In this episode, hosts Jordan and Phillis are joined by special guest Brad Gaines, a seasoned financial advisor. Together, they tackle two critical topics: managing expectations for the rate of return in retirement plans and instilling smart saving habits in the next generation.

With Brad's expertise guiding the conversation, the trio explores realistic expectations for investment returns within retirement portfolios, considering factors such as risk tolerance, market conditions, and investment strategies. Listeners gain valuable insights into setting achievable goals and optimizing their retirement savings strategies.

Additionally, the discussion turns to the importance of financial education for children. Brad shares personal anecdotes and practical tips for teaching his daughter the value of saving early, laying the groundwork for a lifetime of financial responsibility and success.

In this episode, hosts Jordan and Phillis are joined by guest Josh Smith, a financial advisor and tax expert with a wealth of knowledge. Together, they embark on a deep dive into the intricate world of taxes, exploring current trends and offering insights into what the tax landscape might hold in the future.

With Josh's expertise guiding the discussion, the trio explores a wide range of tax-related topics, including recent legislative changes, potential tax reform proposals, and strategies for maximizing tax efficiency. Listeners will gain valuable insights into how these developments may impact their personal finances and investment decisions.

Additionally, the conversation delves into proactive tax planning strategies and key considerations for navigating the evolving tax environment. Whether you're an individual taxpayer or a business owner, this episode of "WealthWise" provides essential guidance to help you stay informed and prepared for the future of taxation.

In this episode, hosts Jordan and Phillis are joined by special guest Thomas Reilly, a young yet seasoned financial advisor. Together, they dive into a crucial topic: signs that indicate whether individuals are truly ready to retire.

With Thomas's expertise guiding the discussion, the trio explores key indicators and considerations that can help listeners assess their retirement readiness. They discuss financial milestones, such as debt management, retirement savings targets, and income replacement strategies, as well as non-financial factors like lifestyle preferences, health considerations, and personal fulfillment.