Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
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Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Smart Wealth: Navigating Your Financial Future
Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte
Welcome to "Smart Wealth: Navigating Your Financial Future", where we bridge the gap between financial jargon and real-world solutions. Every two weeks, we bring you practical advice, expert insights, and actionable steps to improve your financial literacy and accelerate your wealth-building journey. Whether you're a novice in investing, aiming to master your budget, or an experienced wealth manager looking to refine your strategies, we've got you covered. We delve into a variety of topics i ...
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Let's talk about finances, bust through the taboos and take charge. We can create our own fabulous financial futures. We are UK based authorised and regulated Independent Financial Advisers dedicated to empowering women around their money. Women’s Wealth Ltd is an appointed representative of Professional Financial Planning Group Ltd which is authorised and regulated by The Financial Conduct Authority, no. 950921.
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Speaking from his own lessons and mistakes as an investor and entrepreneur, Dr. Joseph Ryan Smolarz sheds light on all things blockchain, cryptocurrency, equity markets, macroeconomics, smart funds, and the future of commercial real estate trust companies, so you can maximize opportunities and successfully navigate your digital financial future.
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The way we move money is changing. Fast. We want control at the touch of a finger-print. We want to send money in real-time – to the other side of the world. We want everything in one place, integrated, seamless and on our devices. Ubiquitous, embedded, fast, standardized, frictionless and secure. Global finance trends are hurling towards a unanimous conclusion. These are our Financial Futures. Each episode, we size up the bleeding edge of fintech innovation and explore the trends that are a ...
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If change is the only constant, we need to understand how our industries are evolving, and how we can be a part of the transformation that is taking place. In this series, we deep-dive into some of the hottest and most pivotal topics in the financial services industry right now, including personalisation in financial services, embedded financial services and the mobile payment revolution. To gain an informed and accurate perspective, we speak to innovative individuals from banking institutio ...
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IG Private Wealth Management-Don Fox-June 29, 2024
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Questions for your advisor / A.I. and financial planning / Happy 'financial' Canada Day eh! / Longevity denialDoor CHML
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Who Wants To Be A Millionaire?
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20:28
Have you ever wondered why the thrill of achieving a financial milestone often fades so quickly? Why does the excitement of hitting that savings goal or landing a big investment windfall seem to diminish over time, leaving you chasing the next big target? In today's episode, we'll dive into the fascinating concept of hedonic adaptation and explore …
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The New Rules on Inherited IRAs - What to Know
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33:13
Are you in line to inherit an IRA? While inheriting almost any asset is generally a good thing, it's helpful to know the rules - mainly tax rules - that come along with it, especially if you plan on keeping as much of that money as you can. Some new laws went into effect on inherited IRAs within the past few months, and when you combine those with …
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IG Private Wealth Management-Don Fox-June 22, 2024
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45:48
Ditching DIY retirement planning / Why we do what we do / Wedding season / Summer financial funDoor CHML
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IG Private Wealth Management-Don Fox-June 15, 2024
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46:13
Interest rates & housing / Capital gains taxes / Father's Day financial planning / What's old is new againDoor CHML
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IG Private Wealth Management-Don Fox-June 8, 2024
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Door CHML
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Are you wondering if it's possible to retire comfortably in Canada with a $400,000 nest egg? In today's episode, we dive into this pressing question. Join Brett and Omari as they leverage their decades of experience in the financial services industry to provide you with actionable insights and practical advice. Whether you're nearing retirement or …
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Is There Really a Charitable Giving Strategy With No Downside?
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Many people who are at Required Minimum Distribution age find themselves wanting to give some of that distribution to charity. They don't need the money to live on, and they'd like to help out their favorite organizations or causes in any way they can. A standard way to do that is to take possession of the RMD, then turn around and write a check to…
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IG Private Wealth Management-Don Fox-June 1, 2024
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47:41
Guest - Jill Archer Regional Estate & Insurance Specialist I.G / Discussing Capital Gains Tax grab affects everyoneDoor CHML
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Updates From The Annual Social Security Trustees Report (Part 2)
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16:14
In today’s episode, we’re continuing our conversation on the annual Social Security Trustees Report. In this half of the conversation, we’ll cover some interesting statistics from the report, including the impact of declining birth rates and immigration on Social Security's future. We'll also explore how life expectancy trends and recent events lik…
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How Much Money Do You Need to Retire Comfortably?
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How much money does it take for you to retire in comfort? Is it $1 million? $2 million? Far more than that? Far less? Large investment firms and many media outlets often throw out big "retirement" numbers based on small surveys they took of people who may or may not have any clue about how much money they actually need. But it's a fair question. An…
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IG Private Wealth Management Don Fox-May 25, 2024
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45:17
Divorce planning / The spender and the saver / Buying a car? / MailboxDoor CHML
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When to Take CPP Benefits Explained
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Are you ready to unlock the mysteries of your financial future? Picture this: you're nearing retirement age, and the question of when to start taking your Canada Pension Plan (CPP) benefits looms large. Do you seize the opportunity for early access to funds, or do you hold out for potentially higher payments down the line? In this episode, we deep …
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What Is Your Wealth Distribution Strategy?
