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…

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Social Security Timing Strategies
One of the biggest retirement decisions Americans make is When should you start to take social security? Carey and Brent discuss it this week!
41:20
Credit Scores
We know about them. But do we understand them? Brent and Aaron discuss credit scores and their purpose.
41:14
The Messy Middle
Some people get into retirement savings later in their youth (i.e. 40's). Brent and Aaron share some fact sand tips about maximizing your savings ever if you are starting later in life.
41:30
The Five Levels of Wealth
When you hear the word "wealth" What do you think of? The Truth is, many people aspire to wealth but often don't know what that means. Carey and Aaron discus 5 different types of wealth and how to pursue them.
41:00
A Financial Roadmap That Works for Any Age
A lot of people may start their financial planning later in their life. Carey and Brent are back together to share a strategy that will work no matter when you start planning for your future!
41:27
What Does a Personalized Financial Plan Look Like?
Carey and Aaron are back in to discuss how personalized financial plans can look different depending on the client, and situation!
41:00
Mid Term Elections and the Market
Mid Term Elections are heating up in 2026. Carey and Aaron look at how elections can effect the market!
41:25
The Money Mindset You Didn't Know You Had
When people think about retirement planning, they usually think about investments. market performance, and saving enough money. While those are important Retirement is less about numbers and more about behavior. Brent and Aaron explain more on this weeks episode!
41:00
Steps To Beat Inflation
Inflation is a silent killer in finances, retirement or otherwise. Brent and Aaron discuss how you can take steps to ensure your portfolio can stay afloat when drowning in inflation.
41:00
What To Do When a CD Matures
Having a matured CD just sitting there is like a houseguest. It's nice at the start but if it stays there with no long term plan, it could cost money. Carey and Aaron review some things you can do to avoid that.
41:00