"Money Matters"

Tune in for free financial tune-ups.

If there's one thing most people can agree on, it's the fact that money matters. That's why we started a radio show by that name — “Money Matters,” heard on WHTC 1450 AM and on the new 99.7 FM.

Since 2005, Carey and Jack have broadcasted their show on local radio station WHTC 1450 AM Radio. Tune in at 10:10 each Saturday morning for some free advice you can put to use to give your financial outlook a tune-up.

The show is part of our commitment to the community we serve. While we believe that professional financial planners play an important role in helping families and small businesses prosper, we also know that the strategies that help you thrive start with you. The more you know, the better you can do.

We invite you to call in with questions during show hours!

The number is (616) 395-1450 — or email us at koelegodfrey@lpl.com with your questions and comments.

Episode Archive

Jun 1

Financial Independence After Divorce: June 1, 2024

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.

May 25

Retirement Plan Desires: May 25, 2024

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!

May 18

Navigating Finances After the Loss of a Spouse: May 18, 2024

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.

May 11

Essential Insight for Retirement Planning: May 11, 2024

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.

May 4

Guide to Retirement Planning: May 4, 2024

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!

Apr 27

10 Things You Should Know About Social Security: April 27, 2024

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!

Apr 20

Rethinking Retirement: Is It Time to Re-Plan Your Future? April 20, 2024

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.

Apr 13

Q1 2024 Market Review: April 13, 2024

Carey and Brent analyze the market's performance throughout the initial quarter of 2024, offering insights and reflections on its trends and implications.

Apr 6

College Savings: April 6, 2024

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.

Mar 9

Financial Planning for Millenials: March 9, 2024

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.

Feb 3

Retirement Withdraw Strategies: February 3, 2024

Carey and Brent return to discuss retirement withdrawal strategies, offering insights on responsible fund management during retirement to achieve long-term financial security.

Jan 27

Financial Literacy for Young Adults: January 27, 2024

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.

Jan 20

Women and Investing: January 20, 2024

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.

Jan 6

Managing a Financial Windfall: January 6, 2024

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.

Dec 30

Emergency Funds: December 30, 2023

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.

Dec 9

Alternative Investments: December 9, 2023

Carey and Brent share a market update and share alternative investments to consider adding to your investment portfolio.

Dec 2

Are You on Track to Retire: December 2, 2023

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.

Nov 25

Guide to Retirement: November 25, 2023

Thanksgiving Weekend Episode replay: Guide to Retirement

Nov 18

Year-End Tax Planning: November 18, 2023

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.

Nov 11

401k Mistakes: November 11, 2023

Carey and Brent give a market update and share common 401k mistakes and how to potentially avoid them.

Nov 4

How Inflation Hurts Retirees: November 4, 2023

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.

Oct 28

Financial Goals: October 28, 2023

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?

Oct 21

Inherited IRA: October 21, 2023

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.

Oct 14

Guide to the Market: October 14, 2023

On this weeks episode of Money Matters, Carey and Brent share a perspective on the market for the third quarter of 2023.

Oct 7

Social Security for Stay-at-Home Parents: October 7, 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.

Sep 23

RMD Strategies: September 23, 2023

Carey and Brent share fun facts for the week and strategies to consider about Required Minimum Distributions (RMD).

Sep 16

Finances After Marriage: September 16, 2023

Carey and Brent share a checklist for the financial steps to take (and not to take) after saying "I Do".

 

Sep 9

Can You Retire at 55: September 9, 2023

Carey and Brent are back with a great show discussing the steps to take to pursue for an early retirement.

Sep 2

Identity Theft and Scams: September 2, 2023

Carey and Brent share tips on how to protect yourself from Identity Theft and Scams and the red flags to look out for!

Aug 26

Women and Investing: August 26, 2023

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.

Aug 19

12 Social Security Essentials: August 19, 2023

Carey and Brent share 12 essential details to know about for Social Security and give a market update,

Aug 12

College Savings: August 12, 2023

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.

Aug 5

Organizing Your Finances: August 5, 2023

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.

Jul 29

Maximize Charitable Gifting: July 29, 2023

Carey and Brent share their insights to maximizing your charitable gifting and give a market update!

