Video Podcast

Why should you hire an independent financial advisor?
Financial Planning
Portfolio Management
Retirement Planning
Video Podcast
/ By
Admin

A question that you may have asked yourself is why you should hire an independent financial advisor? A common question that I hear from people who are not familiar with the difference between a financial advisor who is independent vs.

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Update on the Economy and the Markets: Covid-19
The Economy
Video Podcast
/ By
Admin

retirees-should-invest-in-a-good-cyber-security-system-in-order-to-protect-their-money-during-retirement

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Protect Retirement Money With Better Asset Allocation
Financial Planning
Portfolio Management
Retirement Planning
Video Podcast
/ By
Admin

Protect Retirement Money With Better Asset Allocation

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Maryland Fee-Only Financial Advisor
College Planning
Creative
Estate Planning
Financial Planning
Long Term Care Insurance
/ By
Admin

As the President of an independent wealth management and investment advisory firm, I am honored that Investopedia has chosen to partner

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How Is The Coronavirus Impacting Your Portfolio?
Video Podcast
/ By
Admin

On behalf of Wealthcare Financial Group, Inc. I am pleased to announce that we are offering a complimentary portfolio review and a comparative investment analysis. In addition, for a limited time, we will be offering a FREE comprehensive financial plan. If you are interested in either of our complimentary services, contact us.

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Convert Required Minimum Distributions Into Tax Free Income
Estate Planning
Financial Planning
Portfolio Management
Retirement Planning
Video Podcast
/ By
Admin

It is currently happening to some and eventually, this will likely happen to all of us. I am referring to Required Minimum Distributions (RMD). The RMD is your required minimum distribution amount which the Internal Revenue Services requires you to withdraw each year from your IRA, SEP-IRA, Simple IRA or retirement plan account when you reach age 70 ½.

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Closing the racial wealth gap
The Economy
Video Podcast
Wealth Creation
/ By
Admin

retirees-should-invest-in-a-good-cyber-security-system-in-order-to-protect-their-money-during-retirement

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Avoid Making Retirement Planning Mistakes
Estate Planning
Financial Planning
Portfolio Management
Retirement Plan Services
Retirement Planning
/ By
Admin

Hang in there with me for a minute and you will understand what I’m talking about. When done properly, the process of retirement financial planning should greatly reduce the potential for costly mistakes during retirement.

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5 Ways Retirees Should Protect Their Money During Retirement
Financial Planning
Retirement Planning
Video Podcast
/ By
Admin

In this series, about the 5 Ways Retirees Should Protect Their Money During Retirement, I have decided to focus on one topic per post because each of the five points that comprise this series requires considerable detail, including some research and analysis to make this 5-part post as meaningful to you, my readers as possible.

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