<![CDATA[What We Learned in the Markets]]> https://www.whitakerwealth.com Investment Research Analyst Summit Puri of Whitaker-Myers Wealth Managers discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a Ramsey Solutions Financial Coach on staff to help with budgeting and debt pay-down strategies.

]]> RSS.com 2026.401.141116 Fri, 17 Apr 2026 10:52:35 GMT en 0b487b40-ef9e-5c6b-862a-2d487ee9b94a https://media.rss.com/whitakerwealth/20240716_060736_50476b4a5a16533d309ae4727eaebb5d.png What We Learned in the Markets https://www.whitakerwealth.com yes Whitaker-Myers Wealth Managers 2023 Whitaker-Myers Wealth Managers, LTD. Whitaker-Myers Wealth Managers, LTD. false episodic podcast <![CDATA[What Are The Top Five Negotiating Tips When Purchasing a Home?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Stephen in Bellville, Ohio, who asks, “John-Mark Mark I think I’ve found my dream home – it may be a littler pricer than I anticipated paying, so to be financially prudent I want to ensure I’m getting the best deal, can you please share the top five tips for negotiating when buying a house, that you give your clients?"

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1502304 ce894a5a-bba4-4fdf-925b-723316d01d37 488 full 29 29 false Fri, 31 May 2024 11:00:24 GMT <![CDATA[How Do I Remove My Private Mortgage Insurance (PMI) From My Mortgage]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Phil in Daytona Beach, Florida, who asks: John-Mark my wife and I recently sold our home in Ohio. When we moved down to Florida because home prices were a bit more expensive we didn’t quite have 20% to put down. I now have PMI insurance. What are the steps I should take to have this removed from my mortgage?"

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1502300 760f7827-e84d-43bf-a380-bbd231fa9f69 577 full 28 28 false Thu, 30 May 2024 15:46:15 GMT <![CDATA[Soft Inflation and Soft Landing | What We Learned in the Markets: Oct 27, 2025]]> Co-Chief Investment Officer Summit Puri of Whitaker Myers Wealth Managers breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.

Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/2294048 a8deb629-f738-43e7-9c5a-096714cd66aa 520 full 124 124 false Mon, 27 Oct 2025 18:40:16 GMT <![CDATA[Diversification Wins Again in Volatile Markets | What We Learned in the Markets: Oct 20, 2025]]> Co-Chief Investment Officer Summit Puri of Whitaker Myers Wealth Managers breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.

Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/2294055 9e6a269c-bdde-4a36-8798-16846cba2551 542 full 123 123 false Mon, 27 Oct 2025 18:40:14 GMT <![CDATA[Gold Hits Record. Stocks Tumble. What’s Really Going On | What We Learned in the Markets: Oct 14, 2025]]> Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.

Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/2270684 dc506554-e0b5-4d6d-8f49-321391475178 602 full 122 122 false Tue, 14 Oct 2025 16:52:44 GMT <![CDATA[Positive Outlook and Government Shutdown| What We Learned in the Markets This Week: October 06, 2025]]> Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.

Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/2257404 67d2007a-dc73-42dd-8fa0-f1622f1be2e7 533 full 121 121 false Mon, 06 Oct 2025 19:19:40 GMT <![CDATA[What is Spooking Investors? | What We Learned in the Markets This Week: August 29, 2025]]> Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.

Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/2197499 099fe40c-b876-426f-a40e-f116cb35ca6f 492 full 120 120 false Fri, 05 Sep 2025 15:52:12 GMT <![CDATA[Powell Hints at Rate Cuts, Markets React! |What We Learned in the Markets This Week: August 22, 2025]]> Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.

Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/2201248 bfb6edee-f09a-4b26-9e7b-70495e615f1e 460 full 119 119 false Fri, 05 Sep 2025 15:52:10 GMT <![CDATA[ What We Learned in the Markets This Week: August 15, 2025]]> Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.

Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/2201235 a4a09c2a-a48d-4240-bcac-70f7ff283a55 500 full 118 118 false Fri, 05 Sep 2025 15:52:09 GMT <![CDATA[High-Octane Rally—But Storm Clouds Loom: What We Learned in the Markets This Week: August 8, 2025]]> Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.

Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/2201227 39aa2b20-3226-45d1-9527-2970e78c249d 597 full 117 117 false Fri, 05 Sep 2025 15:52:07 GMT <![CDATA[What We Learned in the Markets This Week: August 1, 2025]]> Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.

Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/2201219 cc9a444c-3185-4c7d-a801-3473f548e79d 668 full 116 116 false Fri, 05 Sep 2025 15:52:04 GMT <![CDATA[What We Learned in the Markets This Week: July 25, 2025]]> Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.

Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/2201213 8aed1c5c-78f8-4da7-8575-79ab6533558a 740 full 115 115 false Fri, 05 Sep 2025 15:52:02 GMT <![CDATA[What We Learned in the Markets This Week: July 17, 2025]]> Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.

Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.

This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/2201201 1d291f29-9e85-45d2-b41f-abc28ce17d40 779 full 114 114 false Fri, 05 Sep 2025 15:52:00 GMT <![CDATA[What We Learned in the Markets This Week: July 11, 2025]]> Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.

Don’t forget to like, subscribe, and leave a comment with your questions!

#WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

]]> https://rss.com/podcasts/whitakerwealth/2117571 0345c3e4-21f0-4bf1-9a33-a128e0c9420a 159 full 113 113 false Wed, 16 Jul 2025 18:32:46 GMT <![CDATA[What We Learned in the Markets This Week: July 04, 2025]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

#WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

]]> https://rss.com/podcasts/whitakerwealth/2104959 e36d19f3-9be3-4acb-9534-c936d8187ac4 747 full 112 112 false Mon, 07 Jul 2025 20:05:13 GMT <![CDATA[What We Learned in the Markets This Week: June 27, 2025]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

#WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

]]> https://rss.com/podcasts/whitakerwealth/2098677 c5a4d1b7-dc27-4e82-bf55-9c2da8d5c390 697 full 111 111 false Wed, 02 Jul 2025 14:31:21 GMT <![CDATA[What We Learned in the Markets This Week: June 20, 2025]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

#WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics

]]> https://rss.com/podcasts/whitakerwealth/2088640 82f1cc8a-3892-447c-8b89-32f17bb1bc76 817 full 110 110 false Wed, 25 Jun 2025 14:00:13 GMT <![CDATA[What We Learned in the Markets This Week: June 13, 2025]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

