Do you feel overwhelmed by financial jargon and complex money matters? Are you looking for practical advice to take control of your financial future with confidence?You’re in the right place.Wade Through It All–Success Simplified is your go-to podcast for breaking down complicated financial topics into actionable steps. Hosted by father-daughter financial advisors Robert M. Wade and Abigail F. Wade, CFP® of R.M. Wade & Company, Ltd., this podcast combines decades of experience with a shared passion for helping people build wealth, eliminate debt, and help them achieve their goals. Each week, we’ll tackle the questions you’re already asking, covering everything from financial planning and investments to unique challenges faced by entrepreneurs, families, and savers like you. Through professional insights, engaging conversations, and practical tips, we’ll guide you toward a more confident, intentional, and simplified approach to success.Whether you’re a business owner, a committed saver, or someone ready to take the next step toward financial clarity, this podcast is designed to empower you. Join us as we navigate the path to a brighter financial future...together.
ETF. Diversification. Cost basis. Basis points. Fiduciary. We hear financial jargon thrown around all the time, but what does it actually mean? In this episode, we're breaking down some of the most common terms in investing, retirement, taxes, and financial planning into normal English. Because there’s no prize for pretending to understand financial jargon, and understanding your money shouldn’t require learning an entirely new language first.
www.rmwadeco.com
Follow us on Instagram: @rmwadeandcompany
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.
22 Sept 2026
What Does a Financial Advisor Actually Do?
What does a financial advisor actually do beyond managing investments? We’re pulling back the curtain on financial planning, from retirement and taxes to estate planning, behavioral coaching, and the behind-the-scenes work that helps keep your entire financial life working together.
www.rmwadeco.com
Follow us on Instagram: @rmwadeandcompany
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.
8 Sept 2026
The State of AI, According to Us
Artificial intelligence is officially part of everyday life, whether we realize it or not. In this episode, we’re talking about how we actually use AI, where it can make our lives and work more efficient, and why judgment, critical thinking, and the human element matter more than ever. AI is a powerful tool, but it isn’t something to fear or blindly trust. The future isn’t humans versus AI. It’s humans learning how to use it wisely.
www.rmwadeco.com
Follow us on Instagram: @rmwadeandcompany
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.
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