Shows
Wealth Builders - A StatonWalsh PodcastThe Art of Financial Planning: Creative Optimism over Rational PessimismAre you tired of the same old financial planning advice? It's time to tune into our latest podcast episode: "The Art of Financial Planning".In this episode, we dive deep into the world where finance meets creativity. Discover why financial planning isn't just about numbers and spreadsheets – it's an art form that blends science with imagination. 💡🎨What's Inside:🌐 The Intersection of Art and Science: Explore how blending analytical rigor with creative thinking can revolutionize your financial strategy.🧩 Customized Solutions for Real People: Hear about unique financial plans that bring dreams t...
2024-01-2422 minWealth Builders - A StatonWalsh PodcastFrom Ukraine to the United States: A Financial Planning Journey with Polina BolotnikovaHave you ever thought about the importance of financial planning and how it differs from country to country? In our latest episode of Wealth Builders, we interview our very own Polina Bolotnikova, who moved from Ukraine to the United States two years ago.Our conversation with Polina delves into the stark contrasts between the financial markets in Ukraine and the United States. We take a deep look at the retirement planning landscapes, pension plans, and investment options in both countries. But Polina's story doesn't end with finance. She shares her personal journey of overcoming language b...
2023-12-0632 minWealth Builders - A StatonWalsh PodcastTax Talk 2024: What the IRS Changes Mean for YouThis episode of Wealth Builders delves into the recently announced IRS updates for the 2024 tax year, offering listeners an in-depth understanding of the new tax brackets, standard deductions, and retirement plan contribution limits. Designed to assist taxpayers in proactive financial planning, this episode breaks down complex tax changes into easily digestible insights.Key Segments:Understanding the Tax Bracket Inflation Adjustment:Analysis of the 5.4% increase in tax brackets for 2024.Discussion on how these adjustments may affect individual tax liabilities.Navigating the Increased Standard Deductions:Overview of the raised standard deductions to $29,200...
2023-11-2824 minWealth Builders - A StatonWalsh PodcastPlan on Your Plan not Going According to PlanPlan on Your Plan Not Going According to Plan- The Most Overlooked Variable in Financial PlanningAs we unveil our newest WealthBuilders episode: "Plan on Your Plan not Going According to Plan" it might prompt you to question the use of "plan" in the title three times . And just like that, you’re engaged — because indeed, in the realm of financial planning, redundancy isn’t just a concept; it’s a critical strategy.In this episode, we deconstruct the conventional disdain for redundancy and highlight its pivotal role in safeguarding your financial journey. Airplanes are the perf...
2023-11-0734 minWealth Builders - A StatonWalsh Podcast"The Changing Landscape of HSA Contributions in 2024: What You Need to Know"Welcome to another episode of Wealth Builders! Today, we dive deep into the world of Health Savings Accounts (HSAs) and the notable changes set for 2024. If you're aiming to make the most of your healthcare finances or wondering how the recent IRS updates could impact you, this episode is packed with all the essential details you need. Whether you're an individual or supporting a family, understanding the 2024 HSA landscape is crucial. Let's unravel the intricacies together. Make sure to check out the blog post as well here: HSA Contribution Limits for 2024: What's New and How You Can Benefit | StatonWalsh
2023-10-3123 minWealth Builders - A StatonWalsh PodcastWhat does a financial advisor actually do?Are you tired of hearing the term "financial advisor" thrown around without really knowing what it means? Do you want to know how a financial advisor can help you achieve your financial goals? Then this episode of Wealth Builders is for you!In this episode, we're going to answer a question that we get asked all the time - what the heck do financial advisors even do? We'll break it all down for you, covering the different types of advisors and what you should be looking for in yours. Whether you need help with managing your money...
2023-03-0929 minWealth Builders - A StatonWalsh PodcastThe 2023 Real Estate Market: Opportunities and ChallengesJoin us on this week's episode of Wealth Builders, as we dive into the 2023 real estate market with Andrew Spangenberger and Brandon Rajotte of The Spangenberger Home Team. Andrew and Brandon will share their unique insights and expertise on the current state of the housing market, including the impact of COVID-19, consumer behavior, and regional differences. You won't want to miss this opportunity to hear about the challenges and opportunities facing buyers and sellers, as well as the role of technology in the buying and selling process. Plus, get a sneak peek into the future with predictions for what's...