#Investment #InvestmentStrategy #StockMarket #Trading #Forex #ForexMarketAnalysis #CurrencyTrading #MacroEconomics

]]> https://rss.com/podcasts/whitakerwealth/2077003 96eb69e6-edab-4351-b666-e8f03366ea50 758 full 109 109 false Mon, 16 Jun 2025 20:01:45 GMT <![CDATA[What We Learned in the Markets This Week: June 06, 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/2068774 45fe13f7-256b-4b30-9035-d2a33ed3dbb2 653 full 108 108 false Wed, 11 Jun 2025 14:32:41 GMT <![CDATA[What We Learned in the Markets This Week: May 30, 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/2057780 85f1c3c3-5eb0-4b56-af91-76466a90a216 764 full 107 107 false Tue, 03 Jun 2025 19:30:21 GMT <![CDATA[What We Learned in the Markets This Week: May 23, 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/2047173 52a3da8a-77b2-47dc-b211-2022e15d14d5 710 full 106 106 false Tue, 27 May 2025 18:10:08 GMT <![CDATA[What We Learned in the Markets This Week: May 16, 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/2038856 db171358-a724-4a95-819e-b69d5d473e9d 630 full 105 105 false Wed, 21 May 2025 13:37:09 GMT <![CDATA[What We Learned in the Markets This Week: May 09, 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/2027215 5f014838-cfad-4099-b53a-355bcdd1e1e4 760 full 104 104 false Tue, 13 May 2025 19:00:51 GMT <![CDATA[What We Learned in the Markets This Week: April 25, 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/2005753 0e696eb0-3342-41b4-9c9d-bde7f53d1eea 798 full 103 103 false Wed, 21 May 2025 13:37:08 GMT <![CDATA[What We Learned in the Markets This Week: May 2, 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/2015731 cacca9dd-29cc-4201-81d1-a31b30df5769 695 full 103 103 false Mon, 05 May 2025 19:36:21 GMT <![CDATA[What We Learned in the Markets This Week: April 18, 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1995910 0c3a3068-2604-4ecd-8d0b-804f5e256d0f 778 full 102 102 false Mon, 21 Apr 2025 19:13:32 GMT <![CDATA[What We Learned in the Markets This Week: April 11, 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1986175 c92571c0-c764-4414-9586-84a57890b560 822 full 101 101 false Mon, 14 Apr 2025 20:03:57 GMT <![CDATA[What We Learned in the Markets This Week: April 04, 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

Also, this week, Summit is joined by Whitaker-Myers Wealth Managers Portfolio Trader, Barbie Cypers. They discuss what her role as Portfolio Trader is, and how her work helps benefit you, the client!

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1981696 979dd8f8-94e1-4f2e-bbfa-7d4f9e54f5e5 1278 full 100 100 false Thu, 10 Apr 2025 18:20:54 GMT <![CDATA[What We Learned in the Markets This Week: March 28, 2025 - #markets #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1966116 aba902dc-7e0b-421f-91de-17ae558dfa85 898 full 99 99 false Mon, 31 Mar 2025 17:07:48 GMT <![CDATA[What We Learned in the Markets This Week: March 21, 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1957958 ae0ba2dd-8a27-490e-8d65-a3d1d6260bc8 1482 full 98 98 false Tue, 25 Mar 2025 19:35:10 GMT <![CDATA[What We Learned in the Markets This Week: March 14 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1946615 ed333673-c432-454b-bebc-475d1a16e12e 933 full 97 97 false Tue, 18 Mar 2025 15:13:10 GMT <![CDATA[What We Learned in the Markets This Week: March 07 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1934064 2abff3a5-db2f-48e0-bc8f-56e52a68be83 780 full 96 96 false Tue, 18 Mar 2025 14:53:02 GMT <![CDATA[What We Learned in the Markets This Week: February 28th 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1927843 6e7ff59e-1e51-4b99-b58d-87ecd5c015f5 870 full 95 95 false Wed, 05 Mar 2025 20:03:54 GMT <![CDATA[What We Learned in the Markets This Week: February 21st 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1915391 fa40df83-9323-4d1f-a38b-5d6678be7048 796 full 94 94 false Wed, 26 Feb 2025 18:00:32 GMT <![CDATA[What We Learned in the Markets This Week: February 14th 2025 - #markets #inflation #theramseyshow]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1915395 9409593d-2fc4-4878-8ef8-871f2fa70e9f 960 full 93 93 false Wed, 26 Feb 2025 15:11:01 GMT <![CDATA[What We Learned in the Markets This Week: February 7th 2025]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1890524 536a6a49-f1ca-4356-a417-175c8224c85b 586 full 92 92 false Mon, 10 Feb 2025 18:29:07 GMT <![CDATA[What We Learned in the Markets This Week: January 24th 2025]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1868138 880a75db-1bf2-4dc3-902e-87398cbb18c9 875 full 91 91 false Mon, 27 Jan 2025 19:33:21 GMT <![CDATA[Six Financial Tips For Teenagers - Tim Hilterman]]> Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers dives into his Time Machine to give himself or any teenager six financial tips that will help to guide them on the right path to financial success as they grow.

You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

You can find more information about Tim Hilterman at: https://www.whitakerwealth.com/our-te...

]]> https://rss.com/podcasts/whitakerwealth/1860074 4ad8719e-27e6-4002-a33f-79e87c08b6d9 463 full 90 90 false Sat, 25 Jan 2025 17:00:57 GMT <![CDATA[Why Whitaker-Myers Doesn't Like Target Date Funds]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Judy in Ohio who asks, "John-Mark, I have been given my investment options for your 401(k) plan. They want to default me into a mutual fund with the year at the end of its name (target date fund). Should I allow them to do this or is there a better option for my retirement investments at this new company?

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1860085 af8f622a-dacb-4c26-962b-d4f5bf2ebb8c 846 full 89 89 false Thu, 23 Jan 2025 17:00:22 GMT <![CDATA[What We Learned in the Markets This Week: January 17th 2025]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1860063 e8c0adcd-0124-4b87-96a2-b4d8d0b033be 707 full 88 88 false Wed, 22 Jan 2025 15:27:03 GMT <![CDATA[What We Learned in the Markets This Week: January 3rd 2025]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1840383 564c592c-1376-4b93-b910-0b08b80ab2de 536 full 87 87 false Thu, 09 Jan 2025 18:32:48 GMT <![CDATA[3 Simple Priorities for 2025 Financial Success]]> Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers discusses three simple priorities to make your 2025 the best year. Have a fully funded emergency fund (and find our reasons why this helps your investment strategy), pay down your debt and invest in your future!

