Dave Ramsey | Whitaker Myers

2025 Market Outlook: 5 Insights but No Prediction

5 Insights for your financial, saving and investing life for 2025.

Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Whitaker Myers

Dec 142 min read

Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.

Why Make Backdoor Roth IRA Contributions?

Ben Allen

Nov 214 min read

Why Make Backdoor Roth IRA Contributions?

So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...

Additional Types of Insurance for Families and Individuals to Consider

Kelly Kranstuber

Nov 214 min read

Additional Types of Insurance for Families and Individuals to Consider

Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...

Whitaker Myers

Nov 182 min read

Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com

Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com

Mica McKenna

Oct 214 min read

Financial Coaching

The Power of Principal-Only Payments

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

Summit Puri

Oct 213 min read

Intentionality Series: Part 3

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

Kelly Kranstuber

Oct 144 min read

Traditional 401(k) vs. Roth 401(k)

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

Summit Puri

Oct 73 min read

Intentionality Series: Part 2

Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

Actively Managed vs. Passively Managed Funds

David Gearhart

Sep 303 min read

Actively Managed vs. Passively Managed Funds

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

Matthew Harris

Sep 308 min read

Can I be a Millionaire?

Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....

Summit Puri

Sep 92 min read

Intentionality Series: Part 1

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

David Gearhart

Sep 33 min read

Options for Retiring Before 59 ½

Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

What are “Required Minimum Distributions (RMDs),” and how do these affect me?

David Gearhart

Jun 103 min read

What are “Required Minimum Distributions (RMDs),” and how do these affect me?

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

Kelly Kranstuber

Mar 184 min read

Baby Step Motivation

A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

Are You Ready to get back on track with your goals?

David Gearhart

Feb 293 min read

Financial Coaching

Are You Ready to get back on track with your goals?

The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...

Joshua Paletta

Jan 255 min read

How Can Faith Impact Your Finances?

Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer. Is...

Asset Classes: Understanding your investments

Summit Puri

Jan 196 min read

Asset Classes: Understanding your investments

Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...

Investment Corner - The Psychology of Saving & Investing

Summit Puri

Jan 124 min read

Investment Corner - The Psychology of Saving & Investing

Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner. We hope you find this...

How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns

John-Mark Young

Jan 76 min read