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Modern Wealth Management

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by Darrick Hutchens and Ray Kramer

1.0(1 reviews)
19 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Language

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Publishing Since

4/27/2021

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Recent Episodes

Episode thumbnail for Growing and Sustaining a Family Business with Joe Pohrer

September 18, 2024

Growing and Sustaining a Family Business with Joe Pohrer

<p>On the latest episode of our podcast, Darrick welcomes Joe Pohrer, President of the Pauly Jail Building Company. Together, Darrick and Joe will delve into the impact Joe has brought to central Indiana.</p><p>A long anticipated conversation, we welcome you to the show and hope you learn much from this knowledge packed episode. </p><p>Chapters:</p><p>0:00 - Introduction and overview on the day's conversation</p><p>1:35 - Welcoming Joe Pohrer</p><p>3:00 - Joe Pohrer's Background</p><p>7:30 - Pauly Jail Construction Company at It's Core</p><p>12:10 - What's Next for Joe Pohrer</p><p>16:10 - R&amp;D </p><p>21:30 - Taking Risk</p><p>26:10 - Make Clear Decisions</p><p>32:00 - Communication and Regular Face Time</p><p>34:10 - Control and Growth</p><p>36:10 - Closing Thoughts</p><p>36:50 - How to get in touch with Joe and Darrick </p><p>Connect with Darrick:</p><p><a href="https://mononwealth.com/" rel="noopener noreferrer" target="_blank">Website</a></p><p><a href="https://www.facebook.com/mononwealth" rel="noopener noreferrer" target="_blank">Facebook</a></p><p><a href="https://www.linkedin.com/company/monon-wealth-management/about/" rel="noopener noreferrer" target="_blank">LinkedIn</a></p>

Episode thumbnail for The Evolution of Investing and State-of-the-Art Strategies

July 25, 2024

The Evolution of Investing and State-of-the-Art Strategies

<p>On the latest episode of our podcast, Darrick welcomes Dimensional Fund Advisor Vice President, Apollo Lupescu. Together, Darrick and Apollo will delve into the early ideas behind investing and how they evolved to become the state-of-the-art strategies of today.</p><p>A long anticipated conversation, we welcome you to the show and hope you learn much from this knowledge packed episode. </p><p>Chapters:</p><p>0:00 - Introduction and overview on the day's conversation</p><p>1:04 - Welcoming Apollo</p><p>2:00 - Apollo's Background</p><p>6:00 - Retail Investors vs. Dimensional Fund Advisors</p><p>8:35 - The Beginning of Stocks</p><p>12:00 - Stock Picking and Active Management</p><p>17:45 - Small Caps and Growth Potential</p><p>22:20 - The Advent of Advisors</p><p>25:00 - SMCI and the S&amp;P 500 Index</p><p>29:00 - Small vs. Large Cap and U.S Market Trends</p><p>34:10 - The Japanese Stock Market in the 90's and Emerging Markets</p><p>37:00 - International Exposure</p><p>40:50 - International vs. Domestic Historically</p><p>43:55 - Decades Old Data and How It Guides Modern Investment</p><p>46:20 - Benefit vs. Risk and Price to Book</p><p>48:30 - How to get in touch with Darrick and his team</p><p>Connect with Darrick:</p><p><a href="https://mononwealth.com/" rel="noopener noreferrer" target="_blank">Website</a></p><p><a href="https://www.facebook.com/mononwealth" rel="noopener noreferrer" target="_blank">Facebook</a></p><p><a href="https://www.linkedin.com/company/monon-wealth-management/about/" rel="noopener noreferrer" target="_blank">LinkedIn</a></p>

Episode thumbnail for How I Secure My Family's Success

June 10, 2024

How I Secure My Family's Success

<p>On the latest episode of our podcast, Darrick opens up about the comprehensive financial plan he's built to ensure his family's long-term stability and prosperity. Darrick shares the inner-workings of the comprehensive financial plan he built to ensure his family's long-term stability and prosperity.</p><p>Discover how he balances risk and maximizes growth through savvy investment strategies, secures his family's legacy with meticulous estate planning, optimizes tax efficiency, and incorporates meaningful charitable contributions. </p><p>Whether you're looking to refine your own financial plan or a specific area of it, this episode is packed with valuable insights and actionable advice to help you secure your family's future. </p><p>Chapters:</p><p>0:00 - Introduction and overview on the day's conversation</p><p>1:34 - Why Darrick wanted to allow the audience to 'peek behind the curtain' of his financial plan</p><p>3:10 - Wealth management is a formula</p><p>6:31 - Darrick's investment planning efforts</p><p>7:35 - Darrick's 'why' and the impact his children has on his financial world</p><p>11:17 - Cash flow strategy for accumulation</p><p>13:15 - Leveraging Flourish as a helpful tool to earn interest on cash</p><p>19:40 - "Invest within a program I can live with"</p><p>24:40 - Leveraging a strategy with real-world results through good and bad times</p><p>26:22 - Darrick's traditional investment partners</p><p>28:28 - How Darrick's financial world combats taxes</p><p>33:25 - Real estate investment opportunities and using them to lower his tax bill</p><p>36:53 - Wrapping your arms around your wealth using a thorough wealth protection plan</p><p>44:29 - Where to begin when addressing your estate plan</p><p>49:39 - Darrick's scary moment surrounding his older estate planning efforts</p><p>53:15 - Darrick's key takeaways </p><p>55:50 - How to get in touch with Darrick and his team</p><p>57:15 - Closing remarks</p><p>Connect with Darrick:</p><p><a href="https://mononwealth.com/" rel="noopener noreferrer" target="_blank">Website</a></p><p><a href="https://www.facebook.com/mononwealth" rel="noopener noreferrer" target="_blank">Facebook</a></p><p><a href="https://www.linkedin.com/company/monon-wealth-management/about/" rel="noopener noreferrer" target="_blank">LinkedIn</a></p><p><br></p><p><br></p>

19 total episodes available

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Frequently asked questions

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What is Modern Wealth Management?

Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success.

Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management.

So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

How often does this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 10 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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