Your Financial Journey: Age Milestones for Financial Planning

Did anyone really expect technology stocks to rise by 57 percent in 2023? Can it happen again? What about inflation and interest rates - will they hold at levels Americans can live with in 2024 and beyond? These are just a few of the issues Tom Clifford, Brian Granato and Doug DeGroot discuss in this Your FinancialJourney podcast as we recap 2023 and share our thoughts on the year ahead.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Whether your financial goals are long-term like saving for retirement or shorter term like buying a new car or making a down payment on a home, we're all looking for ways to make saving for the future easier. To share their personal insights and offer a few time-tested tips, several members of the PWA staff join together in this podcast to discuss Savings Goals and Strategies. What better time to revisit our goals and prepare for the future than with a New Year upon us?

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

We all know there are many ways to invest your hard-earned money - cash, bonds, stocks and a myriad of alternative strategies we hear and read about every day. What kinds of returns can you expect from these investments and what are the risks? How easy will it be to access your money if you need to raise cash? Listen to Investment Advisor Representative, SVP & Trust Officer Brian Granato and Executive Vice President Doug DeGroot discuss risk, reward and much more. Whether you're a new or seasoned investor, there's plenty to brush up on in this Investing 101 podcast.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Do you have a person you can call when a financial question arises? Is this person aware of your financial situation, background, goals, and objectives? Providing this level of knowledge and understanding requires a lot of work and collaboration behind the scenes. Listen in as Vice President & Trust Officer Jay Faler and Investment Advisor Representative Laura Fasan join Executive Vice President Doug DeGroot to share their perspective on a day in the life here at PWA and reasons to use a financial advisor.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Can anyone honestly say they expected tech stocks to shoot up by 38 percent in the first half of this year? How about the S&P 500 gaining 14 percent? We think it’s safe to say these results surprised everyone. What might we expect from the U.S. economy and financial markets in the second half of this year? Listen in as Senior Vice Presidents Brian Granato and Tom Clifford of Providence Wealth Advisors join Executive Vice President, Doug DeGroot to share their thoughts about interest rates, inflation, the FED and stocks in this podcast – the 2023 Mid-Year Update.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

What financial concerns should you be thinking about if you’re a young person in your 20’s? What about at age 30, 40, 50 and beyond? Is a budget something you need to prepare once or is it a tool that’s important regardless of age or position in life? In this podcast, members of the PWA Team address these questions and more. Tune in as Executive Vice President Doug DeGroot, Investment Advisor Representative, AVP & Trust Officer Nicole Smit and Investment Advisor Representative, SVP & Trust Officer Brian Granato take a close look at financial planning in 10-year increments and help clients prepare for life’s milestones every step of the way.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Why do Providence Bank & Trust and PWA take extra measures to confirm your identity and safeguard your funds? Today's podcast titled "Tips on Financial Fraud and Fraud Prevention" will explain why steps like multi-factor authentication are in place to protect you, your confidential information, and your money. Listen in as Doug DeGroot, Providence Bank & Trust Fraud Investigations Officer Dee Vossos and Assistant Vice President & Trust Officer Cheryl Dalton discuss today's most popular forms of financial fraud and what you can do to protect yourself from these scams.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

When will you or your spouse become eligible to receive Social Security benefits? How do you know the best time to begin receiving your benefits? Is your spouse or other family member also eligible to receive a benefit? Listen in as Doug DeGroot and senior PWA Team Member Brian Granato provide valuable insight into one of the most frequently asked questions we receive as financial advisors. 

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

What can investors expect in 2023? Listen in as Doug DeGroot and senior PWA team members Tom Clifford and Brian Granato discuss how inflation, interest rates and politics may impact our economy and your investments in the year ahead.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Join us for this very brief 2022 Holiday Podcast filled with quick financial tips from each member of our PWA team. From all of us at Providence Wealth Advisors, thank you for the trust and confidence you have placed in us and thank you for listening to our Your Financial Journey podcasts throughout the year. We wish you a very Merry Christmas and a New Year filled with good health and happiness.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.