Money Moves with Darin

Evans May Wealth
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Real-world money moves and actionable insights to help you think smarter about money. We’ll dive into strategies that drive long-term growth whether you’re building personal wealth or navigating today’s financial landscape.

Episodes

  1. Jan 20

    The 5-Step Financial Checkup You Should Do Every Year

    New Years always feels like a natural reset. Whether you set New Years resolutions for yourself or not, January is the perfect time to review your financial plan and make sure it still supports what matters most to you, whether that’s saving for retirement or purchasing a new home. 💡Here are 5 things to review at the start of each year: 1. Take inventory 2. Revisit your goals 3. Review your savings strategy 4. Check your investments 5. Review your risk management If you’re not confident your current strategy is fully aligned, or you’d simply like a second opinion, I’m happy to help. ______________________________________________ Connect with us on the following! - LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth/ - LINKEDIN (Darin Riddle): https://www.linkedin.com/in/darin-riddle/ - INSTAGRAM: https://www.instagram.com/evansmaywealth - FACEBOOK: https://www.facebook.com/evansmaywealth - EMAIL: darin.riddle@evansmay.com ______________________________________________ Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

  2. 11/18/2025

    2025 Year-End Reminders: Insights from a Financial Advisor & Tax Advisor

    This time of year is always busy for a lot of people, but don’t let the bustling season keep you from meeting your financial and tax deadlines!We’ve partnered up with Evans May Advisory to talk through important deadlines and year-end considerations to make sure you’re on track. From tax-loss harvesting to Roth conversions and new provisions from the One Big Beautiful Bill Act (OBBBA) affecting your wealth strategies, Darin Riddle, CFP®, CWS®, AAMS® and Owen Pryor, CPA walk you through these topics with a unique perspective of both your financial and tax advisor.00:00 Intro00:19 Important Year-End Reminders: The “Big 3”00:51 Tax-Loss Harvesting01:45 Roth Conversions03:05 Charitable Giving: Donor-Advised Funds and Roth Conversions03:54 New OBBBA Provisions Affecting Charitable Giving05:38 Health Savings Accounts (HSAs)07:52 Charitable Giving Strategies: Tax Planning and New OBBBA Provisions09:22 OBBBA: Trump Accounts09:57 529 Plans: New Tax Savings10:29 Retirements Plans: Wealth Strategies11:15 Strategies for Business Owners: Tax Planning13:40 OutroDarin Riddle, CFP®, CWS®, AAMS® | Financial Advisor, Evans May Wealth______________________________________________________Connect with Darin on the following! LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth/LINKEDIN (Darin Riddle): https://www.linkedin.com/in/darin-riddle/INSTAGRAM: https://www.instagram.com/evansmaywealthFACEBOOK: https://www.facebook.com/evansmaywealthEMAIL: darin.riddle@evansmay.com______________________________________________________Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC.Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.Owen Pryor, CPA | Managing Advisor, Evans May Advisory______________________________________________________Connect with Owen on the following! LINKEDIN (Evans May Advisory): https://www.linkedin.com/company/evans-may-advisory/LINKEDIN (Owen Pryor): https://www.linkedin.com/in/owenpryorcpa/INSTAGRAM: https://www.instagram.com/evans_may_advisory/https://www.instagram.com/evans_may_advisory/FACEBOOK: ⁠https://www.facebook.com/profile.php?...⁠EMAIL: owen.pryor@evansmayadvisory.com______________________________________________________Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.Accounting and tax services are offered exclusively by Evans May Advisory, a separate and distinct entity from Evans May Wealth, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. (Sanctuary Wealth). Evans May Wealth and Sanctuary Wealth client agreements do not extend to services provided by Evans May Advisory. Evans May Advisory client agreements do not extend to services provided by Evans May Wealth. Neither Evans May Wealth nor Sanctuary Wealth provides tax or accounting advice. Evans May Advisory does not provide investment advisory services. Accounting and tax services are offered exclusively by Evans May Advisory, a separate and distinct entity from Evans May Wealth, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. (Sanctuary Wealth).

  3. 09/23/2025

    Refinance vs. Recast: Which Saves You More If Rates Drop?

    If you’re a homeowner, the Fed’s decision on future rate cuts could mean big savings on your mortgage.💸 Here are two strategies to consider: Refinancing: replace your loan and potentially lock in a lower rate Recasting: keep your loan, but lower your monthly payments if you’ve paid down the principal Both are great options but come with their own benefits and drawbacks. Watch the video to learn more! #mortgagetips #interestrates ______________________________________ Connect with us on the following! - LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth/ - LINKEDIN (Darin Riddle): https://www.linkedin.com/in/darin-riddle/ - INSTAGRAM: https://www.instagram.com/evansmaywealth - FACEBOOK: https://www.facebook.com/evansmaywealth - EMAIL: darin.riddle@evansmay.com ______________________________________ Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