]]> https://rss.com/podcasts/whitakerwealth/1822121 c973004c-fcb6-4cc2-91f2-9a9c006683a1 392 full 86 86 false Sat, 04 Jan 2025 17:00:13 GMT <![CDATA[Whitaker Myers Wealth Managers 2024 Tax Review & 2025 Tax Outlook]]> Whitaker-Myers Tax Advisors President Kage Rush joins John-Mark Young and Tim Hilterman to discuss a review of your 2024 major tax themes, including what you'll want to do to be ready to file your taxes when the calendar turns to 2025 and the updates that you'll want to be informed about as it pertains to 2025 tax planning.

Kage Rush can be reached at kagerush@whitaker-myers.com and his website is https://www.whitakertax.com/

Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Whitaker-Myers Wealth Managers, Ltd.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Whitaker-Myers Wealth Managers, Ltd.’s web site on the Internet should not be construed by any consumer and/or prospective client as Whitaker-Myers Wealth Managers, Ltd.’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Whitaker-Myers Wealth Managers, Ltd. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Whitaker-Myers Wealth Managers, Ltd., please contact the state securities regulators for those states in which Whitaker-Myers Wealth Managers, Ltd. maintains a registration filing. A copy of Whitaker-Myers Wealth Managers, Ltd.’s current written disclosure statement discussing Whitaker-Myers Wealth Managers, Ltd.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Whitaker-Myers Wealth Managers, Ltd. upon written request. Whitaker-Myers Wealth Managers, Ltd. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Whitaker-Myers Wealth Managers, Ltd.’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​

This webinar and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers

Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​

Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

]]> https://rss.com/podcasts/whitakerwealth/1822217 fdcf582d-584a-4c3e-9ab8-0639a3c1d9a2 3842 full 85 85 false Thu, 02 Jan 2025 17:00:15 GMT <![CDATA[ What We Learned in the Markets This Week: December 27th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1822130 c79cc320-4317-4121-bf4e-23df579a0738 238 full 84 84 false Tue, 31 Dec 2024 15:13:45 GMT <![CDATA[Three Biblical Principals to Make 2025 Your Best Year Yet]]> Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers discusses three principals that will make your 2025 the best year yet. Find out why being grateful, being generous and being a good steward can help not only your finances but can improve your thoughts and behaviors around money.

]]> https://rss.com/podcasts/whitakerwealth/1814348 3429cf6c-415b-47c3-bdcf-fcdeb3770430 380 full 83 83 false Sat, 28 Dec 2024 17:00:32 GMT <![CDATA[Repeal of WEP and GPO A Victory for Social Security Beneficiaries]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Please tell me everything I should know about Social Security?” For the next four weeks we will dig into different parts of Social Security to provide you, our valued clients with a holistic view of Social Security. This week we focus on the question - the WEP and GPO was just repealed by Congress.

Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes

We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1814304 2ab8324d-8dce-40e8-9a91-91a215a7f933 419 full 82 82 false Thu, 26 Dec 2024 17:00:20 GMT <![CDATA[What We Learned in the Markets This Week: December 20th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1814299 33d98726-1e2b-467a-8329-f5bd9e5febc4 656 full 81 81 false Mon, 23 Dec 2024 21:08:01 GMT <![CDATA[Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer]]> In this video John-Mark Young, President of Whitaker-Myers Wealth Managers ask Tim Hilterman ten questions so you can get to know him better.

]]> https://rss.com/podcasts/whitakerwealth/1806061 dae585a6-6f8f-4c72-a079-bb3b81ed36e3 2539 full 80 80 false Thu, 19 Dec 2024 17:00:31 GMT <![CDATA[What We Learned in the Markets This Week: December 13th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1804562 b2f1d9fc-7779-4b21-b035-ed21a0356120 574 full 79 79 false Tue, 17 Dec 2024 18:09:22 GMT <![CDATA[How, When & How Much Do I Qualify For In Social Security Benefits?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Please tell me everything I should know about Social Security?” For the next four weeks we will dig into different parts of Social Security to provide you, our valued clients with a holistic view of Social Security. This week we focus on the question - how, when & how much do I qualify for in Social Security Benefits?

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1793214 09f35bce-f6c6-489a-8b8a-9f18eff480f2 680 full 78 78 false Thu, 12 Dec 2024 17:00:13 GMT <![CDATA[What We Learned in the Markets This Week: December 6th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1793225 5b7a3a1d-6bf6-4d38-b5ff-3fa8714875ad 569 full 77 77 false Mon, 09 Dec 2024 16:45:24 GMT <![CDATA[Is Social Security Going Bankrupt? Will I Be Able to Get a Benefit?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Please tell me everything I should know about Social Security?” For the next four weeks we will dig into different parts of Social Security to provide you, our valued clients with a holistic view of Social Security. This week we focus on the question - is social security going bankrupt?

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1783402 2b30f0fd-a1b4-4d06-86f5-5d42d03ff4ce 1167 full 76 76 false Thu, 05 Dec 2024 17:01:03 GMT <![CDATA[What We Learned in the Markets This Week: November 29th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1783391 5ee8e763-725d-4fe5-baea-d95180fcb8b2 645 full 75 75 false Tue, 03 Dec 2024 17:00:22 GMT <![CDATA[Can You Time The Stock Market? Get Out Before It’s Bad and In When It’s Good?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Can you get in the market when it’s good and get out of the market when it’s bad like Michael Burry of the Big Short did?

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes

We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

]]> https://rss.com/podcasts/whitakerwealth/1772555 9ce79bbd-bb1b-4bbb-ac34-026990474f3f 1145 full 74 74 false Fri, 29 Nov 2024 17:01:00 GMT <![CDATA[Whitaker-Myers Wealth Managers 2025 Market Outlook Economic Update Featuring Economist Andrew Opdyke]]> Whitaker-Myers Wealth Managers hosted First Trust Senior Economist Andrew Opdyke for a town hall type discussion about the state of the US and world economy in 2024 and their outlook for 2025. Items discussed were the state of the job market, personal consumption, manufacturing construction, inflation, global freight rates, S&P 500 earnings vs 10 year treasury yield, S&P 500 earnings forecasts, global adult literacy rates and finally the share of the world population living in extreme poverty.

