Wealth Builders - A StatonWalsh Podcast
27 episodes - English - Latest episode: 3 months ago - ★★★★★ - 2 ratingsThis is Wealth Builders presented by StatonWalsh. A show designed to pull back the curtain of the financial industry and bring true transparency to the forefront of conversation. On the show we cover topics like financial education, current events, and interview business leaders and industry experts with the ultimate goal of helping listeners discover their own path to financial independence.This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor. Devin Walsh is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.
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Episodes
The Art of Financial Planning: Creative Optimism over Rational Pessimism
January 24, 2024 19:00 - 22 minutes - 15.2 MBAre you tired of the same old financial planning advice? It's time to tune into our latest podcast episode: "The Art of Financial Planning". In this episode, we dive deep into the world where finance meets creativity. Discover why financial planning isn't just about numbers and spreadsheets – it's an art form that blends science with imagination. 💡🎨 What's Inside: 🌐 The Intersection of Art and Science: Explore how blending analytical rigor with creative thinking can revolutionize your fin...
From Ukraine to the United States: A Financial Planning Journey with Polina Bolotnikova
December 06, 2023 16:00 - 32 minutes - 22.7 MBHave you ever thought about the importance of financial planning and how it differs from country to country? In our latest episode of Wealth Builders, we interview our very own Polina Bolotnikova, who moved from Ukraine to the United States two years ago. Our conversation with Polina delves into the stark contrasts between the financial markets in Ukraine and the United States. We take a deep look at the retirement planning landscapes, pension plans, and investment options in both countries...
Tax Talk 2024: What the IRS Changes Mean for You
November 28, 2023 15:00 - 24 minutes - 16.8 MBThis episode of Wealth Builders delves into the recently announced IRS updates for the 2024 tax year, offering listeners an in-depth understanding of the new tax brackets, standard deductions, and retirement plan contribution limits. Designed to assist taxpayers in proactive financial planning, this episode breaks down complex tax changes into easily digestible insights. Key Segments: Understanding the Tax Bracket Inflation Adjustment: Analysis of the 5.4% increase in tax brackets for 202...
Plan on Your Plan not Going According to Plan
November 07, 2023 16:00 - 34 minutes - 23.6 MBPlan on Your Plan Not Going According to Plan- The Most Overlooked Variable in Financial Planning As we unveil our newest WealthBuilders episode: "Plan on Your Plan not Going According to Plan" it might prompt you to question the use of "plan" in the title three times . And just like that, you’re engaged — because indeed, in the realm of financial planning, redundancy isn’t just a concept; it’s a critical strategy. In this episode, we deconstruct the conventional disdain for redundancy and...
"The Changing Landscape of HSA Contributions in 2024: What You Need to Know"
October 31, 2023 19:00 - 23 minutes - 15.9 MBWelcome to another episode of Wealth Builders! Today, we dive deep into the world of Health Savings Accounts (HSAs) and the notable changes set for 2024. If you're aiming to make the most of your healthcare finances or wondering how the recent IRS updates could impact you, this episode is packed with all the essential details you need. Whether you're an individual or supporting a family, understanding the 2024 HSA landscape is crucial. Let's unravel the intricacies together. Make sure to che...
What does a financial advisor actually do?
March 09, 2023 00:00 - 29 minutes - 20 MBAre you tired of hearing the term "financial advisor" thrown around without really knowing what it means? Do you want to know how a financial advisor can help you achieve your financial goals? Then this episode of Wealth Builders is for you! In this episode, we're going to answer a question that we get asked all the time - what the heck do financial advisors even do? We'll break it all down for you, covering the different types of advisors and what you should be looking for in yours. Whethe...
The 2023 Real Estate Market: Opportunities and Challenges
February 16, 2023 10:00 - 37 minutes - 25.6 MBJoin us on this week's episode of Wealth Builders, as we dive into the 2023 real estate market with Andrew Spangenberger and Brandon Rajotte of The Spangenberger Home Team. Andrew and Brandon will share their unique insights and expertise on the current state of the housing market, including the impact of COVID-19, consumer behavior, and regional differences. You won't want to miss this opportunity to hear about the challenges and opportunities facing buyers and sellers, as well as the role ...
Are Americans Experiencing a Retirement Savings Crisis?
February 02, 2023 10:00 - 21 minutes - 14.7 MBIs America on the brink of a retirement savings crisis? In this must-listen episode, we delve deep into the current state of retirement planning in the United States. A recent article published by Financial-Planning.com quoted a study that found 47% of Americans stopped saving for retirement last year due to inflation. In this episode we discuss our interpretation of the data and how investors can avoid common mistakes during volatile markets. Make sure to like and subscribe if you enjoyed...
