Wade Through It All

Spring Cleaning For Your Finances

R.M. Wade & Company, Ltd. — Tue, 19 May 2026 05:00:00 +0000

In this episode, we’re walking through ways to declutter and organize your financial life. From reviewing budgets and subscriptions to updating beneficiaries, insurance coverage, savings goals, and investment accounts, this conversation is focused on creating clarity, simplifying your finances, and building stronger financial habits for the future.

www.rmwadeco.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.

Market Volatility: Staying Calm When It Matters Most

R.M. Wade & Company, Ltd. — Tue, 05 May 2026 05:00:00 +0000

When the market gets volatile, it is not just about numbers. It is about behavior. In this episode, we walk through why downturns feel so uncomfortable and how emotions can quietly derail even the best financial plans. We cover what not to do, what actually works, and how long term investors can stay grounded when headlines get loud. Because in moments like these, discipline matters more than prediction.

www.rmwadeco.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [ SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.

The Millionaire Mindset: What Wealthy People Do Differently

R.M. Wade & Company, Ltd. — Tue, 21 Apr 2026 05:00:00 +0000

In this episode, we explore the mindset and habits that often define true wealth, inspired by ideas from The Millionaire Next Door. Contrary to what many people think, most millionaires live modestly, prioritize saving, and make intentional financial decisions over time. We break down what separates high earners from true wealth builders and how these behaviors show up in everyday life. If you’re looking to build lasting wealth, this conversation will challenge how you think about money and success.

Link to the book we referenced - The National Study of Millionaires: https://www.ramseysolutions.com/retirement/the-national-study-of-millionaires-research?srsltid=AfmBOooIIqr3I0i6mOonI8ype-n-_PEcHkrfDNX_8mZKGYcr2_dCATSf

www.rmwadeco.com

From Startup to Scale: A Conversation with Helen Kakouris, CPA

R.M. Wade & Company, Ltd. — Tue, 07 Apr 2026 05:00:00 +0000

In this episode, we sit down with Helen Kakouris, CPA, to talk about what it really looks like to build and scale a business from the ground up. From launching Tentho to navigating its acquisition and stepping into her role as Head of Growth, Helen shares her perspective on leadership, growth, and what success means beyond the numbers. We also discuss balancing entrepreneurship with family and how to begin teaching the next generation about money.

Check out Helen’s children’s book, A Dollar is Magic, Here: LINK

www.rmwadeco.com

Protecting Your Identity and Your Money

R.M. Wade & Company, Ltd. — Tue, 24 Mar 2026 05:00:00 -0100

In this episode, we discuss how to protect your identity and your money in today’s digital world. From common risks to simple habits like multi-factor authentication and account monitoring, we walk through ways to stay one step ahead. We also touch on planning considerations for protecting loved ones as they age.

www.rmwadeco.com

The Federal Reserve: Interest Rates, Inflation, and the Economy

R.M. Wade & Company, Ltd. — Tue, 10 Mar 2026 05:00:00 -0100

In this episode, we break down the role of the Federal Reserve and how it influences interest rates, inflation, and the broader economy. We discuss the history of the Fed, why it was created, and what its decisions ultimately mean for you.

www.rmwadeco.com

Buying a Car with Confidence

R.M. Wade & Company, Ltd. — Tue, 24 Feb 2026 05:00:00 -0100

Beep beep! We’re talking buying cars. Buying a car is a major financial decision and one of the easiest to mishandle. In this episode, we share best practices for purchasing a vehicle, with a focus on planning ahead, protecting your cash flow, and avoiding unnecessary payments.

www.rmwadeco.com

Home Buying 101

R.M. Wade & Company, Ltd. — Tue, 10 Feb 2026 05:00:00 -0100

Buying a home is a major financial milestone, and getting the basics right matters. In this episode, we cover the core principles of home buying, including financial readiness, budgeting beyond the mortgage payment, and how a home purchase fits into your long-term plan. Whether you’re actively house hunting or planning ahead, this episode lays a strong foundation for making informed decisions.

www.rmwadeco.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [ SmartVestor investing professionals | RamseySolutions.com ]1 to learn more.

