on a GPS. When do you want to arrive, and how much time until then? The clock is ticking – 35, 20, 10, 5 years? 📊 Budget and Income: Your cash flow statement is the blueprint. Are you utilizing all your income, or is there room for improvement? How well is your plan put together – pencil & paper or a high-tech Excel sp...2023-11-1325 min

Wealthy HOMESEp.39- The YOLO Effect on Millennials’ FinancesIn this episode of the Wealthy HOMES Podcast, join Connor as he delves into the intriguing world of the "You Only Live Once (YOLO)" mentality and its profound impact on the financial lives of millennials. Over the course of the show, we'll explore three crucial steps where this mindset might be steering us off course. Step 1: Drowning in Debt and Staying Afloat Discover how YOLO can lead to accumulating debt without a clear plan to get out. Connor discusses the importance of managing debt and finding a way out of the debt cycle, offering practical tips...2023-10-3023 min

Wealthy HOMESEp.38- Unlocking the Financial Playbook: From Fantasy Football to InvestingWhen it comes to fantasy football and building an investment portfolio, you may not think they have much in common. But, in reality they have a lot more in common than you think! 🏈💰 Just like you draft a diverse team in fantasy football with QBs, RBs, WRs, and more, diversifying your investments is key. Spread your risk across different investment asset types and companies just like you diversify your players. And don't forget the importance of screening your picks. In fantasy, you check players' records, right? Well, in the financial game, look at...2023-10-2323 min

Wealthy HOMESEp.37- From Cow to Cone: The MOO-ville Creamery Success Story (Part 5- Business Mini-Series)🐄🍦 Get ready for a "MOO"-velous episode on the Wealthy HOMES Podcast! 🎙️ Andrew and Tina Benkovsky, from MOO-ville Creamery, join me on the show to share their family’s story🌟 No bull here, folks! 🐮 We'll be spilling the "moo"-stery beans 🥛 on how Mooville went from a small dairy farm to a beacon in their community with multiple dairy stores! 🏞️🏬 Hear about their humble beginnings, the "udderly" exciting moments, and the plans they have in store for the future. 🚀 Join us for a fun and "udderly" delightful episode...2023-10-1626 min

Wealthy HOMESEp.36- Unlocking a Wealthy Retirement: The 5 Golden KeysAt PFG, we have over 1,000 clients. Want to know the 5 characteristics of our most successful clients? They’re really quite simple! 🔑#1. Work Smart, Work Long You don't need to be a workaholic, but working till 65? That's the golden ticket! Let your money grow and save on insurance costs. Consider part-time gigs later on. 💼 🔑 #2. Debt Is Your Ball & Chain Debt is like a weight tied to your dreams. Key #2? Crush that debt! Less cash flow to repayments = more for YOU in retirement. 🚀 🔑 #3. Ride the Investment Rollercoaster 🎢 Invest through thick...2023-10-0917 min

Wealthy HOMESEp.35- Building An Emergency Fund🚨 EMERGENCY FUND 101 🚨 Did you know that a whopping 51% of Americans have less than 3 months of savings (Bankrate)? 😱 That's like trying to navigate a financial minefield without a map! 🧭 Rule of thumb: Your emergency fund should be 3-6 months of EXPENSES, not income! 🧾 So, if pizza night is part of your budget (of course it is 🍕), that goes in there too! 💰 Now, where do you park this rainy day treasure? ☔️ Definitely not under your mattress - too lumpy! 😆 🏦 Opt for a high-yield savings account or a money market account. 💳They keep your funds secure and growing...2023-10-0211 min

Wealthy HOMESEp.34- Soaring to New Heights with Patman Droneography🎙️ Just dropped anchor and reeling in more than just fish! 🎣 There’s nothing like being out on the water, enjoying a relaxing evening of fishing. But guess what? I've got something to reel you in too – our latest podcast episode featuring the one and only Patman Droneography! 🚁📸, while we were literally on a boat and fishing 🌊. We had a blast chatting about capturing Michigan's beauty from above, navigating the drone biz, and what's on the horizon for Patman 📸✈️. So, whether you're casting a line or just daydreaming about those open waters, plug in those earbuds and join...2023-09-2532 min

