Episode 26: Has COVID Made “Work Optional” A New Standard?

Hard to believe it’s been two years since we first felt the impacts of COVID. Looking back, we went from a total shutdown to the realization that we will likely have to live with this as part of our daily lives. Through it all, many of us have taken a step back to evaluate how…
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Episode 25: Are 7% Bonds Too Good to Be True?

Where can you go as an alternative to bank savings and try to keep up with cost of living? On this episode, we discuss some of the pros and cons of owning an inflation adjusted bond or I bond. This type of savings product is currently paying over 7%. Take a few minutes to learn…
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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…
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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!
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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.
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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!
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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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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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