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Our podcast provides you with timely information on relevant developments as well as strategies designed to help you enjoy greater peace of mind and achieve your wealth management goals. It’s your journey and PWA is here to provide you with expertise, guidance and support every step of the way.
Is this the year to convert your traditional IRA to a Roth? Take a few minutes and learn more about Roth conversions as Executive Vice President Doug DeGroot, CFP® and Jay Faler, Asst. Vice President and Trust Officer explore the question that so many IRA owners are asking. It’s a question worth asking and the subject of our latest Your Financial Journey Podcast. Thanks for listening!
It hasn't taken long for 2022 to get interesting! What's driving inflation? What will higher rates mean for fixed income investments? Listen in as Executive Vice President, Doug DeGroot, CFP® discusses a few steps the PWA team is taking to better manage the risks associated with rising interest rates, growing inflation and economic instability around the world.
What can investors expect in the coming year? Listen in as Doug DeGroot, CFP®, Executive Vice President and senior PWA Team members Tom Clifford and Brian Granato discuss the issues that have the potential to impact the performance of our economy and your investments in 2022. Listen Here!
Listen in for a few minutes as members of the PWA team look ahead by sharing a few things they have on their wish list for the New Year. From all of us at Providence Wealth Advisors, thank you for your trust and confidence. We hope you have a wonderful Christmas and a New Year filled with good health, peace and prosperity. Thank you for listening!
While all IRAs make it possible to save for retirement and defer the tax on your earnings, they can differ considerably when the time comes to make withdrawals. In this Podcast, Doug DeGroot, Executive Vice President and Jay Faler, Assistant VP and Trust Officer of Providence Wealth Advisors combine to review these differences. Please accept our thanks for listening to this Retirement Planning podcast on Withdrawing from Your IRA.
Traditional IRAs... Roth IRAs... how are they different and which may be best for you? We tackle these questions in this podcast on Retirement Planning. Jay Faler, Assistant Vice President and Trust Officer of Providence Wealth Advisors, who we consider our “go-to” guy on IRAs, joins Doug DeGroot, CFP®, Executive Vice President, in this podcast. As the holidays and tax season are fast approaching, thanks for listening as Jay and Doug discuss Retirement Planning Using an IRA.
From solid performance throughout the first 3 quarters of 2021 to increasing market volatility in recent weeks, our latest Your Financial Journey podcast includes our 3rd quarter update along with thoughts on what investors might expect during the remainder of the year. Join Executive VP Doug DeGroot as he discusses why the PWA team is both cautious and optimistic about the future.
Saving for education, borrowing, choosing the right college. These are just a few of the important factors that Investment Advisor Nicole Smit, CTFA and Assistant Vice President and Trust Officer Cheryl Dalton and I discuss this month in our August “Back to School Month” podcast. Join us for helpful advice and real-world insights on one of the biggest issues facing families today – how to make a quality education more affordable!
In this podcast, Investment Advisor Nicole Smit, CTFA and Assistant Vice President and Trust Officer Cheryl Dalton join PWA's Executive Vice President Doug DeGroot, CFP® to share their insights, not only as financial professionals but as mothers striving to set their children on a positive financial path. Join us in a brief conversation about the one important thing kids don’t learn in school – how to handle money responsibly!
Providence Wealth Advisors, LLC Podcast Disclaimer
Providence Wealth Advisors, LLC (“PWA”) is a wholly owned affiliate of Providence Bank & Trust (“PB&T”). The investment products and services offered by PWA are independent of the products and services offered by PB&T and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PWA.
PWA is an SEC registered investment adviser company. To obtain a copy of their ADV Part 2A and Form CRS, visit www.providencewealth.com. PWA is located throughout the Chicagoland area and Northwest Indiana. To contact PWA, call 888-927-7387, email: askexperts@providencewealth.com, or write to 20220 S LaGrange Road, Frankfort, IL 60423.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the firm website, the client and/or
prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed in any manner
whatsoever, as the receipt of, or a substitute for, personalized individual advice from the firm or from any other investment professional.This podcast was recorded and is being made available by Providence Wealth Advisors, LLC (“PWA”) solely for informational purposes. PWA makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this podcast. The information, opinions, comments, statements, views and recommendations are general in nature and should not be considered professional advice. Unless specifically stated otherwise, PWA does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The information, opinions, comments, statement, views and recommendations expressed in this podcast do not constitute any listener being considered a client or customer of PWA and should not be construed as an offer to buy or sell securities or to make or consider any investment or course of action.
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