Shows
What We Learned in the MarketsWhat We Learned in the Markets This Week: May 2, 2025 - #markets #inflation #theramseyshowInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-05-0511 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: April 18, 2025 - #markets #inflation #theramseyshowInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-04-2112 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: April 11, 2025 - #markets #inflation #theramseyshowInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-04-1413 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: April 04, 2025 - #markets #inflation #theramseyshowInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. Also, this week, Summit is joined by Whitaker-Myers Wealth Managers Portfolio Trader, Barbie Cypers. They discuss what her role as Portfolio Trader is, and how her work helps benefit you, the client! We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with...2025-04-1021 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: March 28, 2025 - #markets #theramseyshowInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-03-3114 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: March 21, 2025 - #markets #inflation #theramseyshowInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-03-2524 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: March 14 2025 - #markets #inflation #theramseyshowInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-03-1815 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: March 07 2025 - #markets #inflation #theramseyshowInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-03-1813 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: February 28th 2025 - #markets #inflation #theramseyshowInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.https://www.whitakerwealth.com/2025-03-0514 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: February 21st 2025 - #markets #inflation #theramseyshowInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-02-2613 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: February 14th 2025 - #markets #inflation #theramseyshowInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-02-2616 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: February 7th 2025Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-02-1009 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: January 24th 2025Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-01-2714 min
What We Learned in the MarketsSix Financial Tips For Teenagers - Tim HiltermanChief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers dives into his Time Machine to give himself or any teenager six financial tips that will help to guide them on the right path to financial success as they grow. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com You can find more information about Tim Hilterman at: https://www.whitakerwealth.com/our-te... 2025-01-2507 min
What We Learned in the MarketsWhy Whitaker-Myers Doesn't Like Target Date FundsFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Judy in Ohio who asks, "John-Mark, I have been given my investment options for your 401(k) plan. They want to default me into a mutual fund with the year at the end of its name (target date fund). Should I allow them to do this or is there a better option for my retirement investments at this new company? Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of...2025-01-2314 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: January 17th 2025Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-01-2211 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: January 3rd 2025Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2025-01-0908 min
What We Learned in the Markets3 Simple Priorities for 2025 Financial SuccessChief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers discusses three simple priorities to make your 2025 the best year. Have a fully funded emergency fund (and find our reasons why this helps your investment strategy), pay down your debt and invest in your future!2025-01-0406 min
What We Learned in the MarketsWhitaker Myers Wealth Managers 2024 Tax Review & 2025 Tax OutlookWhitaker-Myers Tax Advisors President Kage Rush joins John-Mark Young and Tim Hilterman to discuss a review of your 2024 major tax themes, including what you'll want to do to be ready to file your taxes when the calendar turns to 2025 and the updates that you'll want to be informed about as it pertains to 2025 tax planning. Kage Rush can be reached at kagerush@whitaker-myers.com and his website is https://www.whitakertax.com/ Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in whic...2025-01-021h 04
What We Learned in the Markets What We Learned in the Markets This Week: December 27th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-12-3103 min
What We Learned in the MarketsThree Biblical Principals to Make 2025 Your Best Year YetChief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers discusses three principals that will make your 2025 the best year yet. Find out why being grateful, being generous and being a good steward can help not only your finances but can improve your thoughts and behaviors around money.2024-12-2806 min
What We Learned in the MarketsRepeal of WEP and GPO A Victory for Social Security BeneficiariesFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Please tell me everything I should know about Social Security?” For the next four weeks we will dig into different parts of Social Security to provide you, our valued clients with a holistic view of Social Security. This week we focus on the question - the WEP and GPO was just repealed by Congress. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes 2024-12-2606 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: December 20th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-12-2310 min
What We Learned in the MarketsGet to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning OfficerIn this video John-Mark Young, President of Whitaker-Myers Wealth Managers ask Tim Hilterman ten questions so you can get to know him better.2024-12-1942 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: December 13th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-12-1709 min
