Resources

"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.
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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.

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.

Securities, Financial Planning and Advisory Services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA & SIPC.
 
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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