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Your Money & Your Story will cover investments and financial planning topics. Russ Story, President, and CEO of Story Wealth Management Group will take you on a Financial Odessey each week and give you the secrets of Wall Street. As a Financial Advisor with 27 years of experience, Russ has much information and insite to share...we have more fun than an investment podcast should... enjoy. Russ Story, Financial Advisor, RFC, CWS, https://www.storywealth.com/Story Wealth Management Group is an ...
 
New Episodes are Released Bi-weekly on Tuesdays! Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners about how to build your retirement and better manage your family’s wealth while protecting it from financial exploitation, stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
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This three-part series discusses what you need to understand when you engage with a financial advisor and the options you have for paying for their "advice." A reporter recently asked why he can't pay an hourly fee for a good financial advisor to tell him what to do. In this episode, we discuss if this type of arrangement exists and why financial f…
 
In this episode, we answer the big question everyone is asking:" can I actually make money in crypto?" In short, yes, but there are many caveats and things to consider first. We break down what you need to consider before you invest any money in crypto. You are allowed to play as long as you understand the rules of the game. But if you don't, stay …
 
Are you currently invested in or considering investing in cryptocurrency? There are a lot of investors wondering if crypto is a good alternative to dollars. Is this true? How can we know? Governments and large institutions have always controlled currencies. It has been this way since human civilization started. So when and how could crypto take the…
 
Do you ever wonder if you should invest in cryptocurrency? Confused as to what it actually is or how it works? It seems to be everywhere, and everyone is talking about it. Or maybe you've already started investing in crypto and are looking for some sound advice moving forward. There is a lot to unpack! Today we will start a brand new three-part ser…
 
In this episode, we conclude our three-part investing series as we try to persuade you that planning for doomsday is a waste of time! The world is not coming to an end, and if you do it right, there is real money to be made right now in the markets. Don't be afraid! But plan to be proactive and intentional with the decisions you make moving forward…
 
This episode will share how investing is like riding a roller-coaster. It should be the thrill of your life! You may want to puke and scream a little, but it will be the time of your life if you do it right. You may be nervous now as an investor, and we understand that. BUT! We will provide some context so you can hopefully take advantage of this u…
 
Today we are starting a new three-part series on the cold truth about investing in today's markets. In this episode, we will confront what has been happening in the stock market over the last few months. Investors are nervous but aren't really sure how nervous they should be! If you are a serious investor, we feel this could be an excellent opportu…
 
On this episode, Ashley discusses the impacts of inflation, the current state of the financial markets and summarizes the main points of three books on stewardship.Ashley Hodge, Certified Financial Planner
 
Drawing money from your investments can be daunting. You may not know which accounts to draw from or what you should sell to take required distributions. Don't worry. We will help you! In this episode, we break down strategies for taking distributions. We will help you understand the differences between pro-rata distributions (where everything is s…
 
We want to help you set yourself up for success when managing your taxes in this episode. But when we refer to managing taxes, we are not referring to just this year, but rather over your entire lifetime! The goal should not be a 0% tax bracket - that's just a trap. Where should it come from first if you need to draw money from your investment acco…
 
In this new series, we will be discussing ways to source income in retirement. Part 1 focuses on addressing ways you can reduce your IRS IOUs. We will discuss your balance sheets and help you understand taxes are a liability that you must manage! If you don't plan, there is the real danger of continuing to kick the tax can down the road blindly. (n…
 
On this episode, Ashley discusses the current state of the various markets, what to expect concerning inflation and best practice as to valuations for the future.Ashley Hodge, Certified Financial Planner
 
When you reach financial freedom, you will transition from saver to spender, which is a very scary step for many people. When you’ve been conditioned to save, save, save, spending and not saving will probably make you very anxious. One way we work through this is by helping connect purpose to action. What is the purpose of saving? Why did you save?…
 
Financial freedom is the ultimate goal. But many people don't stop and take the time to think about who they want to be or what they want to do once they eventually reach financial freedom. Being financially free represents a significant shift, life change, and a new chapter in your life - full of new opportunities. You owe it to yourself to not le…
 