What We Learned in the MarketsHow, When & How Much Do I Qualify For In Social Security Benefits?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Please tell me everything I should know about Social Security?” For the next four weeks we will dig into different parts of Social Security to provide you, our valued clients with a holistic view of Social Security. This week we focus on the question - how, when & how much do I qualify for in Social Security Benefits? Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the hear...2024-12-1211 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: December 6th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-12-0909 min
What We Learned in the MarketsIs Social Security Going Bankrupt? Will I Be Able to Get a Benefit?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Please tell me everything I should know about Social Security?” For the next four weeks we will dig into different parts of Social Security to provide you, our valued clients with a holistic view of Social Security. This week we focus on the question - is social security going bankrupt? Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave...2024-12-0519 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: November 29th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-12-0310 min
What We Learned in the MarketsCan You Time The Stock Market? Get Out Before It’s Bad and In When It’s Good?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Can you get in the market when it’s good and get out of the market when it’s bad like Michael Burry of the Big Short did? Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.2024-11-2919 min
What We Learned in the MarketsWhitaker-Myers Wealth Managers 2025 Market Outlook Economic Update Featuring Economist Andrew OpdykeWhitaker-Myers Wealth Managers hosted First Trust Senior Economist Andrew Opdyke for a town hall type discussion about the state of the US and world economy in 2024 and their outlook for 2025. Items discussed were the state of the job market, personal consumption, manufacturing construction, inflation, global freight rates, S&P 500 earnings vs 10 year treasury yield, S&P 500 earnings forecasts, global adult literacy rates and finally the share of the world population living in extreme poverty.2024-11-261h 04
What We Learned in the MarketsBook Review and Analysis: Dave Ramsey’s Baby Step MillionairesFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 dives into the premise and theme of Dave Ramsey’s 2022 book titled Baby Step Millionaires. Specifically John-Mark dives into the six misconceptions our culture has about how to become a millionaire. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/2024-11-2111 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: November 15th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-11-1910 min
What We Learned in the MarketsShould I Consider Investing in Israel As Part of My Dave Ramsey International Stock Allocation?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the following question from a client who asks, “Should I consider investing in Israel as part of my international allocation because of President Trump’s recent election?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/2024-11-1410 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: November 8th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-11-1111 min
What We Learned in the MarketsAdding Digital Assets to my Portfolio at a 1% Allocation - Good or Bad Idea?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the following question from Lisa in Ohio who asks, “Can I contribute to both a Roth IRA and a Roth 401(k) and How Does Dave Ramsey Recommend I Integrate Them Both Together?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/2024-11-0712 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: November 1st 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-11-0510 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: October 25th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-11-0512 min
What We Learned in the MarketsCan I Contribute to Both a Roth IRA & Roth 401(k) and How to Integrate Both?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the following question from Lisa in Ohio who asks, “Can I contribute to both a Roth IRA and a Roth 401(k) and How Does Dave Ramsey Recommend I Integrate Them Both Together?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/2024-10-3108 min
What We Learned in the MarketsWhat Could My Healthcare Costs Look Like During Retirement Medicare, LTC?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from a client who asks, “I am nearing retirement and considering I just completed my benefits for my workplace, I’m wondering what healthcare costs would look like in retirement with the options I’ll have available?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one e...2024-10-2411 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: October 18th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. Additionally this week Summit brings on Financial Advisor Stephen Armstrong to help you learn more about diversification and the benefits of having a good diversified portfolio. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https...2024-10-2216 min
What We Learned in the MarketsWould Dave Ramsey Recommend I Invest in Real Estate As I Near Retirement?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from a client who asks, “I am nearing retirement and I hear Dave Ramsey talk a lot about his investments in real estate. Is this something I should pursue within my portfolio considering my age and how close I am to retirement?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live...2024-10-1710 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: October 11th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-10-1411 min
What We Learned in the MarketsIs Dave Ramsey Right About Investing In The Four Categories of Investing?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a skeptics question about is Dave Ramsey correct about investing in the four categories of investments: growth, growth & income, aggressive growth and international? John-Mark Young not only gives you the answer to the question but shows historical market returns that prove his point. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live...2024-10-1010 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: October 4th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-10-0710 min
