What We Learned in the Markets & Question of the Week

By: Whitaker-Myers Wealth Managers LTD.
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  • Summary

  • Investment Research Analyst Summit Puri of Whitaker-Myers Wealth Managers discusses the four things we learned in the markets this week.

    Chief Investment Officer John-Mark Young of Whitaker-Myers Wealth Managers answers your questions in a weekly segment of Question of the Week.

    We are one of Ramsey Solutions largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

    We also have a Ramsey Solutions Financial Coach on staff to help with budgeting and debt pay-down strategies.
    Whitaker-Myers Wealth Managers 2023
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Episodes
  • What Are The Top Five Negotiating Tips When Purchasing a Home?

    What Are The Top Five Negotiating Tips When Purchasing a Home?
    May 31 2024

    Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Stephen in Bellville, Ohio, who asks, “John-Mark Mark I think I’ve found my dream home – it may be a littler pricer than I anticipated paying, so to be financially prudent I want to ensure I’m getting the best deal, can you please share the top five tips for negotiating when buying a house, that you give your clients?"

    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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    8 mins
  • How Do I Remove My Private Mortgage Insurance (PMI) From My Mortgage

    How Do I Remove My Private Mortgage Insurance (PMI) From My Mortgage
    May 30 2024

    Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Phil in Daytona Beach, Florida, who asks: John-Mark my wife and I recently sold our home in Ohio. When we moved down to Florida because home prices were a bit more expensive we didn’t quite have 20% to put down. I now have PMI insurance. What are the steps I should take to have this removed from my mortgage?"

    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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    10 mins
  • Why Use An HSA and How To Contribute in Light of Your Baby Step 4 Calculation

    Why Use An HSA and How To Contribute in Light of Your Baby Step 4 Calculation
    Oct 3 2024

    Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses the benefits of a Health Savings Account (HSA) including one of most unique benefits - triple tax savings - and John-Mark will also answer how to think about this in relation your Baby Step 4 calculation. 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
    11 mins
Business & Careers Economics Personal Finance Politics & Government
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