In today's episode, we are starting a brand new 3-part series on financial freedom. In Part 1, we acknowledge that sometimes when you finally reach financial freedom, you'll discover that depression is an unexpected and unwanted guest upon your arrival. You will have worked so hard for this moment only to find something seems to be missing. How do …
 
In today's episode, we conclude our "investment monsters" series. We will discuss one of the central looming questions investors are asking…" what do I do with my cash?" You may be wondering if this is a good time to put it to work or if you should continue to hold and wait for a more opportune time to invest it. We will help you make sense of thes…
 
This episode addresses a critical question investors are asking right now - is now the right time to put more money into investments or sell out of investments? We will address this concept of recency bias and how your previous experiences may influence how you look at your investments and the stock market in general.…
 
In this episode, we define what a mutual fund is, why it was created, and how it is used today within the financial services industry. We will help you identify how diversified your money is, especially given all currently happening in the stock market. You may think you are diversified because you own many mutual funds, but we will give you some p…
 
In this episode, we will give you some tools and practical ways to address toxic or broken relationships that may be draining you or even holding you back from the life you want to live. These relationships may involve family, friends, or even your spouse. Unless you address these relationships, you may continually struggle to move the ball forward…
 
Changing jobs. Relocating. Starting a business. Dealing with toxic or unhealthy personal relationships. These are four big life decisions many of our friends, clients, and listeners are currently considering. You might be struggling to decide or don't know whether or not to jump. To help you in your decision-making process, we would ask if this dec…
 
We all set out believing that 2022 is going to be our year! But to get to where you want to go, you know there are some potential big decisions in front of you that you need to make. Maybe you are considering changing jobs or careers, relocating your family to another state or across town, or even starting a business. Or maybe there are unhealthy o…
 
This episode acknowledges that your situation is unique, and inflation may affect you differently from someone else. You should look at your expenses and your investment accounts immediately and take inventory of where your money is going. It is also important for you to understand how inflation may cause you to make course adjustments on your road…
 
This week Ashley reviews some of the concepts presented in the classic book Millionaire Next Door. He also discusses his thoughts on whether or not you should buy a second home and the power of consistency.Ashley Hodge, Certified Financial Planner
 
Show intro (00:27) Inflation over the years (1:47) Understanding the relationship between inflation and interest rates, differences in life over the years, and acknowledging advancements in technology Investing has evolved, addressing how technology has impacted investing and acknowledging investors may be concerned with inflations impact on their …
 
Show intro (00:27) Exposing catchy internet headlines (2:40) Breaking down the top internet search results for best investments to make and making sense of suggestions that don’t make any sense Putting investment recommendations in context, talking about Robo advisor platforms, and understanding what constitutes an actual investment idea to conside…
 
On this episode of Your money, Your story with Russ Story. · 13 Wealth Management issues · 2022 Whitepaper · GUESS THIS SONG Make Sure to listen close for the giveaways and name the song, the first person to email rstory@storywealth with the name of the song will win a FREE CFA Giftcard!!!! Make sure to follow along and listen. If you missed this v…
 
Show intro (00:27) Addressing investors’ fears (2:01) Financial industry focused on creating FOMO for investors, trying to get investors to buy something they think they need, and recognizing if you are dealing with a salesperson Most financial advisors do not understand investing, knocking your advisor off-script, and story-based selling Defining …
 
This week Ashley has a special Halloween edition of Whole Life Stewardship, highlighting 4 Monstrous Money Decisions, 4 Appalling Ways to Waste Your Abilities, 4 Terrifying Time Wasters and 5 Horrifying Health Decisions!Ashley Hodge, Certified Financial Planner
 
Show intro (00:27) Investors’ concerns (1:45) Acknowledging the issues affecting the stock market currently – COVID, supply chain disruptions, political infighting, inflation Anticipating a market disruption, dealing with market volatility, and being concerned about your money Why do we invest? (4:21) Dealing with the flood of information available…
 
On this episode of Your money, Your story with Russ Story. We are discussing crypto currency’s, The October affect, and the IMF updates. Don’t miss all this info! Make sure to follow along and listen. If you missed this video, no worries!! You can catch us on Apple and Spotify Podcast and by simply visiting our website Www.Storywealth.com “Dollar-c…
 
