Épisodes

  • Innovations and Self-Funding in Healthcare (feat. Nathan Baar with HealthBar)

    Innovations and Self-Funding in Healthcare (feat. Nathan Baar with HealthBar)
    May 26 2023
    In today's episode, Alex is joined by Nathan Baar Founder and CEO of healthcare innovator HeatlhBar! Nathan talks about the role of HealthBar in our community and their mission to come alongside the existing infrastructure to fill a need in the marketplace. Nathan also talks about his own personal journey of self-funding his family's healthcare.

    HealthBar
    Nathan's Linkedin
    n.baar@healthbar.com
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    18 min
  • Recent Credit Score Myths and Mortgage Lending (feat. Sara Bos with United Bank)

    Recent Credit Score Myths and Mortgage Lending (feat. Sara Bos with United Bank)
    May 19 2023
    In today's episode, Alex welcomes Sara Bos with United Bank to the show to discuss recent myths regarding credit scores and their relation to mortgages.

    Sara Bos:
    Linkedin
    Facebook
    Instagram
    United Bank Website
    (616)886-1144
    Sara.Bos@UnitedBank4u.com
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    20 min
  • Let's Talk About F.I.R.E. 🔥

    Let's Talk About F.I.R.E. 🔥
    May 12 2023
    What is the F.I.R.E. movement? Is retiring early attainable and what are some things to keep in mind?


    Blog: Should You Retire Early?

    FREE Financial Planning: Start your plan

    Meet with us: Schedule
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    27 min
  • What is an Employer Retirement Plan?

    What is an Employer Retirement Plan?
    May 5 2023
    What exactly is a 401(k) plan? How about a SIMPLE or SEP IRA? What do any of those works and acronyms even mean?! On this week's episode Alex and Josh discuss the various types of employer sponsored retirement plans, how they are different, and things to watch out for.


    Blog Post: "What is a 401(k) Plan?"

    Weekly emails: Subscribe

    www.provisioretirement.com
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    30 min
  • Finding your UFOs w/ Alex and Josh Overbeek

    Finding your UFOs w/ Alex and Josh Overbeek
    Apr 28 2023
    Welcome back to the "A Wing and a Plan Podcast" and our new format! In today's episode, Alex and Josh discuss unknown investments in your portfolio and what to watch out for. This discussion is based on Josh's blog post "Identify your UFOs".

    Read Blog: Identify your UFOs

    Subscribe to our weekly emails: Subscribe

    Start your own financial plan for free!: Start Planning

    Schedule a meeting or video call with us: Schedule
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    20 min
  • New Direction

    New Direction
    Apr 17 2023
    The podcast and changing things up with a new format coming April 28th, 2023!
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    2 min
  • What Happened to Silicon Valley Bank? | 3/21/2023

    What Happened to Silicon Valley Bank? | 3/21/2023
    Mar 21 2023
    Many are confused that a bank that was recently heralded by television analysts for its bright future could fall so quickly. This is as good of an example as any as to why you shouldn’t believe everything you see on T.V.! This failure and subsequent failure scares also have the public scared that another 2008 type situation is about to rear its ugly head. While the painful memories of the crisis of 15 years ago are fresh in our minds, our current situation is not quite the same.
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    5 min
  • Pay Less to Uncle Sam | 3/14/2023

    Pay Less to Uncle Sam | 3/14/2023
    Mar 16 2023
    The more money you make, the more interested the IRS becomes, and the likelihood that you will owe taxes at the end of year instead of getting a return steadily rises. Although it is unlikely that you will ever be able to completely avoid taxes there are some ways to reduce the amount that you owe at the end of the year. Each option involves reducing your taxable income either by paying yourself or giving to others.
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    7 min