What We Learned in the MarketsWhy Use An HSA and How To Contribute in Light of Your Baby Step 4 CalculationFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses the benefits of a Health Savings Account (HSA) including one of most unique benefits - triple tax savings - and John-Mark will also answer how to think about this in relation your Baby Step 4 calculation. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www...2024-10-0311 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: September 27th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.https://www.whitakerwealth.com/2024-09-3012 min
What We Learned in the MarketsFidelity Custodial Relationship Now Available At Whitaker-Myers Wealth ManagersFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses the exciting announcement that Whitaker-Myers Wealth Managers is now large enough to have a multi custodial relationship. While clients can still enjoy having their accounts held at Charles Schwab, we now have the ability to open accounts (IRA, Roth, HSA, SEP, SIMPLE, Brokerage or Bridge Accounts, etc.) at Fidelity through their RIA Custodial Platform. This expands our ability to serve clients already at Fidelity as well as opens up two new exciting features: Fidelity BrokerageLink and Fidelity Health Savings Accounts. Name and locations may have changed to protect privacy. 2024-09-2810 min
What We Learned in the Markets10 Reasons Why You Should Read Rabbi Daniel Lapin’s Book: Thou Shall ProsperFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses his view of the ten central themes of Rabbi Daniel Lapin’s book, Thou Shall Prosper. This book is a common recommendation of Dave Ramsey and Dave Ramsey even wrote the forward to the book. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.wh...2024-09-2610 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: September 20th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-09-2312 min
What We Learned in the MarketsWhat Are The Benefits of Using Fidelity BrokerageLink in my 401(k)?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses why someone would consider using the Fidelity BrokerageLink within their 401(k) plan. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/2024-09-2108 min
What We Learned in the MarketsWhat Are Five Proven Biblical Money Principals Taught by Dave Ramsey?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses one of his favorite Dave Ramsey events where he spoke at Seacoast Church in Charleston, SC discussing five proven Biblical Money Principles that he has learned and taught during his 30 year ministry. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth...2024-09-1910 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: September 13th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-09-1609 min
What We Learned in the MarketsWhat Are The Top Three Financial Moves After Tying The Knot (Getting Married)?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Joseph, our Associate Financial Advisor and amazing Ramsey Concierge, who is got married the week of August 17th 2024, "What are the top financial moves after getting married? Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/2024-09-1409 min
What We Learned in the MarketsDoes The Recent Market Selloff (August 2024) Warrant a Change To My Portfolio?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Savannah in New Smyrna Beach Florida, who asks, “After reviewing my portfolio the last few days I’m worried about the markets and a pending recession. Should I do anything based on what I’m seeing?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else...2024-09-1209 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: September 6th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-09-0909 min
What We Learned in the MarketsWhat Is a Bear Market and Why Does That Present a Problem For Someone In Or Near Retirement?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Deborah in Dallas, Texas, who asks, “John-Mark my husband and I are nearing retirement and therefore we’d like to understand what are the major risks we face. It seems that a bear market might be one we should be wary of. Can you please help us understand what a bear market is and how a retiree can navigate this dynamic?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart...2024-08-2207 min
What We Learned in the MarketsUnderstanding the Four Investment Categories of Dave RamseyFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Lucas in Loudonville, Ohio who asks, “Please help me understand the four investment categories of Dave Ramsey which of course include growth, growth & income, aggressive growth and international?” John-Mark describes these and discusses how some investment advisors cheat using world and global funds instead of pure international funds. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how...2024-08-1714 min
What We Learned in the MarketsHow To Use a Donor Advised Fund to Save on Taxes and Fulfill Charitable GoalsFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Ken in Overland Park, Kansas, who asks, “John-Mark and Team, I have recently entered into contract negiotiations to sell my business to a private equity firm. My CPA has recommended that I look into a donor advised fund to save on taxes this year and help fulfill our charitable goals with our church and other nonprofits. Can you help explain the benefits of this product?”Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video seri...2024-08-1408 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: August 9th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-08-1212 min
What We Learned in the MarketsHow To Sell Real Estate Without Taxes Using Section 121 and Section 1031Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Susan in Solon, Ohio who asks, “My husband and I are selling a property we have owned for the last twenty years and it will sell at a significant gain. Is there anything we can do to avoid paying taxes on such a transaction?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and...2024-08-1006 min
What We Learned in the MarketsWhat is the 4% Withdrawal Rule and Is it Applicable to Me?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Jason in Jacksonville, Florida who asks, “I have heard about the 4% withdrawal rate - what is that and is that what I should be taking out of my investment account each year or is there a better number to use? Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live an...2024-08-0710 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: August 2nd 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-08-0511 min