Secure Act 2.0: A Closer Look
January 11, 2023 16:00 - 22 minutes - 15.8 MBRecently, a proposed expansion of the Secure Act known as Secure Act 2.0 was introduced in Congress. This expansion includes additional provisions that aim to further improve retirement security and address other financial issues faced by Americans, such as healthcare and Social Security. In this episode, we'll take a closer look at the key changes in Secure Act 2.0 and explore the potential benefits and drawbacks of these changes. As discussed in the episode, here is a link to the Michael...
When is the right time to own life insurance?
September 08, 2022 15:00 - 43 minutes - 29.9 MBIt's Life Insurance Awareness Month! Evan Roberts joins us on the podcast this week to discuss how life insurance works and when the right time to own it is. No one really wants to talk or think about life insurance, but if someone depends on you financially, it's a topic you can't avoid. Evan breaks down the the different stages of life where it may be beneficial to own a policy from just getting married to owning a business. This podcast is for informational purposes only. Although the i...
Top Gun & Bonds
July 07, 2022 10:00 - 29 minutes - 20.4 MBTop Gun and Bonds, what could they have in common? Make sure to listen in on this weeks episode to find out as we are joined by a very special guest, Kevin Flanagan. Kevin is the Head of Fixed Income Strategy at Wisdom Tree Asset Management. One of the topics we continue to see in the headlines is the talk around rising interest rates. We also talk about inflation and the strategies investors can use in the fixed income portion of their portfolios moving forward. This podcast is for infor...
Special Market Update
July 01, 2022 10:00 - 26 minutes - 18.3 MBIn this week's episode, we are going to be doing a special market update. A lot has been going on in the world and we thought it was necessary to provide some insight between our normal quarterly market webinars. Many topics are being discussed in the news like bear markets, recession and inflation. In this episode, we are going to break down each of those concepts and also talk about some principles that investors can adhere to in volatile markets. This podcast is for informational purpos...
Mixed Messaging - Who do you listen to?
June 20, 2022 10:00 - 15 minutes - 10.5 MBIn this week's episode we address the topic of mixed messaging in financial media. There are many different headlines daily in the media and as investors we can struggle with who is right and who is wrong. In today's conversation, we are going to pick apart how investors should look at financial news and how they might be able to understand it a little bit better and how to take action on their own. This podcast is for informational purposes only. Although the information has been gathered...
It's Wedding Season!
April 04, 2022 14:00 - 25 minutes - 17.6 MBIn this episode of Wealth Builders, we discuss all the issues and conversations you should be having when getting married. In 2022, there is expected to be over 2.6 million weddings in the United States! With all the planning and excitement leading up to the big day, it is important to have discussions on how each of you think about money and how you will save as a couple going forward. Click the links below for the checklist we discussed in the episode as well as the insurance calculator. ...
War, Oil & Inflation with WisdomTree Head of Equity Strategy Jeff Weniger
March 09, 2022 20:00 - 40 minutes - 27.7 MBIn this special episode we are joined by Head of Equity Strategy at WisdomTree, Jeff Weniger and Director for the Mid-Atlantic region, Brandon Liebman. During our conversation we discuss the war in Ukraine, inflation in the United States, the outlook on the Federal Reserve, the effects oil prices will have on the markets moving forward and what investors can expect through the end of 2022 and beyond in their investment portfolios. Meet with us This podcast is for informational purposes on...
What type of Retirement Plan is Best for my Business?
March 06, 2022 13:00 - 27 minutes - 19.2 MBThe topic of today's episode is corporate retirement plans, more specifically what types of plans exist and what may be best for business owners and their employees. We will break down each type of plan and help you decide on which may be best for your business. As promised, click the link below to download your guide to the different types of plans for your business and click the meet with us button to ask us any questions you may have! Download Your Guide Meet with Us This podcast is fo...
What is a Backdoor Roth IRA?
February 27, 2022 13:00 - 11 minutes - 7.65 MBIn this episode we will be discussing Backdoor Roth IRA contributions. This is a topic that has received a lot of press recently with talks of this strategy not being allowed in the future. We will breakdown exactly what a Roth IRA is and more importantly who is eligible for a backdoor contribution. As promised in the episode, click below for your guide on if a Backdoor Roth contribution would work for you. If you have questions about this topic, click the meet with us link below. Download ...
