"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.

Financial Planning and Regrets at Age 80: February 8, 2025

In this special segment, we’ll hear from 80-year-olds as they share their financial wisdom, lessons learned, and regrets. Their experiences offer valuable insights to help you make smarter financial decisions today for a more secure future.

Pre-Retirement Planning: February 1, 2025

Pre-retirement planning with your spouse is crucial for a smooth transition. In this segment, we’ll discuss seven key steps to align your goals, finances, and expectations for a comfortable and stress-free retirement together.

Retiring Early: January 18, 2025

Dreaming of early retirement? In this segment, we’ll discuss key financial strategies, potential pitfalls, and how to help you have enough savings to retire comfortably—on your terms.

2025 Market Outlook: January 11, 2025

What’s ahead for the markets in 2025? In this segment, we’ll discuss key trends, economic factors, and potential opportunities to help you navigate the year with confidence and smart investment strategies.

Life Insurance: December 21, 2024

Should you rely on employer-provided life insurance or get your own policy? In this segment, we’ll break down the pros and cons of both, helping you understand coverage limits, portability, and whether a personal policy is the right move for long-term financial security.

Gifting: December 14, 2024

Gifting is a great way to share wealth, but it comes with financial and tax considerations. We’ll cover smart strategies, from tax-efficient family gifts to charitable donations, helping you give wisely while staying aligned with your financial goals.

Inherited IRA Rules: December 7, 2024

This week, we’re diving into Inherited IRAs—a crucial subject for anyone who’s received or may receive an IRA from a loved one. Whether you’re an IRA beneficiary, an estate planner, or someone curious about financial planning, this episode is packed with insights to help you make the most of your inheritance while staying compliant.