Your Financial Journey

Your Financial Journey

Providence Wealth Advisors

Episodes 42
Avg. Duration 27m
Activity Highly Active
Apple Rating 4.5 (6)
Since Oct 2020
Latest Episode Apr 2026

Publishing Details

Schedule
Every 2 Months
Format
Episodic
Hosting
rss.buzzsprout.com

Contact & Outreach

About This Podcast

Providence Wealth Advisors, LLC ("PWA") is a wholly owned affiliate of Providence Bank & Trust ("PB&T"). The investment products and services offered by PWA are independent of the products and services offered by PB&T and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PWA. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the firm website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the firm or from any other investment professional. PWA is an SEC registered investment adviser company. To obtain a copy of their ADV Part 2A and Form CRS, visit www.providencewealth.com. PWA is located throughout the Chicagoland area and Northwest Indiana. To contact PWA, call 888-927-7387, email: [email protected], or write to 20220 S LaGrange Road, Frankfort, IL 60423.This podcast was recorded and is being made available by Providence Wealth Advisors, LLC (“PWA”) solely for informational purposes. PWA makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this podcast. The information, opinions, comments, statements, views and recommendations are general in nature and should not be considered professional advice. Unless specifically stated otherwise, PWA does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The information, opinions, comments, statement, views and recommendations expressed in this podcast do not constitute any listener being considered a client or customer of PWA and should not be construed as an offer to buy or sell securities or to make or consider any investment or course of action. The information, opinions, comments, statements, views and recommendations expressed or provided in this podcast (including by speakers who are not officers or employees of PWA) are not necessarily those of PWA and may not be current. PWA does not make any representation or warranty as to the accuracy or completeness of any of the information, opinions, comments, statements, views or recommendations contained in this podcast, and any liability therefor (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. PWA does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, opinions, comments, statements, views and recommendations set forth in this podcast.The third-party materials or content of any third-party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of PWA. PWA assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, PWA makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.No part of this podcast may, without PWA’s prior written consent, be reproduced, redistributed, published, copied or duplicated in any form, by any means. 

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Recent Episodes

S5E42 Your Financial Journey: New Era of Wealth Management

Apr 30, 2026 25m

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…

S5E41 Your Financial Journey: 2026 Market Outlook

Feb 16, 2026 37m

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…

S4E40 Your Financial Journey: How Will My Retirement Plan Help My Family?

Oct 21, 2025 35m

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…

S4E39 Your Financial Journey: How Will Investments Help Me In Retirement?

Sep 02, 2025 35m

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…

S4E38 Your Financial Journey: 2025 Mid-Year Outlook

Jul 29, 2025 36m

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?…

S4E37 Your Financial Journey: When to Claim Social Security Benefits

Jun 04, 2025 25m

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…

S3E36 Your Financial Journey: How to Prepare for Retirement

Apr 09, 2025 27m

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…

S3E35 Your Financial Journey: 2025 Market Outlook

Feb 10, 2025 35m

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…

S2E34 Your Financial Journey: Twelve Investment Ideas of Christmas

Dec 09, 2024 32m

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?…

S2E33 Your Financial Journey: Life's Most Important Documents

Sep 17, 2024 32m

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…

S2E32 Your Financial Journey: 2024 Mid-Year Update

Jul 29, 2024 30m

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…

S2E31 Your Financial Journey: Financial Topics Couples Should Discuss

Apr 03, 2024 29m Transcript

Marriage, home ownership, children, retirement - no matter what milestone youand your partner may be approaching, the discussion always seems to involvemoney. And because preparing for the future is…

S2E30 Your Financial Journey: 2024 Market Outlook

Feb 15, 2024 32m Transcript

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…

S2E29 Your Financial Journey: Savings Goals & Strategies

Dec 14, 2023 33m

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…

S2E28 Your Financial Journey: Investing 101

Nov 06, 2023 40m

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…

S2E27 Your Financial Journey: Why Use a Financial Advisor?

Sep 12, 2023 28m

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…

S2E26 Your Financial Journey: 2023 Mid-Year Update

Jul 10, 2023 23m

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…

S2E25 Your Financial Journey: Age Milestones for Financial Planning

May 30, 2023 27m

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…

S2E24 Your Financial Journey: Financial Fraud & Fraud Prevention

May 03, 2023 16m

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…

S2E23 Your Financial Journey: Social Security Benefits Overview

Mar 30, 2023 23m

When will you or your spouse become eligible to receive Social Security benefits? How do you know the best time to begin receiving your benefits? Is your spouse or other family member also eligible…

Frequently Asked Questions

How many episodes does Your Financial Journey have?

Your Financial Journey has published 42 episodes since October 2020, covering topics in Business, Investing.

Is Your Financial Journey still active?

Your Financial Journey is currently highly active with new episodes every 2 months. Average episode length is 27m.

How do I contact Your Financial Journey for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Your Financial Journey, including email and social media links.

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