Jul 22

How to Reduce Investment Taxes: July 22, 2023

Carey and Brent are back with tips on how to reduce investment taxes and make you money last a little longer!

Jul 8

Roth Conversions: July 8, 2023

Carey and Brent share Fourth of July facts about the market and discuss how a Roth Conversion can be an important retirement strategy.

Jun 17

Survivorship Social Security Benefits: June 17, 2023

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.

May 27

Have You Considered an Annuity: May 27, 2023

Carey and Brent give a year to date market update and discuss all annuities things that annuities have to offer for your financial portfolio.

May 20

Life Insurance and Long-Term Care: May 20, 2023

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.

May 13

Financial Advice from our Founding Fathers: May 13, 2023

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.

Apr 29

Stress Free Investing: April 29, 2023

Carey and Brent share their best tips for stress free investing.

Apr 22

How to Budget for Big Expenses: April 22, 2023

Carey and Brent give a market update for the week and share their tips on how to budget for big expenses.

Apr 15

Guide to the Market: April 15, 2023

Carey and Brent are LIVE with a Guide to the Market going over the last quarter and offering insight for what's to come!

Apr 8

Guide to Retirement: April 8, 2023

Carey and Brent share information from JP Morgan's yearly Guide to Retirement.

Apr 1

Creating Sustainable Income: April 1, 2023

Brent and Jack discuss one of Jack's favorite topics of creating sustainable income in a down market!

Mar 11

Can Taxes Burst Your Retirement: March 11, 2023

Carey and Brent share facts from beyond the news and discuss the topic of Can Taxes Burst Your Retirement?

Mar 4

Suddenly Single or Divorced? Tips on How to Move on Financially: March 4, 2023

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.

Feb 18

Investing 101: February 18, 2023

Carey and Brent discuss inflation and dive into Investing 101 and what to avoid.

Feb 11

Foundations of Financial Well Being: February 11, 2023

Carey and Brent answer listener questions, give a market recap and discuss the important foundations for your financial well-being.

Feb 4

Women and Investing: February 4, 2023

Carey and Brent start February off giving a market and discuss Women and Investing!

Jan 28

Target Date Funds: January 28, 2023

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.

Jan 21

Guide to the Market: January 21, 2023

Carey and Brent give insight on the Market from 2022 and share what's in store for 2023.

Jan 7

Setting and Reviewing Your Budget for 2023: January 7, 2023

Carey and Jack start the New Year off with tips on setting and reviewing your budget.

Dec 31

Student Loans vs. Saving for Retirement: December 31, 2022

Carey and Brent are back with 10 Financial New Years Resolutions to consider, answer questions  and discuss all things student loans and retirement savings.

Dec 24

Financial Apps to Make Your Life Easier: December 24, 2022

Carey and Brent share Christmas market statistics, answer questions and discuss financial apps to try to help make life easier.

Dec 17

How to Invest During a Recession: December 17, 2022

Carey and Jack give a market update, answer listener questions and talk about how to invest in a recession and the strategies to consider.

Dec 10

Financial Comeback After Losing a Spouse: December 10, 2022

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.

Dec 3

Year End Checklist: December 3, 2022

Carey and Brent answer listener questions and share their year end financial checklist.

Nov 26

Social Security Facts: November 26, 2022

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!

Nov 19

Divorce in Your 50's: November 19, 2022

Jack and Brent discuss and answer questions regarding divorce later in life.

Nov 12

Fixed Income with Special Guest, Gene Tannuzzo from Columbia Threadneedle Investments: November 12, 2022

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.

Oct 29

Market Questions with Special Guest Dr. David Kelly: October 29, 2022

Carey and Brent along with Special Guest Dr. David Kelly, Chief Global Strategist from JP Morgan discuss the economy and current market conditions.

Oct 22

Running Out Of Money In Retirement: October 22, 2022

Jack gives a market update talks about being In Retirement and Running out of Money and how to prepare.

Oct 15

Passing On Wealth: October 15, 2022

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.

 

Oct 8

Guide to the Market: October 8, 2022

Carey and Brent give a market update for the last quarter!

