We are getting ready to wrap up the year here at Wealth Management Of The Carolinas and on this week's episode we circle back and talk about you and your financial progress. If you ever want to revisit our discussions, submit any questions, or want to talk about steps to take into 2022 or beyond, please do not hesitate to reach out at (704)782-7233 or visit us online at WealthManagmentCarolinas.com. Merry Christmas & wishes for a safe, healthy, and prosperous New Year for you and your family.

2021 EP1218 Rodney Harris - Closing The Year

Rodney Harris is the founder and Chief Investment Strategist for Wealth Management of the Carolinas, a North Carolina based retirement planning firm.  On this program, Rodney shares tips, strategies, and secrets for building a solid plan for retirement confidence.

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Learn with Rodney Harris as they discuss why having a financial advisor is crucial to a solid retirement plan and what their philosophies are when providing advice. We hope you enjoy this week's edition of Game Plan For Retirement and make sure to give Rodney Harris a call at (704)782-7233.

2022 EP0917 | Rodney Harris | Philosophies

Tune in as Rodney Harris describes how and why preparing your legacy plan can provide benefits both for your family when you pass away, but also while you live through retirement. Make sure to tune in and listen to another important edition of Your Game Plan For Retirement.

2022 EP0827 | Rodney Harris | Legacy

Tune in this week as Rodney Harris discusses taxes. How they can affect retirement. And casting the opinion of himself and many other advisors on what taxes may be doing in the future. Contact Rodney Harris at (704)782-7233 and visit the website at www.wealthmanagementcarolinas.com.

2022 EP0813 | Rodney Harris | Taxes

Rodney Harris is founder of Wealth Management of the Carolinas. On this edition of Your Game Plan For Retirement, Rodney discusses your investments and the current market and economic environment. What should we be doing with our investments and retirement accounts? Rodney specifically addresses the concerns of those in or nearing retirement, a time where market downturns can be particularly impactful on your lifetime financial outlook. Rodney takes a fiduciary approach to setting up investment allocations and generate retirement income for his clients, and discusses that process and the available financial options to accomplish growth and income while reducing volatility on this edition of Your Game Plan For Retirement.

2022 EP0730 | RODNEY HARRIS | INVESTMENTS

    Tune in this week as Rodney Harris discusses one of the most critical topics for everyone: Income. Rodney Harris is a trained Series 65, Investment Advisor Representative ready to answer any questions you have about creating income from your investments. Contact Rodney Harris at (704) 782-7233 to go over any questions you have or to get your plan examined. Wealth Management Of The Carolinas hopes you enjoy another edition of Your Game Plan For Retirement.    

2021 EP1218 Rodney Harris - Closing The Year

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