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DHG Wealth Advisors

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Location:

United States

Language:

English


Episodes

DHG Wealth Advisors Podcast Episode 04: Letter From the Heart

11/13/2018
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In this episode, we're joined by DHGWA financial advisor Clay Thornton from Charleston, SC and insurance specialist Maria Tobin with DHG Agency. These two veterans of the industry share the benefits of documenting your family’s financial affairs using DHG Wealth Advisors’ Letter From the Heart. We’ve designed the Letter From the Heart to be a written summary that can be passed on to your heirs documenting your full financial picture and also to express your end-of-life wishes. Download...

Duration:00:10:31

DHG Wealth Advisors Podcast Episode 03: Employer Sponsored Retirement Plans

10/11/2018
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In this episode, we're joined by DHGWA financial advisor Jason Lunsford. Jason helped created and currently leads our retirement plan services division – which means Jason is involved in the design, implementation, and advising of employer sponsored retirement plans. Together we discussed three of the most common retirement plan options: The SIMPLE IRA, the SEP IRA, and the 401(k). Transcript: DHG Wealth Advisors Podcast Episode 03: Employer Sponsored Retirement Plans

Duration:00:05:24

DHG Wealth Advisors Podcast Episode 02: 529 College Savings Accounts

8/27/2018
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Each month we will interview financial advisors, CPAs, lawyers, and a variety of financial services professionals to share planning strategies and investment insights to help you achieve your goals. In this episode, we’ll be joined by DHGWA financial advisors Amy Manning, CFP® and Justin Baas, CFP® to discuss one of the most powerful and tax-advantaged tools to help you save for your child or grandchild’s college education: 529 College Savings accounts. Transcript: DHG Wealth Advisors...

Duration:00:11:18

DHG Wealth Advisors Podcast Episode 01: Sustainable Investing

7/27/2018
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As part of our enhanced communication strategy we are pleased to announce a brand new monthly podcast – DHGWA Insights. The podcast will be an opportunity to take a deeper dive into the topics we think matter most to you, and each month we will interview financial advisors, CPAs, lawyers, and a variety of financial services professionals to share planning strategies and investment insights to help you achieve your goals. In our first episode, we have a special interview with Marcus...

Duration:00:09:47