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35:23
There are two distinct phases of your financial life. The first one is the years (decades) that you spend accumulating assets: building your savings, investing in retirement plans, etc. The second phase is when you begin taking those accumulated assets as distributions and live off of that income in retirement. The first phase is usually the one th…
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IG Private Wealth Management-Don Fox-May 18, 2024
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Philip Petursson - Chief Investment Strategist - IGDoor CHML
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Updates From The Annual Social Security Trustees Report (Part 1)
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In today’s episode, we’re going to share some updates from the annual Social Security Trustees Report. With Social Security serving as a cornerstone for countless retirees, understanding its current state and future projections is important. Listen in as Ben highlights the key takeaways from the 277-page report that you need to know about. Here’s s…
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5 Things You Didn't Know About Your Social Security Benefits
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33:49
Social Security is vital part of many people's retirement income. It forms the foundation of a retirement plan and helps to determine how much (if any) money an individual's portfolio will have to provide throughout their retirement. But it's also extremely complex. There's much more to it than simply turning on an income stream once you're eligibl…
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IG Private Wealth Management-Don Fox-May 11, 2024
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47:34
Door CHML
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Recession Proof Your Retirement Savings
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32:58
Are you navigating the complexities of planning your retirement amidst today's economic uncertainties? Whether you're nearing retirement or already enjoying your golden years, understanding how to effectively manage your Registered Retirement Income Fund (RIF) is crucial for financial security. In this episode, we delve into actionable strategies t…
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Your Pension Options: Which One May Be Best for You?
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If you have a pension, the decision of how and when to take the payments is an important one. Are you offered the choice to take the entire amount as a lump sum? If so, is that option potentially better than a stream of monthly payments? What about your other choices? For married people who want to get as much as they can now, are they sacrificing …
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IG Private Wealth Management Don Fox-May 4, 2024
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Guest-Shahrshad Rajabzadeh V.P. National Sales I.G. InvestmentsDoor CHML
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How to Overcome Your Single Biggest Financial Fear
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What are people's most prominent financial fears? There are many: losing a job, not saving enough for retirement, financial emergencies, and many others. But it all seems to boil down to one basic concern: Not having money available when you need it the most. This creates a lot of anxiety for people - especially for retirees, who rely on a steady s…
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IG Private Wealth Management Don Fox-April 27, 2024
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Budget breakdown / First time home buyers / Home equity / Captial gains taxDoor CHML
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A Refreshed Perspective on Investing
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22:54
In today's episode, we invite you to join us on a journey into the intricate world of smart wealth and financial wisdom. You'll unravel the transformative power of disengaging from the often-tumultuous daily market fluctuations. Whether you're a seasoned investor or someone just stepping into the fascinating realm of finances, this episode promises…
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Why “Blending” Your Buckets May Produce Better Results
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35:24
You may have heard that a basic Bucket Strategy® consists of a 3-, 4- or 5-Bucket plan, with each bucket separated into groups of short-term, mid-term, and long-term assets. What you may not have heard is that a good Bucket Strategy will often “blend” buckets to potentially give a retiree a much better overall outcome. What do we mean by “blending”…
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IG Private Wealth Management Don Fox-April 20, 2024
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48:00
RDSP & ODSP / Capital gain reserves / Tax refund, to get one or not? / Investor behaviorDoor CHML
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Tying Your Social Security Benefits Into Your Investment Portfolio
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35:44
When you get to retirement, your portfolio - that is, your savings - will presumably provide you with the money you need. The more guaranteed income you have from other sources (like Social Security and pensions), the less your portfolio will have to kick out to you. This is a crucial part of the financial planning process. The time when you begin …
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IG Private Wealth Management Don Fox-April 13, 2024
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RESP strategies / My CRA account / Cyber fishing attacks / Tax tips for 1st timersDoor CHML
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Safeguarding Your Legacy
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In this episode, we delve deep into the crucial topic of safeguarding your children's financial future. Whether you're just starting to build wealth for your kids or well on your way, this episode is a must-listen. Discover strategies for educating your children about finances, the intricacies of setting up trusts, and the power of gradual wealth t…
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Could Value Averaging Be the Key to Surviving Market Downturns?
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35:31
It’s just a fact of investing life that the stock market is unpredictable. There will be months or years where the market exceeds expectations, and there will be other times when it underperforms and winds up below where you expected it to be – sometimes, way below. If you don’t have a strong risk management approach to investing, as years like 202…
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IG Private Wealth Management-Don Fox-April 6, 2024
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46:25
Dollar cost averaging / Time in the market / Life insurance myths / Tax tipsDoor CHML
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What Are the Biggest Regrets that Retirees Have?