What We Learned in the MarketsHow Can I Stop Impulsive Spending & Start Saving Consistently?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Tim in Texarkana, Texas who asks, “ My wife and I have been Dave Ramsey-ish and we’re sick and tired of being sick and tired. The one thing that. Continues to get in our way, is our spending habits. We just can’t seem to rein that in. I would love to know how you teach your clients how they can stop impulsive spending and start saving more consistently?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com Thi...2024-08-0308 min
What We Learned in the MarketsHow To Contribute To My Child’s Roth IRA Using a 529 Plan?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from David in Huntington, West Virginia, who asks, “I’d like to make a contribution to my child’s Roth IRA but he’s only six. I just ran some numbers on what a small contribution could look like, over the next sixty years and the compound interest is incredible, even on just a small amount of money. Based on my research, I can’t contribute to a Roth IRA for him because he doesn’t a have any income at his young age. Any way I can work around this?” 2024-07-3110 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: July 26th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-07-3011 min
What We Learned in the MarketsWhat Are The Top Five Considerations When Entering Retirement?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Hannah in Naples, Florida, who asks:”John-Mark my husband and I have been prepping for retirement for the last few years and we think we’re ready to pull the trigger but before we do, can you please give us the top five considerations, in your opinion, we need to think about when entering retirement?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love D...2024-07-2707 min
What We Learned in the MarketsDo I Really Need $1.4 Million To Retire According to Wall Street Journal?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Raymond in Millersburg, Ohio, who asks, “John-Mark I was reading an article from back in April from the Wall Street Journal that states I need to have $1.4 to retire. I am nearly 60 and do not have anywhere near that amount. I’m looking to retire around 65 - is there any hope for me?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey...2024-07-2410 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: July 19th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-07-2310 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: July 12th 2024Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-07-1710 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: July 5th 2024 - Ramsey Solutions Smartvestor AdvisorChief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-07-0915 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: June 28th 2024 - Ramsey Solutions Smartvestor AdvisorChief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-07-0316 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: June 21st 2024 - Ramsey Solutions Smartvestor AdvisorChief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-06-2614 min
What We Learned in the MarketsPersonal Finance: What Are The Five Common Mistakes Made in Retirement Planning? Ramsey SmartvestorFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Michael in Ocean City, New Jersey, who asks, “My wife and I have lived the Dave Ramsey life for most of our adults lives. We have built a nice retirement nest egg and of course are completely debt free. Can you please talk about the most common financial mistakes people make when it comes to retirement planning how to avoid them?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheR...2024-06-2011 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: June 14th 2024 - Ramsey Solutions Smartvestor AdvisorChief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-06-1917 min
What We Learned in the MarketsWhat Are The Top Five Negotiating Tips When Purchasing a Home?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Stephen in Bellville, Ohio, who asks, “John-Mark Mark I think I’ve found my dream home – it may be a littler pricer than I anticipated paying, so to be financially prudent I want to ensure I’m getting the best deal, can you please share the top five tips for negotiating when buying a house, that you give your clients?" Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheR...2024-05-3108 min
What We Learned in the MarketsHow Do I Remove My Private Mortgage Insurance (PMI) From My MortgageFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Phil in Daytona Beach, Florida, who asks: John-Mark my wife and I recently sold our home in Ohio. When we moved down to Florida because home prices were a bit more expensive we didn’t quite have 20% to put down. I now have PMI insurance. What are the steps I should take to have this removed from my mortgage?" Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @Th...2024-05-3009 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: May 24th 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-05-3011 min
What We Learned in the MarketsWhere Should I Put My Baby Step Three Emergency Fund or Savings Account?Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Bill in Pittsburgh, PA, who asks, “John-Mark we all know that there is going to be an emergency that pops up in our lifetime, so my wife and I have established our six month emergency fund. It is more than I want to leave just earning nothing - where should I put this emergency fund to earn a little interest?” Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of...2024-05-1208 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: May 3rd 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-05-0713 min
What We Learned in the MarketsBarnabas Foundation, Charitable Giving & Donor Advised Fund: WMWM Monthly WebinarKurtis Knoll joined John-Mark Young and Whitaker-Myers Wealth Managers to discuss charitable giving and how the use of a Donor Advised Fund might be able to play a key role. He discussed how a donor advised fund works, the tax benefits of them, when you might want to use one and what assets are accepted. The Barnabas Foundation and Whitaker-Myers Wealth Managers are unaffiliated. For specific tax advice please consult your tax professional. For specific financial planning advice please contact a financial professional.2024-05-0240 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: April 26th 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-05-0112 min
