"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.

The Fun Money Formula: May 16, 2026

A successful financial plan should support both your future goals and the life you want to enjoy today. Discover how “The Fun Money Formula” can help you balance smart saving with guilt-free spending.

The FIRE Movement: May 9, 2026

What is the FIRE Movement, and could it work for you? We’ll explore the idea behind Financial Independence, Retire Early, the lifestyle changes it often requires, and the potential benefits and challenges of pursuing early retirement.

The Biggest Tax Mistakes Retirees Make: May 2, 2026

Many retirees are surprised by how taxes can impact their retirement income. Learn some of the most common tax mistakes retirees make and strategies that may help you keep more of what you’ve worked hard to save.

Can You Ever Stop Saving For Retirement: April 25, 2026

Can you ever stop saving for retirement? We’ll discuss when it makes sense to shift your savings strategy, how to know if you’re on track, and what factors matter most for long-term financial security.

14 Habits to Steal From the Wealthy: April 18, 2026

What financial habits help build long-term wealth? From disciplined saving to smart investing, discover 14 practical strategies often used by financially successful individuals that can help strengthen your own financial future.

What Does the New Tax Bill Mean for Roth Conversions: April 11, 2026

How could the new tax bill impact your Roth conversion strategy? Changes to tax brackets and retirement rules may create new opportunities or new challenges for building a more tax-efficient retirement plan.

The RMD Roadmap: April 4, 2026

Required minimum distributions can be confusing but a clear plan helps. In this segment we cover when they start how they are calculated and ways to manage taxes and withdrawals so you stay on track and avoid costly mistakes.

Principles of a Successful Retirement: March 28, 2026

Retirement is about more than savings it is about having a clear plan. In this segment we discuss creating reliable income managing risk and planning for rising costs so your money lasts. Whether you are near retirement or planning ahead these basics can help build confidence in your financial future.

When Your Kids Don’t Need It: March 21, 2026

What happens when your children are financially independent and may not need an inheritance? This week we explore thoughtful planning ideas, including ways to align your assets with your values, support causes you care about, and make the most of your legacy.

Lakehouse or Legacy: March 7, 2026

A family cottage or lakehouse can create lasting memories, but it also comes with important financial considerations. This week we discuss how to balance enjoying today while planning thoughtfully for the future and the legacy you want to leave behind.