Welcome to Our Podcast!
Navigating Financial Wisdom: Riverbank Riches with Desmond Taylor is an engaging and informative podcast that serves as your personal guide in helping you towards your financial and retirement goals. Desmond takes you on a journey down the river of financial wisdom, uncovering valuable insights and strategies, and navigating the complex waters of personal finance. Whether you're just starting your journey or seeking to enhance your existing knowledge, Desmond covers a wide range of topics that are crucial for anyone looking to make informed decisions.
Latest Episodes:
We wanted to bring on someone who is as tapped into what’s happening in the economy as anyone we know. Matt Heimann, CFA, is the Director of Asset Management at CreativeOne Wealth and he has a deep analytical expertise in building asset allocations and populating investment models.
The past few years have been marked by incredible volatility in the stock market, which has created plenty of uncertainty for investors. Just in the past five years, we’ve seen the market crash during COVID, high inflation and interest rates, and bonds falling sharply alongside equities in 2022.
Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode.
Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.
Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments.
Just like building a snowman in the crisp winter air, creating a structurally sound retirement strategy requires careful consideration and planning. From establishing a solid base to adding protective layers, we’re here to ensure your financial landscape remains cool and stable.
Ashley Kelsey, CBI is a Senior Business Advisor with Transworld Business Advisors of Eastern NC and has worked with all types of business owners to connect them with the right buyers when they’re ready to exit. In this two-part series, we’ll talk in-depth about the business brokerage industry with this episode focusing on their process, success stories, and the advice she’d give both buyers and sellers.
Having an exit plan for your business isn't easy and business owners struggle with this transition all the time. Today we're going to talk with someone from the business brokerage industry who helps connect buyers and sellers to find out how the process works, learn more about how it can alleviate some of the challenges facing owners, and hear a few success stories she's been a part of.
Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years
This two-part series will juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. Join us as Desmond finishes out the top 10 with five more truths everyone needs to take into account when building a plan.
