Dave Ramsey | Whitaker Myers 3/4

LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS

John-Mark Young

Jun 10, 20235 min read

LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS

It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...

YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!

John-Mark Young

Jun 3, 20235 min read

Financial Coaching

YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!

If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...

What the Looming Debt Ceiling Deadline Means for Investors

John-Mark Young

May 21, 20235 min read

Economy

What the Looming Debt Ceiling Deadline Means for Investors

Let me start out by saying if Dave Ramsey would do a solid for his country and run for President, we wouldn't be in this mess. With...

Matthew Harris

May 3, 20235 min read

Financial Coaching

ALL THINGS EMERGENCY FUNDS

ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...

WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY

John-Mark Young

Apr 20, 20237 min read

Financial Coaching

WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY

On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...

Lindsey Curry

Apr 9, 20236 min read

Financial Coaching

COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER

If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

John-Mark Young

Mar 25, 20236 min read

Stock Market Investing

THE STOCK MARKET: BACK TO THE BASICS

Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.

RECENT BANK FAILURES: BONDS, BAD RISK MANAGEMENT & BOOMTOWN INDUSTRIES

John-Mark Young

Mar 18, 20237 min read

Economy

RECENT BANK FAILURES: BONDS, BAD RISK MANAGEMENT & BOOMTOWN INDUSTRIES

The recent failure of three U.S. banks has raised concerns over the economy and financial system.

INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST

John-Mark Young

Mar 18, 20234 min read

Retirement Planning

INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST

My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...

WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS

Stephen Armstrong

Mar 13, 20232 min read

Retirement Planning

WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS

To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.

Whitaker Myers

Feb 15, 20234 min read

YOUR TEAM: WHITAKER-MYERS GROUP

We wanted to highlight the different divisions within Whitaker-Myers so you don’t have to make multiple phone calls for these various items.

FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

Matthew Harris

Feb 11, 20236 min read

Financial Coaching

FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

In this article, we will share some suggestions on how to increase your income.

5 Key Insights to Guide Investors in 2023

John-Mark Young

Jan 31, 20235 min read

Economy

5 Key Insights to Guide Investors in 2023

2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...

BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA

John-Mark Young

Nov 27, 20225 min read

Financial Coaching

BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA

When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...

2023 RETIREMENT PLAN CONTRIBUTION LIMITS & TAX BRACKETS ANNOUNCED

John-Mark Young

Oct 22, 20223 min read

Financial Coaching

2023 RETIREMENT PLAN CONTRIBUTION LIMITS & TAX BRACKETS ANNOUNCED

It’s the super bowl for Financial Planners and Tax Planners! Ok, maybe that is a little extreme but every year the IRS announces changes...

2022 YEAR END PLANNING IDEAS: WHITAKER-MYERS WEALTH MANAGERS

John-Mark Young

Oct 18, 20225 min read

Financial Coaching

2022 YEAR END PLANNING IDEAS: WHITAKER-MYERS WEALTH MANAGERS

Time flies! I was reminded of that saying this week as my wife began prepping for her 5th season of coaching high school girls'...

FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?

John-Mark Young

Aug 27, 20226 min read

FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?

Have you ever thought you had a goal nailed down? Exactly what you need to do, how long it’ll take, and when you’ll get there. Then as...

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...

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...

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...

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