Wolf Financial Podcast

Wolf Financial Podcast
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Join Rob Wolf on the 'Wolf Financial Podcast' as he delves into the world of finance, showcasing the powerful partnership between financial advisors and featured charities each month. In each episode, you'll uncover innovative financial strategies, explore the impact of philanthropy, and see how financial expertise can drive meaningful change in communities. Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities.

  1. 6月24日

    Healing at the Well: The Story of Well of Grace Ministries

    Send us a text What does it truly mean to love someone well? For the counselors at Well of Grace Ministries, it means meeting women and girls exactly where they are—without judgment or finger-wagging—and walking alongside them through life's challenges. Mary Andres, Allie Talbot, and Ellen Dutton share the remarkable 20-year journey of this Berrien County ministry with Rob Wolf of Wolf Financial Advisory that began as a residential facility for young women and evolved into a comprehensive outpatient counseling service now reaching over 500 individuals annually. Named after the biblical story of the woman at the well, their approach centers on creating safe spaces where healing can happen organically. The counselors describe their three core programs with infectious passion. Club H2O serves teens 13-18, teaching boundary-setting and healthy self-image in 14 schools throughout the county. One powerful story involves a young girl who transformed from drawing herself as a "tin can wafting in the wind" to a firmly rooted tree—a visual representation of her growing stability and confidence. For adults, the OASIS program offers monthly group sessions on topics ranging from conflict resolution to creating beauty from life's broken pieces. Their DuPont program provides crucial consultation services for those battling eating disorders. What sets Well of Grace apart is their holistic approach. Unlike traditional therapy settings, their center includes a kitchen where they've taught parentless teens to cook and a living room space where families work through conflicts in real-time. Every aspect of their work demonstrates flexibility and responsiveness to individual needs—a luxury not available in most clinical settings. Despite their success, challenges remain. With counselors working only part-time and schools requesting more services than they can provide, the ministry faces growing pains. They hope to expand from serving 243 people in 2014 to reaching 1,000 annually within five years, but this requires additional resources and staff. Ready to support this vital community resource? Visit their resale shop at 5707 Red Arrow Highway, volunteer, join their board, or make a financial contribution. Every dollar stays in Berrien County, helping create spaces where women and girls discover their worth and learn to thrive in community with others. Learn more about Well of Grace: https://www.wellofgraceministries.com/ Learn more about Wolf Financial Advisory: https://www.wolffinancialadvisory.com Disclosure: Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities. The opinions expressed herein are not meant to provide specific investment advice or serve as a prediction for future stock market performance. Past performance does not guarantee future results. Securities and advisory services are offered through USA Financial Securities., member FINRA/SIPC. A registered investment adviser. Wolf Financial Advisory, Lifeplan, and USA Financial Securities are not affiliated entities.

    53 分钟

  2. 2月3日

    Charity of the Month: LifePlan

    Send us a text Learn more about how LifePlan helps people in southwest Michigan and Northern Indiana live a hope-filled life by offering parenting, relationship support,  and pregnancy care. In this episode, Wolf Financial Advisory Chief Executive Officer, Rob Wolf, sits down with Lifeplan Executive Director, Lyndon Azcuna, to discuss how LifePlan’s team of volunteers uses a gospel-centered approach to change hearts and lives in our community.   Learn more about LifePlan: https://www.lifeplan.org/ Learn more about Wolf Financial Advisory: https://www.wolffinancialadvisory.com Disclosure: Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities. The opinions expressed herein are not meant to provide specific investment advice or serve as a prediction for future stock market performance. Past performance does not guarantee future results. Securities and advisory services are offered through USA Financial Securities., member FINRA/SIPC. A registered investment adviser. Wolf Financial Advisory, Lifeplan, and USA Financial Securities are not affiliated entities.

