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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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
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