]]> https://rss.com/podcasts/whitakerwealth/1772493 ddb72e46-cc04-4851-b2bd-4912f1de8e74 3872 full 73 73 false Tue, 26 Nov 2024 15:27:37 GMT <![CDATA[Book Review and Analysis: Dave Ramsey’s Baby Step Millionaires]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 dives into the premise and theme of Dave Ramsey’s 2022 book titled Baby Step Millionaires. Specifically John-Mark dives into the six misconceptions our culture has about how to become a millionaire.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1761668 65ba449a-a704-4b29-95aa-a9f9fbbe4bfb 683 full 73 73 false Thu, 21 Nov 2024 17:00:53 GMT <![CDATA[What We Learned in the Markets This Week: November 15th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1761604 ec7030d7-ad11-40f5-b98f-f5b361a0940d 625 full 72 72 false Tue, 19 Nov 2024 18:29:10 GMT <![CDATA[Should I Consider Investing in Israel As Part of My Dave Ramsey International Stock Allocation?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the following question from a client who asks, “Should I consider investing in Israel as part of my international allocation because of President Trump’s recent election?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1746927 ea06fd31-a729-442b-aadf-79ef06f2d4c3 642 full 71 71 false Thu, 14 Nov 2024 17:01:11 GMT <![CDATA[What We Learned in the Markets This Week: November 8th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1746945 1342c05b-fc0c-4ff6-8458-0fbf46a50250 716 full 70 70 false Mon, 11 Nov 2024 18:46:15 GMT <![CDATA[Adding Digital Assets to my Portfolio at a 1% Allocation - Good or Bad Idea?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the following question from Lisa in Ohio who asks, “Can I contribute to both a Roth IRA and a Roth 401(k) and How Does Dave Ramsey Recommend I Integrate Them Both Together?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes

We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1738261 e653caf3-d311-48d4-9217-ae93125292aa 776 full 69 69 false Thu, 07 Nov 2024 17:00:26 GMT <![CDATA[What We Learned in the Markets This Week: November 1st 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1738197 284af49f-b849-40ac-a062-22a4c9b18209 612 full 68 68 false Tue, 05 Nov 2024 17:01:40 GMT <![CDATA[Can I Contribute to Both a Roth IRA & Roth 401(k) and How to Integrate Both?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the following question from Lisa in Ohio who asks, “Can I contribute to both a Roth IRA and a Roth 401(k) and How Does Dave Ramsey Recommend I Integrate Them Both Together?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1724637 823cfca4-c290-4fb5-90bd-3a5a650a9a75 521 full 67 67 false Thu, 31 Oct 2024 16:00:48 GMT <![CDATA[What We Learned in the Markets This Week: October 25th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1726934 4d8ec1f9-3348-473f-bae0-79df82d7d533 729 full 66 66 false Tue, 05 Nov 2024 17:01:39 GMT <![CDATA[What Could My Healthcare Costs Look Like During Retirement Medicare, LTC?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from a client who asks, “I am nearing retirement and considering I just completed my benefits for my workplace, I’m wondering what healthcare costs would look like in retirement with the options I’ll have available?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com T

his video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1713193 72906461-b266-429b-a627-c0d274378a31 664 full 65 65 false Thu, 24 Oct 2024 16:00:27 GMT <![CDATA[What We Learned in the Markets This Week: October 18th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week. Additionally this week Summit brings on Financial Advisor Stephen Armstrong to help you learn more about diversification and the benefits of having a good diversified portfolio.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1715196 21f8ea1f-614c-4c50-a074-3d264ce40861 997 full 64 64 false Tue, 22 Oct 2024 18:54:01 GMT <![CDATA[Would Dave Ramsey Recommend I Invest in Real Estate As I Near Retirement?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from a client who asks, “I am nearing retirement and I hear Dave Ramsey talk a lot about his investments in real estate. Is this something I should pursue within my portfolio considering my age and how close I am to retirement?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1704509 49372fc2-be02-4fb4-b273-cc184b268598 605 full 63 63 false Thu, 17 Oct 2024 16:00:46 GMT <![CDATA[What We Learned in the Markets This Week: October 11th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1703236 e53558e3-7204-4452-a2f3-f5dbb62dc4d7 683 full 62 62 false Mon, 14 Oct 2024 19:57:11 GMT <![CDATA[Is Dave Ramsey Right About Investing In The Four Categories of Investing?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a skeptics question about is Dave Ramsey correct about investing in the four categories of investments: growth, growth & income, aggressive growth and international? John-Mark Young not only gives you the answer to the question but shows historical market returns that prove his point.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1689532 31751f5a-a8e7-4c39-88b9-f9c0f669a340 654 full 61 61 false Thu, 10 Oct 2024 16:00:31 GMT <![CDATA[What We Learned in the Markets This Week: October 4th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1689493 71c6e833-8b0b-48ed-aa16-4c090c65cd6a 655 full 60 60 false Mon, 07 Oct 2024 15:30:24 GMT <![CDATA[Why Use An HSA and How To Contribute in Light of Your Baby Step 4 Calculation]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses the benefits of a Health Savings Account (HSA) including one of most unique benefits - triple tax savings - and John-Mark will also answer how to think about this in relation your Baby Step 4 calculation. Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1678773 6e13cda7-ce4d-41bf-8181-e66af111a5eb 680 full 59 59 false Thu, 03 Oct 2024 16:00:31 GMT <![CDATA[What We Learned in the Markets This Week: September 27th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1678611 25cbdfc7-61db-4a36-a389-df2e1e0f673b 736 full 58 58 false Mon, 30 Sep 2024 17:00:21 GMT <![CDATA[Fidelity Custodial Relationship Now Available At Whitaker-Myers Wealth Managers]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses the exciting announcement that Whitaker-Myers Wealth Managers is now large enough to have a multi custodial relationship. While clients can still enjoy having their accounts held at Charles Schwab, we now have the ability to open accounts (IRA, Roth, HSA, SEP, SIMPLE, Brokerage or Bridge Accounts, etc.) at Fidelity through their RIA Custodial Platform. This expands our ability to serve clients already at Fidelity as well as opens up two new exciting features: Fidelity BrokerageLink and Fidelity Health Savings Accounts.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1670629 90003204-463f-4557-97c5-15397b27131c 603 full 57 57 false Sat, 28 Sep 2024 16:01:15 GMT <![CDATA[10 Reasons Why You Should Read Rabbi Daniel Lapin’s Book: Thou Shall Prosper]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses his view of the ten central themes of Rabbi Daniel Lapin’s book, Thou Shall Prosper. This book is a common recommendation of Dave Ramsey and Dave Ramsey even wrote the forward to the book. Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1660752 02acafe4-ff6a-48fa-a4f6-886735dc7108 643 full 56 56 false Thu, 26 Sep 2024 16:00:40 GMT <![CDATA[What We Learned in the Markets This Week: September 20th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1668916 969e71ba-e091-4539-b676-c3e0232f32c1 734 full 55 55 false Mon, 23 Sep 2024 19:38:10 GMT <![CDATA[What Are The Benefits of Using Fidelity BrokerageLink in my 401(k)?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses why someone would consider using the Fidelity BrokerageLink within their 401(k) plan.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1654344 9ccd55fd-c96a-49eb-97eb-401979fd9d25 529 full 54 54 false Sat, 21 Sep 2024 16:01:03 GMT <![CDATA[What Are Five Proven Biblical Money Principals Taught by Dave Ramsey?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses one of his favorite Dave Ramsey events where he spoke at Seacoast Church in Charleston, SC discussing five proven Biblical Money Principles that he has learned and taught during his 30 year ministry.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1654335 3a70cc5b-cdda-4786-ba8b-1a4834f0fe40 641 full 53 53 false Thu, 19 Sep 2024 16:00:37 GMT <![CDATA[What We Learned in the Markets This Week: September 13th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1658641 2624e60a-7774-4ecf-82f7-9b4bf37a7f16 596 full 52 52 false Mon, 16 Sep 2024 17:59:47 GMT <![CDATA[What Are The Top Three Financial Moves After Tying The Knot (Getting Married)?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Joseph, our Associate Financial Advisor and amazing Ramsey Concierge, who is got married the week of August 17th 2024, "What are the top financial moves after getting married?