    32 分钟

  3. 2024/12/28

    Empowering Your Financial Future: Overcoming Planning Myths

    Send us a text Think you need a hefty bank account to consult a financial advisor? Think again. Join Rob Wolf as he smashes common financial planning myths that keep many people from seeking the guidance they need. We'll tackle the misconception that financial advisors are only for the wealthy and explore why this belief couldn't be further from the truth. By shedding light on the varied fee structures and account minimums, I'll show you how accessible financial planning can be, regardless of your current financial situation. Moreover, let's confront the fear that financial planning is prohibitively expensive. Discover how avoiding professional advice can actually cost you more through unnecessary tax penalties, estate planning pitfalls, and missed opportunities. I'll guide you through essential questions to ask when choosing a financial advisor and explain why a good advisor is worth their weight in gold. Whether you're starting with a modest 401k or looking to safeguard a substantial estate, this episode will empower you to make informed decisions that secure your financial future. Don't let myths stand in the way of your financial success! Learn more about Wolf Financial Advisory: https://www.wolffinancialadvisory.com/ Disclosure: Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities.  The strategies and concepts discussed are for educational purposes only and do not represent specific investment, tax, or estate planning advice. Investing carries an inherent element of risk and it is in everyone’s best interests to consult a tax, legal, or investment professional. The opinions expressed herein are not meant to provide specific investment advice or serve as a prediction for future stock market performance. Past performance does not guarantee future results. Securities and advisory services are offered through USA Financial Securities Corp., member FINRA/SIPC. A registered investment adviser. Wolf Financial Advisory and USA Financial Securities Corp. are not affiliated entities.

    14 分钟

  4. 2024/12/16

    From Hesitation to Action Embracing Insurance as Financial Protection

    Send us a text Unlock the secrets of effective insurance planning and discover how to avoid becoming "insurance poor" with our special guests, Jonathan Foster and Sara Wolf, from Wolf Financial Advisory. Together, they unpack the essential strategies needed to tailor insurance products to each unique individual, while emphasizing the critical importance of adequate coverage in times of crisis. By sharing real-life scenarios, we reveal the profound financial and emotional impacts that can occur when coverage falls short during unforeseen events such as disability or death. Our conversation also highlights the necessity of strategic planning to protect your family's financial future, particularly during retirement when income streams may wane. Insurance isn't just a policy; it's a pivotal component of comprehensive financial planning. We discuss the common hesitation towards purchasing insurance due to perceived high costs and how this can be a misstep on the path to financial security. From ensuring both working and non-working spouses are covered to understanding the higher probability of disability over premature death, we stress the importance of viewing insurance as a financial safety net. We also tackle the unique financial pressures young adults face, balancing lifestyle aspirations with responsibilities such as mortgages. Additionally, we remind our listeners to seek personalized advice from trusted professionals and underscore that past investment performance doesn't predict future results. Join us as we navigate these essential topics, equipping you with the knowledge to safeguard your financial well-being. Learn more about Wolf Financial Advisory: https://www.wolffinancialadvisory.com/ Disclosure: Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities. The strategies and concepts discussed are for educational purposes only and do not represent specific investment, tax, or estate planning advice. Investing carries an inherent element of risk and it is in everyone’s best interests to consult a tax, legal, or investment professional. The opinions expressed herein are not meant to provide specific investment advice or serve as a prediction for future stock market performance. Past performance does not guarantee future results. Securities and advisory services are offered through USA Financial Securities, member FINRA/SIPC. A registered investment adviser. Wolf Financial Advisory and USA Financial Securities are not affiliated entities.

