Wealth Builders - A StatonWalsh Podcast

Are you tired of the same old financial planning advice? It's time to tune into our latest podcast episode: "The Art of Financial Planning".

In this episode, we dive deep into the world where finance …

Have you ever thought about the importance of financial planning and how it differs from country to country? In our latest episode of Wealth Builders, we interview our very own Polina Bolotnikova, wh…

This episode of Wealth Builders delves into the recently announced IRS updates for the 2024 tax year, offering listeners an in-depth understanding of the new tax brackets, standard deductions, and re…

Plan on Your Plan Not Going According to Plan- The Most Overlooked Variable in Financial Planning

As we unveil our newest WealthBuilders episode: "Plan on Your Plan not Going According to Plan" it mig…

Welcome to another episode of Wealth Builders! Today, we dive deep into the world of Health Savings Accounts (HSAs) and the notable changes set for 2024. If you're aiming to make the most of your hea…

Are you tired of hearing the term "financial advisor" thrown around without really knowing what it means? Do you want to know how a financial advisor can help you achieve your financial goals? Then t…

Join us on this week's episode of Wealth Builders, as we dive into the 2023 real estate market with Andrew Spangenberger and Brandon Rajotte of The Spangenberger Home Team. Andrew and Brandon will sh…

Is America on the brink of a retirement savings crisis? In this must-listen episode, we delve deep into the current state of retirement planning in the United States. A recent article published by Fi…

Recently, a proposed expansion of the Secure Act known as Secure Act 2.0 was introduced in Congress. This expansion includes additional provisions that aim to further improve retirement security and …

It's Life Insurance Awareness Month! Evan Roberts joins us on the podcast this week to discuss how life insurance works and when the right time to own it is. No one really wants to talk or think abou…

Top Gun and Bonds, what could they have in common? Make sure to listen in on this weeks episode to find out as we are joined by a very special guest, Kevin Flanagan. Kevin is the Head of Fixed Income…

In this week's episode, we are going to be doing a special market update. A lot has been going on in the world and we thought it was necessary to provide some insight between our normal quarterly mar…

In this week's episode we address the topic of mixed messaging in financial media. There are many different headlines daily in the media and as investors we can struggle with who is right and who is …

In this episode of Wealth Builders, we discuss all the issues and conversations you should be having when getting married. In 2022, there is expected to be over 2.6 million weddings in the United Sta…

In this special episode we are joined by Head of Equity Strategy at WisdomTree, Jeff Weniger and Director for the Mid-Atlantic region, Brandon Liebman. During our conversation we discuss the war in U…

The topic of today's episode is corporate retirement plans, more specifically what types of plans exist and what may be best for business owners and their employees. We will break down each type of p…

In this episode we will be discussing Backdoor Roth IRA contributions. This is a topic that has received a lot of press recently with talks of this strategy not being allowed in the future. We will b…

In this episode we have Kael Campbell, of Sikich Advisory, on to discuss the current market outlook for mergers and acquisitions. Kael provides great insight into the process of buying or selling a b…

In this week's episode we discuss the basics of Disability Insurance. May is Disability Insurance Awareness Month so we invited industry expert Dave Beck from Disability Insurance Services to help sh…

In this weeks episode we talk to Russell Berger, Principal & Department Chair of Labor and Employment Law at OffitKurman. As an accomplished labor and employment attorney and Department Chair, Russel…