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 email@example.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
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
July 27, 2018
As part of our enhanced communication strategy we are pleased to announce a brand new monthly podcast – DHGWA Insights. The podcast will be an opportunity to take a deeper dive into the topics we think matter most to you, and 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 our first episode, we have a special interview with Marcus Axthelm, Senior Portfolio Manager and Vice President at Dimensional Fund Advisors, who is part of the team that develops and manages Dimensional’s sustainability funds. Tune in to learn about what sustainable investing is, and how you can take a more sustainable approach to your portfolio.
Transcript: DHG Wealth Advisors Podcast Episode 01: Sustainable Investing