DHG Wealth Advisors
DHG Wealth Advisors Podcast Episode 11: Special Mailbag Episode - Children and Money

DHG Wealth Advisors Podcast Episode 11: Special Mailbag Episode - Children and Money

June 3, 2020

Presented by:      Dave Koppenheffer, CFP®, Associate Financial Advisor          

Special Guest:    Skotty Wannamaker, Financial Advisor

Don't you know money doesn't grow on trees!!? On our last episode we asked you to email us "What you hope your children or grandchildren will learn about money" for a chance to win a copy of Mitch Anthony's Financial Lit Kit. Today, the DHGWA Insights Podcast is joined by our own Skotty Wannamaker to dig into the mailbag, read your answers, and reveal our winners! 

Transcript: DHG Wealth Advisors Podcast Episode 11: Special Mailbag Episode - Children and Money

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This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You should contact your financial advisor or CPA professional before making any tax or investment-related decision. Past performance does not guarantee future results. All investments may lose money. 

DHG Wealth Advisors Podcast Episode 10: Return on Life

DHG Wealth Advisors Podcast Episode 10: Return on Life

May 11, 2020

Having enough money isn't enough. On Today's Podcast we're joined by author of the New Retirementality, Mitch Anthony, to discuss Return on Life; a tool that helps us identify and explore your values and priorities and a philosophy that puts your life, not just your money, at the center of the conversation. 

We'll also be raffling off  copies of Mitch's Financial Lit Kit! A series of children's books for ages 5-10 year's old. For your chance to win, email us at podcast@dhgwa.com and tell us what lesson do you hope your children or grandchildren will learn about money?

All entries must be received by Friday, May 22nd. Good luck!

Transcript:  DHG Wealth Advisors Podcast Episode 10: Mitch Anthony and Return on Life

 

DHG Wealth Advisors Podcast Episode 09: Psychology & Investing

DHG Wealth Advisors Podcast Episode 09: Psychology & Investing

February 21, 2020

Scott Bosworth from Dimensional Fund Advisors (DFA) joins the DHGWA Insights Podcast to tell the incredible (and disastrous!) tale of Sir Isaac Netwon’s Investment in the South Sea Company. The story illustrates how our psychology, although it means well, can lead us to make sub-optimal, puzzling, and in some cases just plain wrong decisions that can hinder our financial success.

Transcript:  DHG Wealth Advisors Podcast Episode 09: Psychology & Investing

DHG Wealth Advisors Podcast Episode 08: College Admissions

DHG Wealth Advisors Podcast Episode 08: College Admissions

October 30, 2019

Two students attend the same college, which one pays less for tuition? The first one, of course, because she remembered to apply for a merit-based scholarship, received a one-time grant for declaring as an engineering major, and is a getting a partial scholarship for playing soccer. It's simple, right? Okay, the college admissions process is a lot of things, but simple isn't on the list. On this episode of the DHGWA Insights Podcast, we're joined by Taylor Cocherell -- a former college admissions officer -- to help us breakdown five of the most common questions and misconceptions about college cost. 

Transcript:  DHG Wealth Advisors Podcast Episode 08:  College Admissions

DHG Wealth Advisors Podcast Episode 07: SECURE Act

DHG Wealth Advisors Podcast Episode 07: SECURE Act

July 24, 2019

Earlier this year, the SECURE Act (Setting Every Community Up for Retirement Enhancement) breezed through the the House of Representatives. The bill is currently stuck in the Senate, but it would make a number of changes to the rules around 401(k)s and IRAs. Tune in as we're joined by three special guests to dig into the SECURE Act and uncover planning strategies and opportunities around the potential changes. 

Transcript:  DHG Wealth Advisors Podcast Episode 07:  SECURE Act

DHG Wealth Advisors Podcast Episode 06:  Tax Reform

DHG Wealth Advisors Podcast Episode 06: Tax Reform

February 27, 2019

Tax season is officially in full swing. The DHGWA Insights Podcast welcomes DHG Federal Tax Partner, Nathan Clark, to discuss tax reform and five of the most important changes impacting individuals. Join us as we explore why many (but not everyone) will get a tax reduction. Why more taxpayers will be taking the standard deduction. And why you may need to review your tax withholding for next year.

Transcript:  DHG Wealth Advisors Podcast Episode 06:  Tax Reform

DHG Wealth Advisors Podcast Episode 05:  New Limits and Contributing to IRAs

DHG Wealth Advisors Podcast Episode 05: New Limits and Contributing to IRAs

January 23, 2019

It's not too late!  On this month's show, we are joined by Will Boyd, CPA with DHG, to discuss the key considerations for making 2018 IRA contributions before the April 15th deadline. We play the first edition of the "Ask a DHG CPA" game. And we highlight the IRS's latest increase in retirement plan contribution limits for 2019.

Transcript:  DHG Wealth Advisors Podcast Episode 05: New Limits and Contributing to IRAs

DHG Wealth Advisors Podcast Episode 04: Letter From the Heart

DHG Wealth Advisors Podcast Episode 04: Letter From the Heart

December 4, 2018

In this episode, we're joined by DHGWA financial advisor Clay Thornton from Charleston, SC and insurance specialist Maria Tobin with DHG Agency.  These two veterans of the industry share the benefits of documenting your family’s financial affairs using DHG Wealth Advisors’ Letter From the Heart.   We’ve designed the Letter From the Heart to be a written summary that can be passed on to your heirs documenting your full financial picture and also to express your end-of-life wishes.

Download DHGWA's Letter From the Heart

Transcript:  DHG Wealth Advisors Podcast Episode 04:  Letter From the Heart

DHG Wealth Advisors Podcast Episode 03:  Employer Sponsored Retirement Plans

DHG Wealth Advisors Podcast Episode 03: Employer Sponsored Retirement Plans

October 11, 2018

In this episode, we're joined by DHGWA financial advisor Jason Lunsford.  Jason helped created and currently leads our retirement plan services division – which means Jason is involved in the design, implementation, and advising of employer sponsored retirement plans. Together we discussed three of the most common retirement plan options: The SIMPLE IRA, the SEP IRA, and the 401(k).

Transcript:  DHG Wealth Advisors Podcast Episode 03:  Employer Sponsored Retirement Plans

DHG Wealth Advisors Podcast Episode 02: 529 College Savings Accounts

DHG Wealth Advisors Podcast Episode 02: 529 College Savings Accounts

August 27, 2018

Each month we will interview financial advisors, CPAs, lawyers, and a variety of financial services professionals to share planning strategies and investment insights to help you achieve your goals.

In this episode, we’ll be joined by DHGWA financial advisors Amy Manning, CFP® and Justin Baas, CFP® to discuss one of the most powerful and tax-advantaged tools to help you save for your child or grandchild’s college education: 529 College Savings accounts.

Transcript: DHG Wealth Advisors Podcast Episode 02: 529 College Savings Accounts

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