Sep 24

Estate Planning with Special Guest Mary Jo Boerman: September 24, 2022

Carey and Brent give a market update and discuss the importance of Estate Planning with our office mate- Mary Jo Boerman!

Sep 17

ESG Investing: September 17, 2022

Carey and Brent give an inflation update and discuss Environmental Social Governance (ESG) Investing.

Sep 10

Alternative Ways to Pay for Long-Term Care: September 10, 2022

Carey and Brent give a market update and discuss alternative ways to help fund long-term care since life expectancy is increasing.

Sep 3

Paying for College: September 3, 2022

Jack and Brent give a market update and discuss different options to pay for college.

Aug 27

Bonds: August 27, 2022

Brent and Jack answer listener questions and go over the current state of interest rates and bonds.

Aug 20

Money Talk for Couples: August 20, 2022

Carey and Brent answer listener questions, discuss the Inflation Reduction Act of 2022 (IRA) and talk about all things money for couples.

Aug 13

Roth Conversions in a Market Downturn: August 13, 2022

Carey and Brent answer questions live and discuss Roth Conversions, especially in downturn markets.

Aug 6

Indexes: August 6, 2022

Carey and Brent discuss and review the top three financial indexes and give an update on current events.

Jul 23

Required Minimum Distributions: July 23, 2022

Carey and Jack answer listener questions and discuss Required Minimum Distributions (RMD).

Jul 16

How to Move on Financially from Divorce: July 16, 2022

Carey and Brent answer listener questions and discuss how to move on financially from divorce when the unexpected happens.

Jul 9

Guide to the Market: July 9, 2022

Jack and Brent give a Guide to the Market and recap what has been going on the last 6 months of 2022.

Jul 2

Sustainable Income: July 2, 2022

Carey and Brent give a market update and discuss ways to create sustainable income.

Jun 25

How to Make Retirement a Reality: June 25, 2022

Carey and Brent give a market update and discuss tips on how to make retirement a reality!

Jun 11

How to Simplify Your Financial Life: June 11, 2022

Carey and Brent share market history and tips on how to simplify your financial life when times are changing.

Jun 4

Ways to Pay for College When Money is Tight: June 4, 2022

Carey and Jack go over market updates and discuss ways to pay for college when money is tight.

May 28

Keeping Assets out of the Nursing Home: May 28, 2022

Carey and Brent share market data and give tips on how to protect your assets by keeping them out of nursing homes.

May 21

The Right Time to Share Financial Information with Your Children: May 21, 2022

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.

May 14

Do you Have Enough to Retire: May 14, 2022

Carey and Brent give a market update, answer listener questions and discuss how to stay on track with retirement.

May 7

Money Mistakes to Avoid: May 7, 2022

Jack and Brent share stories, give an update, and share how to avoid making money mistakes.

May 4

Long-Term Care: April 30, 2022

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.

Apr 23

Life Insurance with a Special Guest: April 23, 2022

Jack gives a market update and discusses inflation, unemployment, real estate, and life insurance with a special guest!

Apr 16

Guide to the Market: April 16, 2022

Carey and Jack answer listener questions and give a guide to the market for the first quarter of 2022.

Apr 9

Social Security with Special Guest Vonda Vantil: April 9, 2022

Carey and Brent along with a special guest, Vonda Vantil discuss all things Social Security.

Apr 2

How to Survive a Financial Emergency: April 2, 2022

Carey and Brent answer questions, discuss inflation and interest rates, and give tips on how to survive a financial emergency.

Mar 12

Exchange Traded Funds (ETF) vs. Mutual Funds: March 12, 2022

Carey and Brent compare Exchange Traded Funds (EFT) to Mutual Funds and give a market update.

Mar 5

Financial Guide for Widows and Widowers: March 5, 2022

Carey and Jack give a market update and share advice and tips when you have lost a spouse.

Feb 26

Special Author Mitch Baker: February 26, 2022

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".

Feb 19

Financial Scams to Watch Out For: February 19, 2022

Carey and Brent share financial scams to watch out for.

Feb 5

Is Debt Derailing You From Retirement: February 5, 2022

Carey and Jack talk about market volatility, a bear market and discuss debt and retirement.

