Will the second half of 2025 provide the same volatility we've seen in the past six months? Will the Fed become more confident about tariffs and inflation and agree to one or more interest rate cuts? And what about recent events in the Middle East, Russia and Ukraine – how might they impact our economy? These are just a few of the concerns discussed in this 2025 Mid-Year Outlook podcast. Tune in as Brian Granato, Tom Clifford and Doug DeGroot share their thoughts on what may lie ahead. 

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Are you nearing retirement age and in good health? Still employed with the ability to keep working? These are just a few questions that can make the decision of when to claim Social Security complicated. Depending on these factors and more, you have the option to claim Social Security at the early retirement age of 62, full retirement age of 67 or the delayed retirement age of 70. What may be best for you and your spouse? Brian Granato and Doug DeGroot discuss these options and the pros and cons of each in this part of the preparing for retirement series. 

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Have you prepared a retirement budget? Even more important, have you practiced your retirement budget? What about your investment strategies and estate planning? There are many things to consider as you prepare for retirement. In this episode of Your Financial Journey, Doug DeGroot and Brian Granato address many retirement concerns and provide helpful information – whether you're just starting to prepare for retirement or trying to make the very most of your retirement.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Can technology stocks push our equity markets to a third consecutive year of double-digit increases? Will continued government deficits cause the Fed to forego additional interest rate cuts? These are just a few of the possibilities discussed by Tom Clifford, Brian Granato and Doug DeGroot in this 2025 Market Outlook podcast.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Are you taking full advantage of your employer’s 401k match? Maximizing contributions to your own IRA? Looking for a way to avoid those credit card bills that too often dampen your holiday spirit? These are just a few of the topics you’ll learn more about in this 12 Investment Ideas of Christmas podcast, featuring the entire Providence Wealth Advisors team. Listen in as they offer 12 ideas to keep top of mind as you celebrate Christmas and prepare for a healthy, happy and prosperous New Year in 2025.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Do you have a documented Power of Attorney for Healthcare? Who will pay your bills should a serious accident or illness prohibit you from handling your financial affairs? Do you have the deed to your home, your life insurance policies and your Will and other estate planning documents on hand? To discuss these and more of life's most important documents, Executive Vice President, Doug DeGroot is joined by Investment Advisor Representative, AVP & Trust Officer Nicole Smit and Investment Advisor Representative Laura Fasan. Listen in as they talk about the importance of having, keeping and sharing Life's Most Important Documents.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Can anyone honestly say they expected the NASDAQ to shoot up 20 percent in the first half of this year? How about the S&P 500 gaining 14 percent? These results surprised everyone. Can we expect inflation to continue moderating and the Fed to provide a rate cut before year-end? And how much volatility will the election cause? Tune in as Senior Vice Presidents Brian Granato and Tom Clifford of Providence Wealth Advisors join Executive Vice President Doug DeGroot to share their thoughts about interest rates, inflation and stocks in this 2024 Mid-Year Update podcast.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Marriage, home ownership, children, retirement - no matter what milestone you
and your partner may be approaching, the discussion always seems to involve
money. And because preparing for the future is easier when you and your partner
are on the same page, Doug DeGroot and Brian Granato identify important financial
matters couples should discuss throughout their lives together. 

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Did anyone really expect technology stocks to rise by 57 percent in 2023? Can it happen again? What about inflation and interest rates - will they hold at levels Americans can live with in 2024 and beyond? These are just a few of the issues Tom Clifford, Brian Granato and Doug DeGroot discuss in this Your FinancialJourney podcast as we recap 2023 and share our thoughts on the year ahead.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Whether your financial goals are long-term like saving for retirement or shorter term like buying a new car or making a down payment on a home, we're all looking for ways to make saving for the future easier. To share their personal insights and offer a few time-tested tips, several members of the PWA staff join together in this podcast to discuss Savings Goals and Strategies. What better time to revisit our goals and prepare for the future than with a New Year upon us?

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.