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

wright-money-tips_WHITE

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 24: A Financial What To-Do in 2022!

We’re all about checking off a to-do list! On this episode, Isaac Wright, CFP®, ChFC®, talks with Ricky Lafon, MBA, CFP®, RICP®, about how a financial checklist can help you mark off key considerations for the beginning of 2022. They broke down some easy steps to get the ball rolling on being more financially aware…
Listen & Read More

Episode 23: Holiday Message from Isaac Wright, CFP®, ChFC®

On this episode, Isaac shares a special holiday message and thanks his guests and listeners for making Wright Money Tips a success in 2021. Stay tuned for new episodes and special guests in 2022!
Listen & Read More

Episode 22: Making an Impact: Mercy Mall of Virginia

On this episode, Isaac talks with Stacey Jones, Executive Director of Mercy Mall of Virginia, about the impact that Mercy Mall is having on improving the lives of people in need and the creative ideas that they are implementing to pave the way to help more individuals and families in our community.
Listen & Read More

Episode 21: Health Insurance Update & FAQs

On this episode, we will talk with Josh Viles, Owner of Viles Insurance, about the various options around the health insurance landscape and what may be on the horizon if you find yourself in need of health insurance due to open enrollment, retirement or other life changes!
Listen & Read More

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.
Listen & Read More

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.  
Listen & Read More

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…
Listen & Read More

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…
Listen & Read More

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…
Listen & Read More

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.
Listen & Read More
live-your-perfect-day

INSTANT DOWNLOAD Time to Live Your Perfect Day

We are committed to providing comprehensive financial planning that helps you achieve the lifestyle you envision.

Learn more about:

  • Custom planning for your unique life
  • The Financial Dynamics Advantage
  • How to get started in 4 easy steps