Carey Koele and Brent Kehrwecker from Koele Godfrey Investment Group are back with a great episode of Money Matters. Today's episode discusses the common mistakes you could be making and how to avoid them when you are planning and saving for retirement.
Welcome back to another episode of Money Matters. Carey Koele and Brent Kehrwecker, Investment Advisors from Koele Godfrey Investment Group of Zeeland, MI share our clients most asked Medicare questions. They open the show with a special birthday to bull markets and go into positive market news. They wrap the show up with all things Medicare and share their best tips for navigating this complex topic.
This weeke's episdode of Money Matters offers an in-depth discussion on how to maximize your 401k and secure your retirement future. Whether you're just starting your retirement savings journey or looking to fine-tune your existing plan, this episode offers valuable insights on optimizing contributions, understanding employer matches, investment strategies, and navigating market volatility. Our Investment Advisors, Carey and Brent will answer listener questions and provide practical tips for making the most of your 401k.
Brent Kehrwecker and Aaron Verkaik return with another episode of Money Matters. They start the show by sharing interesting election facts and breaking down key economic insights from the recent Presidential debate. Tune in as they explore essential lessons to keep in mind when planning for retirement, offering valuable guidance for your financial future.
Join Carey Koele and Brent Kehrwecker, Investment Advisors from Koele Godfrey Investment Group, in downtown Zeeland, for another informative episode of Money Matters. In today’s show, they dive into the topic of Required Minimum Distributions, or RMDs. Learn what RMDs are, why it's essential to take them, and discover smart strategies to make the most of your funds. Don't miss this valuable financial advice!
Welcome back to Money Matters! Today’s episode kicks off with insights on the market during an election year. Carey and Brent then explore the concept of "lifestyle creep" and share practical tips for managing lifestyle changes that could impact your ability to build wealth over time.
Welcome back to another episode of Money Matters! Investment Advisors Carey Koele and Brent Kehrwecker from Koele Godfrey Investment Group in Zeeland, MI, begin the show by discussing recent market articles. In today's episode, they focus on bonds—an often overlooked yet crucial part of an investment portfolio and diversification strategy.
Investment Advisors Carey Koele and Brent Kehrwecker from Koele Godfrey Investment Group in Zeeland, MI, host the insightful Money Matters Show. They kick off the episode with a market recap and address questions from listeners. Today's topic covers common myths about Social Security and how to navigate them effectively!
Welcome back to another exciting episode of Money Matters! Investment Advisors Carey Koele and Brent Kehrwecker dive into the delicate art of discussing money at the dinner table. They offer valuable tips on how to introduce this important topic and keep your family in the loop. In every episode, they also provide a market recap and answer listener questions.
Carey Koele and Brent Kehrwecker, seasoned Investment Consultants from Koele Godrey Investment Group, return with another insightful episode of Money Matters. In today's episode, they delve into the crucial topic of investment accounts ideal for children and highlight the significance of starting early.
Welcome back to another episode of Money Matters! We're excited to introduce our newest advisor, Aaron Verkaik, making his debut on the radio. Aaron will share his interests and what inspired him to pursue a career in financial planning. In this episode, Carey and Aaron start with a market update and answer listener questions. Then, they dive into the topic of Roth conversions and discuss whether this strategy is right for your financial portfolio.
Carey Koele and Brent Kehrwecker from Koele Godfrey Investment Group return with another great episode of Money Matters. Carey and Brent provide an update on Fed rates and share the latest market insights. They also dive into common myths about Social Security and debunk them!
Join Carey Koele and Brent Kehrwecker, Investment Advisors from Koele Godfrey Investment Group, for another insightful episode of Money Matters. This week, they kick off the show with a market update and answer listener questions. The main topic of discussion is "Investing in Your Children's Future," where they explore the best practices for financially securing your children's future and what effective investment strategies look like. Tune in for advice and valuable tips on building a strong financial foundation for the next generation.
Tune in to the latest episode of Money Matters with Carey Koele and Brent Kehrwecker! This week, they provide a comprehensive recap of the market's performance for May and delve into the crucial topic of updating beneficiaries. Don't miss their insights and practical advice to help you stay on top of your financial game.
Join Carey Koele and Brent Kehrwecker, Financial Advisors from Koele Godfrey Investment Group in Zeeland, MI, for an insightful episode on Money Matters. This week, Carey and Brent share key facts and market updates about gold and inflation. They also delve into the important topic of empowering financial independence after divorce, discussing the emotional and financial challenges involved. Tune in for practical tips on how to move forward financially after a divorce.
