28 episodes

Financial advice from trusted advisors. Learn all about social security, investment, retirement planning and more.

Your Wealth Health with Erik Brenner yourwealthhealth

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Financial advice from trusted advisors. Learn all about social security, investment, retirement planning and more.

    Why a Primary Financial Advisor is as Important as a Primary Care Doctor | Your Wealth Health

    Why a Primary Financial Advisor is as Important as a Primary Care Doctor | Your Wealth Health

    Welcome to another episode of Your Wealth Health!Do you have a primary financial advisor like you have a primary care doctor? Join Erik Brenner and the Hilltop Wealth Solutions team as we explain why it’s so important to have a financial advisor that is acting in your best interest. We'll also explain how you can avoid some common financial mistakes many people make during a crisis like the current COVID-19 pandemic. New episode every Saturday at 9:30am on FOX Michiana or YourWealthHealth.com!

    • 29 min
    Making Solid Financial Decisions In a Shaky Economy | Your Wealth Health

    Making Solid Financial Decisions In a Shaky Economy | Your Wealth Health

    Welcome to another episode of Your Wealth Health! How do you make tough decisions about your retirement plans when the economy seems so shaky? Join Erik Brenner and Matt Aurenz of Hilltop Wealth Solutions as they provide answers and insight into how you can best navigate your financial plans in a volatile economy. New episode every Saturday at 9:30am on FOX Michiana or YourWealthHealth.com!

    • 29 min
    You Can’t Spend What You Don’t Keep | Strategies That Save You Money on Taxes | Your Wealth Health

    You Can’t Spend What You Don’t Keep | Strategies That Save You Money on Taxes | Your Wealth Health

    Welcome to another episode of Your Wealth Health! Today, we dive into the truth behind the phrase 'You can't spend what you don't keep' and discuss ways you can be proactive in your tax planning. Host and CEO Erik Brenner is joined in conversation with private wealth advisor Bill Davis, as we walk you through tax planning options that could save you a lot of money.  Tune in Saturdays at 9:30am on FOX Michiana or YourWealthHealth.com! 

    • 29 min
    Your Wealth Health | A Gift From the IRS & Healthcare Questions

    Your Wealth Health | A Gift From the IRS & Healthcare Questions

    Welcome to another episode of Your wealth Health! This week, Matt Aurenz, Director of Wealth Management, fills in as host and is joined in discussion with Bill Davis, Private Wealth Advisor with our firm. Believe it or not, the IRS has done something nice. Matt and Bill breakdown new rules that may benefit you, and discuss important information about health care and pensions that you need to know. New episode every Saturday at 9:30am EST on FOX Michiana or at YourWealthHealth.com!

    • 29 min
    The Market Volatility Rollercoaster | Your Wealth Health

    The Market Volatility Rollercoaster | Your Wealth Health

    Welcome to another episode of Your wealth Health! This week, host Erik Brenner is joined by Hilltop Partner and Private Wealth Advisor, Elizabeth Foley, CFP, CRPC. Today's discussion focuses on the rollercoaster ride that is market volatility, and what we can do to keep our money and retirement dreams safe. Erik and Beth breakdown the importance of tax planning, the benefits of Roth IRAs and 401Ks, and provide powerful insight on the time value of money. New episode every Saturday at 9:30am EST on FOX Michiana or at YourWealthHealth.com!

    • 29 min
    Is a Reverse Mortgage Right for You? ft. Don Graves | Your Wealth Health

    Is a Reverse Mortgage Right for You? ft. Don Graves | Your Wealth Health

    In this episode, we cover the topic of reverse mortgages. We welcome one of the country’s leading experts on the topic, Don Graves, for trusted insight. Don is a leading educator on incorporating housing wealth/reverse mortgages into retirement income planning. Our discussion covers how exactly reverse mortgages work, clarifies commonly held misconceptions, and describes the various situations where a reverse mortgage may be an option to consider. Watch and find additional insight at YourWealthHealth.com!New episode every Saturday at 9:30am EST on FOX Michiana.

    • 29 min

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