2023-02-1637 minWealth Builders - A StatonWalsh PodcastAre Americans Experiencing a Retirement Savings Crisis?Is America on the brink of a retirement savings crisis? In this must-listen episode, we delve deep into the current state of retirement planning in the United States. A recent article published by Financial-Planning.com quoted a study that found 47% of Americans stopped saving for retirement last year due to inflation. In this episode we discuss our interpretation of the data and how investors can avoid common mistakes during volatile markets. Make sure to like and subscribe if you enjoyed the show! For more information on StatonWalsh please visit, StatonWalshThis podcast i...
2023-02-0221 minWealth Builders - A StatonWalsh PodcastSecure Act 2.0: A Closer LookRecently, a proposed expansion of the Secure Act known as Secure Act 2.0 was introduced in Congress. This expansion includes additional provisions that aim to further improve retirement security and address other financial issues faced by Americans, such as healthcare and Social Security.In this episode, we'll take a closer look at the key changes in Secure Act 2.0 and explore the potential benefits and drawbacks of these changes.As discussed in the episode, here is a link to the Michael Kitces article on Secure Act 2.0:Secure Act 2.0: Detailed Breakdown Of Key Tax Opportunities (kitces...
2023-01-1122 minWealth Builders - A StatonWalsh PodcastWhen is the right time to own life insurance?It's Life Insurance Awareness Month! Evan Roberts joins us on the podcast this week to discuss how life insurance works and when the right time to own it is. No one really wants to talk or think about life insurance, but if someone depends on you financially, it's a topic you can't avoid. Evan breaks down the the different stages of life where it may be beneficial to own a policy from just getting married to owning a business. This podcast is for informational purposes only. Although the information has been gathered from sources believed to...
2022-09-0843 minWealth Builders - A StatonWalsh PodcastTop Gun & BondsTop Gun and Bonds, what could they have in common? Make sure to listen in on this weeks episode to find out as we are joined by a very special guest, Kevin Flanagan. Kevin is the Head of Fixed Income Strategy at Wisdom Tree Asset Management. One of the topics we continue to see in the headlines is the talk around rising interest rates. We also talk about inflation and the strategies investors can use in the fixed income portion of their portfolios moving forward. This podcast is for informational purposes only. Although the information has b...
2022-07-0729 minWealth Builders - A StatonWalsh PodcastSpecial Market UpdateIn this week's episode, we are going to be doing a special market update. A lot has been going on in the world and we thought it was necessary to provide some insight between our normal quarterly market webinars. Many topics are being discussed in the news like bear markets, recession and inflation. In this episode, we are going to break down each of those concepts and also talk about some principles that investors can adhere to in volatile markets. This podcast is for informational purposes only. Although the information has been gathered from sources...
2022-07-0126 minWealth Builders - A StatonWalsh PodcastMixed Messaging - Who do you listen to?In this week's episode we address the topic of mixed messaging in financial media. There are many different headlines daily in the media and as investors we can struggle with who is right and who is wrong. In today's conversation, we are going to pick apart how investors should look at financial news and how they might be able to understand it a little bit better and how to take action on their own. This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual s...
2022-06-2015 minWealth Builders - A StatonWalsh PodcastIt's Wedding Season!In this episode of Wealth Builders, we discuss all the issues and conversations you should be having when getting married. In 2022, there is expected to be over 2.6 million weddings in the United States! With all the planning and excitement leading up to the big day, it is important to have discussions on how each of you think about money and how you will save as a couple going forward. Click the links below for the checklist we discussed in the episode as well as the insurance calculator.What issues should I consider when getting Married?...
2022-04-0425 minWealth Builders - A StatonWalsh PodcastWar, Oil & Inflation with WisdomTree Head of Equity Strategy Jeff WenigerIn this special episode we are joined by Head of Equity Strategy at WisdomTree, Jeff Weniger and Director for the Mid-Atlantic region, Brandon Liebman. During our conversation we discuss the war in Ukraine, inflation in the United States, the outlook on the Federal Reserve, the effects oil prices will have on the markets moving forward and what investors can expect through the end of 2022 and beyond in their investment portfolios.Meet with us This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note...
2022-03-0940 minWealth Builders - A StatonWalsh PodcastWhat type of Retirement Plan is Best for my Business?The topic of today's episode is corporate retirement plans, more specifically what types of plans exist and what may be best for business owners and their employees. We will break down each type of plan and help you decide on which may be best for your business. As promised, click the link below to download your guide to the different types of plans for your business and click the meet with us button to ask us any questions you may have!Download Your GuideMeet with UsThis podcast is for...
