Real-world money moves and actionable insights to help you think smarter about money. We’ll dive into strategies that drive long-term growth whether you’re building personal wealth or navigating today’s financial landscape.
Money Moves with Darin
Claim This Podcastby Evans May Wealth
9 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
Real-world money moves and actionable insights to help you think smarter about money. We’ll dive into strategies that drive long-term growth whether you’re building personal wealth or navigating today’s financial landscape.
Language
🇺🇲
Publishing Since
5/13/2025
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Recent Episodes
January 20, 2026
The 5-Step Financial Checkup You Should Do Every Year
<p>New Years always feels like a natural reset.</p><p>Whether you set New Years resolutions for yourself or not, January is the perfect time to review your financial plan and make sure it still supports what matters most to you, whether that’s saving for retirement or purchasing a new home.</p><p><br></p><p>💡Here are 5 things to review at the start of each year:</p><p>1. Take inventory</p><p>2. Revisit your goals</p><p>3. Review your savings strategy</p><p>4. Check your investments</p><p>5. Review your risk management</p><p><br></p><p>If you’re not confident your current strategy is fully aligned, or you’d simply like a second opinion, I’m happy to help.</p><p>______________________________________________</p><p>Connect with us on the following! </p><p>- LINKEDIN (Evans May Wealth): <a href="https://www.linkedin.com/company/evansmaywealth/" target="_blank" rel="noopener noreferer">https://www.linkedin.com/company/evansmaywealth/</a></p><p>- LINKEDIN (Darin Riddle): <a href="https://www.linkedin.com/in/darin-riddle/" target="_blank" rel="noopener noreferer">https://www.linkedin.com/in/darin-riddle/</a></p><p>- INSTAGRAM: <a href="https://www.instagram.com/evansmaywealth" target="_blank" rel="noopener noreferer">https://www.instagram.com/evansmaywealth</a> </p><p>- FACEBOOK: <a href="https://www.facebook.com/evansmaywealth" target="_blank" rel="noopener noreferer">https://www.facebook.com/evansmaywealth</a></p><p>- EMAIL: <a href="darin.riddle@evansmay.com" target="_blank" rel="noopener noreferer">darin.riddle@evansmay.com</a></p><p>______________________________________________</p><p>Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.</p>
November 18, 2025
2025 Year-End Reminders: Insights from a Financial Advisor & Tax Advisor
<p>This time of year is always busy for a lot of people, but don’t let the bustling season keep you from meeting your financial and tax deadlines!We’ve partnered up with Evans May Advisory to talk through important deadlines and year-end considerations to make sure you’re on track. From tax-loss harvesting to Roth conversions and new provisions from the One Big Beautiful Bill Act (OBBBA) affecting your wealth strategies, Darin Riddle, CFP®, CWS®, AAMS® and Owen Pryor, CPA walk you through these topics with a unique perspective of both your financial and tax advisor.<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4">00:00</a> Intro<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=19s">00:19</a> Important Year-End Reminders: The “Big 3”<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=51s">00:51</a> Tax-Loss Harvesting<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=105s">01:45</a> Roth Conversions<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=185s">03:05</a> Charitable Giving: Donor-Advised Funds and Roth Conversions<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=234s">03:54</a> New OBBBA Provisions Affecting Charitable Giving<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=338s">05:38</a> Health Savings Accounts (HSAs)<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=472s">07:52</a> Charitable Giving Strategies: Tax Planning and New OBBBA Provisions<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=562s">09:22</a> OBBBA: Trump Accounts<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=597s">09:57</a> 529 Plans: New Tax Savings<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=629s">10:29</a> Retirements Plans: Wealth Strategies<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=675s">11:15</a> Strategies for Business Owners: Tax Planning<a href="https://www.youtube.com/watch?v=LJ6aLiaCQt4&t=820s">13:40</a> OutroDarin