DHG Wealth Advisors

Presented by: Dave Koppenheffer, CFP®, Financial Advisor Special Guest: Morgan Housel In this latest episode, DHGWA is joined (for part II) by the author of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, Morgan Housel. Together we dive into how to save like a pessimist and invest like an optimist, why being wealthy and feeling wealthy aren't the same thing, and Morgan's thoughts on the COVID-19 pandemic. Book give-away & contest question #2: For a chance to win a copy of The Psychology of Money: Timeless Lessons on Wealth, Greed and Happiness, and have your answer featured in a future podcast, email us by October 21 at podcast@dhgwa.com your answer to the following question: What motivates you (or has motivated you) to save and build wealth? We're looking for some wonderful one-word answers. In his book, Morgan tells us that "Wealth is what you don't see." We all see the cars, the clothes, and the Instagram photos, but it's the unseen money -- the money in our bank and investment accounts -- that can offer us something much greater. It can offer us freedom, flexibility, time, security, independence, and so on... What means the most to you? Transcript: DHG Wealth Advisors Podcast Episode 13: Morgan Housel & The Psychology of Money Part II For all episodes, subscribe via Google Play, iTunes or Podbean Have comments or episode suggestions? Email us at podcast@dhgwa.com

Presented by: Dave Koppenheffer, CFP®, Financial Advisor Special Guest: Morgan Housel In our latest episode, DHGWA is joined by the author of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, Morgan Housel. Together we discuss Morgan's background as a columnist for The Motley Fool and Wall Street Journal as well as the central theme of his book: "Investing is not the study of finance. It's the study of how we behave with money." Book give-away & contest question: For a chance to win a copy of The Psychology of Money: Timeless Lessons on Wealth, Greed and Happiness, and have your answer featured in a future podcast, email us by October 16th at podcast@dhgwa.com your answer to the following question: How has a stroke of good luck changed your life for the better? In his book, Morgan tells the amazing story of how Bill Gates went to one of the only high schools in an America that had a computer. We all have wonderful stories of good fortune, luck, or serendipity that change our lives for the better... and we want to hear yours! Transcript: DHG Wealth Advisors Podcast Episode 12: Morgan Housel & The Psychology of Money Part 1 For all episodes, subscribe via Google Play, iTunes or Podbean Have comments or episode suggestions? Email us at podcast@dhgwa.com

Presented by: Dave Koppenheffer, CFP®, Associate Financial Advisor Special Guest: Skotty Wannamaker, Financial Advisor Don't you know money doesn't grow on trees!!? On our last episode we asked you to email us "What you hope your children or grandchildren will learn about money" for a chance to win a copy of Mitch Anthony's Financial Lit Kit. Today, the DHGWA Insights Podcast is joined by our own Skotty Wannamaker to dig into the mailbag, read your answers, and reveal our winners! Transcript: DHG Wealth Advisors Podcast Episode 11: Special Mailbag Episode - Children and Money For all episodes, subscribe via Google Play, iTunes or Podbean Have comments or episode suggestions? Email us at podcast@dhgwa.com

Having enough money isn't enough. On Today's Podcast we're joined by author of the New Retirementality, Mitch Anthony, to discuss Return on Life; a tool that helps us identify and explore your values and priorities and a philosophy that puts your life, not just your money, at the center of the conversation. We'll also be raffling off copies of Mitch's Financial Lit Kit! A series of children's books for ages 5-10 year's old. For your chance to win, email us at podcast@dhgwa.com and tell us what lesson do you hope your children or grandchildren will learn about money? All entries must be received by Friday, May 22nd. Good luck! Transcript: DHG Wealth Advisors Podcast Episode 10: Mitch Anthony and Return on Life

Scott Bosworth from Dimensional Fund Advisors (DFA) joins the DHGWA Insights Podcast to tell the incredible (and disastrous!) tale of Sir Isaac Netwon’s Investment in the South Sea Company. The story illustrates how our psychology, although it means well, can lead us to make sub-optimal, puzzling, and in some cases just plain wrong decisions that can hinder our financial success. Transcript: DHG Wealth Advisors Podcast Episode 09: Psychology & Investing

Two students attend the same college, which one pays less for tuition? The first one, of course, because she remembered to apply for a merit-based scholarship, received a one-time grant for declaring as an engineering major, and is a getting a partial scholarship for playing soccer. It's simple, right? Okay, the college admissions process is a lot of things, but simple isn't on the list. On this episode of the DHGWA Insights Podcast, we're joined by Taylor Cocherell -- a former college admissions officer -- to help us breakdown five of the most common questions and misconceptions about college cost. Transcript: DHG Wealth Advisors Podcast Episode 08: College Admissions

Earlier this year, the SECURE Act (Setting Every Community Up for Retirement Enhancement) breezed through the the House of Representatives. The bill is currently stuck in the Senate, but it would make a number of changes to the rules around 401(k)s and IRAs. Tune in as we're joined by three special guests to dig into the SECURE Act and uncover planning strategies and opportunities around the potential changes. Transcript: DHG Wealth Advisors Podcast Episode 07: SECURE Act

Tax season is officially in full swing. The DHGWA Insights Podcast welcomes DHG Federal Tax Partner, Nathan Clark, to discuss tax reform and five of the most important changes impacting individuals. Join us as we explore why many (but not everyone) will get a tax reduction. Why more taxpayers will be taking the standard deduction. And why you may need to review your tax withholding for next year. Transcript: DHG Wealth Advisors Podcast Episode 06: Tax Reform

It's not too late! On this month's show, we are joined by Will Boyd, CPA with DHG, to discuss the key considerations for making 2018 IRA contributions before the April 15th deadline. We play the first edition of the "Ask a DHG CPA" game. And we highlight the IRS's latest increase in retirement plan contribution limits for 2019. Transcript: DHG Wealth Advisors Podcast Episode 05: New Limits and Contributing to IRAs

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 DHGWA's Letter From the Heart Transcript: DHG Wealth Advisors Podcast Episode 04: Letter From the Heart

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

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 Podcast Episode 02: 529 College Savings Accounts

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 Axthelm, Senior Portfolio Manager and Vice President at Dimensional Fund Advisors, who is part of the team that develops and manages Dimensional’s sustainability funds. Tune in to learn about what sustainable investing is, and how you can take a more sustainable approach to your portfolio. Transcript: DHG Wealth Advisors Podcast Episode 01: Sustainable Investing