))
Join Rob Wolf on the 'Wolf Financial Podcast' as he delves into the world of finance, showcasing the powerful partnership between financial advisors and featured charities each month. In each episode, you'll uncover innovative financial strategies, explore the impact of philanthropy, and see how financial expertise can drive meaningful change in communities
…
continue reading
1
Charity of the Month: Berrien County Parks
32:33
32:33
Play later
Play later
Lists
Like
Liked
32:33
Send us a text Uncover the transformative journey behind the Silver Beach Playground Project as we chat with Jill Adams, Berrien County Parks Department Director and Jaysen Field, Berrien County Environmental Property Manager. This episode promises insights into how a decade-long vision is coming to life, fueled by community spirit and a generous M…
…
continue reading
1
Demystifying Annuities: Insights into Immediate, Fixed, and Variable Options
15:16
15:16
Play later
Play later
Lists
Like
Liked
15:16
Send us a text Are annuities the golden ticket to financial security or a risky gamble that could leave you high and dry? Join Rob Wolf, as he cuts through the noise and lay bare the real facts about annuities. We dive deep into the five major types: immediate, fixed, fixed indexed, registered indexed linked, and variable annuities. This episode pr…
…
continue reading
1
Retirement Game-Changer: The Role of Life Insurance
14:59
14:59
Play later
Play later
Lists
Like
Liked
14:59
Send us a text Can life insurance truly transform your retirement plan? Explore the often overlooked benefits of life insurance with Rob Wolf, as he uncovers its pivotal role in safeguarding your financial future on the Wolf Financial Podcast. From its potential as a tax shelter to its capacity for providing tax-free benefits to your heirs, we'll d…
…
continue reading
1
Empowering Your Financial Future: Overcoming Planning Myths
14:13
14:13
Play later
Play later
Lists
Like
Liked
14:13
Send us a text Think you need a hefty bank account to consult a financial advisor? Think again. Join Rob Wolf as he smashes common financial planning myths that keep many people from seeking the guidance they need. We'll tackle the misconception that financial advisors are only for the wealthy and explore why this belief couldn't be further from th…
…
continue reading
1
Maximizing Savings and Minimizing Taxes in Retirement
23:26
23:26
Play later
Play later
Lists
Like
Liked
23:26
Send us a text Ever wondered how to recreate a steady paycheck in retirement? Join me, Rob Wolf, as I uncover the secrets to creating efficient retirement income streams that can ensure financial stability during your golden years. From deciphering the tax implications of 401(k)s, IRAs, Roth IRAs, and after-tax brokerage accounts to the vital role …
…
continue reading
1
Navigating the Emotional and Financial Challenges of Retirement
14:21
14:21
Play later
Play later
Lists
Like
Liked
14:21
Send us a text Can retirement really be more challenging than your working years? On this episode of the Wolf Financial Podcast, we explore the surprising struggles many retirees face when it comes to redefining their identities and finding new purposes in life. From dealing with an identity crisis to discovering fulfilling activities like voluntee…
…
continue reading
1
Safeguarding Your Retirement: Mastering Tax Diversification and Advisor Collaboration
16:45
16:45
Play later
Play later
Lists
Like
Liked
16:45
Send us a text How can you safeguard your retirement nest egg from unpredictable tax changes? Tune into the Wolf Financial Podcast to uncover the secrets of tax diversification and its critical role in shaping a resilient investment portfolio. We use the example of a hypothetical couple to illustrate the diverse tax treatments of accounts like trad…
…
continue reading
1
Unlocking the Power of Roth IRAs: Strategies for a Tax-Free Retirement
15:17
15:17
Play later
Play later
Lists
Like
Liked
15:17
Send us a text Ever wondered why the Roth IRA is often hailed as the crown jewel of retirement planning? Join me, Rob Wolf, on this episode of the Wolf Financial Podcast as we unravel the secrets behind this powerful financial tool. Discover the unique benefits of tax-free distribution in retirement, and why Congress created Roth IRAs in the late 1…
…
continue reading
1
Ensuring Your Legacy: Comprehensive Estate Planning and Tax-Efficient Strategies
22:29
22:29
Play later
Play later
Lists
Like
Liked
22:29
Send us a text Do you know the true importance of a comprehensive estate plan beyond just writing a will? Rob Wolf guides you through the essential elements of legacy planning. In this episode, we explore why it’s critical to have a durable financial power of attorney and medical directives in place to manage your affairs if you become incapacitate…
…
continue reading
1
Mastering Your Financial Portfolio: The Objective Triangle of Growth, Safety, and Liquidity
13:32
13:32
Play later
Play later
Lists
Like
Liked
13:32
Send us a text In this episode of the Wolf Financial Podcast, host Rob Wolf delves into the core principles of Wolf Financial Advisory's Objective Triangle. This framework, consisting of Growth, Safety, and Liquidity, serves as a cornerstone for building a robust financial portfolio. Rob discusses how balancing these three essential components can …
…
continue reading
1
Navigating Financial Milestones: Expert Advice on Key Life Events
30:29
30:29
Play later
Play later
Lists
Like
Liked
30:29
Send us a text In this episode of the Wolf Financial Podcast, host Rob Wolf is joined by Jonathan Foster and Todd Foster to discuss the critical financial life events that shape our futures. From buying a second home and investing in education to navigating a new job and handling both planned and unplanned events, Jonathan and Todd share their ques…
…
continue reading
1
Securing Your Future: The Timeless Benefits of Life Insurance