Jan 29

Beneficiary Mistakes to Avoid: January 29, 2022

Jack and Brent give a year-to-date market update and go over common beneficiary mistakes.

Jan 22

Is Your Retirement on Track? January 22, 2022

Carey and Jack give insight on things to think about when considering retirement.

Jan 15

Saving for Retirement in Your 50's: January 15, 2022

Carey and Jack share stories and give advice on saving for retirement in your 50's.

Jan 1

Budgeting 101: January 1, 2022

Happy New Year!  Carey and Brent start 2022 off by discussing the basics of budgeting.

Dec 11

Sharing Finances With Your Children: December 11, 2021

Carey and Brent discuss market volatility, answer listener questions and give advice on when to share your finances with your children.

Dec 4

Pension vs. Lump Sum and Which One to Choose: December 4, 2021

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!

Nov 27

Considerations for Early Retirement: November 27, 2021

Carey and Brent share fun Thanksgiving facts, and considerations when thinking about early retirement or forced retirement situations.

 

Nov 20

How to Simplify Your Financial Life: November 20, 2021

Jack and Brent give an update on the market and share tips to simply your financial life!

Nov 13

How to Make Retirement a Reality: November 13, 2021

Carey and Brent talk about strategies to make retirement a reality and give a market update.

Nov 6

Social Security Mistakes: November 6, 2021

Carey and Jack share common social security mistakes and go over the market.

Oct 30

How to Make Retirement a Reality: October 30, 2021

Carey and Brent share ideas and tips to help you ease into retirement.

Oct 23

Keeping Assets Out of Nursing Homes: October 23, 2021

Carey and Jack give a market update and discuss ways to keep your retirement assets out of nursing homes.

Oct 16

Ways to Pay for College if Money is Tight: October 16, 2021

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.

Oct 9

Guide to the Market: October 9, 2021

Jack and Brent go over Jack's favorite topic: a guide to the market for the last quarter!

Oct 2

Capital Gains and Losses: October 2, 2021

Carey and Brent give a market update and discuss the impact of capital gains and losses.

Sep 25

Roth Conversions: September 25, 2021

Carey and Jack give market updates and discuss Roth conversion strategies.

Sep 18

Investment Ideas to Consider: September 18, 2021

Carey and Jack discuss the market and share their insight to financial considerations you may not have thought about!

Sep 11

Charitable Giving: September 11, 2021

Carey and Jack discuss the best strategies for charitable giving.

Sep 4

Retirement Plans for Small Businesses: September 4, 2021

Welcome to Money Matters, Brent!  Jack and the newest member of the team, Brent, discuss Retirement Plans for Small Businesses.

Aug 28

Long Term Care Insurance: August 28, 2021

Carey and Jack discuss the importance of Long Term Care Insurance.

Aug 21

College Savings and 529 Plans: August 21, 2021

Carey and Jack discuss options for college savings and why it's important to start saving young.

Aug 14

Required Minimum Distribution: August 14, 2021

Carey gives a market update and discusses Required Minimum Distribution (RMD) and when to take money out in retirement.

Aug 7

Business Succession Planning: August 7, 2021

Carey and Jack answer listener questions and share the ins and outs of Business Succession Planning.

Jul 31

Regaining Retirement Savings Focus: July 31, 2021

Carey and Jack discuss how to regain your focus in retirement savings.

Jul 24

How to Manage Finances in a Second Marriage: July 24, 2021

Carey and Jack discuss second marriages and how to handle finances.

Jul 17

Guide to the Market: July 17, 2021

Carey and Jack recap the last 6 months of the year!

Jul 10

Pension Options: July 10, 2021

Carey and Jack open the show with stories and discuss different options for pensions. 

Jul 3

Portfolio Withdraw Mistakes: July 3, 2021

Carey and Jack give their tips on how to avoid making portfolio withdraw mistakes.

Jun 12

Health Savings Accounts: June 12, 2021

Carey and Jack share stories and tips on how to use and benefit from a Health Savings Account.

Jun 5

Social Security and Divorce: June 5, 2021

Carey and Jack discuss the strategies and considerations to take with Social Security and Divorce.