Wealthy HOMESEp.33- Mini Series Halftime: Small Business Retirement Plans Demystified🚀 Ready for some halftime financial fireworks? 🎆 🎉🚀 It's Halftime in our epic mini-series on Entrepreneurship vs. Business Ownership Mini-Series, let's dive into a game-changer: Small Business Retirement Plans! 🌟 It's not just about the hustle; it's about securing your future too! 💼 Did you know that small biz retirement plans offer a goldmine of benefits? 💡 Let's dive into the playbook: 🔥Tax Benefits: 📊 Pay less to Uncle Sam and keep more for yourself! 💸 Your business gets a boost, and you enjoy sweet tax deductions. 🚀 🔐 Employee Retention: 💼 Happy employees = Happy business! Attract and retain top talent with attractive retirement b...2023-09-1820 min

Wealthy HOMESEp.32 Roasting Beans and Brewing Dreams with Café Rica☕(Part 3 Business Mini-Series)☕ Don't Miss Out! Our latest episode of the 5-part mini-series celebrating entrepreneurship and business ownership is brewing now! ☕🎙️ In this captivating pod, we sit down with Tristan and Jackson Bredehoft, the dynamic duo behind Cafe Rica, a coffee shop that's become a beacon of downtown Battle Creek, MI 🌟 From humble beginnings in online coffee sales to a thriving downtown storefront coffee haven, their journey is nothing short of inspiring! Join us as we uncover the secrets behind their rise to success, from that first small cargo container to a bustling community hub ☕🏙️ Trista...2023-09-1131 min

Wealthy HOMESEp.31-From Fighter to Entrepreneur: Caleb Grummet’s Unstoppable Journey!🥊 From Fighter to Entrepreneur: Caleb Grummet's Unstoppable Journey! 🥊 👊 Once a fighter, always a fighter! Join us on the latest episode 5-part Business Mini-series as we dive into the incredible journey of Caleb Grummet. 🎖️ From serving in the Marine Corps to stepping into the ring as a professional MMA fighter, Caleb's determination and grit have been unwavering. 🥋 But that's just the beginning! 📚 Balancing education while boxing professionally, Caleb's story is a testament to the power of perseverance. 📺 And let's not forget his epic matches, including fighting on HBO against former Baltimore...2023-09-0432 min

Wealthy HOMESEp.30- Scaling Painted Arrow Outdoors with Nate Hicks🎬 Exciting News! Introducing our brand-new 5-part mini-series on entrepreneurship and business ownership 🚀📈 In this episode, we're thrilled to feature Nate Hicks, the co-founder of Painted Arrow Outdoors! 🎯 Join us as we dive into the incredible journey of Nate and Devin, the masterminds behind Painted Arrow 🏹🎥 Learn how they transformed their passion for hunting into a game-changing business! From humble beginnings to innovative breakthroughs, they've taken mobile hunting to a whole new level with their revolutionary "Mag-Pro" magnet bow mount– the ultimate tool to capture your hunt using your cell phone! 📱🦌. Tune in to the podcast to hear about the challenge...2023-08-2830 min

Wealthy HOMESEp. 29- Entrepreneurship Edge & New Mini Series Announcement🎧 Elevate your wealth-building journey with the latest episode of the Wealthy HOMES podcast! 🌟 Uncover the profound impact of entrepreneurship and small business ownership. Did you know that 95% of companies and businesses in the U.S. are owned by individuals, and that on average self-employed individuals are wealthier than non-self employed? In this episode I go over topics like: ✨ Flexibility: where being your own boss allows you to sculpt a life of balance and freedom. Not, a ball and chain….. 💼 Income Stream(s): Explore the realm of additional income streams and how these venture...2023-08-2122 min

