Broker Check

The Wilde Wealth Way Podcast

Episode 004 - Roth IRA Basics ft. Michael Obenauf


Timestamps:

00:28 - Introductions

02:53 - Michael’s transition to Wilde Wealth

04:50 - Michael & the 20-30 Club

06:43 - Webinar + Roth IRA Basics

08:44 - Roth IRA vs Traditional IRA

10:15 - Qualifications for Roth IRA

11:26 - Funding a Roth IRA

14:20 - Online webinar announcement

15:03 - Conclusion / Outro


Episode 003 - Giving Back ft. Alison Biggs



Timestamps:

00:28 - Introductions

01:57 - How Alison joined Wilde Wealth

02:47 - Alison’s 1st year with Wilde Wealth + COVID-19

06:26 - The Combat Dolls Non-Profit

11:32 - Wilde Wealth Charities + Fundraisers

15:00 - Future Events + Fundraisers

17:40 - Future of Events (Meeting in person + online)

22:50 - Conclusion

 

Episode 002 - 2021 Forecast Outlook ft. Trevor Wilde & Gene Goldma


Episode 001 - Estate Planning ft. Ben Zamora

Episode 001 - Estate Planning ft. Ben Zamora

In this episode we dive in with Jaclyn Yoder and Ben Zamora to discuss the importance of estate planning & why it is important, now more than ever, to be buttoned up financially! This episode is littered with secret financial tips, and will assist getting you on track to being confident in your finances!


Timestamps:

00:30 - Introductions

02:15 - Ben’s transition to Wild Wealth from Wells Fargo

05:30 - Importance estate planning conversations with clients/family

06:51 - What is probate and how does it work?

08:24 - How to avoid probate

09:45 - Importance of looking at financial documents on an annual basis

10:20 - Difference between an estate plan and a will

13:58 - Online webinar announcement / how to register

14:26 - Conclusion / Outro