Category: Financial Planning

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    Protecting Your Assets with Attorney Andrew Howell

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    Protecting Your Assets with Attorney Andrew Howell

    In the Way2Wealth®, a strong foundation is necessary. Two bricks of that foundation are estate planning and asset protection. They are essential to your long-term financial goals, especially beyond your lifetime. We often put off estate planning because it is uncomfortable to speak about. However, it needs to be addressed if we are going to leave a legacy for our families. Asset protection is a critical part of estate planning. How are you protecting your assets and your estate? Is your plan developed in a tax-efficient manner? On today’s episode, we are bringing on attorney, Andrew Howell. He is the...read the full article

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    Tax and Estate Planning with Robert Keebler, CPA®

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    Tax and Estate Planning with Robert Keebler, CPA®

     As we continue our discussion on taxes and their role in building our foundation, we want to address tax planning, tax compliance, and estate planning. So, today we invited on Robert Keebler, CPA® and the founder of Keebler and Associates, to discuss this complicated but important topic. Robert’s business is based in Green Bay, Wisconsin, where they serve clients by helping them navigate the world of taxes and estate planning. Tax rules are constantly changing, affecting our family’s future income. Using statutory tax shelters such as a 401(k) or a Roth can be a way to safe way to...read the full article

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    Planning for Taxes with Jeff Socha

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    Planning for Taxes with Jeff Socha

    One of the most important factors we need to consider when we are establishing our financial foundation is taxes. They can be one of, if not the largest, expenses that we pay throughout the year. Whether you are a small business entrepreneur or are retired, having an efficient tax strategy is a must when you are on your way to wealth. On the show today, Jeff Socha, the founder of Socha Consulting, is joining us to talk about taxes. We have all felt the anxiety of what we will have to pay when tax season rolls around, but Jeff explains...read the full article

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    It Takes a Team ‘2’ Build Wealth with Garrett Gunderson

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    It Takes a Team ‘2’ Build Wealth with Garrett Gunderson

    We’ve discussed the ‘Way’ on The Way2Wealth®. Today, we are going to focus on the ‘2’ and exactly what it means to have an efficient team. To help us with our discussion today, we are happy to invite Garrett Gunderson, the founder of the Wealth Factory, on the show. Throughout his career, he has been drawn to helping entrepreneurs with their finances and seeing business owners prosper with a dynamic organization. Growing up in the small town of Price, Utah, Garrett had dreams of entrepreneurship from a young age. He recognized the scarcity mindset within his own family and within...read the full article

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    The ‘Way’ We Approach Money and Life with Bonnie Bailey, CFP®

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    The ‘Way’ We Approach Money and Life with Bonnie Bailey, CFP®

    We launched the podcast last episode by sharing the meaning behind the name of the show in order to provide the foundation for where we want to go each week. Today we’re going to drill down a little deeper and discuss the ‘Way’ and what it means in our day-to-day lives. To help us do this, we asked Bonnie Bailey, CFP®, VP of Business Development and Wealth Advisor, to be our guest and share her view on what this means within our company and for our clients. She has an incredible story about how she ended up in this industry...read the full article

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    The Meaning Behind The Way2Wealth®

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    The Meaning Behind The Way2Wealth®

    Welcome to the podcast. We’re excited to be rolling out the first of many episodes that we’ll use to help better prepare you for retirement by teaching you about the approach we take every day with our clients. Before we get into the specifics of financial and retirement planning, we wanted to set a foundation for the podcast and what you can expect as we move forward. The best way to do that is by giving you some background on our host, Scott Ford, and what The Way2Wealth® idea is all about. As you’ll hear on this debut episode, the...read the full article

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