Skeletons or Diamonds: A look into the process of buying or selling a business
June 30, 2021 16:00 - 35 minutes - 24.6 MBIn this episode we have Kael Campbell, of Sikich Advisory, on to discuss the current market outlook for mergers and acquisitions. Kael provides great insight into the process of buying or selling a business including due diligence, financing, potential pitfalls and managing family dynamics. Kael left us with several key takeaways for both potential buyers and sellers in the current M&A environment. This podcast is for informational purposes only. Although the information has been gathered f...
Disability Insurance 101: What is it and who should have it featuring Dave Beck #007
May 12, 2021 16:00 - 24 minutes - 16.9 MBIn this week's episode we discuss the basics of Disability Insurance. May is Disability Insurance Awareness Month so we invited industry expert Dave Beck from Disability Insurance Services to help shed light on different aspects of Disability Insurance policies. This is part 1 of a 3 part series. Make sure to like and subscribe if you enjoyed the show! For more information on StatonWalsh please visit, StatonWalsh This podcast is for informational purposes only. Although the information ...
Navigating Workplace Policy During a Pandemic featuring Russell Berger Ep. #006
April 28, 2021 12:00 - 46 minutes - 32 MBIn this weeks episode we talk to Russell Berger, Principal & Department Chair of Labor and Employment Law at OffitKurman. As an accomplished labor and employment attorney and Department Chair, Russell provides business counsel to employers on employee matters. Russell shares his thoughts on how employers should navigate the workplace policies and procedures during Covid. With a large amount of employees working remotely currently, Russell has some great key points on what your company shoul...
Interview with "The New You" Author Greg Derwart Ep. #005
April 14, 2021 13:00 - 28 minutes - 19.4 MBIn this week's episode we are excited to be interviewing Greg Derwart. Greg is an accomplished operations executive and recently released his first book, The New You. We discuss Greg's goal mapping process and pivoting in a changing world and how this process transformed into his book. Make sure to check out the video portion on our YouTube channel here: https://www.youtube.com/channel/UCyMFggdUGloUDESUVxmq-qw This podcast is for informational purposes only. Although the information has ...
Interview with Specular Digital Founder Ryan Levy Ep. #004
April 07, 2021 12:00 - 25 minutes - 17.5 MBIn this week's episode we are joined by Ryan Levy, founder of Specular Digital. Specular is a creative studio who believes in meaningful storytelling, collaboration, and visual content. From 3D modeling and compelling visual effects, to fully animated videos and 3D product renders. We discuss what it was like starting his business during the pandemic and what are the steps every new business owner should take first. Make sure to check out our YouTube page as well to see the video of the in...
Why We Started StatonWalsh Ep. #003
March 25, 2021 18:00 - 22 minutes - 15.8 MBIn this week's episode we share our story. Who is StatonWalsh? Why did we start our company? Through our story we share our insights about our vision for the future of the financial industry and ultimate disruption into a new age of financial advisor - client relationships. This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be...
What do Tom Brady and long term investing have in common? Ep. #002
March 17, 2021 13:00 - 20 minutes - 14 MBIn this weeks episode we discuss what Tom Brady and long term investing have in common. As Ravens fans, it pains us to talk about Tom Brady but you have to admire his consistency and what he has accomplished. Those same traits could be key to investing success. Tune in to learn more! Make sure to like and subscribe if you enjoyed the show! For more information on StatonWalsh please visit, StatonWalsh This podcast is for informational purposes only. Although the information has been gathe...
What does Tom Brady and long term investing have in common?
March 17, 2021 13:00 - 20 minutes - 14 MBIn this weeks episode we discuss what Tom Brady and long term investing have in common. As Ravens fans, it pains us to talk about Tom Brady but you have to admire his consistency and what he has accomplished. Those same traits could be key to investing success. Tune in to learn more!
What can we expect in 2021?
March 05, 2021 15:00 - 15 minutes - 10.5 MBIn this week's episode Ryan and Devin discuss their views on what will happen to the stock market in 2021. Where is the optimism for the market coming from? How will the new stimulus package effect market movements and what can be anticipated beyond 2021? Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Devin Walsh: Securities offered through Founders Financial Securities, LLC M...
What can we expect in 2021? Ep. #001
March 05, 2021 15:00 - 15 minutes - 10.5 MBIn this week's episode Ryan and Devin discuss their views on what will happen to the stock market in 2021. Where is the optimism for the market coming from? How will the new stimulus package effect market movements and what can be anticipated beyond 2021? Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor. Devin Walsh: Securities offered through Founders Financial Securities, LLC M...