Tune in to another episode of Money Matters with Carey Koele and Brent Kehrwecker, investment consultants from Koele Godfrey Investment Group in downtown Zeeland. This week, Carey and Brent provide a market update, answer listener questions, and share valuable tips on how to pursue your retirement goals. Don't miss out on their advice and insights!
Carey Koele and Brent Kehwecker, Financial Advisors of Zeeland, are back with another episode of Money Matters. In today’s episode, they explore financial facts beyond the headlines and provide valuable guidance on navigating finances after the loss of a spouse. They also interview a client who recently faced this situation and share her insightful responses. Tune in to gain practical advice and support for managing your finances during difficult times.
Carey Koele and Brent Kehrwecker present "Things I wish I Knew Before Retirement". They've compiled valuable feedback from retirees, shedding light on what they wish they knew before retirement. Tune in as they share these insights and discuss crucial considerations for pre-retirees. Plus, stay updated with the latest market facts from the previous week as they kickstart the show.
Welcome back to Money Matters with Financial Advisors Carey Koele and Brent Kehrwecker! In this episode, Carey and Brent begin by discussing the market performance for April, offering valuable insights. Stay tuned as they delve into a comprehensive Guide to Retirement, covering essential factors such as life expectancy, inflation, and the best timing for claiming Social Security benefits. Don't miss out on this essential advice for securing your financial future!
Carey and Brent delve into one of the most commonly asked-about subjects: Social Security. Together, they offer insightful tips on how to navigate this complex topic with confidence!
Carey and Brent delve into the intricacies of "Rethinking Your Retirement," shedding light on pivotal life events that may necessitate a reevaluation of retirement strategies. Together, they offer guidance on navigating these transitions with confidence and adaptability.
Carey and Brent analyze the market's performance throughout the initial quarter of 2024, offering insights and reflections on its trends and implications.
Carey and Brent return to Money Matters to tackle the intricacies of college planning and savings, offering invaluable insights and strategies for navigating this important financial journey.
Carey and Brent explore financial planning strategies specifically designed for Millennials, while also providing a comprehensive update on the market's current status and trends.
Carey and Brent return to discuss retirement withdrawal strategies, offering insights on responsible fund management during retirement to achieve long-term financial security.
Carey and Brent delve into the topic of Financial Literacy for Young Adults, emphasizing the critical importance of acquiring fundamental financial knowledge for building a secure future.
Carey and Brent return with an engaging episode focusing on an important subject: Women and Investing. Join them as they explore key insights and strategies to empower women in the realm of finance.
Happy New Year! Carey and Brent kick off the year with a market update and delve into the intricacies of managing a financial windfall. Join them as they offer valuable advice on navigating newfound wealth with prudence and foresight.
Carey and Brent wrap up the year by reviewing the market's performance in 2023. They offer valuable advice on the significance of having an emergency fund, providing insights into how to begin building one and determining the optimal amount to save.
Carey and Brent share a market update and share alternative investments to consider adding to your investment portfolio.
Carey and Brent share highlights from the last few weeks in the market and discuss how to determine if you are on the right track for retirement.
Thanksgiving Weekend Episode replay: Guide to Retirement
It's that time of year when year-end tax planning becomes important to start thinking about. Carey and Brent share their checklist to make year end tax planning go smooth this year.
Carey and Brent give a market update and share common 401k mistakes and how to potentially avoid them.
The Money Matters guys are back with another episode. Carey and Brent share a market update and explore how inflation hurts retirees, things to be aware of and tips on how to pace and out pace inflation.
On this weeks episode of Money Matters, Carey and Brent share tips on how to make your financial goals attainable. What are your Financial Goals?
Carey and Brent are back with another episode of Money Matters. They share a market update and discuss what to do if you inherit an IRA and the rules and tax implications that go along with it.
On this weeks episode of Money Matters, Carey and Brent share a perspective on the market for the third quarter of 2023.
Carey and Brent answer frequently asked questions about Social Security, give a market update and give tips on how to navigate the complexities of Social Security for stay-at-home parents.
Carey and Brent share fun facts for the week and strategies to consider about Required Minimum Distributions (RMD).
Carey and Brent share a checklist for the financial steps to take (and not to take) after saying "I Do".
Carey and Brent are back with a great show discussing the steps to take to pursue for an early retirement.
