Wealth Builders - A StatonWalsh Podcast

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!In this episode, we're going to answer a question that we get asked all the time - what the heck do financial advisors even do? We'll break it all down for you, covering the different types of advisors and what you should be looking for in yours. Whether you need help with managing your money, insurance, business planning, corporate retirement planning, or anything in between, we've got you covered. Make sure to like and subscribe if you enjoyed the show! For more information on StatonWalsh please visit, StatonWalshThis 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.Check the background of this firm on http://brokercheck.finra.org/

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 the current state of the housing market, including the impact of COVID-19, consumer behavior, and regional differences. You won't want to miss this opportunity to hear about the challenges and opportunities facing buyers and sellers, as well as the role of technology in the buying and selling process. Plus, get a sneak peek into the future with predictions for what's in store for the real estate market. As promised in the episode, we have included the link below for the important questions to ask your realtor. Get ready to be informed and entertained on this episode of Wealth Builders! The Spangenberger Home Team (spanghometeam.com)Important Questions for your RealtorMake sure to like and subscribe if you enjoyed the show! For more information on StatonWalsh please visit, StatonWalshThis 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.Check the background of this firm on http://brokercheck.finra.org/

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 found 47% of Americans stopped saving for retirement last year due to inflation. In this episode we discuss our interpretation of the data and how investors can avoid common mistakes during volatile markets. Make sure to like and subscribe if you enjoyed the show! For more information on StatonWalsh please visit, StatonWalshThis 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.Check the background of this firm on http://brokercheck.finra.org/

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 Americans, such as healthcare and Social Security.In this episode, we'll take a closer look at the key changes in Secure Act 2.0 and explore the potential benefits and drawbacks of these changes.As discussed in the episode, here is a link to the Michael Kitces article on Secure Act 2.0:Secure Act 2.0: Detailed Breakdown Of Key Tax Opportunities (kitces.com)Make sure to like and subscribe if you enjoyed the show! For more information on StatonWalsh please visit, StatonWalshThis 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.Check the background of this firm on http://brokercheck.finra.org/

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 you financially, it's a topic you can't avoid. Evan breaks down the the different stages of life where it may be beneficial to own a policy from just getting married to owning a business. 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.Check the background of this firm on http://brokercheck.finra.org/

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. One of the topics we continue to see in the headlines is the talk around rising interest rates. We also talk about inflation and the strategies investors can use in the fixed income portion of their portfolios moving forward. 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.Check the background of this firm on http://brokercheck.finra.org/

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 in the news like bear markets, recession and inflation. In this episode, we are going to break down each of those concepts and also talk about some principles that investors can adhere to in volatile markets. 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.Check the background of this firm on http://brokercheck.finra.org/

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 to pick apart how investors should look at financial news and how they might be able to understand it a little bit better and how to take action on their own. 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.Check the background of this firm on http://brokercheck.finra.org/

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 leading up to the big day, it is important to have discussions on how each of you think about money and how you will save as a couple going forward. Click the links below for the checklist we discussed in the episode as well as the insurance calculator.What issues should I consider when getting Married?How much life insurance calculator 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.Check the background of this firm on http://brokercheck.finra.org/

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 outlook on the Federal Reserve, the effects oil prices will have on the markets moving forward and what investors can expect through the end of 2022 and beyond in their investment portfolios.Meet with us 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.Check the background of this firm on http://brokercheck.finra.org/

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 for your business. As promised, click the link below to download your guide to the different types of plans for your business and click the meet with us button to ask us any questions you may have!Download Your GuideMeet with UsThis 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.Check the background of this firm on http://brokercheck.finra.org/

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 importantly who is eligible for a backdoor contribution. As promised in the episode, click below for your guide on if a Backdoor Roth contribution would work for you. If you have questions about this topic, click the meet with us link below.Download Your GuideMeet with UsThis 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.Check the background of this firm on http://brokercheck.finra.org/

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, potential pitfalls and managing family dynamics. Kael left us with several key takeaways for both potential buyers and sellers in the current M&A environment.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.Check the background of this firm on http://brokercheck.finra.org/

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 Insurance policies. This is part 1 of a 3 part series. 

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 on employee matters.Russell shares his thoughts on how employers should navigate the workplace policies and procedures during Covid. With a large amount of employees working remotely currently, Russell has some great key points on what your company should have in their remote work policies. This is a can't miss episode if you are starting to review your policies and looking to make changes!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: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/​

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 how this process transformed into his book. Make sure to check out the video portion on our YouTube channel here:https://www.youtube.com/channel/UCyMFggdUGloUDESUVxmq-qwThis 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: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/

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 animated videos and 3D product renders. We discuss what it was like starting his business during the pandemic and what are the steps every new business owner should take first. Make sure to check out our YouTube page as well to see the video of the interview:https://www.youtube.com/channel/UCyMFggdUGloUDESUVxmq-qwThis 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: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/​

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 advisor - client relationships. ​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: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/

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 investing success. Tune in to learn more!

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 beyond 2021? Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Devin Walsh: Securities offered through Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.Check the background of this firm on http://brokercheck.finra.org/​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.