  4. 07/22/2025

    Winning Habits to Build Your Wealth: Pickleball

    When it comes to building wealth, pickleball is my favorite kind of investment 🎾💸 It might not be your typical portfolio asset, but staying active is an investment in your health and can improve your financial life. Pickleball has been my favorite way to sharpen my skills both on the courts and in the office as a financial advisor. It can boost your heart health, sharpen your brain, and reduce stress. 🧠 That means better decision-making and more disciplined investing. 👉 If you’re in the Carmel or Indy area and want to get plugged into the pickleball community, let’s connect! #financialwealth #carmelindianapolis #indypickleball ______________________________________ Connect with us on the following! - LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth/ - LINKEDIN (Darin Riddle): https://www.linkedin.com/in/darin-riddle/ - INSTAGRAM: https://www.instagram.com/evansmaywealth - FACEBOOK: https://www.facebook.com/evansmaywealth - EMAIL: darin.riddle@evansmay.com ______________________________________ Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

  5. 07/08/2025

    One Big Mistake to Avoid in Retirement: RMDs

    RMDs can quietly drain your retirement wealth if you don’t plan ahead for it 📊 Starting at age 73, the IRS requires you to withdraw required minimum distributions from your traditional retirement accounts. If you skip them, you could face a 25% penalty. And if you don’t plan properly, RMDs can: 📈 Raise your tax bracket 💵 Increase your Medicare premiums 📉 Reduce your financial legacy If you have questions or would like a financial advisor guide you through RMDs and retirement planning, reach out to me at Darin.Riddle@EvansMay.com 📧 ____________________________________ Connect with us on the following! - LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth/ - LINKEDIN (Darin Riddle): https://www.linkedin.com/in/darin-riddle/ - INSTAGRAM: https://www.instagram.com/evansmaywealth - FACEBOOK: https://www.facebook.com/evansmaywealth - EMAIL: darin.riddle@evansmay.com ______________________________________ Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

  6. 06/10/2025

    Strategies to Maximize Equity Compensation to Build Wealth

    Equity compensation can be a powerful tool for building long-term wealth if you know how to use it wisely. Here are three simple moves to maximize your earnings 👇 📅 Understand your vesting schedule 💸 Plan for taxes to avoid triggering a big tax bill 📊 Diversify your investment portfolio I break these down in my latest Money Moves with Darin video. Have questions or want to talk through your own equity compensation strategy? You can reach me at Darin.Riddle@EvansMay.com. _____________________________________ Connect with us on the following! - LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth/ - LINKEDIN (Darin Riddle): https://www.linkedin.com/in/darin-riddle/ - INSTAGRAM: https://www.instagram.com/evansmaywealth - FACEBOOK: https://www.facebook.com/evansmaywealth - EMAIL: darin.riddle@evansmay.com _____________________________________ Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

  7. 06/03/2025

    When Will the Fed Cut Interest Rates? What It Means for Investors

    Will the Fed start cutting interest rates soon? 📊 And what does this mean for your investment strategy? The Fed has held interest rates unchanged since December 2024, even as new tariff policies raised uncertainty. In today’s Money Moves with Darin, I break down: 💡Why the Fed is taking a cautious approach 💡When do we expect further rate cuts? 💡What this means for investors and borrowers Listen to this episode to learn more! ___________________________________ Connect with us on the following! - LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth/ - LINKEDIN (Darin Riddle): https://www.linkedin.com/in/darin-riddle/ - INSTAGRAM: https://www.instagram.com/evansmaywealth - FACEBOOK: https://www.facebook.com/evansmaywealth - EMAIL: darin.riddle@evansmay.com ___________________________________ Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

  8. 05/27/2025

    Introducing Money Moves with Darin

    Big news! I’m kicking off a new video series called Money Moves with Darin. We’ll dive into the frameworks, strategies, and financial decision-making principles that drive long-term growth — whether you're building personal wealth or navigating today's financial landscape. In each episode, I’ll break down real-world money moves and share actionable insights to help you think smarter about money. __________________________________ Connect with us on the following! - LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth/ - LINKEDIN (Darin Riddle): https://www.linkedin.com/in/darin-riddle/ - INSTAGRAM: https://www.instagram.com/evansmaywealth - FACEBOOK: https://www.facebook.com/evansmaywealth - EMAIL: darin.riddle@evansmay.com __________________________________ Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

  9. 05/13/2025

    The Two W’s of Investing: What and Where?

    Most investors focus on “what” to invest in. But “where” you hold those investments can be just as important, especially when it comes to building and preserving your wealth. What should you be asking yourself instead? 👇 📊Choosing what to invest in is only half the equation. It’s equally important to ask, “Where should I hold my investments to minimize my taxes and get the best after-tax return?” This decision can be complex and time-consuming. That’s where a financial advisor can add real value, helping you align your strategy with your financial goals. Reach out to me at Darin.Riddle@EvansMay.com to learn more! __________________________________ Connect with us on the following! - LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth/ - LINKEDIN (Darin Riddle): https://www.linkedin.com/in/darin-riddle/ - INSTAGRAM: https://www.instagram.com/evansmaywealth - FACEBOOK: https://www.facebook.com/evansmaywealth - EMAIL: darin.riddle@evansmay.com__________________________________ Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

  • 9 Episodes

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Real-world money moves and actionable insights to help you think smarter about money. We’ll dive into strategies that drive long-term growth whether you’re building personal wealth or navigating today’s financial landscape.

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