Wealthy HOMESEp.28- Life & Family Insurance🛡️ Protecting Your Family: The Overlooked Necessity 🛡️ Life insurance – a topic often sidelined, yet incredibly important. Many of us are dangerously underinsured, leaving our loved ones vulnerable to financial hardships in what are probably the worst days of their lives. Did you know, your life insurance coverage should ideally be 10-20 times your income? Surprising, right? 📈 Here's the kicker: while your employer might cover 1-2 years of your salary, it falls far short of what your family truly needs. As parents, we'd move mountains for our kids and spouse, but somehow, we neglect this cruc...2023-08-1430 min

Wealthy HOMESEp.27- The Power of Compound Interest (8th Wonder of the World)📈🔐 Unlocking the Power of Compound Interest! 💡📈 Have you seen any of the 7 wonders of the world? What about the 8th? Let's explore the fascinating concept of compound interest, famously referred to as the "eighth wonder of the world" by Albert Einstein. Yet, there's more to this story. Most don’t know the second half of the quote- "He who understands it, earns it… he who doesn't… pays it." These words remind us that compound interest can either work for us or against us, depending on our comprehension. Think of compound inte...2023-08-0723 min

Wealthy HOMESEp.26- What Happens To My Family & My Estate Without A Will with Jessica Brandow🎙️🏠 Let's be honest, the vast majority of handling your finances isn’t “fun.” Especially when you’re covering topics like taxes, insurance, and even estate planning. But, Jessica Brandow said “not on my watch.” Jessica is an estate planning attorney who came on the Wealthy HOMES podcast to breakdown wills, trusts, and everything you need to know to create a rock-solid estate plan for your young family. 💡💼 Jessica made the complex world of estate planning accessible and understandable, guiding us through the ins and outs with ease. From understanding wills to exploring the advantages of trusts, this interview was...2023-07-3124 min

Wealthy HOMESEp.25- Protecting Your Home & Investing in Real Estate with Kyle Frizzell📣🎙We had an incredible interview with the one and only Kyle Frizzell, the rockstar agent who took his Kyle Frizzell Agency to the TOP in Michigan! 🚀 In this episode, we explored: 🏆 Kyle's Success Story: Learn how Kyle grew his agency to become the cream of the crop among all Farm Bureau agencies in Michigan. His journey will inspire you and show you that with determination and a passion for serving clients, you can achieve remarkable success! 🌾 Unique Niche Products: Discover the intriguing and specialized insurance products offered by Farm Bureau. Kyle unveils the hidden gems...2023-07-2431 min

Wealthy HOMESEp.24- Budgets That Stick💼 In the world of personal finance, budgets are the backbone of financial success! 💰📊 Did you know that individuals who explicitly set goals are 10x more likely to achieve them? 📈 That’s right, folks! Budgets aren’t just numbers on a spreadsheet; they are the secret sauce to unlocking your financial potential. 🗝️✨ Join me on the latest episode of “Budgets That Stick” as we jump into the captivating world of budgeting. 🎙️ Discover how creating a well-structured budget can provide the roadmap you need to achieve your financial dreams. 💪 From evaluating your financial situati...2023-07-1725 min

Wealthy HOMESEp. 23- Raising Money-Smart Kids📣 Attention, fellow parents! It's time for some money-smart kid Chronicles! 💰😄 👩‍👧‍👦 Raising money-smart kids can be a wild adventure! 🚀💸 Just yesterday, my little one asked where my credit card was at. Should I be worried or impressed? Maybe both! 🏦 Forget piggy banks, my child wants to open a full-scale "Bank of Mom and Dad" with personalized interest rates and a loan department! 💸💼 Now, we're learning about compound interest, and they're convinced their piggy bank will grow into a piggy mansion! 🐷🏰 Talk about ambition! 🙌 Who knew teaching kids about money could be this entertaining? 🎉 💡 Pro tip: Turn chores into mini-business ventu...2023-07-1022 min