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There aren't many people who make it through their working years without having at least a few things they wish they'd done differently. And while most people can eventually come to terms with any "poor" choices they may have made, it can be very instructive to know what common regrets they have. Did they save enough? Did they work too hard? Did th…
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IG Private Wealth Management-Don Fox-March 30, 2024
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47:37
Special guest: Jill Archer Regional Insurance & Insurance Specialist I.G.Door CHML
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The Power of Gratitude in Finance
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12:51
In this episode, we delve into a captivating topic that goes beyond the numbers and strategies often discussed in the financial world. Today, we explore the profound impact of gratitude on financial decision-making and overall well-being. Whether you're just starting your financial journey or looking to optimize existing strategies, this episode pr…
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Can You Safely Ignore the 4% Rule?
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35:32
There’s a popular “rule of thumb” that’s been around for about 30 years known as the “4-percent Rule.” The main idea is that your portfolio has a better chance of surviving for 30 years if you withdraw no more than 4 percent of the total each year. Some have said it should be even lower than that, depending on your investments. But is this so-calle…
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IG Private Wealth Management Don Fox-March 23, 2924
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47:30
FHSA strategies / Planning is like a box of chocolatesc / FOMO & the irrational investor / Improve your investment successDoor CHML
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What Can Trigger an IRS Audit
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35:05
If you've ever gotten a letter from the IRS, even if you're sure you've done nothing wrong, you know how stressful that can be. An even greater stress would be to see the word "audit" somewhere in the letter. Your best bet is to be thorough enough on your tax return so as to avoid any and all correspondence with the IRS when it comes to your taxes.…
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IG Private Wealth Management Don Fox-March 16, 2024
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48:17
Finacial spring cleaning / Retirement withdrawal strategies / Retirement mythsDoor CHML
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Keep Politics Out of Your Portfolio
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15:35
In today's episode, Brett and Omari embark on an eye-opening exploration into a critical yet often overlooked aspect of investing: the intersection of politics and portfolios. Are your investment decisions inadvertently influenced by your political beliefs? Join us as we delve deep into the market's impartial nature, untangle the impact of unpredic…
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IG Private Wealth Management-Don Fox-March 9, 2024
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45:46
Financial planning for doctors / Tax time! / TFSA pitfalls / Canada Pension PlanDoor CHML
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IG Private Wealth Management Don Fox-March 2, 2024
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Estate Planning Special guest: Jill Koehler I.G. - Regional Estate & Insurance SpecialistsDoor CHML
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Uncharted Waters: Navigating Stock Market Volatility
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19:09
In this episode, Brett and Omari delve deep into the turbulence of the stock market amidst inflationary times. They aim to equip listeners with insights and strategies to navigate these challenging yet opportunistic financial scenarios. Episode Highlights: •Understanding Market Volatility •The Influence of Inflation •Strategies for Investors This e…
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Why (Almost) Everyone Needs an Estate Plan
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Do you care what happens to your money and your assets after you die? Most people would probably answer that with an emphatic “yes,” even if they don’t have multiple millions saved up. Whether you know exactly where you want your money to go, or you only know where you DON’T want your money to go, it’s crucial to have the legal documents in place t…
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IG Private Wealth Management-Don Fox-February 24, 2024
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Reasons why financial reviews are essential / Financial planning calculators / Are you average? / Financial calculators cont.Door CHML
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Behind Baskets Galore with Deborah and Hannah Wasylko (Part 2)
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28:41
We’re back to finish up our conversation with Deborah and Hannah Wasylko, the dynamic duo behind Baskets Galore. This business specializes in customized corporate gift designs, from branded items to gift baskets featuring local and gourmet selections. If you missed part 1, you can check it out here! Here’s some of what we discuss in this episode: H…
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A Peek Inside a Bucket Strategy
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35:39
“Everyone’s situation is different.” If you’re a regular listener to this podcast, you’ve heard that many times. Because of that, the Bucket Strategy can take many different forms, each one dependent on a person’s individual goals, risk tolerances, and temperaments. Have you ever wondered how an advisor might put together someone’s strategy, given …
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IG Private Wealth Management-Don Fox-February 17, 2024
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Housing & mortgage rates / To RSP or Not? / Financial Family Day conversations with your 20-year-old / Reasons not to RSP this seasonDoor CHML
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Behind Baskets Galore with Deborah and Hannah Wasylko (Part 1)
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35:45
We’re excited to sit down with Deborah and Hannah Wasylko, the dynamic duo behind Baskets Galore. This business specializes in customized corporate gift designs, from branded items to gift baskets featuring local and gourmet selections. Join us as they share the story behind starting this business and their passion for creatively assisting business…
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Investment Biases Uncovered
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22:01
In this episode, Brett and Omari shed light on behavioral biases, those elusive quirks residing in the human psyche that often led investors astray. Understanding these biases becomes the cornerstone for making informed investment choices and nurturing financial growth. Join them as they unravel these biases, equipping listeners with insights to ma…
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How to Make Use of the Zero-Percent Tax Bracket
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36:33
If you look at the tax tables, you’ll see that there are seven different tax brackets listed: 10%, 12%, 22%, and on up to the highest bracket at 37%. But did you know that there’s also a certain amount of money you can earn that’s not taxed at all? While there’s not an official “0% tax bracket,” the truth is that the first $14,600 you earn as a sin…
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