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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8,000 Days of Retirement
For decades, retirement has been sold as this finish line. You work hard, you save, and one day? You stop working and ride off into the sunset. But these days, retirement Is an entire new life stage. One that could last decades. Carey and Brent discuss the concept "8,000 Days of Retirement".
41:49
What To Do Financially When A Loved One Passes Away
At some point in life, everyone faces the loss of a spouse, parent, or close family member. And when that happens, grief and finances collide at the exact same time. Carey and Aaron walk through what actually needs to happen financially after a loved one passes, particularly during the first…
41:50
The Fun Money Formula
Do you have a Fun Money Formula? Do you know what a Fun Money Formula is? Brent and Aaron discuss how to Dream it, fund it, and live it!
41:45
The F.I.R.E. Movement
It's a financial trend that us taking off on social media. Aaron and Carey discuss The new F.I.R.E. (Financial Independence, Retire Early) Movement!
41:30
The Biggest Tax Mistakes Retirees Make
Taxes can drain your retirement funds more than any other circumstance. Brent and Carey are here to share common mistakes and how to avoid them!
41:00
Can You Ever Stop Saving For Retirement?
Brent and Aaron discuss if there are certain events or circumstances where you may not need to save up for retirement anymore.
41:51
14 Habits to Steal From the Wealthy
Brent and Aaron share ideas you can use to help get you to your financial goals!
41:00
How does the New Tax Bill Fit into my Roth Conversion Strategy?
Carey and Aaron answer this important question to make sure you are covered!
41:00
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