In this episode we welcome back Rob Woodard, former CFP and now licensed Medicare broker to advise on what types of Medicare are available and how to choose what type is appropriate for you. Please reach out to us if you have any further questions.

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In this episode we have special guest Mr. Austin Humphries

discuss the basics of cryptocurrency, centralized and decentralized wallets and how to overcome your fear of investing in this futuristic digitalized currency.

Reach out to us with any questions if you have yet to begin your crypto journey.

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In this episode we discuss how affordable term policies are for 30,40,and 50 year old and show how to properly versus improperly structure and indexed universal life insurance policy. If you are in the market for an IUL or happen to have one and would like a policy review, don't hesitate to reach out to myself (Dani Sommer), Rubit Ramos or Gordon Chavez as we would love to assist you and answer any questions you may have around these intricate/ complex products.

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In this episode we have Mr. Christopher Parks discuss the importance of financial planning and how to prioritizing your finances is the only way you will gain the financial freedom that you seek. Reach out to us if you need assistance in gaining a better understanding as to where your money is really going.

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In this episode we have guest speaker, Rob Woodard, 28 year CFP from Charles Scwhab join us and discuss what what the roles of a certified Financial planner are, who qualifies, how they monitor your investments and investment philosophies amongst many other topics.

if you have a day have any questions or would like to get into contact with Rob personally, myself, Gordon Chavez, or Rubit Ramos can be contacted at the link provided below:

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In this episode we welcome back Mr. Shanne Sledder 22 year mortgage advisor from RMW loans to to discuss the housing market forecast and if now is a good time to tap into your equity.

please don't hesitate to reach out to any of the links below with any questions that you may have or if you are looking to add real estate to your financial portfolio.

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also, please be sure to subscribe to our YouTube channel to visit us live at: www.wewishyouwealth.com

In this episode we conduct a Q&A with Shane Sleder, a 22 year mortgage advisor based out of San Diego, California. He advises on what exactly the reverse mortgage program is along with how they can assist seniors with long term care, medical expenses, if a reverse mortgage makes sense for retirees who don't have an immediate need and much more. Please feel reach out if you have questions at any of the links provided below:

www.sandiegomortgagenews.com

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In this Episode we discuss when it is appropriate to utilize talk software and when it is appropriate to use a tax advisor, What roles other financial planners play in preparing your taxes and how to know you have maximized your refund.

Reach out to Pamela Ferguson for any of your tax concerns.

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In this episode we discuss how to prepare individual income taxes and business taxes with our trusted tax advisor Pamela Ferguson.

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In Epidote 8 of We Wish You Wealth Gordon Chavez, Rubit Ramos and myself discuss what we have learned about entrepreneurship and what we plan to achieve in year 2024. Please reach out to us at the links below with any questions:

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www.wewishyouwealth.com