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?

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;

The Messy Middle

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.

When you hear the word "wealth"&nbsp; What do you think of?&nbsp; The Truth is, many people aspire to wealth but often don't know what that means.&nbsp; Carey and Aaron discus 5 different types of wealth and how to pursue them.

The Five Levels of Wealth

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!

A lot of people may start their financial planning later in their life.&nbsp; Carey and Brent are back together to share a strategy that will work no matter when you start planning for your future!

What Does a Personalized Financial Plan Look Like?

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WHTC Money Matters

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