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1654331 976a27ce-10d0-408c-9770-40238ed074aa 549 full 51 51 false Sat, 14 Sep 2024 16:00:50 GMT <![CDATA[What We Learned in the Markets This Week: September 6th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1649415 abe3b5ea-e2fd-49c6-9cb6-4f1894521396 582 full 50 50 false Mon, 09 Sep 2024 19:51:47 GMT <![CDATA[What Is a Bear Market and Why Does That Present a Problem For Someone In Or Near Retirement?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Deborah in Dallas, Texas, who asks, “John-Mark my husband and I are nearing retirement and therefore we’d like to understand what are the major risks we face. It seems that a bear market might be one we should be wary of. Can you please help us understand what a bear market is and how a retiree can navigate this dynamic?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1590610 391e0882-684c-4cec-9e8f-c8dd62aed23e 465 full 49 49 false Thu, 22 Aug 2024 16:00:48 GMT <![CDATA[Does The Recent Market Selloff (August 2024) Warrant a Change To My Portfolio?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Savannah in New Smyrna Beach Florida, who asks, “After reviewing my portfolio the last few days I’m worried about the markets and a pending recession. Should I do anything based on what I’m seeing?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1654323 5be8b982-6bac-4b93-bae1-7b67d1d24489 578 full 48 48 false Thu, 12 Sep 2024 21:00:23 GMT <![CDATA[Understanding the Four Investment Categories of Dave Ramsey]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Lucas in Loudonville, Ohio who asks, “Please help me understand the four investment categories of Dave Ramsey which of course include growth, growth & income, aggressive growth and international?” John-Mark describes these and discusses how some investment advisors cheat using world and global funds instead of pure international funds.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1579842 5c301620-80fd-47e8-a7b6-b79b7aeab5bc 850 full 47 47 false Sat, 17 Aug 2024 16:01:13 GMT <![CDATA[How To Use a Donor Advised Fund to Save on Taxes and Fulfill Charitable Goals]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Ken in Overland Park, Kansas, who asks, “John-Mark and Team, I have recently entered into contract negiotiations to sell my business to a private equity firm. My CPA has recommended that I look into a donor advised fund to save on taxes this year and help fulfill our charitable goals with our church and other nonprofits. Can you help explain the benefits of this product?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1579834 62283a11-206f-4bd7-ba00-221d8a1f3705 495 full 46 46 false Wed, 14 Aug 2024 16:00:39 GMT <![CDATA[What We Learned in the Markets This Week: August 9th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1609149 8164e821-16f0-4706-a31b-3376370edaf3 731 full 45 45 false Mon, 12 Aug 2024 15:50:07 GMT <![CDATA[How To Sell Real Estate Without Taxes Using Section 121 and Section 1031]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Susan in Solon, Ohio who asks, “My husband and I are selling a property we have owned for the last twenty years and it will sell at a significant gain. Is there anything we can do to avoid paying taxes on such a transaction?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1579822 1301420d-6c59-4161-8936-f10086df7336 397 full 44 44 false Sat, 10 Aug 2024 16:00:43 GMT <![CDATA[What is the 4% Withdrawal Rule and Is it Applicable to Me?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Jason in Jacksonville, Florida who asks, “I have heard about the 4% withdrawal rate - what is that and is that what I should be taking out of my investment account each year or is there a better number to use?

