• #186 - Zack Hall Interview
    2024/12/18

    In this episode of Horizon Adviser Unleashed, Alex Dinser interviews Dr. Zachary Hall, radiology resident and author of The Family Friendly Guide to Becoming a Doctor. Dr. Hall shares his journey from Troy, Michigan, to becoming a medical professional, including insights from his book, which provides a comprehensive roadmap for aspiring doctors. They discuss his passion for education, his time in Teach for America, and how he navigated the challenging yet rewarding path to medicine. Tune in for valuable advice and inspiring stories that showcase his commitment to helping future doctors achieve their dreams.

    Book Link:
    The Family Friendly Guide to Becoming a Doctor

    続きを読む 一部表示
    42 分
  • #185 - Where Should You Invest After Maxing Out Your 401(k)?
    2024/12/11

    In this episode of Horizon Advisers Unleashed, Andrew and Ryan dive into one of the most common questions for savvy savers: What’s next after I’ve hit the limit on my 401(k)? They explore exciting strategies to help you keep building wealth, including tax-advantaged options, the role of Roth IRAs, and creative ways to leverage brokerage accounts.

    Discover how to prioritize your financial goals, grow your investments, and avoid costly mistakes when your 401(k) contributions are maxed out. If you're ready to take your savings to the next level, this is an episode you can’t afford to miss!

    続きを読む 一部表示
    47 分
  • #184 - Wesley J. Mathews Stealth Consulting Interview
    2024/12/04

    In this episode of Horizon Advisers Unleashed, Andrew Hinrichs sits down with Wesley J. Mathews, a seasoned entrepreneur and the co-founder of Stealth Consulting. Wesley shares his journey from co-founding and leading High Level Marketing to a successful exit in 2021 and his mission to tackle sales and marketing challenges through his Fractional CMO company.

    Tune in as Wesley discusses the highs and lows of entrepreneurship, insights from his experience growing and selling a company, and how Stealth Consulting delivers strategic marketing leadership and execution for businesses. This episode is packed with real-world advice, valuable marketing strategies, and lessons learned from years at the helm of entrepreneurial ventures. Perfect for business owners, marketers, and anyone navigating the world of entrepreneurship!

    続きを読む 一部表示
    42 分
  • #183 - 9 Money Moves to Make in Your 20's
    2024/11/27

    Join hosts Ryan and Scott in this episode of the Horizon Advisers Unleashed Podcast as they break down nine essential money moves to jumpstart your financial future in your 20s. Whether you’re just beginning your career, paying down student loans, or thinking about investing, Ryan and Scott provide practical strategies for building a solid financial foundation. From budgeting basics to retirement planning, this episode will equip you with the knowledge to make the most of this formative decade. Don't miss out on the insights that can set you on the path to financial success!

    続きを読む 一部表示
    45 分
  • #182 - When Was the Last Time You Reviewed Your Estate Planning?
    2024/11/20

    On this episode of the Horizon Advisers Unleashed Podcast, Ryan and Alex have a conversation about double-checking your estate plan. They explore why it’s essential to ensure that all assets are titled properly, that beneficiary information is up to date, and, for business owners, that assignments and operating agreements are in place. Join them as they share practical insights to help you safeguard your legacy and avoid potential legal and financial complications down the road. Whether you're an individual or a business owner, this episode offers key tips for peace of mind and financial security.

    続きを読む 一部表示
    42 分
  • #181 - Year-End Financial Planning Essentials
    2024/11/13

    Join Andrew and Ryan in this episode of the Horizon Advisers Unleashed podcast as they dive into crucial steps to consider for your financial plan before the year wraps up. From tax-saving strategies to retirement contributions, they cover it all. Learn the impact of accelerating charitable contributions, timing deductions, or taking advantage of tax-loss harvesting to offset gains. Discover how to maximize contributions to retirement accounts and consider Roth conversions before the year's end. With real-world examples and actionable insights, Andrew and Ryan make it easy to close out the year with confidence and make the most of your financial strategy.

    続きを読む 一部表示
    38 分
  • #180 - Living Paycheck to Paycheck? What Happens if You Lose Your Job?
    2024/11/06

    In this eye-opening episode of Horizon Advisers Unleashed, Andrew and Ryan tackle a critical question: Are you financially prepared if your paycheck suddenly stopped? With the rising cost of living and economic uncertainty, more people are finding themselves living paycheck to paycheck, often with little to no financial buffer. Andrew and Ryan discuss strategies to build an emergency fund, evaluate spending habits, and prioritize financial goals. They'll also cover key steps to protect your income, manage debt, and create a safety net if you ever face a job loss. Tune in for practical advice on building financial resilience so you can live with peace of mind—no matter what life throws your way.

    続きを読む 一部表示
    39 分
  • #179 - Should You Cut Your Kids Off Financially?
    2024/10/30

    In this episode of Horizon Adviser Unleashed, Andrew and Ryan tackle a question many parents face: should you cut your kids off financially? As financial planners, they explore the pros and cons of continuing to support adult children, the impact it can have on your retirement goals, and how to set healthy financial boundaries. From discussing financial independence to strategies for gradually stepping back, Andrew and Ryan provide thoughtful advice to help you balance family support with your own financial security. Tune in to learn how to make the tough decisions that are right for both you and your kids.

    続きを読む 一部表示
    34 分