• Whitaker-Myers Wealth Managers Question of the Week

  • By: John-Mark Young
  • Podcast

Whitaker-Myers Wealth Managers Question of the Week

By: John-Mark Young
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  • Summary

  • Welcome to the Whitaker-Myers Wealth Managers Question of the Week podcast, where we tackle your biggest questions about finance, wealth management, and investing. Each week, we’re joined by John-Mark Young, a seasoned financial advisor with expertise in retirement planning, blockchain and digital assets, and Social Security strategies.

    John-Mark brings years of experience and practical advice to help you make smarter financial decisions and build a brighter future. Whether you're planning for retirement, managing your investments, or just curious about the latest trends in wealth management, this is the podcast for you.

    Submit your questions today, and tune in weekly as John-Mark provides clear, actionable answers to help you achieve your financial goals.

    Your journey to financial confidence starts here with the Whitaker-Myers Wealth Managers Question of the Week
    Whitaker-Myers Wealth Managers, LTD. 2025
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Economics Personal Finance Politics & Government
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Episodes
  • Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

    Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings
    Feb 28 2025

    Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Ben in Orlando Florida who asks, “what are the primary mistakes people make when saving money for college?” John-Marks helps Ben understand why using a 529 plan only might be costing Ben tax savings through the AOTC which many people do not understand can’t be combined on the same college expense.

    Name and locations may have changed to protect privacy.

    Email your questions to: nationalsmartvestor@whitakerwealth.com

    This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

    https://www.whitakerwealth.com/
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    9 mins
  • Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings

    Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings
    Feb 26 2025

    Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question about recent changes to retirement plan contributions for those in the age ranges of 60 - 63. Additionally at the end of the video John-Mark helps viewers think about if these dollars should be placed into pre-tax or after-tax accounts within your retirement account.

    Name and locations may have changed to protect privacy.

    Email your questions to: nationalsmartvestor@whitakerwealth.com

    This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

    https://www.whitakerwealth.com/
    Show More Show Less
    8 mins
  • Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets

    Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets
    Feb 6 2025

    Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question about the recent tariffs imposed by President Trump on Mexico, Canada and China. Will these tariffs harm the US economy like the establishment economists would lead you to believe or is there something else that could happen, like we saw from 2016 - 2020 when the US imposed tariffs on steel, washers and other industrial goods.

    Name and locations may have changed to protect privacy.

    Email your questions to: nationalsmartvestor@whitakerwealth.com

    This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

    https://www.whitakerwealth.com/
    Show More Show Less
    12 mins

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