Ep. 20 - Navigating a Financial Windfall with Confidence

R.M. Wade & Company, Ltd. — Tue, 27 Jan 2026 05:00:00 -0100

A financial windfall can bring opportunity, excitement, and a lot of pressure. Whether it’s from an inheritance, a business sale, or another liquidity event, sudden wealth requires thoughtful planning. In this episode, we walk through how to slow down, protect what you’ve built, and make intentional decisions that align with your values and long-term goals.

www.rmwadeco.com

Ep. 19 - Navigating Employee Benefits

R.M. Wade & Company, Ltd. — Tue, 13 Jan 2026 05:00:00 -0100

Employee benefits can feel overwhelming, but they don’t have to be. We’re walking through the benefits you’re most likely to see at work and sharing how to evaluate them so you can make confident decisions that support your financial goals.

www.rmwadeco.com

Ep. 18 - New Year, New Goals

R.M. Wade & Company, Ltd. — Tue, 30 Dec 2025 09:00:00 -0100

A fresh year brings fresh opportunities. In this episode, we talk through how to set meaningful goals, create a plan you can stick with, and start the year with clarity and purpose.

www.rmwadeco.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com]1 to learn more.

Ep. 17 - The Psychology of Spending

R.M. Wade & Company, Ltd. — Tue, 16 Dec 2025 09:00:00 -0100

We explore why we spend the way we do and how our emotions shape our financial choices. This episode breaks down the patterns, triggers, and habits that influence everyday decisions and offers a clearer path toward spending with intention.

www.rmwadeco.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ep. 16 - Budget Fear to Freedom

R.M. Wade & Company, Ltd. — Tue, 02 Dec 2025 09:00:00 -0100

If budgeting feels stressful, this episode is for you. We walk through a three-step approach that helps you understand your money, settle the fear that often comes with it, and start building a sense of freedom and confidence with your finances.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ep. 15 - Rachel Cruze Talks Holiday Budgeting

R.M. Wade & Company, Ltd. — Tue, 18 Nov 2025 09:00:00 -0100

We’re sitting down with Rachel Cruze to talk all things holiday budgeting and how to enjoy the season without overspending. From gifting to gatherings to family expectations, we’re sharing how to stay grounded and focus on what truly matters this time of year.

Find Rachel Cruze on Instagram: @rachelcruze

Rachel's Podcasts: The Rachel Cruze Show, Smart Money Happy Hour and The Ramsey Show

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ep. 14 - A Moment for Gratitude

R.M. Wade & Company, Ltd. — Tue, 11 Nov 2025 09:00:00 -0100

This week is not about markets or money, it's all about gratitude. We're taking a moment to reflect on the people, conversations, and experiences that have made this year so meaningful. We're grateful for all those who have listened, supported, or worked with us in any way this year. Wishing you joy, rest, and a holiday season filled with the people you love. From our R.M. Wade & Company family to yours, thank you for being part of our journey and Happy Holidays!

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Episode 13 - Raising Financially Savvy Kids

R.M. Wade & Company, Ltd. — Tue, 04 Nov 2025 09:00:00 -0100

Join us for this episode where we talk about how to help kids understand the value of a dollar from an early age. We walk through simple ways to teach earning, saving, and intentional spending. Whether it is an allowance, a chore system, or a spending decision at Target, these small moments shape lifelong money habits.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The Hero Code by Admiral William H McGrain

Ep. 12 - You Asked, We Answered!

R.M. Wade & Company, Ltd. — Tue, 21 Oct 2025 09:00:00 +0000

We’re answering audience questions on everything from healthcare costs and retirement planning to saving and spending smarter. It’s a little bit of everything and A LOT of great conversation.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ep. 11 - The Age-Proof Brain With Dr. Marc Milstein

R.M. Wade & Company, Ltd. — Tue, 07 Oct 2025 09:00:00 +0000

Join us as we sit down with Dr. Marc Milstein, brain health researcher, speaker, and bestselling author of The Age-Proof Brain. We explore how your brain changes with age and share science-backed tips to keep your mind sharp, boost productivity, and support long-term health. Dr. Milstein offers tips you can start using today to age-proof your brain and live a longer, healthier, more energized life.

Thank you to Prudential for sponsoring this wonderful episode!

Link to the Age-Proof Brain by Dr. Marc Milstein.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ep. 10 - Proactive Tax Planning with Karen Ross, EA

R.M. Wade & Company, Ltd. — Tue, 23 Sep 2025 09:00:00 +0000

In this episode, we sit down with Karen Ross, Enrolled Agent and partner at Palermo, Landsman & Ross, P.A., to explore her extensive experience in tax compliance and dispute resolution. With over two decades of expertise, Karen shares her thoughts on effective tax planning for entrepreneurs, businesses, and families. We also dive into her proactive approach to planning, an approach that resonates with how we guide our clients to anticipate challenges and make strategic financial decisions.

www.rmwadeco.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Ep. 9 - Money Across Generations: A Discussion with Erika Wasserman & Reese

R.M. Wade & Company, Ltd. — Tue, 09 Sep 2025 09:00:00 +0000

Financial therapist Erika Wasserman and her daughter Reese discuss how money perspectives differ across generations. They share strategies for building a healthy money mindset and having meaningful family conversations about finances, offering insights into the emotional side of money and how it complements smart financial planning.