    22 分钟

  5. 2024/12/04

    Fortifying Your Finances: Balancing Insurance Protection and Future Security

    Send us a text Discover how to protect your financial future with insights from newly licensed insurance advisor Jonathan Foster on the Wolf Financial Podcast. Join us as we navigate the world of insurance portfolios and financial planning, exploring how to avoid becoming "insurance poor" while still safeguarding your income and assets against life's unpredictable turns. You'll learn the crucial role insurance plays in mitigating financial risks and hear real-life stories about the emotional and financial impacts of having—or lacking—adequate coverage, particularly as retirement looms. If you're curious about how to enhance your financial resilience, this episode promises to equip you with the knowledge you need. We also dive into the essential function of life and disability insurance in ensuring financial security for families facing unexpected challenges. Jonathan discusses the delicate balance young adults must strike between managing high debt and securing life insurance. By the end of our conversation, with additional insights from Sara, you'll walk away with a comprehensive understanding of various financial strategies and the importance of consulting professionals to make informed decisions. Plus, we'll clarify why past performance isn't a guarantee of future success and remind you about the advisory services available through USA Financial Securities. Don't miss this opportunity to fortify your financial planning toolkit. Learn more about Wolf Financial Advisory: https://www.wolffinancialadvisory.com/ Disclosure: Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities. The strategies and concepts discussed are for educational purposes only and do not represent specific investment, tax, or estate planning advice. Investing carries an inherent element of risk and it is in everyone’s best interests to consult a tax, legal, or investment professional. The opinions expressed herein are not meant to provide specific investment advice or serve as a prediction for future stock market performance. Past performance does not guarantee future results. Securities and advisory services are offered through USA Financial Securities, member FINRA/SIPC. A registered investment adviser. Wolf Financial Advisory and USA Financial Securities are not affiliated entities.

    22 分钟

  6. 2024/11/18

    Faith and Martial Arts: Building Confidence and Community in Life for Christ Karate

    Send us a text Faith and Martial Arts: Building Confidence and Community in Life for Christ Karate. Uncover the profound synergy between faith and martial arts as we chat with Marc and Jenny England about their extraordinary ministry, Life for Christ Karate. Inspired by martial arts legends and driven by a passion for Christ, Marc shares the humble beginnings of their journey, transforming 'Karate for Christ' into a holistic mission that integrates martial arts practice with spiritual growth. Listen as they recount the supportive embrace of their church community in South Bend, overcoming initial doubts about blending martial arts with religious teachings. This episode promises a deep dive into the varied world of martial arts, including judo, taekwondo, and Goju Ryu, and how each style reflects their Christ-centered ethos. Jenny England's personal evolution from martial arts novice to a dedicated self-defense advocate is nothing short of inspiring. Discover how she empowers women by teaching self-defense, emphasizing situational awareness, and fostering confidence. Hear touching stories of mentorship and community outreach, including the ripple effect of generosity as young men pass on opportunities they've received. From weekly classes to summer programs and comprehensive seminars, Jenny offers diverse pathways for women to gain practical skills and boost their confidence. Her heartfelt narrative underscores the vital role environmental awareness plays in personal safety. Faith takes center stage as Marc and Jenny reflect on their unwavering commitment to their mission, even in the face of financial challenges and the COVID pandemic. Their story is a testament to the power of resilience and staying true to one's values. As they dream of expanding their ministry with a dedicated training space, they express gratitude for the countless lives touched by their work, both physically and spiritually. This episode is not just about martial arts; it's a celebration of faith, community, and the transformative power of giving back. Learn more about Life for Christ Karate: https://lfck.org Learn more about Wolf Financial Advisory: https://www.wolfadvisoryservices.com Disclosure: Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities. The strategies and concepts discussed are for educational purposes only and do not represent specific investment, tax, or estate planning advice. Investing carries an inherent element of risk and it is in everyone’s best interests to consult a tax, legal, or investment professional. The opinions expressed herein are not meant to provide specific investment advice or serve as a prediction for future stock market performance. Past performance does not guarantee future results. Securities and advisory services are offered through USA Financial Securities, member FINRA/SIPC. A registered investment adviser. Wolf Financial Advisory, Life for Christ Karate, and USA Financial Securities are not affiliated entities.

