3 episodes

Keith Donnell, President of ModernWealthConcepts LLC and 35 year veteran Financial Advisor, discusses various topics in Personal Financial Management in the context of current events and designed to help people maximize the effectiveness of their financial resources over time. New episodes are produced weekly.

MWC Financial Smart Takes Keith Donnell

    • Business

Keith Donnell, President of ModernWealthConcepts LLC and 35 year veteran Financial Advisor, discusses various topics in Personal Financial Management in the context of current events and designed to help people maximize the effectiveness of their financial resources over time. New episodes are produced weekly.

    Calculating Your Retirement Income Needs

    Calculating Your Retirement Income Needs

    Tips on how you can calculate your Retirement Income Needs.

    • 24 min
    Roth IRA Conversions

    Roth IRA Conversions

    Keith Donnell explains ROTH IRA conversions. Is it right for you?

    • 26 min
    Rising Interest Rates? Protect Yourself at All Times.

    Rising Interest Rates? Protect Yourself at All Times.

    Inflation is here. But is it here to stay? Although my Crystal Ball is broken, I have seen this movie before.

    • 31 min

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