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1579805 cef8cd4e-1af4-44ab-96ac-dbe9f08868fc 615 full 43 43 false Wed, 07 Aug 2024 16:00:37 GMT <![CDATA[What We Learned in the Markets This Week: August 2nd 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1599498 458dbb37-15d9-49d0-ae87-73558664f9d6 701 full 42 42 false Mon, 05 Aug 2024 19:54:14 GMT <![CDATA[How Can I Stop Impulsive Spending & Start Saving Consistently?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Tim in Texarkana, Texas who asks, “ My wife and I have been Dave Ramsey-ish and we’re sick and tired of being sick and tired. The one thing that. Continues to get in our way, is our spending habits. We just can’t seem to rein that in. I would love to know how you teach your clients how they can stop impulsive spending and start saving more consistently?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1579793 e4919211-ade8-4004-ab62-df7ee173853d 502 full 41 41 false Sat, 03 Aug 2024 16:00:39 GMT <![CDATA[How To Contribute To My Child’s Roth IRA Using a 529 Plan?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from David in Huntington, West Virginia, who asks, “I’d like to make a contribution to my child’s Roth IRA but he’s only six. I just ran some numbers on what a small contribution could look like, over the next sixty years and the compound interest is incredible, even on just a small amount of money. Based on my research, I can’t contribute to a Roth IRA for him because he doesn’t a have any income at his young age. Any way I can work around this?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1579782 502289cf-0bce-4d6c-84be-0a94d4135773 621 full 40 40 false Wed, 31 Jul 2024 16:00:23 GMT <![CDATA[What We Learned in the Markets This Week: July 26th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1589798 90068705-0c8b-4043-b618-958751e1d537 688 full 39 39 false Tue, 30 Jul 2024 18:33:46 GMT <![CDATA[What Are The Top Five Considerations When Entering Retirement?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Hannah in Naples, Florida, who asks:”John-Mark my husband and I have been prepping for retirement for the last few years and we think we’re ready to pull the trigger but before we do, can you please give us the top five considerations, in your opinion, we need to think about when entering retirement?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1579665 ee726690-77eb-422c-9f77-8166ff349190 469 full 38 38 false Sat, 27 Jul 2024 16:00:28 GMT <![CDATA[Do I Really Need $1.4 Million To Retire According to Wall Street Journal?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Raymond in Millersburg, Ohio, who asks, “John-Mark I was reading an article from back in April from the Wall Street Journal that states I need to have $1.4 to retire. I am nearly 60 and do not have anywhere near that amount. I’m looking to retire around 65 - is there any hope for me?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1579651 53604733-f5ba-41b8-a4e1-522221b889ec 655 full 37 37 false Wed, 24 Jul 2024 16:00:58 GMT <![CDATA[What We Learned in the Markets This Week: July 19th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1578403 605b36b8-4513-4b73-9f8b-35f533cd7096 604 full 36 36 false Tue, 23 Jul 2024 13:45:16 GMT <![CDATA[What We Learned in the Markets This Week: July 12th 2024]]> Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1570640 7ac5b4b1-4ef6-4d96-bbeb-ce32bf2e6a51 647 full 35 35 false Wed, 17 Jul 2024 15:09:53 GMT <![CDATA[What We Learned in the Markets This Week: July 5th 2024 - Ramsey Solutions Smartvestor Advisor]]> Chief Investment Officer John-Mark Young of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1562104 9b6ff2e9-0586-4def-b246-c7ceb8f914d7 957 full 34 34 false Tue, 09 Jul 2024 19:51:10 GMT <![CDATA[What We Learned in the Markets This Week: June 28th 2024 - Ramsey Solutions Smartvestor Advisor]]> Chief Investment Officer John-Mark Young of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1555173 90b41a37-c729-4835-a0a1-8d28788fe185 1012 full 33 33 false Wed, 03 Jul 2024 19:39:31 GMT <![CDATA[What We Learned in the Markets This Week: June 21st 2024 - Ramsey Solutions Smartvestor Advisor]]> Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1540246 f8cf6b37-2f28-469b-bc18-1b325973e4f2 851 full 32 32 false Wed, 26 Jun 2024 17:47:50 GMT <![CDATA[What We Learned in the Markets This Week: June 14th 2024 - Ramsey Solutions Smartvestor Advisor]]> Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1531064 4337d28b-4bab-4ee4-8565-b59b87760fc9 1038 full 31 31 false Wed, 19 Jun 2024 14:36:54 GMT <![CDATA[Personal Finance: What Are The Five Common Mistakes Made in Retirement Planning? Ramsey Smartvestor]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Michael in Ocean City, New Jersey, who asks, “My wife and I have lived the Dave Ramsey life for most of our adults lives. We have built a nice retirement nest egg and of course are completely debt free. Can you please talk about the most common financial mistakes people make when it comes to retirement planning how to avoid them?” Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1530247 7fbb2ab7-6e9c-4ead-b817-d5fad5488e21 702 full 30 30 false Thu, 20 Jun 2024 10:01:34 GMT <![CDATA[What We Learned in the Markets This Week: May 24th 2024]]> Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1502292 32861fd6-471e-4a31-816b-aa2a963534f7 716 full 27 27 false Thu, 30 May 2024 15:41:20 GMT <![CDATA[Where Should I Put My Baby Step Three Emergency Fund or Savings Account?]]> Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Bill in Pittsburgh, PA, who asks, “John-Mark we all know that there is going to be an emergency that pops up in our lifetime, so my wife and I have established our six month emergency fund. It is more than I want to leave just earning nothing - where should I put this emergency fund to earn a little interest?”

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1475841 31e33cf4-3dec-4f48-a74d-47abcdd7838b 506 full 26 26 false Sun, 12 May 2024 19:48:29 GMT <![CDATA[What We Learned in the Markets This Week: May 3rd 2024]]> Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1469357 a82d7c93-df12-4a87-9d62-a5f1cd64af9b 805 full 25 25 false Tue, 07 May 2024 17:55:52 GMT <![CDATA[Barnabas Foundation, Charitable Giving & Donor Advised Fund: WMWM Monthly Webinar]]> Kurtis Knoll joined John-Mark Young and Whitaker-Myers Wealth Managers to discuss charitable giving and how the use of a Donor Advised Fund might be able to play a key role. He discussed how a donor advised fund works, the tax benefits of them, when you might want to use one and what assets are accepted.

The Barnabas Foundation and Whitaker-Myers Wealth Managers are unaffiliated. For specific tax advice please consult your tax professional. For specific financial planning advice please contact a financial professional.

