Carey and Aaron are back in to discuss how personalized financial plans can look different depending on the client, and situation!

Carey and Aaron are back in to discuss how personalized financial plans can look different depending on the client, and situation!

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, 123 East Main, Zeeland at 616-931-1223 or toll free 866-512-7164.

WHTC Money Matters

What Does a Personalized Financial Plan Look Like?

One of the biggest retirement decisions Americans make is When should you start to take social security?  Carey and Brent discuss it this week!

One of the biggest retirement decisions Americans make is When should you start to take social security?&nbsp; Carey and Brent discuss it this week!

Social Security Timing Strategies

We know about them.  But do we understand them?  Brent and Aaron discuss credit scores and their purpose. 

We know about them.&nbsp; But do we understand them?&nbsp; Brent and Aaron discuss credit scores and their purpose.&nbsp;

Credit Scores

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. 

Some people get into retirement savings later in their youth (i.e. 40's).&nbsp; Brent and Aaron share some fact sand tips about maximizing your savings ever if you are starting later in life.&nbsp;

What Does a Personalized Financial Plan Look Like?

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WHTC Money Matters

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