This week Ashley discusses the current state of inflation, as well as touches upon topics like the value of encouragement, tips on teaching kids finances and the future of telecommuting.Ashley Hodge, Certified Financial Planner
 
Show Intro (00:27) Financial Freedom – what you’ve earned (2:23) Having the ability to do what you want to do, redefining who you are after you stop working, and letting go of guilt No one knows how much time they have, seizing your moment and recognizing that having more money may not make you feel better Experiencing life while you can, making th…
 
Show Intro (00:27) Feeling guilty because you have the ability to retire (1:51) Dealing with pressure from family and friends, and having to defend yourself and choices Feeling bad about not saving money, delaying retirement to pay for health insurance, and feeling comfortable spending money on yourself Having the resources to make choices, and max…
 
On this episode of Your money, Your story with Russ Story. We are covering big ground on dynamite, the federal reserve, and Simpsons Paradox. Don’t miss this episode, we are fired up and ready to talk to you! Make sure to follow along and listen. If you missed this video, no worries!! You can catch us on Apple and Spotify Podcast and by simply visi…
 
On this episode Ashley discusses Joe Biden's tax plan and what the effect might be on the market and economy. He also updates his market valuation and covers topics concerning living with eternity in mind and the common practices of centenarians.Ashley Hodge, Certified Financial Planner
 
Show Intro (00:27) Biggest fears or concerns around planning your retirement (1:36) Longevity, bad decisions, running out of money, market crashes The financial industry wants to sell you a solution to help you cope with your fear Identifying the things sabotaging our happiness, making excuses, procrastinating, and giving context to what retirement…
 
On this episode Ashley shares his person experience with having COVID, the importance of controlling what you can control with your health, what value does news add to your life, and then the importance of following financial routines.Ashley Hodge, Certified Financial Planner
 
Show Intro (00:27) How to get started gifting money to your kids (1:34) Making this process as open or private as it needs to be, controlling the pace of taxes, and getting money out of your estate Building in layers of privacy and setting up your children for success Working with a financial planner (10:37) Creating a long-term plan and ensuring y…
 
Reganomics, Who is Tina?, 529 Plans and When is cash king! Don’t miss this episode of Your Money, Your Story with Russ Story. Taking a quick blast to the past and covering great topics In the investment world. If you miss us here, Catch us on Apple and Spotify Podcast and our website at WWW.Storywealth.com Links Below: https://podcasts.apple.com/us…
 
This week Lt. Colonel Adam Weathers of the United States Marine Corps joins Ashley to shares his experiences, including what motivated him to join the Marine Corps and the leadership lessons he learned along the way.Ashley Hodge, Certified Financial Planner; Lt. Colonel Adam Weathers, USMC
 
Show Intro (00:27) Inheritance Conundrum: What to do and when (1:34) Understanding tax ramifications, gifting now vs waiting, assessing your personal long-term needs Acknowledging your kid’s situation, helping them now, and giving them a boost Importance of building out your financial plan first and finding the right kind of planner to help you Whe…
 
Inflation, Bad Debt & Protection Rules WE are back after a short break and we are bringing you three great topics on Your money, Your story with Russ Story. https://podcasts.apple.com/us/podcast/your-money-your-story-real-life-investment-planning-and-you/id1559549887 https://open.spotify.com/show/5iuDtLg3TOIdNcaROMyjV1 ** WE DO NOT OWN COPYRIGHTS T…
 
Show Intro (00:27) Considerations and Factors (1:46) When to start gifting, starting the conversation with your kids, and getting them involved in the process Wanting to do the right thing, setting your heirs up for success Taxes (5:55) Understanding your tax situation, factoring in income taxes, and taking your children’s tax situation into accoun…
 
On this episode Ashley reviews some of the latest data on COVID, and discuss whether the variants could derail economic progress. He also looks at the important of sleep in recent research and boring habits that can lead to freedom in stewardship.Ashley Hodge, Certified Financial Planner
 
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