Wealthy HOMESEp.22- Managing Investment Portfolios with Nate Baumann from LVZ, Inc.Join me for a captivating interview with Nate Baumann, from LVZ Investment Management. We delve into LVZ's impressive growth journey, shedding light on their remarkable journey to the top 10% of all RIA’s. 📈 Learn firsthand the collaborative synergy between an advisor and portfolio manager, as we uncover how Nate and I work together to give top-notch expertise and tailored investment strategies. 🤝 Curious about LVZ's portfolio offerings? LVZ's diverse portfolio offerings are designed to meet the unique goals and needs of investors. From conservative to aggressive, they've got you covered. 💼 And don...2023-07-0329 min

Wealthy HOMESEp.21- Maximizing A Home Sale with The Leonard Group🎙️ Are you looking to maximize the value of your home and dive into the world of real estate investing? 🔑🏠 Our latest podcast episode is here to help you do just that! Join us as we chat with Esther & Ryan from The Leonard Group with EXP realty, specialists in maximizing home sales and running successful Airbnb’s. In this episode, we delve into: 💰 Home Sale Strategies: Discover the investments that truly make a difference when selling your home. Esther and Ryan share their expertise on what upgrades yield the highest returns and what to avoid, en...2023-06-2628 min

Wealthy HOMESEp.20- Battling the IRS with Chris MicklatcherNobody likes receiving bills in the mail, but nothing would be worse than a letter from the IRS! Join us as we dive into an exclusive interview with Chris Micklatcher, a lawyer, CPA, and President of Fresh Start Tax Solutions, who shares invaluable insights on tax resolution for individuals and small businesses. In this episode, we explore: 🔍 Who’s Chris Micklatcher: Learn about his background, qualifications, and the passion that drives him to help individuals and businesses navigate complex tax situations. 💼 Fresh Start Tax Solutions: Discover the breakdown of their business and how t...2023-06-1925 min

Wealthy HOMESEp.19- How To Invest Your 401(k)📢 Invest in Your Future: Maximize Your 401(k) Potential! 💼💰 Did you know that your 401(k) is one of the most powerful tools for building wealth? Here's why you should make the most of it: 🌱 Start Early, Reap Rewards: The sooner you begin contributing to your 401(k), the longer your investments have to grow. Time is your best friend when it comes to harnessing the power of compounding interest. Start now and thank yourself later! 💡 Take Advantage of Tax Benefits: Your contributions to a traditional 401(k) are tax-deferred, meaning you can potentiall...2023-06-1228 min

Wealthy HOMESEp.18- Crushing Debt: Techniques for Paying Off Debt and Achieving Financial FreedomAre you tired of the burden of debt weighing you down? Ready to take charge of your financial future? This episode is a must-listen! 🎧 Join me as I explore proven strategies, practical tips, and powerful techniques to tackle debt head-on and pave your way to financial freedom. 💸✨ In this episode, we'll cover: 🔸 The snowball and avalanche methods: Two powerful approaches to paying off debt strategically. 🔸 Debt consolidation options: Streamlining your debt management and finding the best solution for your situation. 🔸 Tips for reducing debt faster: Practical steps to...2023-06-0227 min

Wealthy HOMESEp.17- The Heart of GivingIn this episode, I delve into the incredible impact of giving and explore the profound happiness it brings. But what makes this episode truly special is the personal story I'll be sharing about my son's journey through open-heart surgery. ❤️‍🩹 Through his story, I uncover the incredible resilience and strength that can emerge from adversity, inspiring us to extend a helping hand to others facing mountains that seem impossible to climb. Our son's journey reminds us of the power of compassion and the immense impact we can have when we rally together. Join me as...2023-05-2623 min

Wealthy HOMESEp.16- Saving For CollegeAre you a parent or guardian concerned about the rising cost of higher education? 📚🎓 We've got you covered! The latest episode of the Wealthy HOMES Podcast dives into the crucial topic of saving for college. 💰✏️ Join me as I discuss the importance of early planning and how saving for college can open doors of opportunity for your child's future. Here's a sneak peek of what you'll learn: 🎯 The rising cost of college tuition and the impact on your family's finances. 💡 Proven strategies to start saving early and maximize your college fund. ...2023-05-1921 min