May 29

Will You Run Out of Money in Retirement: May 29, 2021

Carey and Jack give a market update and discuss the steps to take in managing your money in retirement.

May 15

ROTH IRA: May 15, 2021

Carey and Jack discuss current market conditions and talk about the ins and outs of ROTH IRA's.

May 8

Financial Steps After a Death: May 8, 2021

Jack discusses the financial steps to take when a spouse of loved one passes away and gives a market update.

May 1

Guide to the Market: May 1, 2021

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.

Apr 24

Reasons You Are Not Getting Ahead Financially: April 24, 2021

Carey and Jack share stories and scenarios on what might be holding back your financial success.

Apr 17

Financial Goals Are Getting Derailed: April 17, 2021

Carey and Jack talk about how not to have your financial goals derailed.

Apr 3

What to do with your Inheritance: April 3, 2021

Carey and Jack share stories and give advice on dealing with an inheritance large or small.

Mar 27

Cutting Off Children Financially: March 27, 2021

Carey and Jack give advice on deciding when and how to cut financial ties with your children.

Mar 20

Financial Mistakes to Avoid: March 3, 2021

Carey and Jack give their tips on how to avoid making financial mistakes and give a market update.

Mar 13

Getting Married: March 3, 2021

Carey and Jack give their tips on how to manage your finances before you say I do!

Mar 6

Applying for College: March 6, 2021

Carey and Jack give a market update and offer their expertise on preparing your finances for college.

Feb 27

Smart Tax Moves for 2021: February 27, 2021

Carey and Jack offer their tax tips for a smooth tax season.

Feb 20

Emotions and Finance: February 20, 2021

Carey and Jack discuss how to manage your emotions when making financial decisions and go over questions about 529 plans.

Feb 6

Retirement Anxiety: February 2, 2021

Carey and Jack discuss retirement anxiety and how to overcome it.

Jan 30

Roth Conversions: January 30, 2021

Carey and Jack talk about roth conversions and if it's right for you!

Jan 23

Guide to the Market: January 23, 2021

Jack's favorite topic "A Guide to the Market" along with a market recap for the year so far!

Jan 16

Systematic Investing: January 16, 2021

Carey and Jack will be discussing the advantages to systematic investing (dollar cost averaging).

Dec 26

Signs That You Are Not Financially OK: December 26, 2020

Carey and Jack go over the red flags that you are not financially sound and tips to improve!

Dec 12

Life After College: December 12, 2020

Jack gives his tips for college graduates navigating through their first jobs and what they need to do to be successful!

Dec 5

Death of a Spouse: December 5, 2020

Carey and Jack provide a financial checklist in the event of a loved one passing.

Nov 28

Divorce and Finances: November 28, 2020

Carey and Jack discuss adjusting to life financially after a divorce.

Nov 21

Heath Care Costs in Retirement: November 21, 2020

Carey and Jack give a market update and are live answering questions about healthcare costs in retirement.

Nov 14

Charitable Donations: November 14, 2020

Happy Veterans Day! Carey and Jack pay tribute to Veterans and talk about charitable gifting ideas and rules to help with your portfolio.

Nov 7

2020 Financial Moves for Year End: November 7, 2020

Carey and Jack review the market, and go over a checklist of important things to do financially before year end.

Oct 31

Long Term Care: October 31, 2020

Carey and Jack are live discussing the market and answering questions about long-term care.

Oct 24

Re-Tooling Retirement: October 24, 2020

Do you have enough money to retire? Carey and Jack give their tips on how to maximize your retirement savings and re-tune investments.

Oct 10

Guide to the Market: October 10, 2020

Jack is live giving a recap from the last three quarters of the market.

Oct 2

Social Security Changes with Vonda Vantil from the Social Security Dept: October 2, 2020

Carey and Jack are live with a market update and are discussing social security and the when to take it.

Sep 26

Advice for the Young Investor: September 26, 2020

Carey and Jack are live and give their advice to the next generation of investors.

Sep 19

Retirement Benefits: September 19, 2020

Carey and Jack are live with a market update and discuss retirement benefits and strategies for investing.

