WHTC Money Matters
WHTC Money Matters
Each week Carey Koele and Jack Godfrey feature a different topic, ranging from College Planning, Retirement, Estate Planning, and Specialized Advice for Women. The show also features guests from other professions including CPA’s, Attorneys and Social Security. Join Jack and Carey each Saturday morning at 10:10 am on 99.7 and 1450 WHTC. Contact Jack and Carey at Koele Godfrey Investment Group, 12…Social links:
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RMD Roadmap
Even though the world is going through some tough times, the I.R.S. still expects you to take your Required Minimum Distribution. Carey and Brent are here to share tips on how to navigate this during times of market volatility and world conflicts.
41:32
Core Principles Behind a Successful Retirement
No matter what happens in the markets, in the news or in the world, people want one thing, people want confidence in their financial future. Carey and Aaron have some principals to help ensure this in unsure times.
41:00
What Happens When Your Kids Don't Need Your Inheritance?
Every parent's dream is to make sure their kids are better off in life than they were. So what happens if your kids do not need the inheritance you plan to leave behind? Brent and Aaron are here to share tips on what to do!
40:59
Retirement for Couples
Carey and Aaron share some questions and ideas from clients that have come in speaking about retirement goals!
41:00
Marriage and Finances
Brent and Aaron discuss managing finances whether you are newly wed or married for 50 years!
41:00
Income Strategies for Retirement
Brent and Aaron discuss how you can make the most of your income during retirement!
41:00
College Planning
Aaron and Carey spend this week talking about different ways and strategies to plan for College Saving!
41:00
Long Term Care
Brent and Carey spend this week diving into Long Term Care!
40:59
2026: The Market Outlook
Brent and Aaron look at the market and give projections and predictions for 2026! (Projections are not guarantees, this podcast is not intended to be specific financial advice. Please speak with your financial advisor about your unique situation)
41:00
Insurance
Carey and Aaron ring in 2026 with advice on if you have enough insurance!
41:00