Your Financial Journey
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Episodes
41 episodes
Your Financial Journey: 2026 Market Outlook
Even though last year's post-election enthusiasm may be dampened by growing instability abroad and continued high prices at home, our equity markets have continued to bounce back from minor setbacks in each of the past two years. Will strong co...
Your Financial Journey: How Will My Retirement Plan Help My Family?
The choices you make today can impact your family in the future – no matter how close to or far from retirement you are. What retirement assets do you have today and how much of these resources will you need when you stop working? What about no...
Your Financial Journey: How Will Investments Help Me In Retirement?
Are you nearing retirement or just beginning to plan your future? Will you count on a pension, 401k or other retirement assets for the income you'll need when you're no longer working? Do you have a financial advisor, accountant or estate plann...
Your Financial Journey: 2025 Mid-Year Outlook
Will the second half of 2025 provide the same volatility we've seen in the past six months? Will the Fed become more confident about tariffs and inflation and agree to one or more interest rate cuts? And what about recent events in the Middle E...
Your Financial Journey: When to Claim Social Security Benefits
Are you nearing retirement age and in good health? Still employed with the ability to keep working? These are just a few questions that can make the decision of when to claim Social Security complicated. Depending on these factors and mo...
Your Financial Journey: How to Prepare for Retirement
Have you prepared a retirement budget? Even more important, have you practiced your retirement budget? What about your investment strategies and estate planning? There are many things to consider as you prepare for retirement. In this episode o...
Your Financial Journey: 2025 Market Outlook
Can technology stocks push our equity markets to a third consecutive year of double-digit increases? Will continued government deficits cause the Fed to forego additional interest rate cuts? These are just a few of the possibilities discussed b...
Your Financial Journey: Twelve Investment Ideas of Christmas
Are you taking full advantage of your employer’s 401k match? Maximizing contributions to your own IRA? Looking for a way to avoid those credit card bills that too often dampen your holiday spirit? These are just a few of the topics you’ll learn...
Your Financial Journey: Life's Most Important Documents
Do you have a documented Power of Attorney for Healthcare? Who will pay your bills should a serious accident or illness prohibit you from handling your financial affairs? Do you have the deed to your home, your life insurance policies and your ...
Your Financial Journey: 2024 Mid-Year Update
Can anyone honestly say they expected the NASDAQ to shoot up 20 percent in the first half of this year? How about the S&P 500 gaining 14 percent? These results surprised everyone. Can we expect inflation to continue moderating and the Fed t...
Your Financial Journey: Financial Topics Couples Should Discuss
Marriage, home ownership, children, retirement - no matter what milestone youand your partner may be approaching, the discussion always seems to involvemoney. And because preparing for the future is easier when you and your partnera...
Your Financial Journey: 2024 Market Outlook
Did anyone really expect technology stocks to rise by 57 percent in 2023? Can it happen again? What about inflation and interest rates - will they hold at levels Americans can live with in 2024 and beyond? These are just a few of the issues Tom...
Your Financial Journey: Savings Goals & Strategies
Whether your financial goals are long-term like saving for retirement or shorter term like buying a new car or making a down payment on a home, we're all looking for ways to make saving for the future easier. To share their personal insights an...
Your Financial Journey: Investing 101
We all know there are many ways to invest your hard-earned money - cash, bonds, stocks and a myriad of alternative strategies we hear and read about every day. What kinds of returns can you expect from these investments and what are the risks? ...
Your Financial Journey: Why Use a Financial Advisor?
Do you have a person you can call when a financial question arises? Is this person aware of your financial situation, background, goals, and objectives? Providing this level of knowledge and understanding requires a lot of work and collaboratio...
Your Financial Journey: 2023 Mid-Year Update
Can anyone honestly say they expected tech stocks to shoot up by 38 percent in the first half of this year? How about the S&P 500 gaining 14 percent? We think it’s safe to say these results surprised everyone. What might we expect from the ...
Your Financial Journey: Age Milestones for Financial Planning
What financial concerns should you be thinking about if you’re a young person in your 20’s? What about at age 30, 40, 50 and beyond? Is a budget something you need to prepare once or is it a tool that’s important regardless of age or position i...
Your Financial Journey: Financial Fraud & Fraud Prevention
Why do Providence Bank & Trust and PWA take extra measures to confirm your identity and safeguard your funds? Today's podcast titled "Tips on Financial Fraud and Fraud Prevention" will explain why steps like multi-factor authentication are ...
Your Financial Journey: Social Security Benefits Overview
When will you or your spouse become eligible to receive Social Security benefits? How do you know the best time to begin receiving your benefits? Is your spouse or other family member also eligible to receive a benefit? Listen in as Doug DeGroo...
Your Financial Journey: 2023 Financial Outlook
What can investors expect in 2023? Listen in as Doug DeGroot and senior PWA team members Tom Clifford and Brian Granato discuss how inflation, interest rates and politics may impact our economy and your investments in the year ahead....
Your Financial Journey: Financial Tips for 2023
Join us for this very brief 2022 Holiday Podcast filled with quick financial tips from each member of our PWA team. From all of us at Providence Wealth Advisors, thank you for the trust and confidence you have placed in us and thank you for lis...
Your Financial Journey: Estate Planning: Is a Will Enough?
Which estate planning tool is best for you - a Will, a Trust or an approach as basic as owning your assets in Joint Tenancy? To provide you with a better understanding of these estate planning strategies and how they might apply to you and your...
Your Financial Journey: Cryptocurrency 101
What are cryptocurrencies such as Bitcoin, Ethereum and others? Are they as speculative as noted investors believe or should digital assets be part of your investment portfolio? In this episode of Your Financial Journey, PWA’s Executive Vice Pr...
Your Financial Journey: Mid-Year Update
How high will interest rates go? What might the war in Ukraine and mid-term elections mean for our economy and financial markets? It's hard to believe that it's time to review current market conditions and look ahead to the second half of 2022....
Your Financial Journey: Market Indexes: What Do They Mean?
To determine how your investment account is performing, do you look at the Dow Jones, the S&P, or what you’re hearing on TV? To help you answer this question, Doug DeGroot, CFP® devotes this monthly podcast to Market Indexes and what they m...