Wade Through It All

R.M. Wade & Company, Ltd.

Do you feel overwhelmed by financial jargon and complex money matters? Are you looking for practical advice to take control of your financial future with confidence?You’re in the right place.Wade Through It All–Success Simplified is your go-to podcast for breaking down complicated financial topics into actionable steps. Hosted by father-daughter financial advisors Robert M. Wade and Abigail F. Wade, CFP® of R.M. Wade & Company, Ltd., this podcast combines decades of experience with a shared passion for helping people build wealth, eliminate debt, and help them achieve their goals. Each week, we’ll tackle the questions you’re already asking, covering everything from financial planning and investments to unique challenges faced by entrepreneurs, families, and savers like you. Through professional insights, engaging conversations, and practical tips, we’ll guide you toward a more confident, intentional, and simplified approach to success.Whether you’re a business owner, a committed saver, or someone ready to take the next step toward financial clarity, this podcast is designed to empower you. Join us as we navigate the path to a brighter financial future...together.

  1. 2D AGO

    Home Buying 101

    Buying a home is a major financial milestone, and getting the basics right matters. In this episode, we cover the core principles of home buying, including financial readiness, budgeting beyond the mortgage payment, and how a home purchase fits into your long-term plan. Whether you’re actively house hunting or planning ahead, this episode lays a strong foundation for making informed decisions. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [ SmartVestor investing professionals | RamseySolutions.com ]1 to learn more.

    58 min
  2. JAN 27

    Ep. 20 - Navigating a Financial Windfall with Confidence

    A financial windfall can bring opportunity, excitement, and a lot of pressure. Whether it’s from an inheritance, a business sale, or another liquidity event, sudden wealth requires thoughtful planning. In this episode, we walk through how to slow down, protect what you’ve built, and make intentional decisions that align with your values and long-term goals. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals |  RamseySolutions.com ]1 to learn more.

    44 min
  3. Ep. 15 - Rachel Cruze Talks Holiday Budgeting

    11/18/2025

    Ep. 15 - Rachel Cruze Talks Holiday Budgeting

    We’re sitting down with Rachel Cruze to talk all things holiday budgeting and how to enjoy the season without overspending. From gifting to gatherings to family expectations, we’re sharing how to stay grounded and focus on what truly matters this time of year. Follow us on Instagram: @rmwadeandcompany Find Rachel Cruze on Instagram: @rachelcruze Rachel's Podcasts: The Rachel Cruze Show, Smart Money Happy Hour and The Ramsey Show Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.  The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com]1 to learn more.

    48 min
  4. 11/11/2025

    Ep. 14 - A Moment for Gratitude

    This week is not about markets or money, it's all about gratitude. We're taking a moment to reflect on the people, conversations, and experiences that have made this year so meaningful. We're grateful for all those who have listened, supported, or worked with us in any way this year. Wishing you joy, rest, and a holiday season filled with the people you love. From our R.M. Wade & Company family to yours, thank you for being part of our journey and Happy Holidays! Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.  The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com]1 to learn more.

    17 min

Ratings & Reviews

5
out of 5
4 Ratings

About

Do you feel overwhelmed by financial jargon and complex money matters? Are you looking for practical advice to take control of your financial future with confidence?You’re in the right place.Wade Through It All–Success Simplified is your go-to podcast for breaking down complicated financial topics into actionable steps. Hosted by father-daughter financial advisors Robert M. Wade and Abigail F. Wade, CFP® of R.M. Wade & Company, Ltd., this podcast combines decades of experience with a shared passion for helping people build wealth, eliminate debt, and help them achieve their goals. Each week, we’ll tackle the questions you’re already asking, covering everything from financial planning and investments to unique challenges faced by entrepreneurs, families, and savers like you. Through professional insights, engaging conversations, and practical tips, we’ll guide you toward a more confident, intentional, and simplified approach to success.Whether you’re a business owner, a committed saver, or someone ready to take the next step toward financial clarity, this podcast is designed to empower you. Join us as we navigate the path to a brighter financial future...together.