Wealth Builders - A StatonWalsh Podcast

Jan 24 2024

Wealth Builders - A StatonWalsh Podcast artwork

This is Wealth Builders presented by StatonWalsh. A show designed to pull back the curtain of the financial industry and bring true transparency to the forefront of conversation. On the show we cover topics like financial education, current events, and interview business leaders and industry experts with the ultimate goal of helping listeners discover their own path to financial independence.This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor. Devin Walsh is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.

Subscribe on Podcast Addict

The Art of Financial Planning: Creative Optimism over Rational Pessimism

Jan 24 2024 22 mins

Are you tired of the same old financial planning advice? It's time to tune into our latest podcast episode: "The Art of Financial Planning".In this episode, we dive deep into the world where finance meets creativity. Discover why financial planning isn't just about numbers and spreadsheets – it's an art form that blends science with imagination. 💡🎨W

From Ukraine to the United States: A Financial Planning Journey with Polina Bolotnikova

Dec 06 2023 32 mins

Have you ever thought about the importance of financial planning and how it differs from country to country? In our latest episode of Wealth Builders, we interview our very own Polina Bolotnikova, who moved from Ukraine to the United States two years ago.Our conversation with Polina delves into the stark contrasts between the financial markets in Ukraine and the United States. We t

Tax Talk 2024: What the IRS Changes Mean for You

Nov 28 2023 24 mins

This episode of Wealth Builders delves into the recently announced IRS updates for the 2024 tax year, offering listeners an in-depth understanding of the new tax brackets, standard deductions, and retirement plan contribution limits. Designed to assist taxpayers in proactive financial planning, this episode breaks down complex tax changes into easily digestible insights.Key Segment

Plan on Your Plan not Going According to Plan

Nov 07 2023 34 mins

Plan on Your Plan Not Going According to Plan- The Most Overlooked Variable in Financial PlanningAs we unveil our newest WealthBuilders episode: "Plan on Your Plan not Going According to Plan" it might prompt you to question the use of "plan" in the title three times . And just like that, you’re engaged — because indeed, in the realm of financial planning, r

"The Changing Landscape of HSA Contributions in 2024: What You Need to Know"

Oct 31 2023 23 mins

Welcome to another episode of Wealth Builders! Today, we dive deep into the world of Health Savings Accounts (HSAs) and the notable changes set for 2024. If you're aiming to make the most of your healthcare finances or wondering how the recent IRS updates could impact you, this episode is packed with all the essential details you need. Whether you're an individual or supp

What does a financial advisor actually do?

Mar 08 2023 29 mins

Are you tired of hearing the term "financial advisor" thrown around without really knowing what it means? Do you want to know how a financial advisor can help you achieve your financial goals? Then this episode of Wealth Builders is for you!In this episode, we're going to answer a question that we get asked all the time - what the heck do financial advisors even do?

The 2023 Real Estate Market: Opportunities and Challenges

Feb 16 2023 37 mins

Join us on this week's episode of Wealth Builders, as we dive into the 2023 real estate market with Andrew Spangenberger and Brandon Rajotte of The Spangenberger Home Team. Andrew and Brandon will share their unique insights and expertise on the current state of the housing market, including the impact of COVID-19, consumer behavior, and regional differences. You won't wa

Are Americans Experiencing a Retirement Savings Crisis?

Feb 02 2023 21 mins

Is America on the brink of a retirement savings crisis? In this must-listen episode, we delve deep into the current state of retirement planning in the United States. A recent article published by Financial-Planning.com quoted a study that found 47% of Americans stopped saving for retirement last year due to inflation. In this episode we discuss our interpretation of the data and h

Secure Act 2.0: A Closer Look

Jan 11 2023 22 mins

Recently, a proposed expansion of the Secure Act known as Secure Act 2.0 was introduced in Congress. This expansion includes additional provisions that aim to further improve retirement security and address other financial issues faced by Americans, such as healthcare and Social Security.In this episode, we'll take a closer look at the key changes in Secure Act 2.0 and explore

When is the right time to own life insurance?

Sep 08 2022 43 mins

It's Life Insurance Awareness Month! Evan Roberts joins us on the podcast this week to discuss how life insurance works and when the right time to own it is. No one really wants to talk or think about life insurance, but if someone depends on you financially, it's a topic you can't avoid. Evan breaks down the the different stages of life where it may be beneficial to