Your Financial Journey

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, LinkedIn or Twitter.

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, LinkedIn or Twitter.

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, LinkedIn or Twitter.

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, LinkedIn or Twitter.

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, LinkedIn or Twitter.

We all know there are many ways to invest your hard-earned money - cash, bonds, stocks and a myriad of alternative strategies we hear and read about every day. What kinds of returns can you expect from these investments and what are the risks? How easy will it be to access your money if you need to raise cash? Listen to Investment Advisor Representative, SVP & Trust Officer Brian Granato and Executive Vice President Doug DeGroot discuss risk, reward and much more. Whether you're a new or seasoned investor, there's plenty to brush up on in this Investing 101 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, LinkedIn or Twitter.

Do you have a person you can call when a financial question arises? Is this person aware of your financial situation, background, goals, and objectives? Providing this level of knowledge and understanding requires a lot of work and collaboration behind the scenes. Listen in as Vice President & Trust Officer Jay Faler and Investment Advisor Representative Laura Fasan join Executive Vice President Doug DeGroot to share their perspective on a day in the life here at PWA and reasons to use a financial advisor.

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, LinkedIn or Twitter.

Can anyone honestly say they expected tech stocks to shoot up by 38 percent in the first half of this year? How about the S&P 500 gaining 14 percent? We think it’s safe to say these results surprised everyone. What might we expect from the U.S. economy and financial markets in the second half of this year? Listen 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, the FED and stocks in this podcast – the 2023 Mid-Year Update.

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, LinkedIn or Twitter.

What financial concerns should you be thinking about if you’re a young person in your 20’s? What about at age 30, 40, 50 and beyond? Is a budget something you need to prepare once or is it a tool that’s important regardless of age or position in life? In this podcast, members of the PWA Team address these questions and more. Tune in as Executive Vice President Doug DeGroot, Investment Advisor Representative, AVP & Trust Officer Nicole Smit and Investment Advisor Representative, SVP & Trust Officer Brian Granato take a close look at financial planning in 10-year increments and help clients prepare for life’s milestones every step of the way.

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, LinkedIn or Twitter.

Why do Providence Bank & Trust and PWA take extra measures to confirm your identity and safeguard your funds? Today's podcast titled "Tips on Financial Fraud and Fraud Prevention" will explain why steps like multi-factor authentication are in place to protect you, your confidential information, and your money. Listen in as Doug DeGroot, Providence Bank & Trust Fraud Investigations Officer Dee Vossos and Assistant Vice President & Trust Officer Cheryl Dalton discuss today's most popular forms of financial fraud and what you can do to protect yourself from these scams.

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, LinkedIn or Twitter.