What We Learned in the MarketsWhat We Learned in the Market This Week: April 19th 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.https://www.whitakerwealth.com/2024-04-2411 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: April 12th 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-04-1519 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: April 5th 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-04-0915 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: March 29th 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.https://www.whitakerwealth.com/2024-04-0113 min
What We Learned in the MarketsWMWM March 2024 Webinar: Capital Market Outlook and Fixed Income Update with Paul Eck of PIMCORecorded on March 18th 2024 Join Whitaker-Myers Wealth Managers Chief Investment Officer John-Mark Young and External Advisor Consultant Paul Eck of PIMCO as they discuss PIMCO’s current market outlook and the dive into the state of the fixed income markets in the US and abroad. Investing in the bond market is subject to risk, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than th...2024-03-2353 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: March 15th 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-03-1814 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: March 8th 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-03-1217 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: March 1st 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-03-0717 min
What We Learned in the MarketsWhitaker-Myers Wealth Mgrs Monthly Webinar: MOAT Based InvestingAmanda Sharratt, Chief Investment Officer at @whitaker-myerswealthmanage2043 , and Brad Pope and Kol Estreicher of Van Eck, along with Andrew Lane director of equity research at Morningstar help you understand the key ideas around MOAT based investing. The MOAT based strategy is simple - find companies that have a sustainable competitive advantage over time. Watch this video to learn more about this and talk to a qualified financial advisor to understand if this method of investing would be appropriate for you. Whitaker-Myers Wealth Managers, LTD is a registered investment adviser. Information presented is for educational purposes on...2024-02-2858 min
What We Learned in the MarketsWhat We Learned in the Market This Week: February 23 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-02-2814 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: February 16th 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/2024-02-2013 min
What We Learned in the MarketsCommercial & Residential Real Estate Investment State of the Union - Whitaker-Myers Wealth ManagersJohn-Mark Young, Chief Investment Officer at @whitaker-myerswealthmanage2043 , and Pat Dougherty of Invesco Real Estate give you an update on the real estate market in both the commercial space, including office, retail, self-storage, and industrial and residential space. This video was recorded in January of 2024.2024-02-161h 04
What We Learned in the MarketsWhat We Learned in the Markets This Week: February 9th 2024Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow's largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people with financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.https://www.whitakerwealth.com/2024-02-1615 min
What We Learned in the MarketsWhat We Learned in the Markets This Year: December 31st 2023Chief Investment Officer at Whitaker-Myers Wealth Managers, one of Dave Ramsey's National Smartvestor Pro's and a member of Ramsey Solutions Investing Council discusses the four things we learned in the markets this year:What Did Growth, Growth & Income, Aggressive Growth, and International Perform Like in 2023?Mortgage Rates: We Saw Them Peak in 2023 Which Makes Us Bullish on the US Economy in 2024Bank Stocks: Perhaps Where Capital Should Flow as an Investment, Just Not a ClientDebt: 2023 Continued to see Consumer & Government Debt Reach New Heights. 2024-01-0214 min
What We Learned in the MarketsWhitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax OutlookWhitaker-Myers Tax Advisors Managing Member Kage Rush joins John-Mark Young to discuss a review of your 2023 major tax themes, including what you'll want to do to be ready to file your taxes when the calendar turns to 2024 and the updates that you'll want to be informed about as it pertains to 2024 tax planning. Kage Rush can be reached at kagerush@whitaker-myers.com and his website is https://www.whitakertax.com/ Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or q...2023-12-241h 05
What We Learned in the MarketsWhat We Learned in the Markets This Week: December 22nd 2023Chief Investment Officer at Whitaker-Myers Wealth Managers, one of Dave Ramsey's National Smartvestor Pro's and a member of Ramsey Solutions Investing Council discusses the four things we learned in the markets this week: Weekly Market and Economic News.After a good run in 2023, is the stock market too expensive?Monthly release of Personal Consumption Expenditures (PCE).Andreessen Horowitz annual ideas around the next big innovation.2023-12-2418 min
What We Learned in the MarketsWhat We Learned in the Markets This Week: December 15th 2023President & Chief Investment Officer John-Mark Young of Whitaker-Myers Wealth Managers discusses the following four points:Weekly Market & Economic UpdatesThe Federal Reserve's December MeetingWhat happens to the Nasdaq 100 a year after a one-standard-deviation move to the upside?S&P 500 and Large Cap Growth Fund Concentration2023-12-1815 min
What We Learned in the MarketsWhitaker-Myers Wealth Managers 2023 Economic Review & 2024 OutlookFirst Trust economist Andrew Opdyke (bio below) joins Whitaker-Myers Wealth Managers Chief Investment Officer John-Mark Young as they discuss how the economic backdrop shaped up in 2023 and they discuss thoughts for where they economy may go into 2024, including will there be a recession? Andrew Opdyke Bio: Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries and producing articles on the First...2023-11-2459 min