37 episodes

Welcome to Up and to the Right; presented by SWMG, a podcast where employees and guests of Signature Wealth Management Group talk about what’s new in financial news, financial planning topics that affect the everyday investor, and other relevant topics influencing the markets today.

Up and to the Right Signature Wealth Management Group

    • Business
    • 5.0 • 7 Ratings

Welcome to Up and to the Right; presented by SWMG, a podcast where employees and guests of Signature Wealth Management Group talk about what’s new in financial news, financial planning topics that affect the everyday investor, and other relevant topics influencing the markets today.

    Remembering 9/11

    Remembering 9/11

    Russell Harris, Brian Ransom, and Ian Payne are back to discuss 9/11 and the impact it made on the United States. We reflect on what we remember from 9/11/2001 (00:55). The economic impact of 9/11 (08:59). New U.S. additions post-9/11 (22:35).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

    • 35 min
    Spotlight: Entrepreneurship with Samir Patel

    Spotlight: Entrepreneurship with Samir Patel

    Today we have the privilege to talk with West Point graduate, and entrepreneur, Samir Patel. Samir is the managing partner for Trophy Point Investment Group and a real estate entrepreneurship instructor at Georgia State University. In this episode, Samir dives into how he got into his businesses, lessons learned along the way, and the future landscape of finance.Who should we talk to next? Email: info@signaturewmg.com.Learn more at signaturewmg.com

    • 42 min
    2023 Mid-Year Financial Update

    2023 Mid-Year Financial Update

    Russell Harris and Brian Ransom are joined by Ian Payne and Sarth Patel. Welcome SWMG’s newest summer intern, Sarth (1:18). Brian’s 2 truths and a lie is a tough one (04:46). Market performance (12:15). Bond performance (16:00). Interest rates (24:19). Housing market (28:02). Outlook on the rest of 2023 (36:52).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

    • 52 min
    Investment Basics

    Investment Basics

    Russell Harris and Brian Ransom are back with former intern, now associate financial advisor, Ian Payne! Brian’s 2 truths and a lie on YTD indices (2:10). What is a 401(k) vs. (403b) (08:16). Traditional and Roth IRAs (30:28). Stock bonds vs. mutual funds (44:19). Life insurance and real estate (47:50). In conclusion (57:29).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

    • 1 hr 1 min
    Planning College Funding with Curt Mangold

    Planning College Funding with Curt Mangold

    Russell Harris and Brian Ransom are joined today by Signature Wealth partner, Curt Mangold. Russell gives us 2 truths and a lie on the cost of college through the years (1:25). What is a 529 plan (4:55)? How the SECURE Act 2.0 is changing the 529 plan (10:32). Tax benefits of college planning (21:47).Send us your questions! Email: info@signaturewmg.com.Learn more at signaturewmg.com

    • 30 min
    Spotlight: The 2023 Housing Market with Patrick Waters

    Spotlight: The 2023 Housing Market with Patrick Waters

    Today we have the privilege to talk with Vice Present of Outside Sales at HomeFi Mortgage, Patrick Waters. Patrick gives us a deep dive into the housing market, interest rates, and the current state of mortgages in 2023. He has over 10 years of experience as a loan originator and is responsible for business and relationship development and management for his real estate and referral partners in Destin, Florida. See what Patrick has to offer at https://homefi.us. Who should we talk to nex...

    • 42 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

FarBasN ,

Good information!

Informative and simple to understand!

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