2022-03-0627 minWealth Builders - A StatonWalsh PodcastWhat is a Backdoor Roth IRA?In this episode we will be discussing Backdoor Roth IRA contributions. This is a topic that has received a lot of press recently with talks of this strategy not being allowed in the future. We will breakdown exactly what a Roth IRA is and more importantly who is eligible for a backdoor contribution. As promised in the episode, click below for your guide on if a Backdoor Roth contribution would work for you. If you have questions about this topic, click the meet with us link below.Download Your GuideMeet with Us
2022-02-2711 minWealth Builders - A StatonWalsh PodcastSkeletons or Diamonds: A look into the process of buying or selling a businessIn this episode we have Kael Campbell, of Sikich Advisory, on to discuss the current market outlook for mergers and acquisitions. Kael provides great insight into the process of buying or selling a business including due diligence, financing, potential pitfalls and managing family dynamics. Kael left us with several key takeaways for both potential buyers and sellers in the current M&A environment.This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only...
2021-06-3035 minWealth Builders - A StatonWalsh PodcastDisability Insurance 101: What is it and who should have it featuring Dave Beck #007In this week's episode we discuss the basics of Disability Insurance. May is Disability Insurance Awareness Month so we invited industry expert Dave Beck from Disability Insurance Services to help shed light on different aspects of Disability Insurance policies. This is part 1 of a 3 part series. Make sure to like and subscribe if you enjoyed the show! For more information on StatonWalsh please visit, StatonWalshThis podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations c...
2021-05-1224 minWealth Builders - A StatonWalsh PodcastNavigating Workplace Policy During a Pandemic featuring Russell Berger Ep. #006In this weeks episode we talk to Russell Berger, Principal & Department Chair of Labor and Employment Law at OffitKurman. As an accomplished labor and employment attorney and Department Chair, Russell provides business counsel to employers on employee matters.Russell shares his thoughts on how employers should navigate the workplace policies and procedures during Covid. With a large amount of employees working remotely currently, Russell has some great key points on what your company should have in their remote work policies. This is a can't miss episode if you are starting to review your policies and looking to...
2021-04-2846 minWealth Builders - A StatonWalsh PodcastInterview with "The New You" Author Greg Derwart Ep. #005In this week's episode we are excited to be interviewing Greg Derwart. Greg is an accomplished operations executive and recently released his first book, The New You. We discuss Greg's goal mapping process and pivoting in a changing world and how this process transformed into his book. Make sure to check out the video portion on our YouTube channel here:https://www.youtube.com/channel/UCyMFggdUGloUDESUVxmq-qwThis podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore...
2021-04-1428 minWealth Builders - A StatonWalsh PodcastInterview with Specular Digital Founder Ryan Levy Ep. #004In this week's episode we are joined by Ryan Levy, founder of Specular Digital. Specular is a creative studio who believes in meaningful storytelling, collaboration, and visual content. From 3D modeling and compelling visual effects, to fully animated videos and 3D product renders. We discuss what it was like starting his business during the pandemic and what are the steps every new business owner should take first. Make sure to check out our YouTube page as well to see the video of the interview:https://www.youtube.com/channel/UCyMFggdUGloUDESUVxmq-qwThis podcast is f...
2021-04-0725 minWealth Builders - A StatonWalsh PodcastWhy We Started StatonWalsh Ep. #003In this week's episode we share our story. Who is StatonWalsh? Why did we start our company? Through our story we share our insights about our vision for the future of the financial industry and ultimate disruption into a new age of financial advisor - client relationships. This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, l...
2021-03-2522 minWealth Builders - A StatonWalsh PodcastWhat do Tom Brady and long term investing have in common? Ep. #002In this weeks episode we discuss what Tom Brady and long term investing have in common. As Ravens fans, it pains us to talk about Tom Brady but you have to admire his consistency and what he has accomplished. Those same traits could be key to investing success. Tune in to learn more!Make sure to like and subscribe if you enjoyed the show! For more information on StatonWalsh please visit, StatonWalshThis podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please...
2021-03-1720 minWealth Builders - A StatonWalsh PodcastWhat can we expect in 2021? Ep. #001In this week's episode Ryan and Devin discuss their views on what will happen to the stock market in 2021. Where is the optimism for the market coming from? How will the new stimulus package effect market movements and what can be anticipated beyond 2021? Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Devin Walsh: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck...
2021-03-0515 min