Carey and Brent share tips on how to protect yourself from Identity Theft and Scams and the red flags to look out for!
Carey and Brent discuss women and investing! They touch on helping women gain confidence in investing, investment approaches for different life stages and investment strategies for women.
Carey and Brent share 12 essential details to know about for Social Security and give a market update,
Carey and Brent explored the critical topic of college savings and the various strategies that can help parents and students prepare financially for higher education.
On this weeks episode of Money Matters, Carey and Brent give a market update on inflation and interest rates and discuss how to organize your finances.
Carey and Brent share their insights to maximizing your charitable gifting and give a market update!
Carey and Brent are back with tips on how to reduce investment taxes and make you money last a little longer!
Carey and Brent share Fourth of July facts about the market and discuss how a Roth Conversion can be an important retirement strategy.
Carey and Brent give a market update and share the ins and outs of survivorship social security benefits in the event of losing a loved one.
Carey and Brent give a year to date market update and discuss all annuities things that annuities have to offer for your financial portfolio.
Carey and Brent talk the ins and outs of life insurance and long-term care and how this can help you to plan for the future.
Carey and Brent give a weekly market update, share beyond the news and discuss the financial advice from our founding fathers that has survived the test of time.
Carey and Brent share their best tips for stress free investing.
Carey and Brent give a market update for the week and share their tips on how to budget for big expenses.
Carey and Brent are LIVE with a Guide to the Market going over the last quarter and offering insight for what's to come!
Carey and Brent share information from JP Morgan's yearly Guide to Retirement.
Brent and Jack discuss one of Jack's favorite topics of creating sustainable income in a down market!
Carey and Brent share facts from beyond the news and discuss the topic of Can Taxes Burst Your Retirement?
Carey and Brent give a week in review for the market and give advice on how to recover financially if you find yourself suddenly single.
Carey and Brent discuss inflation and dive into Investing 101 and what to avoid.
Carey and Brent answer listener questions, give a market recap and discuss the important foundations for your financial well-being.
Carey and Brent start February off giving a market and discuss Women and Investing!
Carey and Brent share a new topic for Money Matters: Target Date Funds. They share the ins and outs about what they are and if they would be a good choice for your financial portfolio.
Carey and Brent give insight on the Market from 2022 and share what's in store for 2023.
Carey and Jack start the New Year off with tips on setting and reviewing your budget.
Carey and Brent are back with 10 Financial New Years Resolutions to consider, answer questions and discuss all things student loans and retirement savings.
Carey and Brent share Christmas market statistics, answer questions and discuss financial apps to try to help make life easier.
Carey and Jack give a market update, answer listener questions and talk about how to invest in a recession and the strategies to consider.
Carey and Brent give a market and social security update, share fun financial facts and discuss how to come back financially after losing a spouse.
Carey and Brent answer listener questions and share their year end financial checklist.
Happy Thanksgiving! Carey and Brent are back after holiday and discuss how Thanksgiving relates to your finances. They also give a market update along with Social Security Facts!
Jack and Brent discuss and answer questions regarding divorce later in life.
Carey and Brent along with special guest, Gene Tannuzzo, CFA from Columbia Threadneedle Investments discuss fixed income along with opportunities and risks associated with fixed income.
Carey and Brent along with Special Guest Dr. David Kelly, Chief Global Strategist from JP Morgan discuss the economy and current market conditions.
Jack gives a market update talks about being In Retirement and Running out of Money and how to prepare.
Carey discusses gives a market update, talks about what has been happening on Wall Street for the week and gives strategies on how to pass along wealth to family members.
Carey and Brent give a market update for the last quarter!
Carey and Brent give a market update and discuss the importance of Estate Planning with our office mate- Mary Jo Boerman!
Carey and Brent give an inflation update and discuss Environmental Social Governance (ESG) Investing.
Carey and Brent give a market update and discuss alternative ways to help fund long-term care since life expectancy is increasing.
Jack and Brent give a market update and discuss different options to pay for college.
Brent and Jack answer listener questions and go over the current state of interest rates and bonds.
Carey and Brent answer listener questions, discuss the Inflation Reduction Act of 2022 (IRA) and talk about all things money for couples.
Carey and Brent answer questions live and discuss Roth Conversions, especially in downturn markets.
Carey and Brent discuss and review the top three financial indexes and give an update on current events.
