Your Financial Journey

Will inflation remain stubbornly high and keep pressure on interest rates? Can strong corporate earnings, expanding market participation and advances in AI continue to support equity markets? How might geopolitical uncertainty, from global conflicts to shifting foreign policy, impact investors during the second half of 2026? Join Doug DeGroot, Brian Granato and Nicole Smit as they discuss these important topics and share their outlook on stocks, bonds, interest rates and the broader economic landscape for the remainder of the year.

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

We've entered a new era of wealth management where deeply personalized service and holistic planning are no longer optional but expected. In this episode of Your Financial Journey, Doug DeGroot and Brian Granato discuss how clients are looking for customized investment solutions, integrated tax and estate planning, and guidance across banking, lending, and investing. Tune in as they explore how the experience and accessibility of the PWA team come together for an approach that helps clients navigate today's increasingly complex financial landscape and achieve their unique financial and life goals.

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.

Even though last year's post-election enthusiasm may be dampened by growing instability abroad and continued high prices at home, our equity markets have continued to bounce back from minor setbacks in each of the past two years. Will strong corporate earnings and the excitement around AI drive this trend forward or are geo-political concerns powerful enough to cast a shadow on the U.S. economy and our financial markets? These are just a few of the issues discussed by Tom Clifford, Doug DeGroot, and Brian Granato in this 2026 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.

The choices you make today can impact your family in the future – no matter how close to or far from retirement you are. What retirement assets do you have today and how much of these resources will you need when you stop working? What about non-retirement assets and other special assets such as your home or high-value collectibles? Developing a retirement plan involves identifying priorities, setting goals and examining your current financial resources. Hear our Providence Wealth Advisors team members discuss these topics and more in this final part of the special podcast series on Retirement Planning.

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 or just beginning to plan your future? Will you count on a pension, 401k or other retirement assets for the income you'll need when you're no longer working? Do you have a financial advisor, accountant or estate planning attorney on your team? Your timeline, risk tolerance and tax considerations are all important aspects of your retirement plans. These are some of the areas discussed by Providence Wealth Advisors team members in this episode of Your Financial Journey. 

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.

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.