What the Finance - The Current Market Landscape
In this episode of What the Finance, Ali and Pat examine the market environment throughout 2023, while also providing their perspectives on the outlook for 2024.
11 Okt 202316min
Navigating Real Estate Trends with Andrew Reichert and Dan Croce (EP. 15)
On this month's show, Sam and Ali are joined by Andrew Reichert and Dan Croce to delve into the latest developments in the ever-changing real estate market, providing their perspective on the current ...
27 Sep 202332min
What the Finance - Effective Strategies for Charitable Giving
In this episode of What the Finance, Sam delves into the art of strategic charitable gifting, offering listeners insights into maximizing the impact of their donations while navigating the ever-evolvi...
13 Sep 202311min
Elevating Financial Literacy for the Next Generation with Bill Lucas and Toni Schlieper (EP. 14)
On this month's show, Sam and Ali welcome Bill Lucas and Toni Schlieper to the podcast to discuss Junior Achievement's goal of enhancing financial literacy among the next generation, as well as steps ...
30 Aug 202338min
What the Finance - Integrating HSA's into Your Financial Plan
In this episode of What the Finance, Ali simplifies Health Savings Accounts (HSA's), and how they could be a valuable addition to your financial picture.
9 Aug 20237min
News Flash - The U.S. Debt Downgrade
Sam is joined by Waldron's own Ben Greenfeld and Pat Ellsworth to discuss recent headlines surrounding the U.S. debt downgrade.
2 Aug 202319min
Breaking Down Qualified vs. Nonqualified Plans and the Impact of New Legislation with Evan Hirsh (EP. 13)
On this month's show, Sam and Ali invite Evan Hirsh to explore the differences between qualified and nonqualified retirement plans. Together, they explore the complexities that surround new legislatio...
26 Jul 202336min
What the Finance - Maximizing Tax Benefits with IRAs
In this episode of What the Finance, Sam delves into Individual Retirement Accounts (IRAs). Discover the different IRA types, contribution strategies, and withdrawal considerations. Join us as we expl...
12 Jul 202312min
