Episodes
Let's Talk Money
The host’s from “Let’s Talk Money” have an extensive history of financial planning experience. Wealth Development Strategies offers comprehensive financial planning services, as well as other investment advisory services to both individuals and business professionals. “Let’s Talk Money” will inform the audience about how to reach financial independence through a discussion of the various topics that are a part of any successful plan, such as: investing, saving, budgeting, etc. Make sure to tune in every Friday for NEW shows at 11:00am. We want to encourage you to take that first step to achieving financial freedom.
Episodes
Business Planning
This segment is all about planning a successful business. Planning is one of the most important parts of running a business, no matter whether it is a large multinational corporation trying to plan an expansion or a small business launching an exciting new product. Financial Advisor Courtney Lewis- Williams and special guest Attorney Michelle Preston from Warner and Associates, PLLC, share information about the proper steps to planning a business and how to keep it running successfully....
College Funding
This segment is all about preparing for when your child/children go off to college. Many college graduates are faced with student debt upon graduation, not realizing that it all can be avoided if the parents plan accordingly. Many parents question whether they should pay for their child’s education or allow them to pay for it on their own. Financial Advisors Sloane Young and College Banks and special guest Auna Hearne from Yes Prep, discuss the importance of investing in your child’s educational...
Retirement/Tax Planning
This segment is about the importance of saving for retirement and tax planning. You have the choice to invest in different IRA’s depending on your income and financially stability. Many people are unaware that social security is the only guaranteed source of retirement income if you do not plan and invest properly. Catina Risper and special guest Nicole M. Durio, CPA discuss how to incorporate a strategy to maximize your benefits for your overall retirement plan.
Home Ownership
If you are interested in buying a new home or are already a home-owner, then this segment is for you! Without doubt, Home ownership is a major part of the American dream. However, home ownership rates are high and it is the largest cost most people will ever face, so what are the benefits? Courtney Lewis- Williams and special guest Kiesha Curtis from Realty Kings Properties discuss the advantages and disadvantage to home ownership and the importance of home ownership.
Long Term Care
This segment is a continuation from the importance of Disability and Life insurance and focuses on Long Term Care Insurance. It is important to have conversations about Long Term Care with your parents as they are getting older because unexpected situations can occur at any time. You should make sure that your parents are covered but of course yourself as well. Sloane Young and special guest Anne Day from Life Brokerage bring awareness to why Long Term Care is imperative to have....
Disability/ Life Insurance
This segment is all about the importance of owning life insurance. Life insurance is beneficial because it protects those who depend on you for financial support. Life insurance is not just to give you guaranteed protection and death benefits, it also can be used to build cash to help you achieve a world of possibilities for you and your family. Catina Risper and special guest Kitty Tator from Wealth Design Group, inform the audience about protecting your family and protecting your ability to ea...
Property/Casualty Insurance
This segment is all about the important of having adequate Property and Casualty Insurance coverage, which is an important part of making sure you have a solid foundation. Financial Advisor Courtney Lewis-Williams and guest speaker Ruth Williams from Allstate discuss the basic goals behind buying insurance, who needs insurance and the importance of having adequate Auto Insurance coverage.
Estate Planning/Wills
This segment is all about the benefits of estate planning and having a will. Estate Planning and Wills is a very important part of your journey to financial independence. You may question who exactly needs a will, what does a will actually do/provide, what happens if someone dies without a will, etc. CEO & President of Wealth Development Strategies LLC, Cheryl Creuzot, and special guest Attorney Joy McNair, discuss the important of having a will and address the concerns of estate planning....