    35 分钟

  7. 2024/11/11

    Navigating Life's Uncertainties Preparing with Purpose

    Send us a text Prepare to uncover the often-overlooked essentials of estate planning with our special guest hosts, Sara Wolf and Jonathan Foster. Together, we unravel the critical importance of planning for both death and potential incapacitation, ensuring your wishes are respected during life’s most challenging moments. Have you ever considered who will make decisions on your behalf if you’re unable to? Discover the necessity of healthcare and durable power of attorney documents through the poignant story of Hisashi Uchi, a nuclear worker who suffered without clear care directives, illustrating the impact of planning—or the lack thereof—on those we leave behind. In our exploration, we emphasize the foundational elements of estate planning, such as wills and trusts, highlighting how these tools safeguard your assets and intentions. We delve into how a well-crafted will ensures your assets are distributed according to your wishes rather than default state decisions, which might not reflect your desires. Privacy and specific instructions for minor children are prioritized through the strategic use of trusts. We also discuss why regularly updating your estate plan is crucial, taking into account life changes and the inclusion of trusted individuals or charities. Engaging your family or designated parties in these discussions ensures that everyone is prepared and informed, ultimately safeguarding your legacy and your loved ones' futures. Learn more about Wolf Financial Advisory: https://www.wolffinancialadvisory.com/ Disclosure: Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities. The strategies and concepts discussed are for educational purposes only and do not represent specific investment, tax, or estate planning advice. Investing carries an inherent element of risk and it is in everyone’s best interests to consult a tax, legal, or investment professional. The opinions expressed herein are not meant to provide specific investment advice or serve as a prediction for future stock market performance. Past performance does not guarantee future results. Securities and advisory services are offered through USA Financial Securities, member FINRA/SIPC. A registered investment adviser. Wolf Financial Advisory and USA Financial Securities are not affiliated entities.

    20 分钟

  8. 2024/10/28

    Charity of the Month: Berrien County Parks

    Send us a text Uncover the transformative journey behind the Silver Beach Playground Project as we chat with Jill Adams, Berrien County Parks Department Director and Jaysen Field, Berrien County Environmental Property Manager. This episode promises insights into how a decade-long vision is coming to life, fueled by community spirit and a generous Michigan Spark grant. Learn about the innovative design choices that guarantee accessibility for all, and discover how pieces of the old playground find new life in the village of Eau Claire. This project is a testament to the power of collaboration in creating cherished spaces for future generations. We also take you on a trip down memory lane, exploring Silver Beach's vibrant history from its amusement park days to its bustling present. Walk with us through the logistical labyrinth of maintaining such a beloved park, including challenges like sand management and staffing. Jill and Jaysen also share exciting dreams for Berrien County Parks' future, guided by community feedback and recent expansions. We highlight the parks' role as essential communal spaces that foster connections and memories. Plus, learn how you can contribute to these endeavors through the Berrien Community Foundation, ensuring these vital spaces flourish for years to come. Learn more about Berrien County Parks: https://www.berriencounty.org/355/Parks Learn more about Wolf Financial Advisory: https://www.wolffinancialadvisory.com/ Disclosure: Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities. The strategies and concepts discussed are for educational purposes only and do not represent specific investment, tax, or estate planning advice. Investing carries an inherent element of risk and it is in everyone’s best interests to consult a tax, legal, or investment professional. The opinions expressed herein are not meant to provide specific investment advice or serve as a prediction for future stock market performance. Past performance does not guarantee future results. Securities and advisory services are offered through USA Financial Securities, member FINRA/SIPC. A registered investment adviser. Wolf Financial Advisory, Berrien County Parks, and USA Financial Securities are not affiliated entities.

    33 分钟
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关于

Join Rob Wolf on the 'Wolf Financial Podcast' as he delves into the world of finance, showcasing the powerful partnership between financial advisors and featured charities each month. In each episode, you'll uncover innovative financial strategies, explore the impact of philanthropy, and see how financial expertise can drive meaningful change in communities. Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities.

信息

  • 创作者
    Wolf Financial Podcast
  • 活跃年份
    2024年 - 2025年
  • 单集
    30
  • 分级
    儿童适宜
  • 版权
    © 2025 Wolf Financial Podcast
  • 节目网站
    Wolf Financial Podcast