Carey and Jack answer listener questions and discuss Required Minimum Distributions (RMD).
Carey and Brent answer listener questions and discuss how to move on financially from divorce when the unexpected happens.
Jack and Brent give a Guide to the Market and recap what has been going on the last 6 months of 2022.
Carey and Brent give a market update and discuss ways to create sustainable income.
Carey and Brent give a market update and discuss tips on how to make retirement a reality!
Carey and Brent share market history and tips on how to simplify your financial life when times are changing.
Carey and Jack go over market updates and discuss ways to pay for college when money is tight.
Carey and Brent share market data and give tips on how to protect your assets by keeping them out of nursing homes.
Carey and Brent share by the numbers, give a market update and give tips on when and how to share your financial information with family members.
Carey and Brent give a market update, answer listener questions and discuss how to stay on track with retirement.
Jack and Brent share stories, give an update, and share how to avoid making money mistakes.
Carey and Brent share stories and answer listener questions from the week. They discuss different forms of long-term care and how to protect your assets.
Jack gives a market update and discusses inflation, unemployment, real estate, and life insurance with a special guest!
Carey and Jack answer listener questions and give a guide to the market for the first quarter of 2022.
Carey and Brent along with a special guest, Vonda Vantil discuss all things Social Security.
Carey and Brent answer questions, discuss inflation and interest rates, and give tips on how to survive a financial emergency.
Carey and Brent compare Exchange Traded Funds (EFT) to Mutual Funds and give a market update.
Carey and Jack give a market update and share advice and tips when you have lost a spouse.
Carey and Jack are joined by a special guest, Mitch Baker. Mitch is a neighbor of the Koele team, an entrepreneur, designer, and writer. Mitch shares about his impactful book titled "Resolve".
Carey and Brent share financial scams to watch out for.
Carey and Jack talk about market volatility, a bear market and discuss debt and retirement.
Jack and Brent give a year-to-date market update and go over common beneficiary mistakes.
Carey and Jack give insight on things to think about when considering retirement.
Carey and Jack share stories and give advice on saving for retirement in your 50's.
Happy New Year! Carey and Brent start 2022 off by discussing the basics of budgeting.
Carey and Brent discuss market volatility, answer listener questions and give advice on when to share your finances with your children.
Carey and Jack discuss the news and media, inflation, and unemployment rates. They also give tips on how to choose if a pension or lump sum is better for you!
Carey and Brent share fun Thanksgiving facts, and considerations when thinking about early retirement or forced retirement situations.
Jack and Brent give an update on the market and share tips to simply your financial life!
Carey and Brent talk about strategies to make retirement a reality and give a market update.
Carey and Jack share common social security mistakes and go over the market.
Carey and Brent share ideas and tips to help you ease into retirement.
Carey and Jack give a market update and discuss ways to keep your retirement assets out of nursing homes.
Carey and Jack are live with a market update, answer listener questions and give helpful tips on ways to pay for college if money is tight.
| Jack and Brent go over Jack's favorite topic: a guide to the market for the last quarter! |
| Carey and Brent give a market update and discuss the impact of capital gains and losses. |
Carey and Jack give market updates and discuss Roth conversion strategies.
Carey and Jack discuss the market and share their insight to financial considerations you may not have thought about!
Carey and Jack discuss the best strategies for charitable giving.
Welcome to Money Matters, Brent! Jack and the newest member of the team, Brent, discuss Retirement Plans for Small Businesses.
Carey and Jack discuss the importance of Long Term Care Insurance.
Carey and Jack discuss options for college savings and why it's important to start saving young.
Carey gives a market update and discusses Required Minimum Distribution (RMD) and when to take money out in retirement.
Carey and Jack answer listener questions and share the ins and outs of Business Succession Planning.
Carey and Jack discuss how to regain your focus in retirement savings.
Carey and Jack discuss second marriages and how to handle finances.
| Carey and Jack open the show with stories and discuss different options for pensions. |
| Carey and Jack give their tips on how to avoid making portfolio withdraw mistakes. |
Carey and Jack share stories and tips on how to use and benefit from a Health Savings Account.
Carey and Jack discuss the strategies and considerations to take with Social Security and Divorce.
Carey and Jack give a market update and discuss the steps to take in managing your money in retirement.
Carey and Jack discuss current market conditions and talk about the ins and outs of ROTH IRA's.
Jack discusses the financial steps to take when a spouse of loved one passes away and gives a market update.
