Should you open a Roth IRA for your child? In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant break down the rules for custodial Roth IRA accounts and discuss ways to set up your child for financial success.

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision.

Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations.

CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

When Should I File for Social Security? In this episode of Wealth Purpose Peace, hosts Jonathan Hall and Brian Grant discuss the nuances of Social Security and explore the pros and cons of taking Social Security benefits early.

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision.

Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations.

CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

Should I help my kids financially? In this episode of Wealth Purpose Peace, Warburton Capital's Jonathan Hall and Brian Grant discuss supporting children financially without crippling them.

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision.

Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations.

CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

How much house can I afford? In this episode of Wealth Purpose Peace, Warburton Capital's Jonathan Hall and Brian Grant challenge listeners to look beyond the price tag and evaluate how a house fits into their financial plan and life goals.

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision.

Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations.

CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

Should I pay off debt or invest? In this episode of Wealth Purpose Peace, hosts Jonathan Hall and Brian Grant discuss how to make smart decisions when balancing debt and investing.

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision.

Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations.

CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

Sometimes the most dangerous part of market volatility isn't what it does to your portfolio; it's what it does to your decision-making. In this episode of Wealth Purpose Peace, hosts Jonathan Hall and Brian Grant discuss what investors should do when the market is down.

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision.

Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations.

CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

Early retirement sounds like the dream, but in a recent discussion on the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant challenge listeners to dig deeper into what's really driving that goal.

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision.

Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations.

CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

How much life insurance should you have? In this episode of Wealth Purpose Peace, Warburton Capital's Jonathan Hall and Brian Grant explain some of the reasons why life insurance should be considered when planning for the future.

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision.

Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations.

CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

How much cash should you have in the bank? In this episode of Wealth Purpose Peace, Warburton Capital's Jonathan Hall and Brian Grant discuss strategies for saving strategically, building an emergency fund, and knowing whether you have enough, or too much, in savings.

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision.

Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations.

CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.

How much do you need to retire? In the inaugural episode of Wealth Purpose Peace, Warburton Capital's Jonathan Hall and Brian Grant discuss the factors that are necessary to retire, particularly regarding income and spending habits.

The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.

Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision.

Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations.

CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.