Podcast Summary: Interview with Nate Baumann from LVZ Investment Management In this episode of the Wealthy HOMES Podcast, I had the pleasure of chatting with Nate Baumann from LVZ Investment Management. Nate brought his insights and expertise to give us a comprehensive look at the current financial landscape, with a focus on several key areas that are top of mind for investors.   Market Overview We kicked things off with an overview of the current market. Nate highlighted the main trends and events shaping the financial world today. From economic growth indicators to geopolitical tensions ..read more

Wealthy HOMES Podcast Show Notes Episode 53: Protecting Your Wealth with Josh Cary from JC Insurance Welcome back to another episode of the Wealthy HOMES Podcast! I'm your host, Connor Bauserman, financial advisor with Preferred Financial Group. In this episode, we’re diving into the often overlooked but crucial aspect of wealth management: protecting your assets. To help unpack this topic, I’m joined by Josh Cary from JC Insurance, who shares invaluable insights on how to safeguard your wealth. Key Topics Covered: Josh Cary’s Journey: Josh shares his background, how he got into the insurance ..read more

In this episode of the Wealthy Homes Podcast, we're diving deep into a topic that might not always be top of mind for our age group: Social Security. Join me as we explore the origins, evolution, and future of this vital component of retirement planning. Social Security isn't just a safety net; it's a cornerstone of retirement income for many, constituting up to a third of retirees' financial support. But how did it all start? We journey back to the 17th century, when the concept of providing for the needy began with the "poor laws." Over time, societal changes led to the development of pensio ..read more

Welcome back to another episode of the Wealthy Homes Podcast! I'm your host, Conor Bauserman, joined by James Gilbert, another financial advisor here at PFG. Today, we're diving into some anonymous questions submitted by our listeners. First up, we discussed a couple considering having one parent stay at home with their kids. With a solid financial foundation, including no debt except for a manageable truck payment, we encouraged them to go for it, emphasizing the priceless value of spending time with young children. Next, we shared our thoughts on the current state of the real estate market a ..read more

In this episode, Connor, your friendly host at the Wealthy HOMES Podcast, embarks on a captivating exploration of what it truly means to be wealthy. Beyond the conventional notion of financial riches, Connor reveals the five foundational pillars of genuine wealth: Money, Time, Relationships/Love, Physical Health, and Spiritual Health. Highlights: Money Matters: Connor underscores the significance of financial independence and savvy money management. He shares invaluable insights into investment strategies tailored for long-term wealth accumulation, along with practical tips for breaking free ..read more

Welcome back to another insightful episode of the Wealthy Homes Podcast! I'm Connor Bauserman, your friendly neighborhood financial advisor from Preferred Financial Group, and today, we're revisiting one of our foundational discussions: the Circle Talk 2.0.   Now, if there's one episode, I'd recommend to anyone seeking financial wisdom, it's this one. As we approach our 50th episode milestone, I'm thrilled to reflect on how far we've come since our humble beginnings.   The Circle Talk is all about laying the groundwork for your financial journey, and it all starts with three crucial ..read more

Remember those MythBusters days? I sure do! ? Watching entire episodes just to get that satisfying "Plausible," "Busted," or "Confirmed." ? So, in the spirit of channeling my inner Adam and Jamie, I present to you a spin-off episode: Money Myths! ??   Here are 8 common financial myths being put to the test: Buying a Home is Always Better Than Renting ? Carrying Credit Card Balances Boosts Your Credit Score ? Precious Metals Are Always a Good Investment ? Giving up a daily coffee purchase is a financial game-changer ☕ Money can make you happiest ?? My Partner Manages the Finances, So I Don ..read more

Having guided countless young minds through career shifts, I've gained a unique perspective on the age-old dilemma: Should I stay or should I go? ?‍♂️ In the aftermath of the Great Resignation spurred by COVID-19, a whopping 40% of Americans embraced change. Fast forward to 2023, and job movements hit an unexpected low. ? What's the deal – a post-resignation lull or a sneak peek into future job stability? Join me in decoding this career anomaly and unraveling the three key factors crucial in any career transition: Family, Money, and Benefits. ??? Whether you're pondering a career leap or a sli ..read more

Reflecting on an incredible year of The Wealthy HOMES Podcast with a huge shoutout to the amazing 20+ guests who joined me on this financial adventure in 2023. ? Building a network of dedicated individuals, all on a mission to empower young families in their financial journeys. Here's to the memories we've made and the wisdom we've shared. Excited for what 2024 has in store and the fantastic guests yet to come! ? Special Thanks to the 2023 Guests: Ryan Underhill- Farmers Insurance Kyle McGann- Supreme Lending Pat & James Gilbert- PFG Gavin Homer- The Homer Group with EXP Sandy Derby- PFG M ..read more

?✨ Navigating the Mortgage Rollercoaster? Buckle up for some tips on taming those volatile interest rates! ?? On the latest episode-"Home Sweet Loan," Kyle and I spill the beans on steps smart homebuyers take to stay on top in the ever-changing mortgage market. ? Discover the secrets to riding the waves of interest rate fluctuations with finesse. From timing your purchase to exploring mortgage options, we've got your back! ?? But wait, there's more! ? We're taking a deep dive into PERSONAL finances—unveiling the red flags and green flags in how people manage their money. ?? Join us for a candi ..read more