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:
Follow the podcast:
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
Updated Beneficiaries
The last thing your family needs after you're gone is more trouble. Which is why having updated beneficiaries is so important. Brent and Aaron share what and when to look into when needing to make updates.
41:00
Retirement: Are you on track?
Carey and Aaron discuss things to look for as you look towards retirement!
41:00