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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Episode 10: When Procrastination Turns Into Urgency!

It can be easy to kick the can down the road with your financial plan. However, it is important to discuss certain situations that can create an immediate sense of urgency with your finances.
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Episode 9: Now Is Not The Time To Overlook Life Insurance

I know I know… Life Insurance can be downright drab discussion BUT on today’s episode learn why everyone from retirees to high net worth families are using life insurance to diversify and protect their finances.
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Episode 8: Clearing Up Confusion On IRA Changes!

So many legislative changes have taken place recently with IRA’s and qualified plans overall!  Listen to Isaac and Kevin discuss 2 of the most significant updates and what to consider if either applies to you.
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Episode 7: Fitness Tips for Your 50s & Beyond!

Could not think of a better first show and guest to discuss healthy habits for all of us getting a little older!  Listen to Isaac along with special guest Tyler Cox, Owner and Head Coach at CrossFit Pushin Weight, discuss positive routines to sustaining your physical health.  Wealth means little without your health so tune…
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Episode 6: COVID’s Impact on Legal Documents!

Health considerations around COVID has led to some interesting situations when it comes to legal documents such as Wills, Trust and Power of Attorney.  Listen to Isaac along with Jean B. Reynolds, owner of The Reynolds Law Group which has a focus in estate planning discuss key aspects of completing and maintaining your legal documents…
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Episode 5: Values Based Planning – Matter Before Money

Putting together a solid financial plan isn’t just about dollars and cents.  You need to determine the “values” that surround your decision making to make sure you stay centered around “who you are” not just how much is showing on your statement.  Listen to Isaac and Ricky discuss some of characteristics of a successful financial…
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Episode 4: Does Chasing Hot Stocks Payoff?

After stocks bottomed out in March of last year, many people wonder “have I missed the boat” on the recovery we have seen since.  Some even consider jumping into certain stocks that have been on a great run to make up for lost time.  In this episode Isaac along with special guest Aaron Reed looks…
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Episode 3: Managing Your Mortgage Options

With record low interest rates continuing into 2021, listen to Isaac and his guest Ryan Charles discuss the mortgage and refinance landscape as we head into the upcoming year.
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Episode 2: 2021 Tax Plan vs. Tax Prep Part 2

In our 2 part series, listen to Isaac and special guest Kevin Buenvenida tackle tax issues that need consideration when developing a financial plan.  In addition, why reviewing your 1099’s and W-2 forms in the coming weeks needs more thought than simply turning them over to a software program or accountant.
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Episode 1: 2021 Tax Plan vs. Tax Prep Part 1

Welcome to our entire relaunched and revised Wright Money Tips show!  Taxes are going to be a huge topic in 2021 and will need consideration (not just at the end of the year).  Listen to Isaac discuss with special guest Ricky Lafon CFP®, RICP®, MBA about areas of tax planning that often is confused with…
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