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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
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Mastering Your Financial Portfolio: The Objective Triangle of Growth, Safety, and Liquidity
13:32
13:32
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13:32
Send us a Text Message. 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 compon…
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Navigating Financial Milestones: Expert Advice on Key Life Events
30:29
30:29
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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…
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Securing Your Future: The Timeless Benefits of Life Insurance
20:24
20:24
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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…
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Charity of the Month: CASA of Southwest Michigan
18:28
18:28
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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…
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Decoding the US Tax Code: Insights and Truths
17:37
17:37
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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…
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Navigating Financial Planning and Homeownership for the Next Generation
11:52
11:52
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11:52
Send us a Text Message. 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…
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Charity of the Month: Redbud Area Ministries
39:35
39:35
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39:35
Send us a Text Message. 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 …
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Charity of the Month: Berrien County Cancer Service
33:20
33:20
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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…
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Charity of the Month: St. Joseph Public Schools Foundation
17:06
17:06
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17:06
Send us a Text Message. 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, Michi…
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Charity of the Month: Five Pines Ministries
36:16
36:16
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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…
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Send us a Text Message. 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 f…
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Charity of the Month: United Way of Southwest Michigan
25:55
25:55
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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…
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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…
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Send us a Text Message. 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 revitalizin…
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Charity of the Month: Camp Leo & Lions Club of St. Joseph
24:27
24:27
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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…
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