DHG Wealth Advisors
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

DHG Wealth Advisors Podcast Episode 01:  Sustainable Investing

DHG Wealth Advisors Podcast Episode 01: Sustainable Investing

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

Podbean App

Play this podcast on Podbean App