Wealth Purpose Peace

In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant discuss how financial advice found on the internet or social media is not always accurate. Check out this episode to learn about five financial myths to avoid!

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 As rules and regulations change, podcast content may become outdated.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.

In this episode of Wealth Purpose Peace, podcast hosts Jonathan Hall and Brian Grant dive into how dividend stocks apply to a retirement plan. While dividends can produce income, that income is not guaranteed and should not be the only part of a retirement strategy.

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.

In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant emphasize that some purchases just aren't worth worrying about. While prudent investing and wealth accumulation are important, it is important to divert your mental energy away from financial decisions with limited consequences and instead focus on the decisions that matter most.

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.

The 0.01% Rule discussed in this episode comes from Nick Maggiulli, author of The Wealth Ladder and creator of Of Dollars and Data. To learn more, check out the Wall Street Journal's article about Nick's book.

In this episode of Wealth Purpose Peace, podcast hosts Jonathan Hall and Brian Grant explain an important tax issue: required minimum distributions (RMDs). Once you reach a certain age, the IRS mandates that you begin withdrawing money from tax-deferred accounts. Listen to Jonathan's and Brian's thoughts on this situation and how to navigate it.

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.

In this episode of the Wealth Purpose Peace podcast, hosts Jonathan Hall and Brian Grant dive into the first question they always begin initial client meetings with — what's important to you about money? They discuss how many people get stuck in fears, previous thought patterns, or outdated financial mindsets and forget to consider the life they want to build towards when building an investment strategy.

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.

Can you have too much money? In this episode of Wealth Purpose Peace, podcast hosts Jonathan Hall and Brian Grant challenge listeners to think about what they would do if they didn't have to work and why constant accumulation feels necessary. It's important to build a life you can't wait to get to, rather than stack up money simply to escape a job or a lifestyle you don't love.

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.

As we celebrate the 250th birthday of our country's history, the hosts of Wealth Purpose Peace explore the personal financial decisions of past United States presidents and what we can learn from their successes and mistakes today.

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.

Is it worth it? In this episode of Wealth Purpose Peace, podcast hosts Jonathan Hall and Brian Grant explore the tradeoff between time and money. Since every financial decision comes with a tradeoff, the hosts encourage listeners to evaluate what matters most to them when making financial decisions.

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.

What happens to my money when I die? In this episode of Wealth Purpose Peace, podcast hosts Jonathan Hall and Brian Grant walk through what this process looks like and discuss the importance of having a well-designed estate plan.

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.

What should I do when I get an inheritance? In this week's episode of Wealth Purpose Peace, hosts Jonathan Hall and Brian Grant discuss the framework for managing inherited wealth and navigating finances through the fog of grief.

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.