]]> https://rss.com/podcasts/whitakerwealth/1462353 5cef0edf-c1c4-418d-8982-9acf152d798c 2435 full 24 24 false Thu, 02 May 2024 13:18:03 GMT <![CDATA[What We Learned in the Markets This Week: April 26th 2024]]> Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1461187 33aa8419-404c-4db0-b95c-dc7d87e36185 764 full 23 23 false Wed, 01 May 2024 17:24:03 GMT <![CDATA[What We Learned in the Market This Week: April 19th 2024]]> Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1451202 425ed2ac-a767-4a2d-b342-8a26fcc9b5c7 711 full 22 22 false Wed, 24 Apr 2024 19:28:28 GMT <![CDATA[What We Learned in the Markets This Week: April 12th 2024]]> Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1437446 e42e66e1-4f02-4d16-afcf-1fd6664f49e1 1174 full 21 21 false Mon, 15 Apr 2024 11:52:33 GMT <![CDATA[What We Learned in the Markets This Week: April 5th 2024]]> Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1428689 97423b39-02b2-43c9-8513-2aab4dd94b92 911 full 20 20 false Mon, 08 Apr 2024 22:02:03 GMT <![CDATA[What We Learned in the Markets This Week: March 29th 2024]]> Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1415437 82fe6e56-a2c6-4449-a399-85e8193c4a89 827 full 19 19 false Mon, 01 Apr 2024 00:28:15 GMT <![CDATA[What We Learned in the Markets This Week: March 15th 2024]]> Chief Investment Officer John-Mark Young of  @whitaker-myerswealthmanage2043  discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and  @TheRamseyShow  largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a  @TheRamseyShowEpisodes  Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1395729 b5134312-ab71-4e5d-b261-373226165cb2 873 full 17 17 false Mon, 18 Mar 2024 16:49:37 GMT <![CDATA[What We Learned in the Markets This Week: March 8th 2024]]> Chief Investment Officer John-Mark Young of  @whitaker-myerswealthmanage2043  discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and  @TheRamseyShow  largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a  @TheRamseyShowEpisodes  Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1386084 361e2d8a-dbad-4f5b-97cb-8d109acc7b6c 1021 full 16 16 false Tue, 12 Mar 2024 15:12:01 GMT <![CDATA[What We Learned in the Markets This Week: March 1st 2024]]> Chief Investment Officer John-Mark Young of  @whitaker-myerswealthmanage2043  discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and  @TheRamseyShow  largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a  @TheRamseyShowEpisodes  Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1377085 5dfdc120-3df9-445a-8f1a-ce494b1c7cfb 1027 full 15 15 false Thu, 07 Mar 2024 00:17:23 GMT <![CDATA[Whitaker-Myers Wealth Mgrs Monthly Webinar: MOAT Based Investing]]> Amanda Sharratt, Chief Investment Officer at  @whitaker-myerswealthmanage2043  , and Brad Pope and Kol Estreicher of Van Eck, along with Andrew Lane director of equity research at Morningstar help you understand the key ideas around MOAT based investing. The MOAT based strategy is simple - find companies that have a sustainable competitive advantage over time. Watch this video to learn more about this and talk to a qualified financial advisor to understand if this method of investing would be appropriate for you.

Whitaker-Myers Wealth Managers, LTD is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Whitaker-Myers Wealth Managers, Van Eck and Morningstar are not affiliated.

]]> https://rss.com/podcasts/whitakerwealth/1366093 427abfd0-6adc-4974-beef-caa867305099 3489 full 14 14 false Wed, 28 Feb 2024 15:01:06 GMT <![CDATA[What We Learned in the Market This Week: February 23 2024]]> Chief Investment Officer John-Mark Young of  @whitaker-myerswealthmanage2043  discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and  @TheRamseyShow  largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a  @TheRamseyShowEpisodes  Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1366085 789ecbc3-8d8a-4139-b4bd-00d2a466b9f7 865 full 13 13 false Wed, 28 Feb 2024 14:53:21 GMT <![CDATA[What We Learned in the Markets This Week: February 16th 2024]]> Chief Investment Officer John-Mark Young of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1353368 80a3491d-1572-421e-a73f-5908c38e495a 795 full 12 12 false Tue, 20 Feb 2024 04:03:41 GMT <![CDATA[Commercial & Residential Real Estate Investment State of the Union - Whitaker-Myers Wealth Managers]]> John-Mark Young, Chief Investment Officer at  @whitaker-myerswealthmanage2043  , and Pat Dougherty of Invesco Real Estate give you an update on the real estate market in both the commercial space, including office, retail, self-storage, and industrial and residential space. This video was recorded in January of 2024.

]]> https://rss.com/podcasts/whitakerwealth/1347976 6c864cde-ca2a-4134-84a2-37244bfe9aeb 3861 full 11 11 false Fri, 16 Feb 2024 02:40:16 GMT <![CDATA[What We Learned in the Markets This Week: February 9th 2024]]> Chief Investment Officer John-Mark Young of  @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and  @TheRamseyShow's  largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people with financial freedom.

We also have a @TheRamseyShowEpisodes  Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

]]> https://rss.com/podcasts/whitakerwealth/1347925 cb62a381-1d84-4a14-a10a-5a3c3ba991cc 932 full 10 10 false Fri, 16 Feb 2024 02:30:21 GMT <![CDATA[What We Learned in the Markets This Week: January 5th 2024]]>
  • Weekly Market & Economic Numbers
  • 11 days makes the entire year of the stock market on average.
  • US Labor Department non-farm payroll numbers and unemployment rate for December 2023, released this week.
  • Stocks that defined the week: General Motors, Tesla, Cigna, Wal-Greens,
    • ]]>     https://rss.com/podcasts/whitakerwealth/1291943 b1e5b94f-4066-4519-a5cc-438663d49eeb 881 full 9 9 false Mon, 08 Jan 2024 00:37:14 GMT     <![CDATA[What We Learned in the Markets This Year: December 31st 2023]]> Chief Investment Officer at Whitaker-Myers Wealth Managers, one of Dave Ramsey's National Smartvestor Pro's and a member of Ramsey Solutions Investing Council discusses the four things we learned in the markets this year:

    1. What Did Growth, Growth & Income, Aggressive Growth, and International Perform Like in 2023?
    2. Mortgage Rates: We Saw Them Peak in 2023 Which Makes Us Bullish on the US Economy in 2024
    3. Bank Stocks: Perhaps Where Capital Should Flow as an Investment, Just Not a Client
    4. Debt: 2023 Continued to see Consumer & Government Debt Reach New Heights.
    ]]>     https://rss.com/podcasts/whitakerwealth/1284649 3ecd9346-77cf-442c-ad43-a848595757a5 890 full 8 8 false Tue, 02 Jan 2024 01:34:12 GMT     <![CDATA[Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook]]> Whitaker-Myers Tax Advisors Managing Member Kage Rush joins John-Mark Young to discuss a review of your 2023 major tax themes, including what you'll want to do to be ready to file your taxes when the calendar turns to 2024 and the updates that you'll want to be informed about as it pertains to 2024 tax planning. Kage Rush can be reached at kagerush@whitaker-myers.com and his website is https://www.whitakertax.com/

    Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Whitaker-Myers Wealth Managers, Ltd.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Whitaker-Myers Wealth Managers, Ltd.’s web site on the Internet should not be construed by any consumer and/or prospective client as Whitaker-Myers Wealth Managers, Ltd.’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Whitaker-Myers Wealth Managers, Ltd. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Whitaker-Myers Wealth Managers, Ltd., please contact the state securities regulators for those states in which Whitaker-Myers Wealth Managers, Ltd. maintains a registration filing. A copy of Whitaker-Myers Wealth Managers, Ltd.’s current written disclosure statement discussing Whitaker-Myers Wealth Managers, Ltd.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Whitaker-Myers Wealth Managers, Ltd. upon written request. Whitaker-Myers Wealth Managers, Ltd. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Whitaker-Myers Wealth Managers, Ltd.’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. ​ This weninar and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. ​ Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. ​ Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.

