Smart Money Insights
© 2017 Patriot Wealth Management1
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SubscribersTuesday, November 3rd is the big day. Who will it be – Trump or Biden? We know the candidates are polar opposites on the issue of taxes, and that could impact our wallet. But what will happen to the m...
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- 5 years ago
10:49
More time at home has motivated many to make a few upgrades and finally fix a few things around the house. In our latest episode, Wes discusses how to plan for these expenses, and how they could pay o...
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- 5 years ago
11:01
With the recent passing of legendary guitarist Eddie Van Halen, former singer of Van Halen, Sammy Hagar explained how their relationship worked. The immediate answer was Chemistry. In this episode, Kr...
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- 5 years ago
10:38
One of the top stories in the news has been the claim that President Trump paid little, or no, taxes over the past decade. Instead of arguing whether that's accurate or not – We all agree that the ult...
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- 5 years ago
13:06
This isn't a right vs. left, Trump vs. Biden debate. This episode is all about YOU and your money! With such a heated election season, Wes discusses how Wall Street could react to the outcome… But mor...
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- 5 years ago
14:25
Ever heard the adage "as California goes, so goes the nation?" That saying will fire you up after listening to this episode! California lawmakers are not only trying to hike their state income tax rat...
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- 5 years ago
10:17
It's been said that one of the keys to successful investing is not putting all your eggs in one basket – also known as diversification. So, you'd assume that investing in an index such as the S&P 500 ...
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- 6 years ago
09:35
America's retirees today face unique circumstances and challenges given the fiscal health of the United States. In this episode, Wes sits down with his dad, Rick, to discuss the realities retirees fac...
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- 6 years ago
19:31
Asset allocation: The combination of diversified investments in your portfolio. Seems simple enough, right? Not necessarily. Wes breaks down why asset allocation is one of the most important decisions...
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- 6 years ago
08:17
As amateur golfers, we often watch tournaments and pick up a few tips from the pros to try to improve our swing and go the distance on the fairway. Wes and Austin share experiences from their own game...
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- 6 years ago
14:15
When working towards financial freedom, sometimes you're seeking a little independence from your current retirement accounts. It's common for investors to wonder "should I rollover my 401(k)?" Since t...
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- 6 years ago
09:50
For the first time since 2009, in February we officially entered a recession… and economists say that in May we wrapped up the shortest recession in U.S. history. Wes points out how chapter 11 filings...
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- 6 years ago
11:22
Planning for mortality isn't enjoyable. However, planning in advance for this transition of life can make the future much easier for your loved ones. Wes explains how settling your estate can cost you...
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- 6 years ago
11:24
At about the same time major sporting events were canceled and casinos closed due to the pandemic, stock trading began to increase amongst retail investors. Investors and gamblers do have the same goa...
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- 6 years ago
14:36
Whether you're long-distance or socially distanced, Wes & Kristen share ideas of how to celebrate mom this Mother's Day weekend! They also share stories of the lessons their mothers instilled, and how...
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- 6 years ago
14:03
If during these tough times you've been offered an early retirement buyout, you're faced with some hard choices. Yes… Your retirement could be very different than you expected, but not necessarily! Be...
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- 6 years ago
12:52
We've often heard that when dealing with sudden and dramatic change, we need to be calm yet responsive… while being realistic yet optimistic. In this episode, Wes discusses how that's never been truer...
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- 6 years ago
11:11
Have you given true thought to what you want to spend your time doing when you stop working? Wes discovered a silver lining to all of us staying home during this crisis. This is a preview of what your...
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- 6 years ago
10:27
After they share how they're making the best of social distancing (and Kristen tells Wes his baby's head is BIG)… Wes explains the GOOD NEWS of how the stimulus package impacts you. Plus, ideas of how...
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- 6 years ago
16:42
Most of us are dealing with some sort of quarantine right now, and cabin fever is beginning to set in… Wes and his family included! That's why we're sharing ideas of how you can feel less constrained ...
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- 6 years ago
21:50
The financial and emotional "well-being" of our clients and their families, is something we take very seriously. Without a doubt, we are experiencing unprecedented times as Americans. Volatile markets...
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- 6 years ago
17:06
The last two weeks have been one for the record books! Investors haven't experienced volatility like this since the 2008 Great Recession and Crash of 1987. The markets plunged this week in reaction to...
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- 6 years ago
13:33
When there's volatility on Wall Street, it's normal to have an emotional reaction. But does that mean you should make immediate changes to your 401(k) and other investments? In this episode, Wes remin...
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- 6 years ago
13:41
Due to a rise in confirmed Coronavirus cases, major stock market indices declined into correction (-10%+) territory. Investing can be emotional — especially for those who have saved into accounts in o...
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- 6 years ago
12:55
Many of us have become do-it-yourselfers. Want to upgrade the flooring in your home, fix your car or learn to play guitar? Just Google it and you'll find more guidance than you ever could need! You ca...
