Couverture de The Wealth Lab with Don and Ashley

The Wealth Lab with Don and Ashley

The Wealth Lab with Don and Ashley

De : Don Spini and Ashley Patterson
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Don Spini, Ashley Patterson and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 514-4575.

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    Épisodes
    • Scams: Tips to Avoid Them

      Scams: Tips to Avoid Them
      Oct 20 2023

      Don and Ashley offer information on the different scam operations out there and tips to avoid them.  They also dissect survey results from a Northwestern Mutual Planning and Progress study that shows Americans’ concerns about the economy and how much they would need to retire.

      You can reach Don Spini and Ashley Patterson by calling 800-514-4575.

      DNA Wealth Partners

      See omnystudio.com/listener for privacy information.
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      52 min
    • Dangerous Retirement Assumptions

      Dangerous Retirement Assumptions
      Oct 13 2023

      Don and Ashley remind us of what can happen when we make assumptions.  It can be even more serious when it’s retirement assumptions.  They clarify some common ones such as thinking you’ll retire at 65, underestimating how long you’ll live, and on how much you think you’ll spend in retirement.

      You can reach Don Spini and Ashley Patterson by calling 800-514-4575.

      DNA Wealth Partners

      See omnystudio.com/listener for privacy information.
      Afficher plus Afficher moins
      54 min
    • Financial Jeopardy

      Financial Jeopardy
      Oct 6 2023

      Honoring Financial Literacy Month, the game is Financial Jeopardy covering retirement facts to make sure you’re not in financial jeopardy.  Categories include Important Retirement Ages, Penalties and Fees, Retirement Savings Vehicles, and Retirement Rules of Thumb.

      You can reach Don Spini and Ashley Patterson by calling 800-875-4575.

      DNA Wealth Partners

      See omnystudio.com/listener for privacy information.
      Afficher plus Afficher moins
      54 min
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