20:24
20:24
Play later
Play later
Lists
Like
Liked
20:24
Send us a text In this episode of the Wolf Financial Podcast, host Rob Wolf is joined by Jonathan Foster to delve into the crucial topic of life insurance. Together, they explore the many benefits of life insurance, emphasizing its importance no matter your age. Whether you're a young professional just starting out or someone planning for retiremen…
…
continue reading
1
Charity of the Month: CASA of Southwest Michigan
18:28
18:28
Play later
Play later
Lists
Like
Liked
18:28
Send us a text Join host Rob Wolf in this insightful episode as he sits down with Kate Rendell, the Executive Director of CASA (Court Appointed Special Advocates) of Southwest Michigan. CASA is a volunteer-driven organization dedicated to advocating for the best interests of children in foster care. Kate shares her experiences and the impact of CAS…
…
continue reading
1
Decoding the US Tax Code: Insights and Truths
17:37
17:37
Play later
Play later
Lists
Like
Liked
17:37
Send us a text Welcome to another episode of the Wolf Financial Podcast. In this episode, Rob Wolf and Jonathan Foster delve into the complexities of the US tax code, shedding light on how it works and uncovering some surprising truths. Whether you're a seasoned taxpayer or just starting to navigate the financial landscape, this episode offers valu…
…
continue reading
1
Navigating Financial Planning and Homeownership for the Next Generation
11:52
11:52
Play later
Play later
Lists
Like
Liked
11:52
Send us a text Embark on a journey through the financial landscape with a fresh set of eyes as Rob Wolf, alongside budding stars Jonathan Foster and Sara Wolf, tackle the pressing money matters facing our younger generation. Witness Sara, a brilliant new Certified Financial Planner, unravel the intricacies of her journey to earning her CFP designat…
…
continue reading
1
Charity of the Month: Redbud Area Ministries
39:35
39:35
Play later
Play later
Lists
Like
Liked
39:35
Send us a text In the "Charity of the Month" episode of the "Wolf Financial Podcast," host Rob Wolf interviews Jan Nowak Walters from Redbud Area Ministries. This organization, based in Buchanan, Michigan, focuses on demonstrating the love of Christ by providing food, clothing, household items, and limited financial assistance to those in need in t…
…
continue reading
1
Charity of the Month: Berrien County Cancer Service
33:20
33:20
Play later
Play later
Lists
Like
Liked
33:20
Send us a text In this "Charity of the Month" episode of the "Wolf Financial Podcast," Rob Wolf interviews Nancy Church and Tyanna Essig from the Berrien County Cancer Service (BCCS). BCCS is dedicated to providing compassionate in-home nursing care for cancer patients in Southwest Michigan at no cost, thanks to community support. They offer an ext…
…
continue reading
1
Charity of the Month: St. Joseph Public Schools Foundation
17:06
17:06
Play later
Play later
Lists
Like
Liked
17:06
Send us a text In this episode of the "Wolf Financial Podcast," host Rob Wolf talks with Sue Riemland from the St. Joseph Public Schools Foundation. The Foundation, since its inception in 1996, has been serving as an academic booster club, addressing the deficit gap in funding for educational initiatives in St. Joseph Public Schools, Michigan. They…
…
continue reading
1
Charity of the Month: Five Pines Ministries
36:16
36:16
Play later
Play later
Lists
Like
Liked
36:16
Send us a text In this episode of the "Wolf Financial Podcast," Rob Wolf interviews Nate Parsons from Five Pines Ministries. Located in Berrien Center, Michigan, Five Pines Ministries is a non-denominational Christian summer day camp and retreat center. The discussion focuses on their mission to impact youth through outdoor activities, spiritual gu…
…
continue reading
Send us a text In the "Charity of the Month" episode of the "Wolf Financial Podcast," host Rob Wolf interviews Chris Britton from New Heights CCDA. New Heights CCDA, located in Benton Heights, Michigan, is dedicated to equipping under-resourced neighbors through community engagement, resources, and tools. They focus on moving individuals from scarc…
…
continue reading
1
Charity of the Month: United Way of Southwest Michigan
25:55
25:55
Play later
Play later
Lists
Like
Liked
25:55
Send us a text In this special "Charity of the Month" episode of the "Wolf Financial Podcast," host Rob Wolf invites Anna Murphy from the United Way of Southwest Michigan for an in-depth discussion. The United Way of Southwest Michigan is renowned for its dedication to addressing key community issues, particularly in the realms of education, financ…
…
continue reading
Send us a text In this "Charity of the Month" episode of the "Wolf Financial Podcast," host Rob Wolf interviews Amy Johns from Destiny Rescue, an organization dedicated to rescuing kids from human trafficking and sexual exploitation. Destiny Rescue operates globally, entering some of the darkest places to rescue children trapped in exploitation. Th…
…
continue reading
Send us a text In this engaging episode of the "Wolf Financial Podcast," host Rob Wolf features Mosaic CCDA (Community Christian Development Association) as the 'Charity of the Month.' Mosaic CCDA, a noteworthy organization in community development, is known for its innovative and holistic approach to empowering individuals and revitalizing neighbo…
…
continue reading
1
Charity of the Month: Camp Leo & Lions Club of St. Joseph
24:27
24:27
Play later
Play later
Lists
Like
Liked
24:27
Send us a text In this episode of "Wolf Financial Podcast," Rob Wolf talks with Beth Helm from Camp Leo and Allen Edlefson from the Lions Club of Saint Joseph, MI. They discuss the work of Camp Leo in Grand Junction, Michigan, a camp program designed for youth aged 10-26, emphasizing growth and independence. The conversation also covers the Lions C…
…
continue reading