    ]]>     https://rss.com/podcasts/whitakerwealth/1276960 29b63c14-adc9-4bc0-b6d0-c4fa2b661ace 3948 full 7 7 false Sun, 24 Dec 2023 18:04:58 GMT     <![CDATA[What We Learned in the Markets This Week: December 22nd 2023]]> Chief Investment Officer at Whitaker-Myers Wealth Managers, one of Dave Ramsey's National Smartvestor Pro's and a member of Ramsey Solutions Investing Council discusses the four things we learned in the markets this week:

    1. Weekly Market and Economic News.
    2. After a good run in 2023, is the stock market too expensive?
    3. Monthly release of Personal Consumption Expenditures (PCE).
    4. Andreessen Horowitz annual ideas around the next big innovation.
    ]]>     https://rss.com/podcasts/whitakerwealth/1276809 ccd001a5-e0dc-43ad-a86e-5e60172a3dae 1096 full 6 6 false Sun, 24 Dec 2023 14:51:23 GMT     <![CDATA[What We Learned in the Markets This Week: December 15th 2023]]> President & Chief Investment Officer John-Mark Young of Whitaker-Myers Wealth Managers discusses the following four points:

    1. Weekly Market & Economic Updates
    2. The Federal Reserve's December Meeting
    3. What happens to the Nasdaq 100 a year after a one-standard-deviation move to the upside?
    4. S&P 500 and Large Cap Growth Fund Concentration
    ]]>     https://rss.com/podcasts/whitakerwealth/1269584 ad1f2543-56f7-4f11-b87e-ddbd0958d16d 958 full 5 5 false Mon, 18 Dec 2023 06:10:47 GMT     <![CDATA[What We Learned in the Markets This Week: December 1st 2023]]>
  • Weekly Market & Economic Wrap Up
  • Oct. Consumer Spending and PCE Number released this week.
  • Three new stocks being added to the S&P 500 on December 18th
  • Charlie Mungers financial advice on housing
    • ]]>     https://rss.com/podcasts/whitakerwealth/1251252 c01ed3c5-2a3a-4104-84f8-432953a3d422 1321 full 4 4 false Tue, 05 Dec 2023 13:05:32 GMT     <![CDATA[What We Learned in the Markets This Week: November 24th 2023]]>
  • Weekly Market & Economic Recap
  • The laggards have become the leaders since November 14th 2023
  • What happens to the S&P 500 one year later in every rate hiking cycle since 1990
  • Nvidia earnings results
    • ]]>     https://rss.com/podcasts/whitakerwealth/1240378 40fd18f3-983f-4ee4-bffd-434956efcebd 946 full 3 3 false Sun, 26 Nov 2023 22:47:47 GMT     <![CDATA[Whitaker-Myers Wealth Managers 2023 Economic Review & 2024 Outlook]]> First Trust economist Andrew Opdyke (bio below) joins Whitaker-Myers Wealth Managers Chief Investment Officer John-Mark Young as they discuss how the economic backdrop shaped up in 2023 and they discuss thoughts for where they economy may go into 2024, including will there be a recession? Andrew Opdyke Bio: Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries and producing articles on the First Trust Economics Blog. Andrew regularly presents economic commentary to financial professionals, CFA Societies, and Financial Planning Association (FPA) chapters across the United States. Andrew also provides research and analysis to Chief Economist Brian Wesbury, Chief Market Strategist Bob Carey, and First Trust CEO Jim Bowen. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients.* Andrew received an MBA from Northwestern University’s Kellogg Graduate School of Management and a BA in Business and Economics from Hope College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Chicago. *Cogent Reports conducted an online survey of a representative cross section of 1,078 financial professionals in April through June 2017. Survey participants were required to have an active book of business of at least $5 million and offer investment advice or planning services to individual investors on a fee or transactional basis. John-Mark Young Bio John-Mark Young understands that serving clients’ financial and investment needs begins with building solid and lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor & Chief Investment Officer for Whitaker-Myers Wealth Managers he puts his clients—and their needs—first. John-Mark is committed to helping you achieve your financial goals by offering a wide range of investment services and alternatives. Specializing in a planning-based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Additionally, John-Mark is one of Dave Ramsey’s Local Smartvestor Pros because, like Dave, his focus is on helping clients live their lives debt-free and financially independent. In 2019, Dave Ramsey invited John-Mark to join as a member of his Investing Advisory Council. Through this, John-Mark helps Dave and his team direct other advisors in serving Dave Ramsey Listeners. Before joining Whitaker-Myers Wealth Managers as a Financial Advisor, John-Mark worked at PNC Wealth Management and Private Client Group for seven years, where he served as a Relationship Manager for affluent families in Northeast Ohio. John-Mark graduated from Campbellsville University in 2007 with a bachelor’s degree in Organizational Management. He additionally completed his MBA in Finance from Ashland University in 2012. To live out our belief in running Whitaker-Myers Wealth Managers as a fiduciary-based firm, John-Mark completed his AIF® (Accredited Investment Fiduciary) and RICP® (Retirement Income Certified Professional) designations in 2023. A firm believer in continuing education, John-Mark is working towards completing his Certified Financial Planner and Kingdom Advisor designations. John-Mark lives in Ontario, Ohio, with his wife Megan, Bella, Nash, and Landrie, their three children.

    ]]>     https://rss.com/podcasts/whitakerwealth/1238545 0698e730-bf9b-4233-a216-2a77b7735cb6 3552 full 2 2 false Fri, 24 Nov 2023 19:26:29 GMT     <![CDATA[What We Learned in the Markets - November 17 2023]]> John-Mark Young shares the four things we learned in the markets this week.

    ]]>     https://rss.com/podcasts/whitakerwealth/1238540 bef8ddcb-8cd8-4218-aa22-834179db9ea4 1004 full 1 1 false Fri, 24 Nov 2023 19:13:05 GMT