What We Learned in the Markets Podcast Por Whitaker-Myers Wealth Managers LTD. arte de portada

What We Learned in the Markets

What We Learned in the Markets

De: Whitaker-Myers Wealth Managers LTD.
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Investment Research Analyst Summit Puri of Whitaker-Myers Wealth Managers discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a Ramsey Solutions Financial Coach on staff to help with budgeting and debt pay-down strategies.

Whitaker-Myers Wealth Managers 2023
Economía Finanzas Personales Política y Gobierno
Episodios
  • What Are The Top Five Negotiating Tips When Purchasing a Home?
    May 31 2024

    Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Stephen in Bellville, Ohio, who asks, “John-Mark Mark I think I’ve found my dream home – it may be a littler pricer than I anticipated paying, so to be financially prudent I want to ensure I’m getting the best deal, can you please share the top five tips for negotiating when buying a house, that you give your clients?"

    Name and locations may have changed to protect privacy.

    Email your questions to: nationalsmartvestor@whitakerwealth.com

    This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

    https://www.whitakerwealth.com/

    Más Menos
    8 m
  • How Do I Remove My Private Mortgage Insurance (PMI) From My Mortgage
    May 30 2024

    Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Phil in Daytona Beach, Florida, who asks: John-Mark my wife and I recently sold our home in Ohio. When we moved down to Florida because home prices were a bit more expensive we didn’t quite have 20% to put down. I now have PMI insurance. What are the steps I should take to have this removed from my mortgage?"

    Name and locations may have changed to protect privacy.

    Email your questions to: nationalsmartvestor@whitakerwealth.com

    This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/

    Más Menos
    10 m
  • What We Learned in the Markets This Week: May 23, 2025 - #markets #inflation #theramseyshow
    May 27 2025

    Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

    We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

    We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

    https://www.whitakerwealth.com/

    Más Menos
    12 m
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