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Wright Money Tips

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The Wright Money Tips Podcast is Richmond, Virginia’s dedicated resource for retirement and investment planning. Your host Isaac Wright is President at Financial Dynamics & Associates. Financial Dynamics & Associates have been helping Virginians retire since 1989 and is known for their commitment to their community and their clients. The Retire Wright Show shares insights that can allow you to have a successful plan to and through your retirement years.

The Wright Money Tips Podcast is Richmond, Virginia’s dedicated resource for retirement and investment planning. Your host Isaac Wright is President at Financial Dynamics & Associates. Financial Dynamics & Associates have been helping Virginians retire since 1989 and is known for their commitment to their community and their clients. The Retire Wright Show shares insights that can allow you to have a successful plan to and through your retirement years.
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Location:

United States

Description:

The Wright Money Tips Podcast is Richmond, Virginia’s dedicated resource for retirement and investment planning. Your host Isaac Wright is President at Financial Dynamics & Associates. Financial Dynamics & Associates have been helping Virginians retire since 1989 and is known for their commitment to their community and their clients. The Retire Wright Show shares insights that can allow you to have a successful plan to and through your retirement years.

Language:

English

Contact:

9193781410


Episodes

Retirement Assassins

6/19/2019
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If you're not careful, there's a handful of retirement planning hazards that can easily sneak up on you. Let's talk about what those risks are and how to properly protect yourself against them.

Duration:00:11:31

Planning Your Summer Vacation & Your Retirement

6/5/2019
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If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist.

Duration:00:10:24

Lies We Tell Ourselves

5/15/2019
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Let's explore some of the financial lies people tell themselves, and some of the consequences that go along with them.

Phasing Into Retirement - Is This The Right Decision For You?

5/1/2019
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For many people there's an uneasiness about quitting their job cold turkey and stepping into retirement. But retirement doesn't mean that you have to stop working, and it certainly doesn't mean you have to stop being active. So this week, Isaac will give you three important tips on how to prepare for this transition.

Duration:00:12:13

Withdrawals From Retirement Account

4/17/2019
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It can be a new and overwhelming experience transitioning from paychecks to taking money out of your retirement accounts. Let's go over some of the best withdrawal strategies and rules of thumb.

Duration:00:11:32

Where Do You Stand? Part 3

4/3/2019
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Wrapping things up in our series on the three distinct mindsets of pre-retirees, let's look at what you should be asking yourself if you're thinking, "I know I have enough money to retire."

Duration:00:11:07

Where Do You Stand? Part 2

3/20/2019
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Continuing our series on the three distinct mindsets of pre-retirees, let's discuss what questions you should be asking if you think you have enough money to retire, but aren't quite sure.

Duration:00:12:15

Where Do You Stand? Part 1

3/6/2019
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When it comes to retirement planning, people tend to have one of three distinct mindsets. This week, as the first episode in a three-part series, we'll discuss the first of those mindsets. What can you do if you're nearing retirement age and you just don't know if you'll have enough money, or you just don't know where to begin?

Duration:00:11:19

Uncommon Sense - Mental Mistakes To Avoid

2/20/2019
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Common sense is not quite as common as you might think, especially when it comes to your finances. Let's talk about three areas where people tend to do the opposite of what is in their own best interest, and what you can do to avoid those missteps in the future.

Duration:00:08:09

Common Beneficiary Mistakes

2/6/2019
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Many people think that because they have a handful of legal documents in place, their legacy plan is complete. However, there are some small, commonly missed details that you'll want to be aware of to make sure that your money is being passed down in exactly the way you intend.

Duration:00:11:31

2019 Retirement Checklist - Part 2

1/16/2019
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For Part 2 of this series, we'll cover four more items that you should be making sure to discuss with your financial advisor to kick off the new year right and on track to reach your retirement goals.

Duration:00:12:27

2019 Retirement Checklist - Part 1

1/2/2019
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As we start this brand new year, let's make sure that you're on track for a successful and stress-free retirement. Isaac will give you the rundown on the most important things to focus on in your retirement planning checklist on this first episode of two-part series.

Duration:00:15:28

Types of Risk

12/19/2018
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You may have heard of a few types of financial risk, but how well are you taking them into account? On this episode, Isaac discusses five different types of risk that you should be aware of and how best to incorporate those unknowns into your retirement plan.

Duration:00:09:32

Keeping A Good Attitude

11/21/2018
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Learn how to keep a healthy mindset in retirement.

Duration:00:06:42

Downfalls Of Doing It Yourself

11/14/2018
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We know, it's tempting to just plan out your finances by yourself. After all, it's your life that's being planned, right? However, DIY planning can often lead to DIY disasters. It's likely you will need an experienced professional to guide you through a successful retirement, and to avoid some common mistakes that people make when planning on their own.

Duration:00:09:53

Understanding Statements

11/7/2018
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If you've ever taken a close look at your retirement account statements, you might have noticed a handful of graphs or projections that are essentially Greek to you. This week, Isaac discusses how to interpret those items on your statement, as well as some important things to look out for that might not even appear on your statement.

Duration:00:09:21

Football And Retirement

10/31/2018
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At this time of year, you can find football on TV almost every night of the week. So let’s take some concepts from the game of football and apply them to our retirement planning.

Duration:00:09:10

401(k) Mistakes

10/24/2018
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Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. Find out from Isaac on this week's episode what you might be overlooking with your 401(k).

Duration:00:09:43

Retirement Uncertainties

10/3/2018
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You want to plan ahead for financial security in retirement, but there are so many elements that are difficult - perhaps even impossible - to predict. Isaac talks about four of these topics and how you can make the best decisions despite the uncertainty.

Duration:00:08:49

Rules of Thumb

9/26/2018
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You might have heard some of these rules of thumb about retirement planning and investing, but how relevant are they to you and which ones should you be using? Isaac will walk you through each rule.

Duration:00:08:31