WealthSmart: Recent Episodes

WealthSmart

Financial Freedom to Pursue the Goals That Matter.

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As the weather starts to warm up, a lot of people are spending more time outdoors. What better way to spend an afternoon than by enjoying a few beers from a local craft brewery? In this special episode of the WealthSmarts podcast, Richard and Matt talk with Jules Dubus, head brewer at Monkey 9 Brewing. […]

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People are often intimidated by their finances and don’t know where or when to start. You may feel like you’re behind the curve or that you can’t catch up, but that’s not true. Everyone has to start somewhere, and there’s no time like the present. In this episode of the WealthSmarts Podcast, Richard and Matt […]

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Wondering if digital marketing is important for your business? You’re not alone. Many business owners are so busy running their businesses that they often do not consider the importance of digital marketing, especially in this evolving digital world. In this episode Richard and Matt speak with Ray Wang from RW digital about why business owners […]

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No one likes to think about inflation, but the fact is that it can have a major impact on your financial future if you’re not prepared. Keeping up with inflation is critical to preserving your wealth. Inflation can be like a sneaky thief, gradually eroding your purchasing power if you’re not careful. Most people have […]

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Investing in the stock market can be a roller coaster ride. You’re happy when the markets are up and you’re sad when the markets are down. It’s easy to get caught up in our emotions when it comes to investing. In this episode of the WealthSmarts Podcast, Richard and Matt talk about how a professional […]

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In pursuit of financial freedom, people like to make an impact. In this episode we interview Ed Gavsie and Rick Duff from Richmond Cares Richmond Gives, about how RCRG helps to provide valuable community services, as well as building volunteer capacity and generosity in the Richmond Area. https://www.rcrg.org/

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Most people don’t know how to find an advisor that is right for them, or they may not even know what to look for. In this episode, we talk with Chris Enright, CEO of Aligned Capital Partners, about the importance of independent advisors and how they can help provide peace of mind to their clients. […]

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When it’s time to sell your business, the way you leave can significantly impact the value you get from it. If you don’t plan your exit, or if you’re forced to exit, you could be leaving money on the table. In this podcast episode, Richard and Matt discuss how to plan for a business exit […]

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In our exuberance to invest, we often pay little attention to the impact of excessive investment costs on our portfolios. Successful investing involves controlling these costs. In this episode, Richard and Matt talk about the impact of excessive investment costs on our portfolios and some things to do to make sure we are getting value […]

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Did you know almost half of all business owners will hit the same stumbling block? They become the primary revenue driver for their company – The Rainmaker. In this episode, Richard and Matt define the Rainmaker, discuss how they got to this place in their business, and give some examples of what they can do […]