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 The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time.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.
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 firstname.lastname@example.org 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
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
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
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
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