16 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.

    Our Summer Intern, Inflation, and Disability Insurance

    Our Summer Intern, Inflation, and Disability Insurance

    Our summer intern, Ian Payne joins the podcast today as Arish, Brian, and Russell discuss June’s inflation report (3:10). Why is disability insurance important? (8:38). Our summer intern, Ian, highlights his intern experience. (25:16). We predict upcoming college football (30:29).
    Send us your questions! Email: info@signaturewmg.com.
    Learn more at signaturewmg.com

    • 35 min
    Spotlight: Real Estate Discussion with Wade Lester, The Real Estate Guy

    Spotlight: Real Estate Discussion with Wade Lester, The Real Estate Guy

    Today's guest on our next “Spotlight” series is Wade Lester of The Real Estate Guy & Associates. Wade is a seasoned entrepreneur who, over the past 21 years, has started  and run several successful companies within various sectors of the real  estate and construction industry.  With personal experience as an  investor in both commercial and residential real estate, he has the  knowledge and experience to advise and educate clients about property  values and conditions.
    Who should we talk to next? Email: info@signaturewmg.com.
    Learn more at signaturewmg.com

    • 38 min
    Bond Ladders, Risks in Cryptos, and May’s Inflation

    Bond Ladders, Risks in Cryptos, and May’s Inflation

    The group is joined today by Signature Wealth managing partner, Jim Sims. Jim explains what a bond ladder is (1:57). Brian gives an update on crypto performance, stablecoins and regulations (12:35). Russell talks about May's inflation report for our Signature Fact of the Week (29:44). We talk about what we’ve been watching in the media (33:09).
    Send us your questions! Email: info@signaturewmg.com.
    Learn more at signaturewmg.com

    • 37 min
    529 College Planning with Curt Mangold, Inflation Report, & US Hourly Wages

    529 College Planning with Curt Mangold, Inflation Report, & US Hourly Wages

    Our trio is joined today by Signature Wealth partner, Curt Mangold. Curt explains benefits of college planning and 529 plans (02:58). Brian breaks down April’s inflation report (12:00). Our Signature Fact of the Week looks at a recent increase in hourly earnings for US workers (22:21). We talk about what we’ve been watching and hear some stories from Russell’s history (27:09).
    Send us your questions! Email: info@signaturewmg.com.
    Learn more at signaturewmg.com

    • 32 min
    Spotlight: Cybersecurity Discussion with Vance Brown, CEO of Thrivers Leadership Institute

    Spotlight: Cybersecurity Discussion with Vance Brown, CEO of Thrivers Leadership Institute

    Today's guest on our next “Spotlight” series is Vance Brown, CEO of the Thrivers Leadership Institute as well as former 4-year CEO of the National Cybersecurity Center. In addition, Vance has founded and led multiple non-profits, authored a book telling his story and learnings as an entrepreneur, as well as been the CEO for three other software companies in his extremely illustrious career. 
    Who should we talk to next? Email: info@signaturewmg.com.
    Learn more at signaturewmg.com

    • 38 min
    Positive Economic Indicators

    Positive Economic Indicators

    We’re back with the original trio in the studio this week. Brian Ransom discusses some positive indicators that signal a healthy economy (3:53). Russell Harris breaks down some FAQs on Social Security (16:41). Our Signature Fact of the Week looks at the rise in mortgage payments (31:44). We talk about what we’ve been watching (35:55).
    Send us your questions! Email: info@signaturewmg.com.
    Learn more at signaturewmg.com

    • 41 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

FarBasN ,

Good information!

Informative and simple to understand!

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