Wealthy HOMESEp.15- Saving Is A MindsetSaving money is not just about having a high income, it's also about developing the right mindset and discipline to pay yourself first. Instead of spending all of your money on things that you don't really need, set aside a portion of your income for savings. This could be as little as 10% of your income, or as much as you can afford. By paying yourself first, you are making saving a priority in your budget. This means that you will have to make some sacrifices in order to save, such as cutting back on discretionary spending or...2023-05-1224 min

Wealthy HOMESEp.14- Financial Advisor Mini Series: Part 3- When should you hire a financial advisor?Are you looking to gain more insight into the importance of financial advisors and when you should have one? Look no further than the latest episode of the Wealthy HOMES podcast! Tune in to discover why having a financial advisor is important and when it’s the right time to take the plunge. Get ready to learn more about financial planning and the value of having a professional in your corner. #WealthyHOMES #FinancialAdvisor #FinancialPlanning 2023-05-0524 min

Wealthy HOMESEp.13- Financial Advisor Mini Series: Part 2- How does a financial advisor get paid?How much you make is a touchy subject. You don’t go around your workplace asking how much you make or how much you’re paid per hour. Or, ask how much your car salesman is making on the car they're selling. The financial industry is different. We have to disclose fees, charges, expenses, revenue sharing, kickbacks, and even different ways we can be compensated. But, it hasn’t always been this way. Over the years, FINRA, SEC, and other regulating agencies have cracked down on the financial industry. Whether it's because of bad eggs in our indust...2023-04-2828 min

Wealthy HOMESEp.12- Financial Advisor Mini Series: Part 1- What does a Financial Advisor do?The financial planning industry can be confusing and often misunderstood. All “financial advisors” are different in how they work, the services they provide, and even how they are compensated. I decided to pull the curtain back and explain the ins and outs of what the day in the life of a financial advisor actually looks like. To do this I put together a 3 part mini series. Over 3 episodes I will explain what we do, how we get compensated, and when it makes sense to have/hire an advisor. An inside look at the good, the bad, a...2023-04-2132 min

Wealthy HOMESEp.11- Your Credit Matters with Marie Davis (CPCU)Your credit score can be a touchy subject. It doesn’t indicate if you’re wealthy, or if you have a high income. A credit score was developed by lenders to assess how risky someone is to lend money to. We all know someone that we wouldn’t lend money to. Whether they haven’t paid you back or you have seen how badly they handle money. Your credit score tells your financial story, or what I like to call your financial résumé. A great credit score doesn’t mean you’re wealthy or even on track to be wealthy, bu...2023-04-1435 min

Wealthy HOMESEp.10- Your Estate Plan in 7-Steps with Sandy Derby“Estate Planning” is often associated with people who are older in age and people who have significant wealth. But, in reality it should be something on everyone’s radar, especially young families. Sandy Derby, from Preferred Financial Group, joins us in this episode to talk about estate planning and the order you should take when it comes to your estate plan. Where do you start? Start with these 7-Steps! Establish a medical IDEvery smartphone has the ability to link a medical contact in your phone. This could be your spouse or any loved ones that you want to...2023-04-0731 min

Wealthy HOMESEp.9- Is Your Cash Safe?One of the greatest investors of all time has a great quote: “When the tide goes out, you find out who is swimming naked”-Warren Buffet. Well the tide has gone out and Silicon Valley Bank and some others are now naked. The question that a lot of people are wondering is: what happened and is my bank next? To fully understand what happened to SVB, you need to understand diversification, interest rate risk, accounting, and FDIC insurance. These all created the perfect storm which ended up being the downfall of SVB. Ever heard the term "...2023-03-3111 min