Carey and Jack give a market update for the first quarter of 2021 and give insight on what analysts think might be coming for the rest of the year.
Carey and Jack share stories and scenarios on what might be holding back your financial success.
Carey and Jack talk about how not to have your financial goals derailed.
Carey and Jack share stories and give advice on dealing with an inheritance large or small.
Carey and Jack give advice on deciding when and how to cut financial ties with your children.
Carey and Jack give their tips on how to avoid making financial mistakes and give a market update.
Carey and Jack give their tips on how to manage your finances before you say I do!
Carey and Jack give a market update and offer their expertise on preparing your finances for college.
Carey and Jack offer their tax tips for a smooth tax season.
Carey and Jack discuss how to manage your emotions when making financial decisions and go over questions about 529 plans.
Carey and Jack discuss retirement anxiety and how to overcome it.
Carey and Jack talk about roth conversions and if it's right for you!
Jack's favorite topic "A Guide to the Market" along with a market recap for the year so far!
Carey and Jack will be discussing the advantages to systematic investing (dollar cost averaging).
Carey and Jack go over the red flags that you are not financially sound and tips to improve!
Jack gives his tips for college graduates navigating through their first jobs and what they need to do to be successful!
Carey and Jack provide a financial checklist in the event of a loved one passing.
Carey and Jack discuss adjusting to life financially after a divorce.
Carey and Jack give a market update and are live answering questions about healthcare costs in retirement.
Happy Veterans Day! Carey and Jack pay tribute to Veterans and talk about charitable gifting ideas and rules to help with your portfolio.
Carey and Jack review the market, and go over a checklist of important things to do financially before year end.
Carey and Jack are live discussing the market and answering questions about long-term care.
Do you have enough money to retire? Carey and Jack give their tips on how to maximize your retirement savings and re-tune investments.
Jack is live giving a recap from the last three quarters of the market.
Carey and Jack are live with a market update and are discussing social security and the when to take it.
Carey and Jack are live and give their advice to the next generation of investors.
Carey and Jack are live with a market update and discuss retirement benefits and strategies for investing.
Carey is joined by special guest Bill Vanderbilt from Hope College to discuss navigating college admissions during the pandemic era.
Carey is discussing 401k plans and how solo 401k plans work for small business owners.
Carey and Jack give their advice on how to plan ahead with continued care for yourself or a loved one.
Carey and Jack discuss how to overcome retirement setbacks.
Carey and Jack talk about different types of life insurance and if it fits your life strategy.
Carey and Jack are live answering questions and go over different IRA strategies and whether you have the one best suited for you.
Carey and Jack give their college planning strategies as the rules and times change.
Carey and Jack share stories and the new rules for the "Kiddie Tax."
Carey and Jack talk about financial planning during the uncertain times of a pandemic.
Carey and Jack recap what has been going in in the market during the midst of the COVID-19 pandemic.
Happy Fourth of July! Carey and Jack give their insight on how to maximize your inheritance when a loved one passes away.
Carey and Jack answer investing questions and share their thoughts on the importance of investing young for your children and how you can do so with a ROTH for your child.
Happy Birthday Jack! Carey and Jack discuss the market and give their best tips for the first five years after you retire.
Carey and Jack share their tips on how to build a strong retirement portfolio with high yield funds.
Carey and Jack give a mid year check up for the market and answer some common questions about social security, diversification, and more.
Carey and Jack give updates on the market, COVID-19, year to date numbers and more.
Carey and Jack help navigate the process of making and sticking to a budget.
Carey and Jack give their strategies on how to deal with fear with the market and how to be investing during this time.
Carey and Jack are live answering questions and go over 529 plans for college savings.
Carey and Jack are live answering questions, give market statistics and discuss retirement at age 55.
Carey and Jack give a guide to the market for the end of the first quarter and a CARES Act update.
Carey and Jack discuss the important topic of managing your required minimum distribution (RMD) in retirement.
Carey and Jack are live answering questions and provide insight on how to not run out of money when you retire.
Carey and Jack answer questions live and give tips pertaining to women on various investment topics.
Jack gives a market update, discusses fear, uncertainty, and doubt as well as helpful tips for those struggling with their finances.
Carey and Jack are live answering questions and discuss the benefits of consolidating your 401ks.
Carey gives advise on taking social security at ages 62, 67 or 70 and the pros and cons to each scenario.
Carey and Jack give a market update and discuss tax updates for 2020.
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