The second bucket in your financial plan is the income bucket. The “A” in W.E.A.L.T.H. stands for “all expenses covered by income.” On today’s episode, we sit down with...
All Episodes
Establish Your Savings – The Savings Bucket with Jake Stone, Wealth Advisor
Having a robust savings plan is one of your most important assets. Unfortunately, our high school and college systems lack strong educational programs about financial literacy, leaving many people...
Cash Flow & Control with Ashley Sowers, Wealth Advisor
On the Way 2 Wealth, we are all about education and making money simple. It’s our mission to help you understand your cash flow and give you control of your finances, and therefore your...
Credit and Interest Rate Efficiency with Shane Heizer, Wealth Advisor
Credit and interest rates are two things we truly need to understand to pursue financial independence. They are two bricks in your foundation. We live in a capitalist society and this means we can...
Legacy and Family Constitution with Rich Christiansen
Why do we build wealth? Why do strive for financial independence? It’s for our families. On today’s episode, we are going to speak about strengthening our family structure through values and...
Insurance Maximization with Darron Miller
Without comprehensive insurance coverage, you are putting your money and your life at risk. Unfortunately, a lot of the insurance industry is based on a sales model rather than a strategic planning...
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...
Estate Planning for Your Family with Alan Brown
Estate planning is about preparing your family’s legacy, giving them the tools to pass on your values. There are many parts of estate planning that have repercussions for you and your family. Today,...
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®...
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