Wealthy HOMESEp.8- New Home Construction with Gavin HomerFinancial advisors are often looked at as the “Quarterback” of someone's financial life. We help create a game plan and then help our clients execute their plan to achieve their goals, whether that’s from a financial perspective, or their life goals. Our job as a quarterback can sometimes be as easy as “passing” a client to a CPA to help them with their complex tax situation, or “handing” them off to an estate planning attorney to create a will or trust for them. But, not often do financial advisors work with real estate agents. I want to chang...2023-03-2422 min

Wealthy HOMESEp.7- Retirement Account ProgressionOne of the most common questions I get as an advisor is “What retirement account(s) should I contribute to?” Walking into a candy store as a kid with a couple dollars was overwhelming. So many options from candy bars to suckers, to gummy candy, to the candy only our parents ate, and even the gumbo jawbreaker. You know nobody made it to the center of those things! Candy can sound so simple, but it can mean something different for each person. Retirement accounts can be the same way. Some retirement accounts can sound the exact...2023-03-1721 min

Wealthy HOMESEp.6- Investing 101 with Pat & James GilbertDoes understanding retirement make your head spin just from saying “Roth IRA?” Retirement and investments can sometimes be about as clear as mud. That is where we come in! In this episode of the Wealthy HOMES podcast, Pat and James join us to talk about investments and retirement. We break down the differences of IRA’s, having a workplace retirement plan, and the different investments you will likely see inside of them. You can mainly find James at Marshall Community Credit Union, and Pat not only at MCCU, but also in our office...2023-03-1028 min

Wealthy HOMESEp.5- Mortgages For Beginners With Kyle McGannWhat are odds that you have a podcast about financial planning and get to have your best friend on the show? Or even better yet, he works in financial services and provides a ton of value for the listeners of the Wealthy HOMES podcast. You can say we are lucky to have Kyle McGann from Supreme Lending on the show! We dive deep into mortgages and what you should do prior to getting a mortgage, the types of mortgages for beginners, mistakes to avoid when getting a mortgage, and then cap off the episode with Kyle’s exp...2023-03-0341 min

Wealthy HOMESEp.4- Insurance for Young Families with Ryan Underhill (Farmers Insurance)In this week’s episode we welcome Ryan Underhill to the show. Ryan's a Farmers Insurance Agent from Marshall, Michigan. I have known Ryan for a couple years now and when I was putting this podcast together I knew Ryan would be great to have on. Not only is he an insurance business owner, but he also prioritizes his family and community. In this week’s episode I ask him some insurance questions that a lot of young families are wondering. I ask him questions like: What makes Farmers insurance unique from other insurance companies? What’s the differ...2023-02-2424 min

Wealthy HOMESEp.3- How To Set Up Your Bank AccountsWelcome Back! This week we take a deep dive into your bank accounts. Don't worry! I won't look at the numbers. The goal of this episode is to help you structure your bank accounts to not only be successful in your finances, but also in your marriage. Financial issues is the 2nd leading cause of a divorce, behind infidelity. What if we could change that? The goal in your marriage should be to be on the "same team." Both of you should be working together to achieve your goals. Financially and emotionally. I go into the two m...2023-02-1719 min

Wealthy HOMESEp.2- The Circle TalkA great financial plan is built with a healthy foundation. In this episode, Connor goes over what he calls "The Circle Talk." The Circle Tallk is what Connor uses in his financial planning practice to explain what a healthy financial foundation looks like, and the steps to take to get there. We start with Bank/Savings and creating an emergency fund. After Bank/Savings he goes over insurance and the proper coverages that every young family should look into. 2023-02-0621 min

Wealthy HOMESEp.1- Introduction to the Wealthy HOMES PodcastGet the backstory on why we created the Wealthy HOMES podcast. It's a financial planning podcast for young Michigan families. We cover everything from personal budgets, to investments, to insurance, and everything in between. Be a fly on the wall during conversations from not only an independent financial advisor, but other financial professionals from around Michigan. What's the goal? To give you relevant and actionable financial knowledge to better yourself and your family. In this episode, Connor goes into detail on why he created the podcast and what you can expect from our future episodes. 2023-02-0609 min