Path to Success
Wehrly Group
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Path to Success with Daniel Martin and Patrick Wehrly of the Wehrly Group. They discuss finances, taxes, and retirement.
Available episodes
Newest first
Oldest first
Aug 11, 2022
Ep.12 - Mid Year Outlook on 2022
Taking a look at where we are now to be more comfortable for the future.
Takeaways
* Where is inflation going
* Interest rates are expected rise multiple times
* Why talking with an advisor can help you make smart decisions and not emotional
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Apr 29, 2022
Ep. 11- The Importance of Long-Term Care
Going over the basic information to provide the best information for planning long-term care.
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Jan 7, 2022
Ep. 10 - Fear Series Finale
We’ll recap everything we’ve covered on combating financial fears.
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Dec 17, 2021
Ep. 9 - Exercise is the Best Medicine
* Exercise increases your endorphins, energy, and alertness and can even boost your immune system
* Feeling anxious? Go outside and take a walk to bust your jitters
* Stretching, swimming, or sprinting… it’s up to you on how to move!
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Dec 10, 2021
Ep. 8 - The Power of Psalm 91
For some, relying on their faith helps bring them comfort and security for the times ahead. Psalm 91 is a reminder that no matter what happens, such as another COVID-19 variant, a financial collapse, or war, God is always in control.
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Oct 15, 2021
Ep. 7 - Your Fear Fighting Diet
* Certain foods like blueberries and salmon can boost your overall mood
* Other types of food/beverages like caffeine and sugar could potentially cause anxiety and depression if consumed in excess
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Oct 1, 2021
Ep. 6 - Conquering The Fear Of The Bull
The type of media and literature you surround yourself with can become a reflection of you.
Make daily intentions to see the positive things happening around you.
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Jul 16, 2021
Ep. 5 - Three Ways To Bring Back Your Financial Peace
- Resist the urge to multi-task
- Keep a journal
- Be purposeful and deliberate in your actions
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Jul 9, 2021
Ep. 4 - Tax-Free Income Plans
A Roth account is a straightforward way to save retirement money that won’t be taxed.
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Jul 2, 2021
Ep. 3 - Financial Tools To Combat Fear
* Are your financial fears causing you depression?
* Is your financial plan being updated regularly? Is it accurate? Is it true?
* Vocalizing your positivity can help diminish your negative thoughts.
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Jun 22, 2021
Ep. 2 - It's Not A Problem Until It's A Problem
Terrorism is using fear as a weapon.
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Jun 11, 2021
Ep. 1 - Freeing Yourself From Financial Fears
* Fear cannot be reasoned with.
* Worrying is wasted time.
* Worrying doesn’t change nor solve anything.
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