Your Financial Journey - podcast cover

Your Financial Journey

Providence Wealth Advisorsyourfinancialjourney.buzzsprout.com

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. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the firm website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the firm or from any other investment professional. 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: askexperts@providencewealth.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. 

Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Your Financial Journey: Estate Planning

In this podcast, senior members of the PWA Team discuss joint tenancy, wills, trusts, estate taxes and other matters related to estate planning. Join Executive Vice President Doug DeGroot, CFP®, Senior VP Brian Granato, CTFA and Senior VP Tom Clifford as they share valuable insights gained over the years. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best ...

Jun 16, 202156 minSeason 1Ep. 7

Your Financial Journey: Women & Wealth

In honor of Mother’s Day, members of the PWA team discuss Women and Investing and other topics particularly important to women. Join Executive Vice President Doug DeGroot, CFP®, Laura Fasan and Nicole Smit, CTFA as they touch on establishing goals, building wealth and much more. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. T...

May 03, 202137 minSeason 1Ep. 6

Your Financial Journey: Financial Literacy

In recognition of Financial Literacy Month and the arrival of Spring, members of the PWA team use this Podcast to provide helpful information on a few topics clients often ask about. Join Executive Vice President Doug DeGroot, CFP® and Senior Vice President Brian Granato, CTFA, as they discuss Tax Advantaged Investments, Social Security benefits and more. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to und...

Apr 07, 202122 minSeason 1Ep. 5

Your Financial Journey: 2021 Economic Outlook

What can we expect in the new year and more importantly, from the new administration in Washington? What changes should we be prepared for and how might these changes impact investment portfolios? Join Doug DeGroot, CFP®, Executive Vice President of Providence Wealth Advisors as he discusses the current economic backdrop as well as expectations for the coming year. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necess...

Jan 19, 202119 minSeason 1Ep. 4

Your Financial Journey: A Special Holiday Podcast

Join the entire Providence Wealth Advisors team as we prepare for the Christmas season by recalling our most memorable people, events and experiences of the past year. It's our 2020 Holiday podcast and we thank you for listening! From all of us at Providence Wealth Advisors, thank you for your trust and support. We wish you a Christmas season filled with peace, good health and happiness. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors h...

Dec 15, 202015 minSeason 1Ep. 3

Your Financial Journey: The Current Investment Environment

How did we get here and where can we expect to go? Learn from Doug DeGroot, CFP®, Executive Vice President of Providence Wealth Advisors, as he reviews the financial events of 2020 and considerations driving rationale for the future. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providenc...

Oct 14, 202020 minSeason 1Ep. 2

Your Financial Journey: Meet the Providence Wealth Advisors Investment Group

Listen as Doug DeGroot, CFP®, Executive Vice President, provides a brief introduction to Providence Wealth Advisors (PWA), it's unique affiliation with Providence Bank & Trust and the investment approach the PWA team uses to serve clients. Enjoy a Personal, Trusted Relationship At Providence Wealth Advisors , our team of investment professionals is dedicated to you, your family and your wealth management goals. As a true community based financial organization, we also offer numerous trust se...

Oct 14, 20207 minSeason 1Ep. 1
Hosted on Buzzsprout
For the best experience, listen in Metacast app for iOS or Android