The Money Experience
Kevin McGarry
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Valley Financial Group presents The Money Experience. Finance & life experience experts come together for a casual discussion about money. How to save it, how to invest it, and even how to spend it. Listen for a fun, easy-to-follow discussion about how to enhance your life through finance.
Available episodes
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Nov 8, 2023
Episode 6 - Insurance Expert Greg Schnee
In this episode of The Money Experience, Kevin McGarry talks to Greg Schnee from Goosehead Insurance. Greg has over 25 years experience in the insurance industry, and has had his own agency for over 10 years.
Listen to find out what Greg means when he says this is the hardest market in the last 50 years. You’ll hear what the current market is like for consumers and what that means. Greg explains why it’s important for you to understand your insurance policies and to review your terms often. He goes over best practices for managing your insurances.
Kevin is asking Greg all the important questions, like how to know the appropriate amount of coverage. Greg points out the common mistakes he sees people make when it comes to insurance; listen to this episode so you don’t make the same mistakes.
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com
For more information about Greg Schnee: https://www.goosehead.com/agents/pa/chalfont/gregory-schnee/
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Aug 31, 2023
Episode 5 - Retirement Investments & Taxes with MFS Investment Management
In this episode of The Money Experience, Kevin McGarry welcomes Miles Mettenheimer & Doug Orton of MFS Investment Management to talk about IRA planning mistakes when it comes to tax and compliance. Miles wants to demystify investing and remove the intimidation. The guys understand everyone makes mistakes, so they are here to help you get back on the right track with your investments.
Doug is addressing the biggest mistakes he sees people make on their investment accounts. Doug talks about beneficiaries in detail. Listen to this episode to avoid easy mistakes in your retirement planning.
To contact Miles Mettenheimer, Director of MFS Fund Distributors, Inc: MMettenheimer@mfs.com
To contact Miles Doug Orton, CRPC | Vice President, Business Development Consultant dorton@mfs.com
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com
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Aug 24, 2023
Episode 4 - IRA Planning Mistakes with MFS Investment Management
In this episode of The Money Experience, Kevin McGarry welcomes Miles Mettenheimer & Doug Orton of MFS Investment Management to the show to talk about IRAs. Hear advice on how to plan and prepare, even when there is uncertainty. Learn about tax diversification and how to use it to your advantage. You’ll also hear about strategies to minimize tax consequences on retirement funds.
You don’t want to miss Doug’s explanation of retirement contributions. You may want to take notes while listening to this episode to go over with your personal financial advisor. This podcast is packed with valuable information regarding retirement investment accounts and their tax implications.
To contact Miles Mettenheimer, Director of MFS Fund Distributors, Inc: MMettenheimer@mfs.com
To contact Miles Doug Orton, CRPC | Vice President, Business Development Consultant dorton@mfs.com
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com
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May 1, 2023
Episode 3 - Talking Real Estate with Kate Boyle
In this episode of The Money Experience, Kevin McGarry invites Kate Boyle from Keller Williams on the show to speak about purchasing real estate after retirement. They start off by discussing the state of the current market, and Kate explains why it’s always a good time to buy property. Listen for Kate’s advice on finding a mortgage lender.
Kate & Kevin have advice for both buyers & sellers in the current real estate market. If you’re thinking about buying or selling your home, purchasing an additional property, or are already in the process, this is a great episode for you. You don’t want to miss the offer Kate is giving all The Money Experience listeners.
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com
To contact Kate Boyle: kboyle@kw.com
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Feb 8, 2023
Episode 2 - Conversation with Jeff Rieder of Wauch, Maloney & Co.
In this episode of The Money Experience Kevin McGarry is having a candid conversation with Jeff Rieder, Certified Public Accountant & Managing Partner at Wauch, Maloney & Co. Jeff is the financial advisor’s financial advisor. He helps Valley Financial with their business planning and has helped countless others with their money management and monetary legacy.
After an introduction to Jeff, the guys get into discussing tax preparation. They go over a checklist that will help you prepare for filing for annual income taxes. Jeff then lets us know about some of the changes for the 2022 tax structure. He also talks about some of the changes for 2023 you’ll want to be aware of.
Have you heard of the SECURE Act? Jeff tells us what it stands for, what it means, and how to take advantage of the program over the next few years.
Jeff rounds out this episode by giving us advice on what we can do now for this tax season.
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com
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Jan 11, 2023
Episode 1 - Forecasting for 2023
In this episode of The Money Experience, Kevin McGarry is speaking with Frank M. Betsch, the founding partner of Valley Financial Group. With over 42 years of financial planning experience, Frank has helped thousands of people retire.
The goal of this podcast is to uncomplicate money. The guys are looking at the predictions for 2023 and comparing them to historical data to come up with their own opinions on what the market has to offer in the upcoming year. This episode is wrapped up with advice on managing your finances.
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com
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