Wright Money Tips With Isaac Wright, CFP®, CHFC®


Welcome to Wright Money Tips! Join Isaac Wright, CFP®, ChFC® and his guests for a bi-weekly show as they discuss current topics pertaining to personal finance and lifestyle planning. You may recognize Isaac through his radio show on WRVA that ran close to 10 years. He has also been a past contributor to various media outlets including CBS, The Richmond Times Dispatch and Kiplinger just to name a few. Take a listen and subscribe today to receive notifications on new episodes, our custom newsletter and even upcoming events!

Episode 20: Is There a Bubble in Real Estate?

Rising home prices have many worried about another real estate bubble, similar to 2007.  On this episode, Isaac will discuss this concern with Kezia Samuel CAIA®, CFA® and weigh the economic factors, shedding some light on this unique situation.
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Episode 19: Moving the Financial Goalpost!

We have found that people often move the goalposts in their own financial and retirement plan…often to their own detriment.  Listen to Isaac Wright CFP®, ChFC® along with Ricky Lafon MBA, CFP®, RICP® discuss some of the ways that people are likely to change their goals and deadlines.  
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Episode 18: Common Investing Mistakes

Whether you are a seasoned veteran or just getting started, it’s important to not overlook some common mistakes when it comes to your investments. Listen to Isaac Wright, CFP®, ChFC® along with Aaron Reed, discuss why it is so easy to invest money, especially during up markets and how to prevent problems related to your investment…
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Episode 17: Making the Most of Your 401(k)!

The government is making it easier than ever before to systematically contribute to 401(k)s and workplace retirement plans.  You may already have a retirement plan that you contribute to BUT consider taking a few minutes to listen to Isaac Wright, CFP®, ChFC® and Ricky Lafon MBA, CFP®, RICP® discuss the common mistakes and misconceptions around…
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Episode 16: Setting Yourself up for Success at Any Age!

Whether you play golf or not, it’s important to break out from stale routines, keep things fresh and challenge yourself every now and again. On this episode, listen to Isaac and Gavin Parker, Academy Director & CEO of Junior Golf at Salisbury Country Club and a Golf Digest award winning teacher, discuss why focusing on…
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Episode 15: Bond FAQs

Many of us have heard of bonds but on this episode, we are going to cover some of the basics around this investment vehicle and why (or why not) you may want to consider them in your portfolio today.
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Episode 14: Common Financial Mistakes Couples Can Avoid in Retirement

If you’re married or have a life partner, it’s important to figure out a game plan around your financial affairs. On this episode, Isaac and Ricky talk about the common financial mistakes many couples make and how you can avoid them in retirement.
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Episode 13: Inflation Worries!

With the significant amount of money being pumped into our economy from various stimulus packages and overall easy monetary policy, it’s no surprise that inflation is alive and well right now!  Listen to Isaac discuss with John Buchanan, Senior Portfolio Specialist – Savos Investments, what he is concerned about with rising costs and maybe some…
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Episode 12: Do You Really Need a Financial Advisor?

Considering the amount of information you can find on search engines, newsletters, emails and other sources, the question that naturally occurs is “Do I need a financial advisor in the first place?” On this episode, listen to Isaac and Aaron talk frankly about opting in or out when it comes to having a relationship with…
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Episode 11: Travel Tips As COVID Restrictions Relax

As COVID restrictions are easing, the momentum around creating some great experiences through travel are at an all-time high!  On today’s program, we are going to talk pros and cons of where and how to travel to make the most of that overdue vacation!
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