Wealth Builders - A StatonWalsh Podcast
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.
Episodes
25 episodes
The Art of Financial Planning: Creative Optimism over Rational Pessimism
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 financi...
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Episode 25
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22:05
From Ukraine to the United States: A Financial Planning Journey with Polina Bolotnikova
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...
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Episode 24
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32:57
Tax Talk 2024: What the IRS Changes Mean for You
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 t...
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Episode 23
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24:22
Plan on Your Plan not Going According to Plan
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 "...
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Episode 22
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34:23
"The Changing Landscape of HSA Contributions in 2024: What You Need to Know"
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 ...
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Episode 21
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23:03
What does a financial advisor actually do?
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!
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Episode 20
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29:04
The 2023 Real Estate Market: Opportunities and Challenges
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 th...
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Episode 19
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37:14
Are Americans Experiencing a Retirement Savings Crisis?
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 foun...
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Episode 18
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21:19
Secure Act 2.0: A Closer Look
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 Ameri...
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Episode 17
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22:59
When is the right time to own life insurance?
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 y...
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Episode 16
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43:33
Top Gun & Bonds
Top Gun and Bonds, what could they have in common? Make sure to listen in on this weeks episode to find out as we are joined by a very special guest, Kevin Flanagan. Kevin is the Head of Fixed Income Strategy at Wisdom Tree Asset Management. On...
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Episode 15
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29:39
Special Market Update
In this week's episode, we are going to be doing a special market update. A lot has been going on in the world and we thought it was necessary to provide some insight between our normal quarterly market webinars. Many topics are being discussed...
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Episode 14
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26:36
Mixed Messaging - Who do you listen to?
In this week's episode we address the topic of mixed messaging in financial media. There are many different headlines daily in the media and as investors we can struggle with who is right and who is wrong. In today's conversation, we are going ...
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Episode 13
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15:17
It's Wedding Season!
In this episode of Wealth Builders, we discuss all the issues and conversations you should be having when getting married. In 2022, there is expected to be over 2.6 million weddings in the United States! With all the planning and excitement lea...
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Episode 12
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25:35
War, Oil & Inflation with WisdomTree Head of Equity Strategy Jeff Weniger
In this special episode we are joined by Head of Equity Strategy at WisdomTree, Jeff Weniger and Director for the Mid-Atlantic region, Brandon Liebman. During our conversation we discuss the war in Ukraine, inflation in the United States, the o...
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Episode 11
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40:17
What type of Retirement Plan is Best for my Business?
The topic of today's episode is corporate retirement plans, more specifically what types of plans exist and what may be best for business owners and their employees. We will break down each type of plan and help you decide on which may be best ...
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Episode 10
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27:53
What is a Backdoor Roth IRA?
In this episode we will be discussing Backdoor Roth IRA contributions. This is a topic that has received a lot of press recently with talks of this strategy not being allowed in the future. We will breakdown exactly what a Roth IRA is and more ...
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Episode 9
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11:06
Skeletons or Diamonds: A look into the process of buying or selling a business
In this episode we have Kael Campbell, of Sikich Advisory, on to discuss the current market outlook for mergers and acquisitions. Kael provides great insight into the process of buying or selling a business including due diligence, financing, p...
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Episode 8
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35:46
Disability Insurance 101: What is it and who should have it featuring Dave Beck #007
In this week's episode we discuss the basics of Disability Insurance. May is Disability Insurance Awareness Month so we invited industry expert Dave Beck from Disability Insurance Services to help shed light on different aspects of Disability I...
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Episode 7
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24:30
Navigating Workplace Policy During a Pandemic featuring Russell Berger Ep. #006
In this weeks episode we talk to Russell Berger, Principal & Department Chair of Labor and Employment Law at OffitKurman. As an accomplished labor and employment attorney and Department Chair, Russell provides business counsel to employers ...
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Episode 6
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46:37
Interview with "The New You" Author Greg Derwart Ep. #005
In this week's episode we are excited to be interviewing Greg Derwart. Greg is an accomplished operations executive and recently released his first book, The New You. We discuss Greg's goal mapping process and pivoting in a changing world and h...
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Episode 5
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28:12
Interview with Specular Digital Founder Ryan Levy Ep. #004
In this week's episode we are joined by Ryan Levy, founder of Specular Digital. Specular is a creative studio who believes in meaningful storytelling, collaboration, and visual content. From 3D modeling and compelling visual effects, to fully a...
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Episode 4
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25:29
Why We Started StatonWalsh Ep. #003
In this week's episode we share our story. Who is StatonWalsh? Why did we start our company? Through our story we share our insights about our vision for the future of the financial industry and ultimate disruption into a new age of financial a...
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Episode 3
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22:54
What do Tom Brady and long term investing have in common? Ep. #002
In this weeks episode we discuss what Tom Brady and long term investing have in common. As Ravens fans, it pains us to talk about Tom Brady but you have to admire his consistency and what he has accomplished. Those same traits could be key to i...
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Episode 2
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20:23
What can we expect in 2021? Ep. #001
In this week's episode Ryan and Devin discuss their views on what will happen to the stock market in 2021. Where is the optimism for the market coming from? How will the new stimulus package effect market movements and what can be anticipated b...
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Episode 1
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15:17