Smart Money Insights

Smart Money Insights: Retirement and Investing with Rick and Wes White
  • 3.5 (21)
  • INVESTING
Smart Money Insights

Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.

  1. Decision 2020 & Your Money

    10/30/2020

    Decision 2020 & Your Money

    Tuesday, November 3rd is the big day. Who will it be – Trump or Biden? We know the candidates are polar opposites on the issue of taxes, and that could impact our wallet. But what will happen to the market depending on the outcome? Should “Smart Money” investors worry about what Wall Street does over the next several weeks? Many Americans are asking this question, and Wes is breaking down what our true focus should be on instead of politics and the media.

    11 min
  2. Home Improvement Fever

    10/23/2020

    Home Improvement Fever

    More time at home has motivated many to make a few upgrades and finally fix a few things around the house. In our latest episode, Wes discusses how to plan for these expenses, and how they could pay off down the road.

    11 min
  3. Eddie Van Halen, Sammy Hagar & Chemistry

    10/16/2020

    Eddie Van Halen, Sammy Hagar & Chemistry

    With the recent passing of legendary guitarist Eddie Van Halen, former singer of Van Halen, Sammy Hagar explained how their relationship worked. The immediate answer was Chemistry. In this episode, Kristen and Wes discuss the importance of chemistry, whether it’s between you and a friend, a spouse, or with a financial advisor.

    11 min
  4. Realistically, Could Your Tax Return Look Like Trumps?

    10/09/2020

    Realistically, Could Your Tax Return Look Like Trumps?

    One of the top stories in the news has been the claim that President Trump paid little, or no, taxes over the past decade. Instead of arguing whether that’s accurate or not – We all agree that the ultra-wealthy have ways… legal ways – of reducing the amount of taxes they owe. If you’re part of the middle class and wondering what you’re doing wrong, this episode is for you! Wes spotlights what all of this REALLY means, and how to can find out if you’re able to legally lower your personal tax liabilities.

    13 min
  5. Election Protection 2020

    10/02/2020

    Election Protection 2020

    This isn’t a right vs. left, Trump vs. Biden debate. This episode is all about YOU and your money! With such a heated election season, Wes discusses how Wall Street could react to the outcome… But more importantly, how it could directly impact your bottom line. Yes, we’re faced with a lot of uncertainty, but Wes breaks down the numbers you CAN control… and how to NOT let headlines or politics dictate your future.

    14 min
  6. Preparing For The 1st Ever Wealth Tax

    09/10/2020

    Preparing For The 1st Ever Wealth Tax

    Ever heard the adage “as California goes, so goes the nation?" That saying will fire you up after listening to this episode! California lawmakers are not only trying to hike their state income tax rates, but they’re now also pushing what would be a first-in-the-nation wealth tax! If they get away with it, you KNOW other states will likely attempt to do the same. Whether you work with an advisor or are a DIY investor, Wes explains what to watch out for and how to be as tax efficient as possible with your portfolio.

    10 min
  7. Uncovering Hidden Risk in Your Equity Index Fund

    08/06/2020

    Uncovering Hidden Risk in Your Equity Index Fund

    It’s been said that one of the keys to successful investing is not putting all your eggs in one basket – also known as diversification. So, you’d assume that investing in an index such as the S&P 500 would protect you, right? Well, not necessarily! Wes brings to light that about a quarter of the S&P’s total value is made up of just 6 companies, and he explains what steps you can take to make sure you aren’t putting all of your eggs in one basket.

    10 min
  8. Retirement Headwind: The Fiscal Health of the United States

    07/23/2020

    Retirement Headwind: The Fiscal Health of the United States

    America's retirees today face unique circumstances and challenges given the fiscal health of the United States. In this episode, Wes sits down with his dad, Rick, to discuss the realities retirees face today.

    20 min
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Ratings & Reviews

3.5
out of 5
21 Ratings

About

Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.

Information

  • Creator
    Smart Money Insights: Retirement and Investing with Rick and Wes White
  • Years Active
    2018 - 2020
  • Episodes
    68
  • Rating
    Clean
  • Copyright
    © 2017 Patriot Wealth Management
  • Show Website
    Smart Money Insights

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