Financial Smart Takes
9 episodes - English - Latest episode: about 4 years ago -Keith Donnell, President and Founder of ModernWealthConcepts LLC, is a Certified Financial Planner Professional with more than 30 years of experience helping people from all over the world maximize the effectiveness of their financial resources. He calls it Financial Life-Empowerment and it's the key ingredient for building wealth in your lifetime. Listen in as Keith unlocks the secrets of getting control of your financial resources so you can enjoy life and build wealth. *ModernWealthConcepts LLC is a Registered Investment Advisor in the State of Pennsylvania
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Episodes
Risk Tolerance
May 26, 2020 15:04 - 23 minutes - 21.7 MBDo you know your risk tolerance? Knowing and understanding your risk tolerance is the key ingredient of investment success over time. Listen in as Keith Donnell talks about the relation between risk and reward and how to use risk tolerance to design the portfolio that is right for you. Modern Wealth Concepts Website Email Keith Donnell Call Keith at 215-782-1877
Should I Sell?
March 10, 2020 12:34 - 28 minutes - 26.2 MBStocks are down, and investors have questions. Treasury bond prices are up. Oil prices are down. Should I sell? Stock markets are notoriously hard to predict. People are worried. What do we do? Join us as Keith tackles these questions in detail in this episode of Financial Smart Takes. Modern Wealth Concepts Website Email Keith Donnell Call Keith at 215-782-1877
Setting and Achieving Financial Goals
February 19, 2020 08:35 - 21 minutes - 20 MBIn this Podcast, Keith Donnell discusses the art and discipline of setting and achieving SMART financial goals. SMART goals are more than just a cliché. They are the most important ingredient in making your financial future work. Resources: Modern Wealth Concepts Website: http://www.modernwealthconcepts.com/ Call Keith at 215-782-1877
The Estate Planning Gateway
December 18, 2019 08:31 - 31 minutes - 28.9 MBThe Estate Planning Gateway: Listen in as Keith Donnell discusses one of the most important financial topics of our lifetimes, the Estate Planning Gateway. What is the Estate Planning Gateway? What tools do you need to avoid the common pitfalls of not being prepared for the end of life situations that affects us all? Get the information you need to make smart decisions. Resources: Modern Wealth Concepts Website Email Keith Donnell Call Keith at 215-782-1877
Mastering Your Cash Flow To Build Wealth
November 20, 2019 08:26 - 29 minutes - 26.6 MBMastering Your Cash Flow is the most important ingredient in building wealth over time. Listen in as Keith Donnell shares his insights into the process of effectively managing your cash flow to achieve your financial goals and objectives. Resources: Modern Wealth Concepts Website Email Keith Donnell Call Keith at 215-782-1877
Retirement in America
October 23, 2019 07:21 - 30 minutes - 27.6 MBJoin us as Keith Donnell discusses the unique challenges facing the American workforce planning for retirement in the age of do-it-yourself retirement plans. Learn to break through the obstacles in your path to planning the retirement of your dreams. Resources: Modern Wealth Concepts Website Email Keith Donnell Call Keith at 215-782-1877
Trailer
September 16, 2019 07:09 - 3 minutes - 3.17 MBMeet Keith Donnell, of Modern Wealth Concepts, located just outside Philadelphia, Pennsylvania. Keith explains why he is only responsible to you, his clients. Also, Keith explains financial empowerment - and why it's so important. Resources: Modern Wealth Concepts Website: http://www.modernwealthconcepts.com/ Call Modern Wealth Concepts at 215-782-1877.
5 Keys To Financial Life Empowerment
September 16, 2019 07:04 - 26 minutes - 24.7 MBIn our first episode, Keith Donnell, President and Founder of ModernWealthConcepts LLC, explains the 5 Keys to Financial Life-Empowerment. Those keys are: Develop clear and deeply ingrained priorities to guide you in decision making Spend less than you earn in order to generate excess cash for savings and investment Avoid credit card debt in order to minimize the expenses of over-consumption and high interest rates Own assets that go up in value over time – equity ownership is the invest...
5 Keys To Financial Life
September 16, 2019 07:04 - 26 minutes - 24.7 MBIn our first episode, Keith Donnell, President and Founder of ModernWealthConcepts LLC, explains the 5 Keys to Financial Life-Empowerment. Those keys are: Develop clear and deeply ingrained priorities to guide you in decision making Spend less than you earn in order to generate excess cash for savings and investment Avoid credit card debt in order to minimize the expenses of over-consumption and high interest rates Own assets that go up in value over time – equity ownership is t...