Blog | Whitaker Myers Wealth Management

ELIMINATE BACK-TO-SCHOOL BLUES WITH THESE MONEY-SAVING TIPS

Lindsey Curry

Aug 11, 20224 min read

ELIMINATE BACK-TO-SCHOOL BLUES WITH THESE MONEY-SAVING TIPS

“Back-to-School Season” is upon us Does anyone remember the “Most Wonderful Time of Year” Staples commercial with the parent happily...

SIX CHOICES THAT HELP EXPLAIN THE NEED FOR A GOOD ESTATE PLAN

Ryan Hoovler

Aug 11, 20223 min read

Estate Planning

SIX CHOICES THAT HELP EXPLAIN THE NEED FOR A GOOD ESTATE PLAN

Inevitable Estate Planning Certainties We All Do Not Want To Hear: We all will pass away. We cannot take any assets, money, or belongings...

SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?

Whitaker Myers

Aug 4, 20224 min read

Financial Coaching

SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?

The Benefits of a Sinking Fund If you've ever been in a meeting with me, we have likely talked about sinking funds. Some may say I'm...

GOODBYE POCO - LESSONS FROM MY SWEET DOG!

John-Mark Young

Aug 4, 20226 min read

Estate Planning

GOODBYE POCO - LESSONS FROM MY SWEET DOG!

Dave Ramsey has a rule at his office. The rule is simple: No gossip! If you’re caught gossiping once, it’s your free warning and pass,...

Whitaker Myers

Jul 28, 20224 min read

Financial Coaching

SHOULD I BE TITHING ON A REGULAR BASIS?

As a Christian, Should I Incorporate Tithing into My Budget? What is Tithing? Let’s start with “what is tithing?” The word "tithe" comes...

John-Mark Young

Jul 28, 20226 min read

HOW TO BE ONE OF THE HAPPIEST RETIREES

Every year my family, including my siblings' families and my mom, take a week and head down to the beaches of South Carolina (Hilton...

WHAT SHOULD BE INCLUDED IN A MONTHLY BUDGET?

Lindsey Curry

Jul 21, 20224 min read

Financial Coaching

WHAT SHOULD BE INCLUDED IN A MONTHLY BUDGET?

Common Budget Set-up Questions As a financial coach, I hear some common questions when it comes to setting up a budget, even if someone...

RAMSEY SOLUTIONS LIVE STREAM SUMMARY: REAL ESTATE REALITY CHECK

Logan Doup

Jul 18, 20224 min read

Financial Coaching

RAMSEY SOLUTIONS LIVE STREAM SUMMARY: REAL ESTATE REALITY CHECK

1 Timothy 6: 6-7: “But god liness with contentment is great gain. For we brought nothing into the world, and we can take nothing out of...

Lindsey Curry

Jul 14, 20224 min read

Financial Coaching

HOW LITTLE THINGS CAN MAKE A BIG IMPACT

How the “little things” can impact your budget Are you really good at not going overboard on the big stuff, and making outrageous...

PLANNING YOUR RETIREMENT: THE TEACHER'S RETIREMENT SYSTEM (TRS) OF TEXAS

Whitaker Myers

Jul 13, 20223 min read

Financial Coaching

PLANNING YOUR RETIREMENT: THE TEACHER'S RETIREMENT SYSTEM (TRS) OF TEXAS

As a public-school teacher in the great state of Texas, you are aware of the TRS (Teachers’ Retirement System) of Texas. What may not be...

BEAR MARKET STRATEGY: TAX LOSS HARVESTING

John-Mark Young

Jul 13, 20224 min read

Financial Coaching

BEAR MARKET STRATEGY: TAX LOSS HARVESTING

Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I...

SIDE HUSTLE IDEAS TO BRING IN THE EXTRA CASH

Lindsey Curry

Jul 7, 20225 min read

Financial Coaching

SIDE HUSTLE IDEAS TO BRING IN THE EXTRA CASH

Need some extra cash? How about a side hustle? If you ask this question to anyone, I don’t think many people would say, “No thanks, I’m...

THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?

John-Mark Young

Jul 6, 20225 min read

Financial Coaching

THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?

How many times can you think of something in your life that was painful but ultimately ended up being for your own good? One of the most...

Lindsey Curry

Jun 30, 202213 min read

Financial Coaching

Tis the Season! Wedding Season that is!

Tis the Season! Wedding Season that is! With statistics showing 80% of all weddings taking place between May and October every year. And...

OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS

John-Mark Young

Jun 29, 20226 min read

Financial Coaching

OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS

Have you ever made a decision in the past that, years and years later, you came to regret? I’m sure we all have. We work with teachers...

MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?

Clay Reynolds

Jun 23, 20223 min read

Financial Coaching

MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?

A key component to smart investing is ensuring that your investments are diversified. Diversifying your portfolio incorporates a variety...

HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT

Lindsey Curry

Jun 22, 20224 min read

Financial Coaching

HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT

Did you know: Good Driving Habits Can Lead to Better Gas Mileage And More Dollars In Your Bank Account? There are several things you can...

John-Mark Young

Jun 15, 20223 min read

Financial Coaching

BEAR MARKETS: NORMAL BUT NOT FUN

Turn on CNBC, Fox Business or any other news media and you’re hearing a term that is never any fun and it’s … “bear market.” A bear...

Lindsey Curry

Jun 15, 20227 min read

Financial Coaching

RECESSION CHECKLIST: FROM FINANCIAL COACH LINDSEY CURRY

With increasing gas prices, seeing inflation every day at the grocery store, coming off a 2 year long and counting world pandemic, and...

BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

Kelly Kranstuber

Jun 7, 20225 min read

Financial Coaching

BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide...

Client Logins

Our Team

Services

Our Locations

Support Team

Tax ELP Team

Financial Coaches

Associate Financial Advisors

Financial Advisors

Christian Values Portfolio

Financial Peace University

Financial Coaching

Corporate Services

Personal Services