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Invest Wisely with Walt Sokira

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by Walt Sokira, Director, Financial Advisor Baird

4.4(7 reviews)
187 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
30

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality34
Social0
YouTube0
Engagement68

Podcast Overview

Walt Sokira started managing “important money” in August of 1987 when the Dow-Jones Industrial Average was at 2,660, the S&P 500 Index at 329 and the NASDAQ Composite was at 451. Walt defines "important money" as the "money people give their lives´ energies to gain. It often represents hard work, fulfillment of dreams and financial security." For over 30 years Walt has managed money for individuals, families, corporations and philanthropic organizations. He has worked for a large trust company, brokerage firm and owned his own independent Registered Investment Advisory firm for 17 years. This cumulative experience has developed into principles and beliefs that are now shared daily as the managing partner of Akron Wealth Advisors. Walt earned his Bachelor Degree from The University of Akron and his M.B.A. from Kent State University. He firmly believes that education is a life-long process. Walt has taught as a visiting professor at Case Western Reserve University, Kent State University, The University of Akron and Youngstown State University. He has won numerous teaching awards and has educated over 10,000 students during his teaching tenure.

Language

🇺🇲

Publishing Since

7/27/2020

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30

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality34
Social0
YouTube0
Engagement68
5
Excellent Areas
2
Good Performance
12
Growth Opportunities
excellent
Episode Length
24 minutes
Performing excellently!
good
Publishing Consistency
Every 9 days

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poor
Show Notes Quality
1.0/5

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Recent Episodes

Episode thumbnail for Invest Wisely Episode 291 - October 27, 2024

January 16, 2025

Invest Wisely Episode 291 - October 27, 2024

<p>All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.</p><p>We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.</p><p>All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.</p><p>Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.</p>

Episode thumbnail for Invest Wisely Episode 290 - October 20 2024

January 16, 2025

Invest Wisely Episode 290 - October 20 2024

<p>All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.</p><p>We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.</p><p>All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.</p><p>Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.</p>

Episode thumbnail for Invest Wisely 289 - October 13 2024

January 16, 2025

Invest Wisely 289 - October 13 2024

<p>All discussion during Invest Wisely program is intended for informational and educational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.</p><p>We do not offer tax, accounting, or legal advice. Consult your tax or legal advisor before making any decision that could affect your tax or legal situation.</p><p>All investing involves risk, including the possible loss of principal. You should carefully consider investment objectives, risks, charges, and expenses of any investment before investing. Diversification and asset allocation do not guarantee a profit or guarantee against a loss.</p><p>Securities and Investment advisory services are offered by Robert W. Baird and Company, Incorporated, a Registered Broker-Dealer and Investment Advisor, Member NYSE/ FINRA/SIPC.</p>

187 total episodes available

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What is Invest Wisely with Walt Sokira?

Walt Sokira started managing “important money” in August of 1987 when the Dow-Jones Industrial Average was at 2,660, the S&P 500 Index at 329 and the NASDAQ Composite was at 451. Walt defines "important money" as the "money people give their lives´ energies to gain. It often represents hard work, fulfillment of dreams and financial security." For over 30 years Walt has managed money for individuals, families, corporations and philanthropic organizations. He has worked for a large trust company, brokerage firm and owned his own independent Registered Investment Advisory firm for 17 years. This cumulative experience has developed into principles and beliefs that are now shared daily as the managing partner of Akron Wealth Advisors.

Walt earned his Bachelor Degree from The University of Akron and his M.B.A. from Kent State University. He firmly believes that education is a life-long process. Walt has taught as a visiting professor at Case Western Reserve University, Kent State University, The University of Akron and Youngstown State University. He has won numerous teaching awards and has educated over 10,000 students during his teaching tenure.

How often does this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 9 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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