Riddle, CFP®, CWS®, AAMS® | Financial Advisor, Evans May Wealth______________________________________________________Connect with Darin on the following! </p><ul><li>LINKEDIN (Evans May Wealth): <a href="https://www.linkedin.com/company/evansmaywealth/" target="_blank" rel="noopener noreferer">https://www.linkedin.com/company/evansmaywealth/</a></li><li>LINKEDIN (Darin Riddle): <a href="https://www.linkedin.com/in/darin-riddle/" target="_blank" rel="noopener noreferer">https://www.linkedin.com/in/darin-riddle/</a></li><li>INSTAGRAM: <a href="https://www.instagram.com/evansmaywealth" target="_blank" rel="noopener noreferer">https://www.instagram.com/evansmaywealth</a></li><li>FACEBOOK: <a href="https://www.facebook.com/evansmaywealth" target="_blank" rel="noopener noreferer">https://www.facebook.com/evansmaywealth</a></li><li>EMAIL: darin.riddle@evansmay.com</li></ul><p>______________________________________________________Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC.Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.Owen Pryor, CPA | Managing Advisor, Evans May Advisory______________________________________________________Connect with Owen on the following!</p><ul><li>LINKEDIN (Evans May Advisory): <a href="https://www.linkedin.com/company/evans-may-advisory/" target="_blank" rel="noopener noreferer">https://www.linkedin.com/company/evans-may-advisory/</a></li><li>LINKEDIN (Owen Pryor): <a href="https://www.linkedin.com/in/owenpryorcpa/" target="_blank" rel="noopener noreferer">https://www.linkedin.com/in/owenpryorcpa/</a></li><li>INSTAGRAM: https://www.instagram.com/evans_may_advisory/<a href="https://www.instagram.com/evans_may_advisory/" target="_blank" rel="noopener noreferer">https://www.instagram.com/evans_may_advisory/</a></li><li>FACEBOOK: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa20tQzZlVTl2cUtXQWg5MWp6dndiLUFtOVNkQXxBQ3Jtc0tuNldrZ21ISjN1OUNuZ0hqdXRiYTNuX3lQbXZyeU9Kb0JUYkxsUE5WWmtVSy11X0lBOFkwaFZNNXFaeUFqZW5wbFQ5eDM3YkptODRSNG5SUDhiZGVNVXFPTzdSODBSQmpjeVM3WVNhdE96NU0yT1BQWQ&q=https%3A%2F%2Fwww.facebook.com%2Fprofile.php%3Fid%3D61577612346203&v=LJ6aLiaCQt4">https://www.facebook.com/profile.php?...</a></li><li>EMAIL: owen.pryor@evansmayadvisory.com</li></ul><p>______________________________________________________Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.Accounting and tax services are offered exclusively by Evans May Advisory, a separate and distinct entity from Evans May Wealth, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. (Sanctuary Wealth). Evans May Wealth and Sanctuary Wealth client agreements do not extend to services provided by Evans May Advisory. Evans May Advisory client agreements do not extend to services provided by Evans May Wealth. Neither Evans May Wealth nor Sanctuary Wealth provides tax or accounting advice. Evans May Advisory does not provide investment advisory services. Accounting and tax services are offered exclusively by Evans May Advisory, a separate and distinct entity from Evans May Wealth, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. (Sanctuary Wealth).</p>
September 23, 2025
Refinance vs. Recast: Which Saves You More If Rates Drop?
<p>If you’re a homeowner, the Fed’s decision on future rate cuts could mean big savings on your mortgage.💸 Here are two strategies to consider:</p><p><br></p><p>Refinancing: replace your loan and potentially lock in a lower rate</p><p>Recasting: keep your loan, but lower your monthly payments if you’ve paid down the principal</p><p><br></p><p>Both are great options but come with their own benefits and drawbacks. Watch the video to learn more!</p><p><br></p><p>#mortgagetips #interestrates</p><p>______________________________________</p><p>Connect with us on the following! </p><p>- LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth/</p><p>- LINKEDIN (Darin Riddle): https://www.linkedin.com/in/darin-riddle/</p><p>- INSTAGRAM: https://www.instagram.com/evansmaywealth </p><p>- FACEBOOK: https://www.facebook.com/evansmaywealth </p><p>- EMAIL: darin.riddle@evansmay.com</p><p>______________________________________</p><p>Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.</p>
9 total episodes available
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- What is Money Moves with Darin?
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This podcast updates daily.
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