31 episodes
Your Financial Journey Providence Wealth Advisors
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- Business
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4.4 • 5 Ratings
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Providence Wealth Advisors, LLC ("PWA") is a wholly owned affiliate of Providence Bank & Trust ("PB&T"). The investment products and services offered by PWA are independent of the products and services offered by PB&T and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PWA. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the firm website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the firm or from any other investment professional. PWA is an SEC registered investment adviser company. To obtain a copy of their ADV Part 2A and Form CRS, visit www.providencewealth.com. PWA is located throughout the Chicagoland area and Northwest Indiana. To contact PWA, call 888-927-7387, email: askexperts@providencewealth.com, or write to 20220 S LaGrange Road, Frankfort, IL 60423.This podcast was recorded and is being made available by Providence Wealth Advisors, LLC (“PWA”) solely for informational purposes. PWA makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this podcast. The information, opinions, comments, statements, views and recommendations are general in nature and should not be considered professional advice. Unless specifically stated otherwise, PWA does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The information, opinions, comments, statement, views and recommendations expressed in this podcast do not constitute any listener being considered a client or customer of PWA and should not be construed as an offer to buy or sell securities or to make or consider any investment or course of action. The information, opinions, comments, statements, views and recommendations expressed or provided in this podcast (including by speakers who are not officers or employees of PWA) are not necessarily those of PWA and may not be current. PWA does not make any representation or warranty as to the accuracy or completeness of any of the information, opinions, comments, statements, views or recommendations contained in this podcast, and any liability therefor (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. PWA does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, opinions, comments, statements, views and recommendations set forth in this podcast.The third-party materials or content of any third-party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of PWA. PWA assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, PWA makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.No part of this podcast may, without PWA’s prior written consent, be reproduced, redistributed, published, copied or duplicated in any form, by any means.
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Your Financial Journey: Financial Topics Couples Should Discuss
Marriage, home ownership, children, retirement - no matter what milestone you
and your partner may be approaching, the discussion always seems to involve
money. And because preparing for the future is easier when you and your partner
are on the same page, Doug DeGroot and Brian Granato identify important financial
matters couples should discuss throughout their lives together.
With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Thank you for listening. Connect with Providence Wealth Advisors on Facebook, LinkedIn or Twitter. -
Your Financial Journey: 2024 Market Outlook
Did anyone really expect technology stocks to rise by 57 percent in 2023? Can it happen again? What about inflation and interest rates - will they hold at levels Americans can live with in 2024 and beyond? These are just a few of the issues Tom Clifford, Brian Granato and Doug DeGroot discuss in this Your FinancialJourney podcast as we recap 2023 and share our thoughts on the year ahead.
With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Thank you for listening. Connect with Providence Wealth Advisors on Facebook, LinkedIn or Twitter. -
Your Financial Journey: Savings Goals & Strategies
Whether your financial goals are long-term like saving for retirement or shorter term like buying a new car or making a down payment on a home, we're all looking for ways to make saving for the future easier. To share their personal insights and offer a few time-tested tips, several members of the PWA staff join together in this podcast to discuss Savings Goals and Strategies. What better time to revisit our goals and prepare for the future than with a New Year upon us?
With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Thank you for listening. Connect with Providence Wealth Advisors on Facebook, LinkedIn or Twitter. -
Your Financial Journey: Investing 101
We all know there are many ways to invest your hard-earned money - cash, bonds, stocks and a myriad of alternative strategies we hear and read about every day. What kinds of returns can you expect from these investments and what are the risks? How easy will it be to access your money if you need to raise cash? Listen to Investment Advisor Representative, SVP & Trust Officer Brian Granato and Executive Vice President Doug DeGroot discuss risk, reward and much more. Whether you're a new or seasoned investor, there's plenty to brush up on in this Investing 101 podcast.
With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Thank you for listening. Connect with Providence Wealth Advisors on Facebook, LinkedIn or Twitter. -
Your Financial Journey: Why Use a Financial Advisor?
Do you have a person you can call when a financial question arises? Is this person aware of your financial situation, background, goals, and objectives? Providing this level of knowledge and understanding requires a lot of work and collaboration behind the scenes. Listen in as Vice President & Trust Officer Jay Faler and Investment Advisor Representative Laura Fasan join Executive Vice President Doug DeGroot to share their perspective on a day in the life here at PWA and reasons to use a financial advisor.
With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Thank you for listening. Connect with Providence Wealth Advisors on Facebook, LinkedIn or Twitter. -
Your Financial Journey: 2023 Mid-Year Update
Can anyone honestly say they expected tech stocks to shoot up by 38 percent in the first half of this year? How about the S&P 500 gaining 14 percent? We think it’s safe to say these results surprised everyone. What might we expect from the U.S. economy and financial markets in the second half of this year? Listen in as Senior Vice Presidents Brian Granato and Tom Clifford of Providence Wealth Advisors join Executive Vice President, Doug DeGroot to share their thoughts about interest rates, inflation, the FED and stocks in this podcast – the 2023 Mid-Year Update.
With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
Thank you for listening. Connect with Providence Wealth Advisors on Facebook, LinkedIn or Twitter.