25 episodes

This is Wealth Builders presented by StatonWalsh. A show designed to pull back the curtain of the financial industry and bring true transparency to the forefront of conversation. On the show we cover topics like financial education, current events, and interview business leaders and industry experts with the ultimate goal of helping listeners discover their own path to financial independence.This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor. Devin Walsh is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.

Wealth Builders - A StatonWalsh Podcast StatonWalsh

    • Business

This is Wealth Builders presented by StatonWalsh. A show designed to pull back the curtain of the financial industry and bring true transparency to the forefront of conversation. On the show we cover topics like financial education, current events, and interview business leaders and industry experts with the ultimate goal of helping listeners discover their own path to financial independence.This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor. Devin Walsh is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.

    The Art of Financial Planning: Creative Optimism over Rational Pessimism

    The Art of Financial Planning: Creative Optimism over Rational Pessimism

    Are you tired of the same old financial planning advice? It's time to tune into our latest podcast episode: "The Art of Financial Planning".In this episode, we dive deep into the world where finance meets creativity. Discover why financial planning isn't just about numbers and spreadsheets – it's an art form that blends science with imagination. 💡🎨What's Inside:🌐 The Intersection of Art and Science: Explore how blending analytical rigor with creative thinking can revolutionize your financial ...

    • 22 min
    From Ukraine to the United States: A Financial Planning Journey with Polina Bolotnikova

    From Ukraine to the United States: A Financial Planning Journey with Polina Bolotnikova

    Have you ever thought about the importance of financial planning and how it differs from country to country? In our latest episode of Wealth Builders, we interview our very own Polina Bolotnikova, who moved from Ukraine to the United States two years ago.Our conversation with Polina delves into the stark contrasts between the financial markets in Ukraine and the United States. We take a deep look at the retirement planning landscapes, pension plans, and investment options in both countries.&n...

    • 32 min
    Tax Talk 2024: What the IRS Changes Mean for You

    Tax Talk 2024: What the IRS Changes Mean for You

    This episode of Wealth Builders delves into the recently announced IRS updates for the 2024 tax year, offering listeners an in-depth understanding of the new tax brackets, standard deductions, and retirement plan contribution limits. Designed to assist taxpayers in proactive financial planning, this episode breaks down complex tax changes into easily digestible insights.Key Segments:Understanding the Tax Bracket Inflation Adjustment:Analysis of the 5.4% increase in tax brackets for 2024.Discu...

    • 24 min
    Plan on Your Plan not Going According to Plan

    Plan on Your Plan not Going According to Plan

    Plan on Your Plan Not Going According to Plan- The Most Overlooked Variable in Financial PlanningAs we unveil our newest WealthBuilders episode: "Plan on Your Plan not Going According to Plan" it might prompt you to question the use of "plan" in the title three times . And just like that, you’re engaged — because indeed, in the realm of financial planning, redundancy isn’t just a concept; it’s a critical strategy.In this episode, we deconstruct the conventional disdain for redundancy and high...

    • 34 min
    "The Changing Landscape of HSA Contributions in 2024: What You Need to Know"

    "The Changing Landscape of HSA Contributions in 2024: What You Need to Know"

    Welcome to another episode of Wealth Builders! Today, we dive deep into the world of Health Savings Accounts (HSAs) and the notable changes set for 2024. If you're aiming to make the most of your healthcare finances or wondering how the recent IRS updates could impact you, this episode is packed with all the essential details you need. Whether you're an individual or supporting a family, understanding the 2024 HSA landscape is crucial. Let's unravel the intricacies together. Make sure to chec...

    • 23 min
    What does a financial advisor actually do?

    What does a financial advisor actually do?

    Are you tired of hearing the term "financial advisor" thrown around without really knowing what it means? Do you want to know how a financial advisor can help you achieve your financial goals? Then this episode of Wealth Builders is for you!In this episode, we're going to answer a question that we get asked all the time - what the heck do financial advisors even do? We'll break it all down for you, covering the different types of advisors and what you should be looking for in yours. Whether y...

    • 29 min

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