17 episodes
Plant. Harvest. Prosper. Financial Harvest Wealth Advisors
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- Business
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5.0 • 4 Ratings
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Objective, independent financial insights to help you make better decisions about markets, inflation, cryptocurrency, even raising financially responsible children. Money isn’t everything, but it IS a required tool for attaining the flexibility you need to enjoy a good life, no matter how you define it. Host Kellen Williams, CFP®, Licensed Investment Advisor, plus appearances by Financial Harvest Wealth Advisors Founders, David & Katie Witter and other industry experts.
All information is intended to be used for educational purposes only & does not constitute tax, legal, or investment advice.
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Plant. Harvest. Prosper. Episode 17 - Importance of Having a Professional TEAM – Producing Freedoms with NFL Agent and Business Owner Joshua Grady
NFL Agent and business owner Joshua Grady discusses why having a professional team
is important for pro athletes and NIL student-athletes and how it even relates
to your personal wealth planning. -
Banking and safety concerns with SVB, Signature, Credit Suisse, and others – What actually happened and what’s the impact on your wealth? - Plant. Harvest. Prosper. Episode 16
Banking concerns and how you can sort through the news hype, understand the actual causes of the bank collapse, and then protect yourself and your personal finances.
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How to Fund Education Effectively, Efficiently, and with Flexibility - Plant. Harvest. Prosper. Episode 15
Welcome to Episode 15 of the Plant Harvest, Prosper Podcast with host Kellen Williams, CERTIFIED FINANCIAL PLANNER™. As with every episode of our podcast, we focus on helping our listeners make wise decisions with their money and encouraging them to live purposefully toward prosperity. In this episode, we look at how to fund education or college effectively, efficiently, and with flexibility. We’ll also discuss the recent passing of Secure Act 2.0 and how it impacts educational savings.
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Are You Serious or Casual? How To Avoid Drifting Not Just In 2023, But for Your Life - Episode 14
The Plant. Harvest. Prosper Podcast is starting the new year off “intentionally”, looking at what it means “to drift?" and how you can avoid drifting now and in the years ahead.
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Deep Dive Insights on Market Volatility, Inflation, and the Dimensional Difference - Plant. Harvest. Prosper. Episode 13
David Witter delivers easy-to-understand, timely and relevant answers to complex questions about market volatility, inflation, and Dimensional Fund Advisors.
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Here’s What ESG Investing Means, ESG Examples, and What ESG Can Mean for You - Plant.Harvest.Prosper - Episode 12
We invite you to join us for another exceptional episode of the Plant. Harvest. Prosper. Podcast with host Kellen Williams, CERTIFIED FINANCIAL PLANNER™ and a Licensed Investment Advisor here at Financial Harvest Wealth Advisors. Kellen’s special guest today is Lacey Huebel, CFA® Head of Responsible Investment, North America and Portfolio Manager at Dimensional Fund Advisors.
Customer Reviews
Love it!
I love this podcast! Finance is not my area of expertise but this podcast takes complex topics and explains them in ways that are easy for me to understand. If you are in search of wisdom in regard to your finances, look no further!