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- 6 years ago
11:55
Unexpected expenses such as medical bills, or a car or home repair are bound to pop up eventually. When it happens, many of us quote Murphy's law: "Whatever can go wrong, will go wrong." To avoid expe...
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- 6 years ago
10:20
Darius Rucker is one of the most intriguing success stories in country music and one of very few African American performers to succeed in the country genre. A while back Wes sat down with the Grammy ...
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- 6 years ago
06:10
Remember playing "telephone" as a kid? The first person in the circle whispered a phrase into the ear of the person to their right…that person then repeats it to the person on their right… and so on. ...
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- 6 years ago
13:30
It seems that some of the world's richest people are stockpiling gold as a way of avoiding a wealth tax, and as a hedge against a global recession. Does this mean you should be using precious metals a...
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- 6 years ago
09:18
In the last few days of 2019, President Trump signed the SECURE Act, which will inevitably affect most retirement savers in some way. Today Wes explains what the changes in the required minimum distri...
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- 6 years ago
11:05
When it comes to resolutions, we all approach 2020 from a different perspective… but we share the common goal of doing something better in the new year. In this episode, Wes addresses why it's vital t...
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- 6 years ago
11:10
Join us as we embrace the real meaning of Christmas! In this episode, Wes shares fun memories and how's he's carrying on family traditions from his childhood to his son already....
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- 6 years ago
10:41
Candy is something simple we enjoy, but you won't believe how complicated the taxes can be for a mere Kit Kat bar. Confusion over a 75-cent candy bar is one thing – but confusion over taxes with our i...
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- 6 years ago
11:30
It's easy to forget how blessed we are. That's why maintaining an attitude of gratitude is something we need to do on purpose. In this episode, Wes embraces Thanksgiving and discusses how being gratef...
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- 6 years ago
12:15
If you've ever watched Fox News, you're familiar with veteran political journalist and commentator Tucker Carlson. Recently we caught up with Tucker about Washington's reluctance to tackle our Social ...
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- 6 years ago
14:59
Here's one thought so widespread that it's commonly accepted as truth: "Your tax rate will be lower in retirement." In this episode, Wes explains how that's not necessarily true, but also illustrates ...
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- 6 years ago
11:47
The lack of proper estate planning can cause tremendous stress and confusion when loved ones inherit assets. Today, Wes explains a few simple steps to minimize the probate process to help loved ones a...
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- 6 years ago
08:47
Donating to causes you care about not only benefits the charities themselves, but it can also be deeply rewarding for you too. Today Wes explores "smart giving," and how you can track the ways the org...
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- 6 years ago
11:07
Ever hear one of those prescription drug commercials and wonder if the benefits outweigh all the unpleasant side effects? The same can be true of some investments. Wes breaks down the side effects of ...
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- 6 years ago
23:37
Monopoly is a very competitive board game. Almost every family breaks out the box once or twice a year, but it can cause some minor arguments. Then there's that other family member, "Uncle Sam," who w...
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- 7 years ago
11:16
Having your first child is a beautiful (yet scary) life-altering event. However, new parents go gaga over the gadgets and technology designed to ease the stress and worry of their sleep-deprived brain...
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- 7 years ago
17:45
What makes you nervous or anxious? Maybe public speaking or heights? A recent survey finds that 60% of Americans feel anxious when they think about investing in the market… and they're reluctant to in...
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- 7 years ago
20:38
The mainstream media isn't saying much about the SECURE Act (Washington's plan to tap into your retirement accounts), but it's happening. On this episode, Wes goes through the pros and cons of how thi...
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- 7 years ago
13:33
Warning: This podcast contains some tough love. It might not be fun to hear, but someone has to say it… and Wes is proud to be the one: Whether it's for you or your kids, weddings are NOT worth going ...
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- 7 years ago
17:15
Remember when you were a teenager and received your first paycheck? It was soooo exciting, until you noticed how much of your check you lost to taxes! Wes shares his 1st paycheck experience, and expl...
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- 7 years ago
13:39
It's was sports comeback for the ages when Tiger Woods won his 5th Masters in April of 2019! All of his training and intense focus paid off. Wes dives into what we can we take away from this moment i...
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- 7 years ago
14:04
Are you doing anything with your money to help others? We'll share insight from a highly-respected Heisman Trophy winner, NFL quarter back, football announcer and inspirational speaker about giving. T...
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- 7 years ago
12:53
Compound Interest: Interest calculated on the initial principal, which also includes all of the accumulated interest of previous periods of a deposit or loan. – Even the short explanation can be confu...
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- 7 years ago
10:59
We had some volatility on wall street recently. How do you react to it when it happens to your portfolio? More importantly, how should you react? Wes offers ideas on how to handle when it affects y...
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- 7 years ago
08:23
Description
Does thinking about money and personal finance make you want to pull your hair out? You're not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.
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