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Join us for this very brief 2022 Holiday Podcast filled with quick financial tips from each member of our PWA team. From all of us at Providence Wealth Advisors, thank you for the trust and confidence you have placed in us and thank you for listening to our Your Financial Journey podcasts throughout the year. We wish you a very Merry Christmas and a New Year filled with good health and happiness.
Which estate planning tool is best for you – a Will, a Trust or an approach as basic as owning your assets in Joint Tenancy? To provide you with a better understanding of these estate planning strategies and how they might apply to you and your family Doug DeGroot, CFP®, Executive Vice President at PWA, teams up with Trust Officers Jill Gurney and Cheryl Dalton to deliver this Your Financial Journey podcast. We hope you will benefit from their insight and experience. On behalf of everyone at Providence Wealth Advisors, thank you for listening.
What are cryptocurrencies such as Bitcoin, Ethereum and others? Are they as speculative as noted investors believe or should digital assets be part of your investment portfolio? In this episode of Your Financial Journey, PWA’s Executive Vice President, Doug DeGroot, CFP® answers these questions and provides a high-level overview of cryptocurrency and blockchain technology. We hope you find this discussion helpful, and as always, thank you for listening.
Bank of England Governor Andrew Bailey
United Kingdom Financial Conduct Authority, January 2022
Michael Hartnett, Chief Investment Strategist at Bank of America, 2022
Steve Isaacs, Alvine Capital, 2022
Warren Buffet, CNBC, February 2020
Warren Buffet, CNBC, March 2014
Warren Buffet, Shareholder Meeting, 2018
How high will interest rates go? What might the war in Ukraine and mid-term elections mean for our economy and financial markets? It's hard to believe that it's time to review current market conditions and look ahead to the second half of 2022. Doug DeGroot, Brian Granato and Tom Clifford provide a mid-year update on these important topics that have the potential to impact the performance of our economy and your investments in this second half of 2022. Listen Here!
To determine how your investment account is performing, do you look at the Dow Jones, the S&P, or what you’re hearing on TV? To help you answer this question, Doug DeGroot, CFP® devotes this podcast to Market Indexes and what they mean. What investment index means the most to your portfolio? How can it help you evaluate your return? Listen in and thanks for your continued support of Providence Wealth Advisors
Is this the year to convert your traditional IRA to a Roth? Take a few minutes and learn more about Roth conversions as Executive Vice President Doug DeGroot, CFP® and Jay Faler, Asst. Vice President and Trust Officer explore the question that so many IRA owners are asking. It’s a question worth asking and the subject of our latest Your Financial Journey Podcast. Thanks for listening!
While all IRAs make it possible to save for retirement and defer the tax on your earnings, they can differ considerably when the time comes to make withdrawals. In this Podcast, Doug DeGroot, Executive Vice President and Jay Faler, Assistant VP and Trust Officer of Providence Wealth Advisors combine to review these differences. Please accept our thanks for listening to this Retirement Planning podcast on Withdrawing from Your IRA.
Traditional IRAs... Roth IRAs... how are they different and which may be best for you? We tackle these questions in this podcast on Retirement Planning. Jay Faler, Assistant Vice President and Trust Officer of Providence Wealth Advisors, who we consider our “go-to” guy on IRAs, joins Doug DeGroot, CFP®, Executive Vice President, in this podcast. As the holidays and tax season are fast approaching, thanks for listening as Jay and Doug discuss Retirement Planning Using an IRA.
From solid performance throughout the first 3 quarters of 2021 to increasing market volatility in recent weeks, our latest Your Financial Journey podcast includes our 3rd quarter update along with thoughts on what investors might expect during the remainder of the year. Join Executive VP Doug DeGroot as he discusses why the PWA team is both cautious and optimistic about the future.
Saving for education, borrowing, choosing the right college. These are just a few of the important factors that Investment Advisor Nicole Smit, CTFA and Assistant Vice President and Trust Officer Cheryl Dalton and I discuss this month in our August “Back to School Month” podcast. Join us for helpful advice and real-world insights on one of the biggest issues facing families today – how to make a quality education more affordable!
Providence Wealth Advisors, LLC Podcast Disclaimer Providence Wealth Advisors, LLC ("PWA") is a wholly owned affiliate of Providence Bank & Trust ("PB&T"). The investment products and services offered by PWA are independent of the products and services offered by PB&T and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PWA. PWA is an SEC registered investment adviser company. To obtain a copy of their ADV Part 2A and Form CRS, visit www.providencewealth.com. PWA is located throughout the Chicagoland area and Northwest Indiana. To contact PWA, call 888-927-7387, email: email@example.com, or write to 20220 S LaGrange Road, Frankfort, IL 60423. This podcast was recorded and is being made available by Providence Wealth Advisors, LLC (“PWA”) solely for informational purposes. PWA makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this podcast. The information, opinions, comments, statements, views and recommendations are general in nature and should not be considered professional advice. Unless specifically stated otherwise, PWA does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The information, opinions, comments, statement, views and recommendations expressed in this podcast do not constitute any listener being considered a client or customer of PWA and should not be construed as an offer to buy or sell securities or to make or consider any investment or course of action. The information, opinions, comments, statements, views and recommendations expressed or provided in this podcast (including by speakers who are not officers or employees of PWA) are not necessarily those of PWA and may not be current. PWA does not make any representation or warranty as to the accuracy or completeness of any of the information, opinions, comments, statements, views or recommendations contained in this podcast, and any liability therefor (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. PWA does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, opinions, comments, statements, views and recommendations set forth in this podcast. The third-party materials or content of any third-party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of PWA. PWA assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, PWA makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. No part of this podcast may, without PWA’s prior written consent, be reproduced, redistributed, published, copied or duplicated in any form, by any means.