Welcome to A Word On Wealth. Our podcasts will cover topics that we are passionate about. Financial topics can sometime be tricky and complex. Our goal will be to breakdown our topics into smaller bite size chunks of information that make sense. You don't need to have a vast knowledge of the stock market or a financial background to benefit from our recordings, rather just the contrary. We welcome you to take a listen and if you have questions feel free to contact us 810 732-7411.Stephens Wealth Management Group (SWMG) is a wealth management practice located at 5206 Gateway Centre, Suite 300, Flint, Michigan. You can reach our office at (810)732-7411 Investment advisory services offered by SWMG, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by SWMG, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this podcast serves as the receipt of, or as a substitute for, personalized investment advice from SWMG. To the extent that a listener has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. SWMG is neither a law firm, nor a certified public accounting firm, and no portion of the Podcast content should be construed as legal or accounting advice. A copy of SWMG current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.stephenswmg.com. Content represents the opinion of the speaker and not necessarily that of SWMG.
A Word On Wealth
Claim This Podcastby Stephens Wealth Management Group
Podcast Overview
Welcome to A Word On Wealth. Our podcasts will cover topics that we are passionate about. Financial topics can sometime be tricky and complex. Our goal will be to breakdown our topics into smaller bite size chunks of information that make sense. You don't need to have a vast knowledge of the stock market or a financial background to benefit from our recordings, rather just the contrary. We welcome you to take a listen and if you have questions feel free to contact us 810 732-7411.Stephens Wealth Management Group (SWMG) is a wealth management practice located at 5206 Gateway Centre, Suite 300, Flint, Michigan. You can reach our office at (810)732-7411 Investment advisory services offered by SWMG, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by SWMG, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this podcast serves as the receipt of, or as a substitute for, personalized investment advice from SWMG. To the extent that a listener has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. SWMG is neither a law firm, nor a certified public accounting firm, and no portion of the Podcast content should be construed as legal or accounting advice. A copy of SWMG current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.stephenswmg.com. Content represents the opinion of the speaker and not necessarily that of SWMG.
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Publishing Since
2/23/2022
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Recent Episodes
May 23, 2023
Pension & Buy-Outs – Critical Considerations
Are you or someone you know faced with a decision around whether to take your pension or buy-out in a lump-sum or through periodic annuity payments? If so, you probably know it is a complicated decision. How long do you think you’ll live? Does the plan allow for your spouse or heir(s) to receive payment if you die? What is your tax situation and what will it be in the future? How comfortable are you with market ups and downs? How do the options impact your estate...
February 13, 2023
Snowbirds
Sherri Stephens, owner and president of Stephens Wealth Management Group, discusses the “ins and outs” of becoming a snowbird/sunbird with fellow wealth advisor and owner of Pearl Planning, Melissa Joy. Thinking about becoming a snowbird? Not sure where to start? Take a listen to hear more about Sherri and Melissa’s journeys to second home ownership and key considerations for anyone considering the snowbird lifestyle. Buy or Rent. Use the home exclusively or set-...
December 14, 2022
Cybersecurity
Ryan O’Hara is an entrepreneur, cybersecurity expert, two-time best-selling author, co-host of the Security Squawk podcast, and founder and CEO of Sphinx Cybersecurity. Sphinx Cybersecurity is a Michigan based IT and cybersecurity services firm that helps small and medium sized business manage their cyber risk. Sphinx specializes in keeping businesses, throughout the United States, secure and ready to handle today’s rapidly evolving world of cybersecurity. Our podcasts will cover topics tha...
13 total episodes available
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Frequently asked questions
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- What is A Word On Wealth?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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