In My Day..‪.‬ Family Financial Partners

Sitting in for Dave on this episode of In My Day is fellow Family Financial Partners Wealth Advisor Kyrk Davis. He and Ryan discuss the lesser-known benefits of 529 plans, why Kyrk got into the business, and the differences between him and Dave.

If you enjoyed hearing from Kyrk today, check him out along with co-host Rick Gregory on How to Win. Another great podcast from Family Financial Partners. 

Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Neither Dave Ramsey nor SmartVestor are affiliates of The O.N. Equity Sales Company or O.N. Investment Management Company.
Prior to investing in a 529 Plan, investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expensed are federally tax free. Tax treatment at the state level may vary. Please consult with your tax professional before investing. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful. 
David Smyth and Ryan Petrunyak talk about family, finances and fun. Learn more about Family Financial Partners at familyfinancialpartners.com.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. David Smyth is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal advisor.

Amidst an ever-churning news cycle, 2024 is shaping up to be a big year in America. Dave and Ryan give some straight talk about what that might mean for the markets and your portfolio.
David Smyth and Ryan Petrunyak talk about family, finances and fun. Learn more about Family Financial Partners at familyfinancialpartners.com.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. David Smyth is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal advisor.

Personal trainer Skylar Fisher joins Dave and Ryan to talk about the parallels between making gains in the gym and in your financial life. Listen for New Year workout tips, the gang's guilty food pleasures, and Dry January hacks.

Skylar Fisher is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.
David Smyth and Ryan Petrunyak talk about family, finances and fun. Learn more about Family Financial Partners at familyfinancialpartners.com.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. David Smyth is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal advisor.

As we near the end of 2023, Dave and Ryan offer up some practical tips for finishing your financial year strong. And because they can't help themselves, they shamelessly solicit bribes from local restaurants and discuss the merits of Costco's $1.50 hot dog deal.

Tax and/or legal advice is not offered by Family Financial Partners. Keep in mind, tax rules are constantly changing and there is no guarantee that the current tax landscape will remain the same or that the current tax rules set to expire will not be extended in years ahead.  For specific assistance about Roth conversions and before implementing any strategy, the services of an appropriate financial and tax professional should be sought.  Examples are for illustrative purposes only.
David Smyth and Ryan Petrunyak talk about family, finances and fun. Learn more about Family Financial Partners at familyfinancialpartners.com.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. David Smyth is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal advisor.

Dave and Ryan take a break from financial chatter to talk about what really matters the most this time of year — holiday stress! It's all about shopping, football, and traditions in a very special episode.
David Smyth and Ryan Petrunyak talk about family, finances and fun. Learn more about Family Financial Partners at familyfinancialpartners.com.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. David Smyth is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal advisor.

These days, we do most of our payments online. But in this week's episode, Dave and Ryan talk you through an old-school method that might be the most surefire way there is to save money on your monthly bills.
David Smyth and Ryan Petrunyak talk about family, finances and fun. Learn more about Family Financial Partners at familyfinancialpartners.com.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. David Smyth is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal advisor.