Sep 12

College Admissions: September 12, 2020

Carey is joined by special guest Bill Vanderbilt from Hope College to discuss navigating college admissions during the pandemic era.

Sep 5

Have a Pension? Here are your options: September 5, 2020

Carey is discussing 401k plans and how solo 401k plans work for small business owners.

Aug 29

Planning Ahead with Continued Care: August 29, 2020

Carey and Jack give their advice on how to plan ahead with continued care for yourself or a loved one.

Aug 22

Retirement Setbacks: August 22, 2020

Carey and Jack discuss how to overcome retirement setbacks.

Aug 15

Life Insurance: August 15, 2020

Carey and Jack talk about different types of life insurance and if it fits your life strategy.

Aug 8

IRA Strategies: August 8, 2020

Carey and Jack are live answering questions and go over different IRA strategies and whether you have the one best suited for you.

Aug 1

College Planning: August 1, 2020

Carey and Jack give their college planning strategies as the rules and times change.

Jul 25

Kiddie Tax: Learn the new rules for 2020: July 25, 2020

Carey and Jack share stories and the new rules for the "Kiddie Tax."

Jul 18

Financial Planning During a Pandemic: July 18, 2020

Carey and Jack talk about financial planning during the uncertain times of a pandemic.

Jul 11

Guide to the Market: 2020 3rd Quarter: July 11, 2020

Carey and Jack recap what has been going in in the market during the midst of the COVID-19 pandemic.

Jul 4

Maximize Your Inheritance: July 4, 2020

Happy Fourth of July! Carey and Jack give their insight on how to maximize your inheritance when a loved one passes away.

Jun 27

Why Your Child Should Have a ROTH: June 27, 2020

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.

Jun 20

Financial tips for the first 5 years AFTER retirement: June 20, 2020

Happy Birthday Jack! Carey and Jack discuss the market and give their best tips for the first five years after you retire.

Jun 13

High Yield Funds for Retirement: June 13, 2020

Carey and Jack share their tips on how to build a strong retirement portfolio with high yield funds.

Jun 6

2020 Mid Year Check Up: June 6, 2020

Carey and Jack give a mid year check up for the market and answer some common questions about social security, diversification, and more.

May 16

Market Overview: May 16, 2020

Carey and Jack give updates on the market, COVID-19, year to date numbers and more.

May 9

Budgeting 101: May 9, 2020

Carey and Jack help navigate the process of making and sticking to a budget.

May 2

How to deal with Financial Fear of the Market: May 2, 2020

Carey and Jack give their strategies on how to deal with fear with the market and how to be investing during this time.

Apr 25

College Savings: 529 Plans: April 25, 2020

Carey and Jack are live answering questions and go over 529 plans for college savings.

Apr 18

Retirement at 55: April 18, 2020

Carey and Jack are live answering questions, give market statistics and discuss retirement at age 55.

Apr 4

Market Outlook: 2020 2nd Quarter: April 4, 2020

Carey and Jack give a guide to the market for the end of the first quarter and a CARES Act update.

Mar 28

Managing your Required Minimun Distribution (RMD): March 28, 2020

Carey and Jack discuss the important topic of managing your required minimum distribution (RMD) in retirement.

Mar 14

How to Not Run Out of Money in Retirement: March 14, 2020

Carey and Jack are live answering questions and provide insight on how to not run out of money when you retire.

Mar 7

2020 Women and Investing: March 7, 2020

Carey and Jack answer questions live and give tips pertaining to women on various investment topics.

Feb 29

Financial Struggles: February 29, 2020

Jack gives a market update, discusses fear, uncertainty, and doubt as well as helpful tips for those struggling with their finances.

Feb 22

401k Consolidation: February 22, 2020

Carey and Jack are live answering questions and discuss the benefits of consolidating your 401ks.

Feb 15

2020 Social Security Changes: February 15, 2020

Carey gives advise on taking social security at ages 62, 67 or 70 and the pros and cons to each scenario.

Feb 1

2020 Tax Deductions: February 1, 2020

Carey and Jack give a market update and discuss tax updates for 2020.

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Since 2005, Carey and Jack have broadcasted their show on local radio station WHTC 1450 AM Radio.

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