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Wade Through It All

R.M. Wade & Company, Ltd.

Do you feel overwhelmed by financial jargon and complex money matters? Are you looking for practical advice to take control of your financial future with confidence?You’re in the right place.Wade Through It All–Success Simplified is your go-to podcast for breaking down complicated financial topics into actionable steps. Hosted by father-daughter financial advisors Robert M. Wade and Abigail F. Wade, CFP® of R.M. Wade & Company, Ltd., this podcast combines decades of experience with a shared passion for helping people build wealth, eliminate debt, and help them achieve their goals. Each week, we’ll tackle the questions you’re already asking, covering everything from financial planning and investments to unique challenges faced by entrepreneurs, families, and savers like you. Through professional insights, engaging conversations, and practical tips, we’ll guide you toward a more confident, intentional, and simplified approach to success.Whether you’re a business owner, a committed saver,

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Odcinki

41 odcinków

  1. The Money Conversations Families Avoid 56:33
  2. Emergency Funds: Your Financial Safety Net 1:05:20
  3. Financial Terms Everyone Pretends to Understand 1:08:19
  4. What Does a Financial Advisor Actually Do? 1:05:08
  5. The State of AI, According to Us 52:57
  6. Trump Accounts: What You Need to Know 44:40
  7. The Sandwich Generation: Balancing Kids, Aging Parents & Your Own Finances 54:29
  8. Teaching Kids About Money Without Creating Fear 46:37
  9. The Money Beliefs We Need to Leave Behind 49:17
  10. 2026 Midyear Market Outlook with Dr. Jeffrey Roach 52:18
  11. Understanding Your Financial Personality 57:14
  12. Scaling a Business and Planning for What's Next with Dena Jalbert & Lori McLane 1:06:25
  13. Spring Cleaning For Your Finances 35:53
  14. Market Volatility: Staying Calm When It Matters Most 55:52
  15. The Millionaire Mindset: What Wealthy People Do Differently 40:00
  16. From Startup to Scale: A Conversation with Helen Kakouris, CPA 54:52
  17. Protecting Your Identity and Your Money 27:41
  18. The Federal Reserve: Interest Rates, Inflation, and the Economy 35:39
  19. Buying a Car with Confidence 57:58
  20. Home Buying 101 58:03
  21. Ep. 20 - Navigating a Financial Windfall with Confidence 43:42
  22. Ep. 19 - Navigating Employee Benefits 55:19
  23. Ep. 18 - New Year, New Goals 42:37
  24. Ep. 17 - The Psychology of Spending 43:13
  25. Ep. 16 - Budget Fear to Freedom 37:06
  26. Ep. 15 - Rachel Cruze Talks Holiday Budgeting 47:35
  27. Ep. 14 - A Moment for Gratitude 17:22
  28. Episode 13 - Raising Financially Savvy Kids 31:42
  29. Ep. 12 - You Asked, We Answered! 54:38
  30. Ep. 11 - The Age-Proof Brain With Dr. Marc Milstein 1:31:26
  31. Ep. 10 - Proactive Tax Planning with Karen Ross, EA 51:54
  32. Ep. 9 - Money Across Generations: A Discussion with Erika Wasserman & Reese 57:07
  33. Ep. 8 - A Conversation with Dr. Jeffrey Roach, LPL’s Chief Economist 51:06
  34. Ep. 7 - Retirement Planning & Making Your Money Last 27:16
  35. Ep. 6 - Let's Talk Retirement Plans with Denise Appleby 58:20
  36. Ep. 5 - Social Security Insights with Heather Schreiber 1:02:09
  37. Ep. 4 - Heart of a Teacher: Empowering Through Education with Kelsey Wade 31:41
  38. Ep. 3 - Financial Do’s and Don’ts: Small Changes for Big Impact 51:57
  39. Ep. 2 - Ready, Set, Invest: How to Know You're Prepared 42:19
  40. Ep. 1 - Who We Are, How We Help, and Why It Matters to Your Future 36:22
  41. Wade Through It All - Success Simplified 1:51