19 episodes

Your Financial Journey is a podcast brought to you by Providence Wealth Advisors providing you with timely information on relevant developments as well as strategies designed to help you enjoy greater peace of mind and achieve your wealth management goals. It's your journey and PWA is here to provide you with expertise, guidance and support every step of the way.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.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.

Your Financial Journey Providence Wealth Advisors

    • Business
    • 4.3 • 4 Ratings

Your Financial Journey is a podcast brought to you by Providence Wealth Advisors providing you with timely information on relevant developments as well as strategies designed to help you enjoy greater peace of mind and achieve your wealth management goals. It's your journey and PWA is here to provide you with expertise, guidance and support every step of the way.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.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.

    Your Financial Journey: Cryptocurrency 101

    Your Financial Journey: Cryptocurrency 101

    What are cryptocurrencies such as Bitcoin, Ethereum and others? Are they as speculative as noted investors believe or should digital assets be part of your investment portfolio? In this episode of Your Financial Journey, PWA’s Executive Vice President, Doug DeGroot, CFP® answers these questions and provides a high-level overview of cryptocurrency and blockchain technology. We hope you find this discussion helpful, and as always, thank you for listening.

    Quotations Cited:
    Bank of England Governor Andrew BaileyUnited Kingdom Financial Conduct Authority, January 2022Michael Hartnett, Chief Investment Strategist at Bank of America, 2022Steve Isaacs, Alvine Capital, 2022Warren Buffet, CNBC, February 2020Warren Buffet, CNBC, March 2014Warren Buffet, Shareholder Meeting, 2018
    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.

    • 17 min
    Your Financial Journey: Mid-Year Update

    Your Financial Journey: Mid-Year Update

    How high will interest rates go? What might the war in Ukraine and mid-term elections mean for our economy and financial markets? It's hard to believe that it's time to review current market conditions and look ahead to the second half of 2022. Doug DeGroot, Brian Granato and Tom Clifford provide a mid-year update on these important topics that have the potential to impact the performance of our economy and your investments in this second half of 2022.

    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.

    • 39 min
    Your Financial Journey: Market Indexes: What Do They Mean?

    Your Financial Journey: Market Indexes: What Do They Mean?

    To determine how your investment account is performing, do you look at the Dow Jones, the S&P, or what you’re hearing on TV? To help you answer this question, Doug DeGroot, CFP® devotes this monthly podcast to Market Indexes and what they mean. What investment index means the most to your portfolio? How can it help you evaluate your return? Listen in and thanks for your continued support of Providence Wealth Advisors. 

    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.

    • 13 min
    Your Financial Journey: Converting to a Roth IRA

    Your Financial Journey: Converting to a Roth IRA

    Is this the year to convert your traditional IRA to a Roth? Take a few minutes and learn more about Roth conversions as Executive Vice President Doug DeGroot, CFP® and Jay Faler, Assistant Vice President and Trust Officer explore the question that so many IRA owners are asking. It's a question worth asking and the subject of our latest Your Financial Journey Podcast. Thanks for listening!

    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.

    • 30 min
    Your Financial Journey: Inflation, Interest & Risk

    Your Financial Journey: Inflation, Interest & Risk

    It hasn't taken long for 2022 to get interesting! What's driving inflation? What will higher rates mean for fixed income investments? Listen as Executive Vice President, Doug DeGroot, CFP® discusses a few steps the PWA team is taking to better manage the risks associated with rising interest rates, growing inflation and economic instability around the world.

    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.

    • 19 min
    Your Financial Journey: 2022 Economic Outlook

    Your Financial Journey: 2022 Economic Outlook

    What can investors expect in the coming year? Listen as Doug DeGroot, CFP®, Executive Vice President and senior PWA Team members Tom Clifford and Brian Granato discuss the issues that have the potential to impact the performance of our economy and your investments in 2022. Listen here!

    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.

    • 28 min

Customer Reviews

4.3 out of 5
4 Ratings

4 Ratings