Ion Investments - Take Charge of Your Finances

Ion Investments
  • 5.0 (4)
  • INVESTING

Listen to real life financial advisors on various financial topics to give you insights on how to take charge of your finances.

Episodes

  1. 07/21/2021

    Are Annuities Bad? Demystifying the Myths

    Are Annuities Bad? Annuities are a common tool used in retirement planning. Yet sometimes they are not considered or avoided because of poor understanding. In this episode we discuss the topic of Annuities, what they are,  and cover some common myths and misconceptions.  Take charge of your finances with your hosts Patrick Woodhouse and Richard Labriola Infinex Financial Advisors with Ion Investments.  Check out our website, IonInvestments.com and find us on Facebook or LinkedIn.  Call us at (866) 803-0111

    25 min

  2. 03/25/2021

    529 Accounts, Saving for College, your Questions Answered.

    This episode we discuss the topic of 529 accounts and saving for college.  529 accounts can raise a lot of questions on how they work. We attempt to clarify some of the common questions we get asked as advisors especially from parents who want to save for their children's education.  Take charge of your finances with your hosts Patrick Woodhouse and Richard Labriola Infinex Financial Advisors with Ion Investments.  Check out our website, IonInvestments.com and find us on Facebook or LinkedIn.  Call us at (866) 803-0111

    27 min

  3. 01/27/2021

    2020 in Review, Was it All Bad? Major Trends and Some Surprising Financial Stats. -Featuring Brian Marois

    This episode we discuss the topic of major financial trends in 2020 featuring Brian Marois an Infinex financial advisor with Ion Investments. We introduce Brian, review some financial positives from 2020, and ask you to think about your 2021 financial New Year's resolutions.  Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments.  Check out our website, Ion-Invesments.com and find us on Facebook or LinkedIn.  Call us at (866) 803-0111

    29 min

  4. 01/05/2021

    Women and Money - Featuring Donna Williams

    This episode we discuss the topic of “Women and Money” featuring Donna Williams an Infinex financial advisor with Ion Investments. We review some of the top challenges women face and review some of the things you can do to take better control of your money.  Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments.  Check out our website, IonInvestments.com and find us on Facebook or LinkedIn.  Call us at (866) 803-0111

    27 min

  5. 11/17/2020

    Special 2020 Election Commentary: Presidents and your Portfolio

    Concerned on how the presidential results will impact your financial plan? Listen to our perspective in this special commentary.   Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments.    Check out our website, IonInvestments.com and find us on Facebook or LinkedIn.  Call us at (866) 803-0111

    12 min

  6. 10/09/2020

    Old 401k? Weigh the Pros and Cons of what to do with your old 401k

    This episode we discuss the topic of what to do with your old 401k if you have one. We discuss the options of "leaving it, taking it, or moving it" to help you decide what may be best for you.  Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments.    Check out our website, IonInvestments.com and find us on Facebook or LinkedIn.  Call us at (866) 803-0111

    19 min

  7. 09/28/2020

    Retirement Income Planning - Featuring Christopher Curtis

    This episode features Christopher Curtis an Infinex financial advisor with Ion Investments. Chris is an accredited Certified Retirement Counselor. In this episode we discuss the process of planning for income in retirement.    Get insights on the general process of generating income in retirement with your hosts Rich Labriola and Patrick Woodhouse. Check out our website, IonInvestments.com and find us on Facebook or LinkedIn.  Call us at (866) 803-0111

    17 min

  8. 08/27/2020

    Introduction - Getting Control of Your Finances

    We will give you an Introduction to Ion Investments and ask the question do you need a financial advisor? We also share some tips on how to get control of your finances right now: budgeting, emergency funding, debt management, employee benefits and more.... Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments.  Check out our website, IonInvestments.com and find us on Facebook or LinkedIn.  Call us at (866) 803-0111

    22 min
  • 8 Episodes

Ratings & Reviews

5
out of 5
4 Ratings

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Listen to real life financial advisors on various financial topics to give you insights on how to take charge of your finances.

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