Join us to learn more about how you can significantly impact your community as we get a chance to talk with Lindley Mayer Gulledge and her husband Gordon.
Lindley shares her inspiration for starting her own foundation at a very young age after learning that her siblings would face challenges due to their disabilities.
We discuss the importance of getting involved at any level, and also dive into a few financial planning tips that may help enhance your impact in your community.
In Part One of this two-part series, Senior Helpers owner Courtney Bohman talks with Erik about the importance of knowing your loved ones’ wishes regarding care and understanding the options available.
We realize that many of you have questions and are searching for information to understand the current state of the market. Our Chief Investment Officer, Rand Baughman, joins Erik to discuss this in an unscheduled episode.
They discuss the current and past trends of the stock market, along with giving insight on possible reactions you may be considering.
1-year Returns of Stocks Source: BlackRock
Rolling Returns of Stocks Source: BlackRock
Annual Returns and Intra-year Declines Source: JP Morgan
Bear Markets and Subsequent Bull Runs Source: JP Morgan
The next episode of the Fostering Financial Victories podcast features Furman University’s Athletic Director Jason Donnelly and Foster Victor Principal & Furman Soccer alum Rob Victor. They discuss the value of having a coach to help push you to achieve your goals and improve your day to day performance with host Erik Mizell.
Jason Donnelly, Furman University Athletics Director
In this episode, Erik is joined by Wealth Coach McCreight King and CPA Tim Moxie of Upstate Professional CPA Services to dive into a discussion around the current landscape of taxes. They talk through recent changes in the tax code as it pertains to the passage of the SECURE Act, along with changes made in response to the Coronavirus pandemic. Tim brings a wealth of knowledge that will be applicable to both the individual taxpayer and the small business owner.
In this unscheduled episode of Fostering Financial Victories, Erik is joined by CPA Chris Arthurs and Wealth Coach Rob Coleman to discuss the details surrounding the recent CARES Act that has been passed to provide relief related to the Coronavirus pandemic. They dive into the details on how this will provide help for both the Small Business Owner and the individual taxpayer.
Erik is joined today by Greenville mortgage expert Caleb LeGrand and Wealth Coach Garrett Hyer to discuss some of the “must know topics” of real estate. For most people, buying a home will be the single largest purchase you may ever make, so we want to be sure that you don’t walk into it blindly. Caleb brings a wealth of knowledge about navigating mortgage decisions and helps make what can be an intimidating process a success.
This is the one you don’t want to miss. Joined by Stacy and Rand Baughman, Erik brings up what could be the most controversial topic for married couples besides talking about religion or politics. Today, we get insight from Stacy and Rand about tips they have found to be helpful in reaching common ground on how to manage household finances. It doesn’t always have to end with someone being upset about “the talk.”
As a follow up to the last episode, Erik is joined by JoEllen & Frank DeLuca to continue the conversation on why money is so hard for couples to discuss. Today, we get insight from JoEllen & Frank about tips they have found helpful in over 30 years of marriage to establish common ground on how to manage household finances.
In this episode, Erik is joined by Foster Victor’s Operations & Compliance Analyst Shannon Dermody to talk about learning to manage your money as you begin navigating the professional world. They discuss strategies to get your budget under control faster than greased lightning, how to plan for saving and building credit, and why all of this is important.
What do you wish you knew 35 years ago about managing your finances?
In today’s episode of Fostering Financial Victories, Erik is joined by retired Greenville physician Bill Craig to talk about what Bill would have done differently with his finances if he had had a crystal ball 35 years ago, how he handled planning for the future, and mistakes he’s made along the way.
What can you do to create momentum to finish the year out strong and achieve your 2020 goals? As a follow up to our very first episode featuring Ben Newman, FVWA Principal Paul Foster joins Erik to discuss staying positive about the opportunities still available this year.
In our latest episode, Erik is joined by Rob Victor and local business owner Josh Newton of Freedom Interiors, Inc to discuss the impact of the last several months on small businesses. Change can be hard, especially in a business setting. Josh & Rob talk about the need to be flexible and what they have learned from the business decisions they have made this year in a rapidly changing environment.
The latest episode of Fostering Financial Victories looks at how children can impact your financial plan. Guests Michelle & David Seaver talk with Erik & McCreight about how they planned for new expenses and balanced short term spending with education planning.
The change in seasons doesn’t just mean football, bonfires, and sweater weather. October 15th kicks off open enrollment for Medicare, which means if you need to make changes to your health insurance the next few months are very important. In our latest podcast episode, Erik is joined by Erica Rector of Farm Bureau Insurance to clarify the ins and outs of Medicare and discuss the details you need to know to successfully navigate the decision making process.
This summer we moved to our new permanent home in the historic Hayne School building on Toy Street. In the latest Fostering Financial Victories episode, Jenny Hagadorn talks with Erik about the history of the building, and Kylie Felker explains how she tackled the massive project of coordinating a total renovation and office move during a pandemic.
Erik is joined by Rand Baughman on this episode to talk through the most common question we are hearing from clients and friends: What is going to happen with the markets if [insert either candidate] wins the election? Erik and Rand take a look back at previous election cycles and explain why you shouldn’t lose any sleep over it.
Please check out our 3-part series that provides further insight on this topic:
Are you worth more alive or dead? 2020 hasn’t killed us yet, but let’s talk about life insurance anyway.
McCreight & Sarah join Erik on this week’s episode to discuss the stigma around insurance planning and why people avoid it.
The clock is Tik-Tok-ing toward the end of the year! Client Engagement Specialist Emily Edwards (who happens to be our resident social media guru) joins Erik to go over the highlight reel of things to get done before the holiday season and the end of the year arrive.
Who knows the most about FVWA and the work we do?
In the first episode of 2021, Garrett & Erik put their game faces on while Emily hosts a “Stump the Coach” trivia session. See if you can keep up!
Foster Victor Attorney Austin Taylor joins Erik to talk about the basics of estate planning:
Erik & Rob explain how a financial planner can help you build a solid foundation for your financial future at any age. The biggest asset you have on your side is time for compound interest to work its magic; you just have to make the decision to get started.
Rand & Erik look back on the last 12 months to discuss the very unusual market activity we’ve seen and talk about what experts think the next year will hold.
There’s always a reason to sell stocks… (Blackrock)
Guide to the Markets 1Q 2021 (JP Morgan)
It’s what everyone is talking about, but how much do you know about cryptocurrency? Erik is joined by Jack Neil of Hank AI, Inc. to talk through the ins and outs of Bitcoin, Ethereum, and more. They cover how it works, why it’s so volatile, the importance of sticking to a plan and not making decisions based on emotion when it comes to investing.
Connect with Jack Neil on LinkedIn