Keith Donnell, President and Founder of ModernWealthConcepts LLC, is a Certified Financial Planner Professional with more than 30 years of experience helping people from all over the world maximize the effectiveness of their financial resources. He calls it Financial Life-Empowerment and it's the key ingredient for building wealth in your lifetime. Listen in as Keith unlocks the secrets of getting control of your financial resources so you can enjoy life and build wealth. *ModernWealthConcepts LLC is a Registered Investment Advisor in the State of Pennsylvania
Financial Smart Takes
Claim This Podcastby Keith Donnell
8 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
Keith Donnell, President and Founder of ModernWealthConcepts LLC, is a Certified Financial Planner Professional with more than 30 years of experience helping people from all over the world maximize the effectiveness of their financial resources. He calls it Financial Life-Empowerment and it's the key ingredient for building wealth in your lifetime. Listen in as Keith unlocks the secrets of getting control of your financial resources so you can enjoy life and build wealth. *ModernWealthConcepts LLC is a Registered Investment Advisor in the State of Pennsylvania
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Publishing Since
9/16/2019
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Recent Episodes
May 26, 2020
Risk Tolerance
<p>Do you know your risk tolerance? Knowing and understanding your risk tolerance is the key ingredient of investment success over time. Listen in as Keith Donnell talks about the relation between risk and reward and how to use risk tolerance to design the portfolio that is right for you.</p><p><a href="http://www.modernwealthconcepts.com/" target="_blank"><strong>Modern Wealth Concepts Website</strong></a></p><p><a href="mailto:keith.donnell@modernwealthconcepts.com"><strong>Email Keith Donnell</strong></a></p><p>Call Keith at 215-782-1877</p>
March 10, 2020
Should I Sell?
<p>Stocks are down, and investors have questions. Treasury bond prices are up. Oil prices are down. Should I sell?</p><p>Stock markets are notoriously hard to predict.</p><p>People are worried. What do we do?</p><p>Join us as Keith tackles these questions in detail in this episode of Financial Smart Takes.</p><p><a href="http://www.modernwealthconcepts.com/" target="_blank"><strong>Modern Wealth Concepts Website</strong></a></p><p><a href="mailto:keith.donnell@modernwealthconcepts.com"><strong>Email Keith Donnell</strong></a></p><p>Call Keith at 215-782-1877</p>
February 19, 2020
Setting and Achieving Financial Goals
<p>In this Podcast, Keith Donnell discusses the art and discipline of setting and achieving SMART financial goals. SMART goals are more than just a cliché. They are the most important ingredient in making your financial future work. </p><p>Resources:</p><p>Modern Wealth Concepts Website: <a href="http://www.modernwealthconcepts.com/">http://www.modernwealthconcepts.com/</a></p><p>Call Keith at 215-782-1877</p>
8 total episodes available
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