25 episodes
Wise Money with Brad Olson and Joe Wilson Brad Olson and Joe Wilson
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- Business
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5.0 • 9 Ratings
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Brad Olson, Joe Wilson and the team at Olson & Wilson Private Capital bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
Joseph R Wilson III has been in the financial service industry since 2006. An Accredited Asset Management Specialist (AAMS) he has passed the Series 7,31 and 66 securities exams and holds life & health insurance license. Joe’s focus is on asset management, proper asset allocation, retirement income planning, and preparing our clients to live a confident retirement even through the most challenging volatile markets so they can be and stay retirement ready!
Joe’s goal is to bring finance to life with his clients without all the Wall Street “jargon words”. “Helping our clients navigate the Retirement Ready process is my mission and passion in life! Everyone deserves the opportunity to retire with confidence” -Joe Wilson III.
Bradley M. Olson, CPA/PFS is a founding partner of Olson & Wilson Private Capital. He is a CPA (Certified Public Accountant) and has earned the prestigious AICPA PFS (Personal Financial Specialist) designation.
Brad has over 25 years experience in financial planning for clients. For over 20 years, he has specialized in designing strategies that help employees prepare for and successfully navigate through retirement. Brad’s understanding of the various retirement programs and extensive knowledge of the investment and financial planning world allow him to bring a unique perspective to the process of designing a retirement plan for an individual or family.
Brad’s goal with every client is to design a retirement plan that lets you “Be and Stay Retirement Ready”.
For more information or to get your own questions answered, call (844) 657-1072 or visit https://www.owprivatecapital.com.
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Do NOT Fight The Fed! How To Protect Your Assets & Win In Retirement
Brad Olson and Joe Wilson kick off the new episode of Wise Money discussing the Fed and interest rate hikes. Brad & Joe explain why they say "DO NOT FIGHT THE FED" and explore the impact that inflation can have on folks saving for their retirement. The duo also explore the dangers of hoping that things will change rather than doing anything to actively partake in planning to weather the financial storms that you may encounter on the road to retirement.
For more information call Brad Olson and Joe Wilson at (844) 657-1072 or visit owprivatecapital.com.
See omnystudio.com/listener for privacy information. -
How To Protect Your Money From The Banking Crisis
Brad Olson and Joe Wilson kick off the new episode of Wise Money with everything you need to know about the banking crisis, rising interest rates, inflation and the Fed. Brad & Joe talk about how to protect your money from the volatile market and why a tax plan is imperative to your success in your plan to be and stay retirement ready. The duo share their tips to defend your retirement dollars in any economic climate.
For more information call Brad Olson and Joe Wilson at (844) 657-1072 or visit owprivatecapital.com.
See omnystudio.com/listener for privacy information. -
Are Your Retirement Savings Sitting In A Junk Drawer?
On this episode of Wise Money with Brad Olson and Joe Wilson, Brad and Joe offer tips to help organize your retirement junk drawer.
Call Brad Olson and Joe Wilson and the team at Olson Wilson Private Capital at 844-657-1072 or online at owprivatecapital.com.
See omnystudio.com/listener for privacy information. -
How To Create Guaranteed Lifetime Income
On this episode of Wise Money with Brad Olson and Joe Wilson, Brad and Joe explain how to create guaranteed lifetime income in retirement. Olson & Wilson discuss the economic climate for the year ahead. Brad & Joe explore market returns following a rocky 2022 and offer tips you can apply to your retirement plan.
Call Brad Olson and Joe Wilson and the team at Olson Wilson Private Capital at 844-657-1072 or online at owprivatecapital.com.
See omnystudio.com/listener for privacy information. -
How To Protect Your Assets & Build Income For Life
On this episode of Wise Money with Brad Olson and Joe Wilson, Brad and Joe discuss the tax planning process when preparing for retirement. Olson Wilson Private Capital's Director of Operations Kelsey Albrinck joins the show to offer insight on the important financial planning decisions you should make with your spouse.
Call Brad Olson and Joe Wilson and the team at Olson Wilson Private Capital at 844-657-1072 or online at owprivatecapital.com.
See omnystudio.com/listener for privacy information. -
The Key To Protecting Your Money From Surging Inflation
On this episode of Wise Money with Brad Olson and Joe Wilson, Brad and Joe discuss the tax season challenges and how to get ahead of the curve. Olson & Wilson talk about recessionary concerns and share the offer solutions that you can apply to prepare and plan so that you emerge from the market panic unscathed with your retirement in tact.
Call Brad Olson and Joe Wilson and the team at Olson Wilson Private Capital at 844-657-1072 or online at owprivatecapital.com.
See omnystudio.com/listener for privacy information.
Customer Reviews
Great advice
The show really explained well the importance of having professionals review your retirement portfolio! Thanks!
Great Advice!
Owen and Wilson are such a tremendous tag team. They are so knowledgeable and make everything so simple. I love listening to them!