www.rmwadeco.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ep. 8 - A Conversation with Dr. Jeffrey Roach, LPL’s Chief Economist

R.M. Wade & Company, Ltd. — Tue, 26 Aug 2025 09:00:00 +0000

Join us for a conversation with Dr. Jeffrey Roach, Chief Economist at LPL Financial, as we explore today’s markets, interest rates, and global economic trends. Dr. Roach breaks down the economy for long-term investors and explains how historical patterns and current policy decisions can shape your financial strategy.
www.rmwadeco.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ep. 7 - Retirement Planning & Making Your Money Last

R.M. Wade & Company, Ltd. — Tue, 12 Aug 2025 09:00:00 +0000

In this episode, we explore how to plan to make sure your retirement paycheck lasts as long as you do. We're discussing the essentials of managing cash flow in your golden years. From understanding Social Security and pensions to tax considerations, this is a great conversation! Plus, we highlight common pitfalls to avoid and how to set up an effective retirement plan. Tune in to hear how to make your money work for you!

www.rmwadeco.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ep. 6 - Let's Talk Retirement Plans with Denise Appleby

R.M. Wade & Company, Ltd. — Tue, 29 Jul 2025 09:00:00 +0000

Join us for a conversation with Denise Appleby, retirement expert and ‘IRA Whisperer,’ as we dive into the world of retirement plans. From understanding the complexities of IRAs to helping business owners navigate the best options for their companies, Denise breaks it all down. This episode is packed with key retirement plan information that’s essential for both personal and business planning.

www.rmwadeco.com

Appleby Retirement Consulting: https://applebyconsultinginc.com/
Link to 2025 Small Business Employer Plans Chart: https://www.irapublications.com/free-downloads

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages.
• Leave the money in his/her former employer’s plan, if permitted;
• Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted;
• Roll over to an IRA; or
• Cash out the account value.

Ep. 5 - Social Security Insights with Heather Schreiber

R.M. Wade & Company, Ltd. — Tue, 15 Jul 2025 09:00:00 +0000

In this episode, we welcome social security expert Heather Schreiber, who breaks down how the social security system works, the application process, and the timing of applying. Heather also covers the recently passed Social Security Fairness Act (SSFA) from January 2025 and shares real-life examples. Tune in for valuable information to help you navigate your social security decisions!

www.rmwadeco.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

R.M. Wade & Company, Ltd. and LPL Financial are not endorsed by or affiliated with the United States Social Security Administration or any government agency.

Ep. 4 - Heart of a Teacher: Empowering Through Education with Kelsey Wade

R.M. Wade & Company, Ltd. — Tue, 01 Jul 2025 09:00:00 +0000

Join us in this episode as Kelsey Wade, a Montessori educator, shares how teaching and communication drive success. Discover how these principles apply both in the classroom and in our world of financial services.

www.rmwadeco.com
instagram: @rmwadeandco

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ep. 3 - Financial Do’s and Don’ts: Small Changes for Big Impact

R.M. Wade & Company, Ltd. — Tue, 17 Jun 2025 11:32:09 +0000

In this episode, we’re breaking down financial do’s and don’ts you can’t afford to miss. From building your emergency fund to investing wisely and planning for the future, these small money moves can lead to big wins. Hit play and level up your finances!

www.rmwadeco.com
instagram: @rmwadeandco

Ep. 2 - Ready, Set, Invest: How to Know You're Prepared

R.M. Wade & Company, Ltd. — Tue, 03 Jun 2025 09:00:00 +0000

In this episode, we're tackling one of the biggest questions in personal finance: How do you know when you're truly ready to invest? Abigail Wade, CFP®, and Robert Wade break down the financial milestones you need to hit first, using Dave Ramsey’s Baby Steps as a guide. From understanding risk and account types to answering beginner questions like “What’s a stock?”—this episode is your starting line. If you’ve ever wondered whether now is the right time to invest, this one’s for you.

www.rmwadeco.com
instagram: @rmwadeandco

Ep. 1 - Who We Are, How We Help, and Why It Matters to Your Future

R.M. Wade & Company, Ltd. — Tue, 20 May 2025 09:00:00 +0000

In this debut episode, meet Abigail and Robert Wade, a father-daughter financial advisor team. We share our family story, explain what financial advisors really do, and why working with a trusted advisor matters for your financial future. We also clear up common myths and show how personalized guidance can help you plan, invest, and prepare with confidence.

www.rmwadeco.com
instagram: @rmwadeandco

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This podcast is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company.

Wade Through It All - Success Simplified

R.M. Wade & Company, Ltd. — Mon, 05 May 2025 23:31:32 +0000

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.